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The MSDW Podcast

The MSDynamicsWorld.com (MSDW) podcast explores news, ideas, and events in the Microsoft Dynamics ERP and CRM community.
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Now displaying: 2020
Mar 23, 2020

Microsoft MVP Ed Gonzales (LinkedIn, Twitter)is not a professional developer, but his willingness to dive into new technology has helped him steadily expand his expertise from the Dynamics 365 product line to the Power Platform, Teams, and beyond. He recently told MSDW about his journey to becoming an MVP, with his time spent championing Microsoft tools at his day job while challenging himself with new tech at other times. He documents his latest explorations on his blog, The Flying Polymath, like an increasingly sophisticated bot that pulls in a range of Microsoft technology based on his own exploration and input from others in the community.

 

Show Notes

  • 1:15 - More about Ed's day job, including his efforts around CRM adoption.
  • 4:00 - What it's like being a CRM administrator and advocate, while also promoting Microsoft productivity tools.
  • 7:00 - Creating realistic incentives and assistance from prospective users.
  • 9:30 - On his efforts to gain support from management
  • 12:30 - Ed's thoughts on the D365 product direction and efforts to encourage power users and makers
  • 15:30 - User adoption milestones in the context of digital transformation
  • 18:15 - Exploring and collaborating on the Power Platform as a non-developer through the birthday bot
  • 25:00 - Applying information learned from experiments to real business cases.
  • 26:00 - Where is Teams going in combination with enterprise systems?
  • 32:00 - Other parts of the Microsoft tech stack that Ed is excited about
Mar 18, 2020

This is a special episode of the podcast, sponsored by ClickLearn, the multimedia digital training and documentation software firm.

Joachim Schiermacher, CEO of ClickLearn, joins us to discuss the company's newly announced updates to both their licensing model and partner model.

As Joachim explains, the changes, which include subscription pricing and new partner incentives, are key to the next stage in the company's growth and come at a time when the company aims to expand its reach, both among large enterprises and in the small and mid-sized enterprise sector.

Mar 12, 2020

Directions on Microsoft research vice president Andy Snodgrass joins us to discuss Microsoft licensing, cloud transitions, Power Platform investments, and other complex choices that his firm's clients are weighing today.

Show Notes

  • 1:00 – The Microsoft products Andy covers and how Directions on Microsoft works with clients
  • 3:45 –Microsoft customers challenges with cloud pricing
  • 6:20 – Managing the true cost of cloud solutions
  • 11:00 – How to prioritize the areas to watch in Microsoft's Business APplicatinos group.
  • 17:00 – Thinking about Dynamics 365 aggregate applications, and why it doesn't simplify system management
  • 22:15 – What are the prospects for the new D365 Human Resources application?
  • 26:30 – Progress on the citizen developer trend with the Power Platform and how enterprises have adapted
  • 29:30 – Why some enterprises are going all-in on Power Platform, and what metrics are driving their decisions.
  • 31:00 – POV: Is "citizen developer" still valid if you're making Power Platform part of a larger IT strategy?
  • 35:30 – Evaluating the structure of the biz apps group
  • 39:39 – Has the Biz Apps group come full circle, back to the MBS days under Kirill Tatarinov?
Mar 10, 2020

When your organization has made the decision to move ahead with a Dynamics 365 Finance and Operations (D365FO) project, what should you expect from your implementation partner? What should your internal team be ready to provide? On this episode we talk with two D365FO consultants who have been through the deployment project experience multiple times and have some recommendations on what customers need to know upfront. MSDW contributing expert Satish Panwar and Sukrut Parab, both with Hitachi Solutions America, join us for a discussion of some of the key planning criteria for a new project.

Even if you have been through an ERP project before, there are probably going to be many new challenges with D365FO if it is your first enterprise-scale cloud ERP project. That means the expectations at various project stages will be new, like the need for fewer customizations in many cases. But other demands will be greater, like knowledge of cloud tools and systems, from D365 Lifecycle Services to key Microsoft cloud products like Azure DevOps, Azure Service Bus, Teams, and more.

We also touch on Satish and Sukrut's experiences working with the Microsoft FastTrack team, the promise of the Business Events framework, and other considerations when planning a go-live.

Show Notes:

  • 3:30 – 5 of the most important things to look at when approaching an implementation
  • 7:15 – Selecting a project methodology
  • 9:00 – What should D365FO customers expect in the early stages of a project?
  • 12:30 – Why most clients need fewer customizations with D365FO than with past AX releases.
  • 16:00 – Project and environment management strategies that factor in the ongoing release waves
  • 20:15 – What's new in LCS and Azure DevOps for D365FO projects
  • 24:30 – Other tools that customers should expect to be using, especially Teams
  • 30:00 – Data migration for D365FO – overall role and planning in the implementation phase
  • 34:45 – Other key goals that D365FO projects must account for
  • 37:00 – What unexpected need tend to arise on projects – data management, custom services, integration of other Azure technology
  • 39:50 – The importance of business events
  • 42:00 – Planning for go-live, including FastTrack
Mar 9, 2020

Editor's Note: This is a special episode of the MSDW Podcast sponsored by k-eCommerce.

