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.
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.
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.
The MSDW editorial team was long overdue to recap the headlines of recent weeks, and today's episode touches on a broad range of updates that touch the full range of Microsoft business applications, from products reaching general availability to promises of upcoming investment.
Articles referenced in this episode include:
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.
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.
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.
Mariano Gomez is a Microsoft Dynamics GP expert, but he has also been focusing on the Power Platform for some time – not only learning for his own work but creating walkthroughs, demos, and presentations for the community. And he is often able to tie those Power Platform findings back to GP, as he is doing in a new three-part video series on Power Automate and its new (still in preview) UI flows tool.
On this episode, Mariano discusses his findings from working on a range of Power Platform scenarios, how it impacts his day job as director of technology services at Mekorma, and the implications of these new tools on ownership of older ERPs.
In this news roundup episode, our editorial desk offers an accelerated review of recent news and expert insights published on MSDW. Among the topics covered are:
What does it mean to be an ISV in the Microsoft business applications channel these days? With so many aspects of that particular type of partner relationship in flux today, there is no single answer. Yet another sign that things are not what they used to be: the most recent Inc. 5000 list, which featured only five or so partners from the Microsoft Dynamics channel down from nearly twenty in 2017.
While magazine "best of" lists are a generally terrible way to measure anything, at least this one has a bit of quantitative data to use as a starting point for a discussion. So on this MSDW podcast episode, we speak with Mike Dickerson, CEO of ClickDimensions, one of the Dynamics-focused ISVs on this year's list. They reported over 100% growth over the last three years.
As Mike tells us, there is no single reason for the drop on the Inc list. But with the massive changes underway in this space, both with the products and the partner strategy, there is plenty to consider in terms of what is changing, why, and how ISVs can position themselves for the future.
The reporting architecture of Microsoft Dynamics 365 for Finance and Operations (D365FO) is moving toward data lakes, and it's not a simple change for customers to understand. Today's guest, Kirk Donahoe, solution architect and consulting manager at MCA Connect, has been studying the changes to the entity store and the BYOD model and wrote about it recently. The use of ADLS Gen2 will change the overall architecture of D365FO in the Azure cloud, but it will also impact third party data warehouse solutions like his firm's. Partners like MCA Connect need to understand what to do next, but just as importantly, so do D365FO customers.
Kirk spends a good deal of his time advising clients on the impact of Microsoft's changes. He and other D365FO experts are also paying close attention to Microsoft's guidance on the topic as it rolls out, sometimes with bigger announcements but often in small pieces.
On this episode, Kirk reviews some of the highlights of his recent article, discusses how various updates will impact both D365FO and AX users, and explains how other Azure data services factor into a Microsoft cloud ERP customer's experience.
Microsoft MVP Erik Hougaard published his first book this week, the Microsoft Dynamics 365 Business Central Field Guide, and he joins the MSDW Podcast to talk about the book, the state of Business Central, and his experiences with self-publishing.
Erik has been working with NAV and Business Central for a long time. He's perhaps best known for his work as a developer and architect and his related blogging and speaking. The Field Guide is a departure from some of the topics he usually discusses. It is written for new Business Central users and administrators, whether they have experience with Dynamics NAV or not. It is not intended as a cover to cover read, he says, but rather as a real field guide – something meant to be picked up as needed to learn more about specific topics, from standard features to integration options to reporting and customization.
We discuss a few important chapters, Erik's experience writing and publishing the book, and plans for updating it as Business Central is updated by Microsoft every six months going forward.
In today's news roundup episode we break down recent Microsoft announcements, and highlight recent expert content on budgeting, automation, reporting, and ERP integration, and more.
Microsoft's industry accelerators for Dynamics 365 and the Power Platform don't simply appear. Rather, they are the result of extensive collaboration with partners willing to share their years of experience and intellectual property to help develop standardized data models and feature sets. In the financial services sector, VeriPark has contributed to that effort, contributing to the development of the recently launched Banking Accelerator.
Our guest on this episode, Wim Geukens, managing director of VeriPark Europe, explains that committing some of the company's most valuable IP to an open source initiative like an industry accelerator wasn't an easy decision. And while they may be losing some advantages, there are advantages to helping Microsoft shape its industry model, too, he says. The company also continues to move ahead with efforts to offer more high value capabilities for financial services firms, in areas like language processing and facial recognition.
We also discuss Wim's recent articles for MSDW on approaching the requirements of omnichannel customer engagement in the banking and insurance sectors. One reason the articles work so well is that, unlike generic statements on the importance of improving customer experience, they take on real and addressable challenges like integrating legacy solutions and prioritizing the availability of customer information at key moments.
Inspire 2019 is just days away, and the International Association of Microsoft Channel Partners (IAMCP) will be there as always, advocating for Microsoft partners and celebrating its 25th anniversary. On this episode we speak with Jeffrey Goldstein, president of IAMCP Americas and the managing director at Microsoft partner Queue Associates. He'll be at Inspire and he walks us through the themes that both his firm and IAMCP members will focus on, both internally and with Microsoft executives.
Some of the most pressing matters should be no surprise, like how to navigate the changes to gold and silver certifications, the loss of internal use rights (IURs), and the evolving use of AppSource. But Goldstein is also helping lead
Linda's new book, Get Acquired for Millions, reflects her own experiences in 3 sales, plus new research from across the industry.
The sale of a technology services provider (TSP) business brings into focus matters of all sorts -- financial, strategic, operational, psychological, and even personal. The prospect of an acquisition also raises a lot of challenges and anxieties – the worth of a business today, how can that value be improved, how buyers are approaching opportunities, and where sellers are finding the best deals.
Our guest is Linda Rose, a veteran of the tech services space and the Microsoft channel in particular. She has sold three businesses over her career, most recently her cloud services business about two years ago. After taking some time off for a few adventures, she's back to work with a new book for other business owners. It's called Get Acquired for Millions: A roadmap for technology service providers to maximize company value.
We talk about her own experiences as an entrepreneur, her research for the book, and some of the findings and recommendations for other TSPs.
In a recent article, the co-host of today's podcast, Peter Joeckel, shared his perspective that the Dynamics AX user base falls into one of three categories as it relates to their Dynamics 365 for Finance and Operations (D365FO) upgrade prospects:
That last cohort, the constrained mid-market customer with complex customizations, is staffed with tense IT managers harboring the legitimate fear that the financial losses tie to an upgrade-gone-wrong could do real harm to the business overall.
In this episode of our Dynamics AX to D365FO Upgrade Journeys podcast series, we meet Irene, an IT director at a manufacturer running a not-so-successful AX 2012 system (she preferred to leave her company out of the discussion). Their AX implementation began in 2012 RTM and "it was not an easy implementation," she says. They faced many of the hurdles you hope not to find when executing an ERP project: the lack of a change mindset, a conservative (and seemingly un-engaged) executive team, and some technical deployment problems. Since their less-than-satisfying go—live, they have been working to steadily bring back features and functions that should have been there from the start.
Now they face the prospect of an upgrade of some sort. Irene explains how she evaluated the two primary choices: upgrading to D365FO in the cloud or upgrading to AX 2012 R3. It's not a scenario (or an