Louis Mousseau, president of k-eCommerce joins us to discuss the company's recently launched Payment Portal and Payment Extension for Dynamics GP. There are a range of reasons why a GP customer should consider adding e-payment capabilities, even if they don't need e-commerce. Mousseau explains some of the differences between the two, like the fact that e-payments provide benefits on top of fundamental GP accounting features arounds sales and invoicing. We also discuss topics including security, customer experience, and streamlining operations.

Feb 14, 2020

Why do some CRM-focused projects, probably too many, end with a less-than-satisfying outcome? As our guest, Chuck Ingram, explains, dissatisfaction with enterprise technology is a strange thing. Even when a consulting team leaves a project with all metrics "green", things might not say that way after some time has passed.

 

Chuck last joined the podcast about 3 years ago. He updates us on his professional path since then, including his new firm CongruentX. As he explains, his new team will take a different approach to CRM projects, with a somewhat different engagement model and different measures of success. He will remain focused on Microsoft Dynamics 365 CRM technology, and we talk about the impact of products like Power Apps and D365 Customer Insights, customer adaptation, and life in the partner channel these days.

 

Show Notes:

  • 1:25 - Chuck's professional background and journey over the last few years.
  • 11:00 - Big picture perspective on approaching CRM projects differently to meet buyer needs.
  • 15:20 - Why CRM efforts don't always have to be big projects.
  • 18:25 - How CRM ownership and services change with Microsoft's semi-annual release waves.
  • 21:30 - The case for building on top of legacy systems vs upgrade or migration.
  • 24:45 - Why customer experience is about more than CRM.
  • 27:30 - How and why centers of excellence benefit organizations of different sizes.
  • 33:20 - Chuck's perspective on Microsoft's engagement with partners
  • 38:20 - Why D365 Customer Insights, Microsoft's Customer Data Platform offering, is exciting
  • 39:45 - Looking ahead to 365 Power Up Tampa on Feb 22
Jan 28, 2020

Microsoft just released the 2020 release wave 1 plans for Dynamics 365 and the Power Platform. On this episode we talk with Microsoft MVP Malin Donoso Martnes for her perspective on updates coming to the D365 Human Resources (formerly Talent) and Marketing apps.

Malin has worked in the Dynamics CRM and D365 Customer Engagement space for several years, first on the customer side and now as a consultant based in Oslo. We discuss the new features of Human Resources, how to position the application alongside Dynamics 365 F&O and Project Service Automation, the role of Power Automate, and more.

 

You can follow Malin on Twitter or LinkedIn, and on her blog.

 

Show notes

  • 2:00 - First impressions of the Dynamics 365 HR plans for 2020 wave 1 and why country-specific requirements are so important.
  • 4:30 - The partner opportunity around Dynamics 365 HR
  • 6:45 - Managing entities in the CDS, and how the HR app's architecture has evolved
  • 9:30 - D365HR compared to the HR module of Dynamics 365 F&O
  • 14:00 - Outlook on Dynamics 365 Marketing in the new release wave
  • 17:00 - Deciphering Microsoft's language on upcoming marketing features
  • 20:30 - More on Malin's professional background
  • 23:30 - On getting back up to speed with Dynamics 365 after an extended leave
  • 27:00 - How Malin creates her blog posts, with help from reader questions
  • 28:00 - Upcoming events and plans
Jan 8, 2020

While the Microsoft Power Platform is seemingly everywhere in the Dynamics ecosystem, not all Dynamics ERP partner teams can deliver these cloud services yet as part of customer solutions, especially in the SMB space. 

Sven Noomen, founder of Process4People, joins us to talk about his work to build a consulting, advisory, and training business focused on Power Platform services in the Dynamics NAV and Dynamics 365 Business Central ecosystem. He and his team have developed their own reusable IP, along with providing Power Platform services, training partners, and even working with Microsoft at times.

As Sven explains in this episode, deploying Power Platform requires a unique focus and skill set, and many Dynamics partner, especially those serving the SMB market, do not yet have enough expertise to properly guide their clients on all the options.

Show Notes:

  • 1:30 - About Sven and his work
  • 4:00 - How far has Power Platform progressed alongside Business Central?
  • 7:30 - Are there two visions for the future of Business Central solutions?
  • 12:00 - Is there room for businesses to build on Power Platform using NAV APIs as a backend source?
  • 15:00 - Why ISVs need more IP protection with Power Platform
  • 18:00 - Why customers opt for Power Platform as a low-code platform
  • 21:00 - What's it like running a consultancy offering Power Platform-related services?
  • 26:00 - Will a significant subset of Dynamics ERP users eventually become primarily PowerApps users?
  • 30:00 - Advice for traditional NAV/BC VARs to adapt for the future
  • 34:45 - How will Power Automate's addition of RPA capabilities impact assessments of legacy ERP
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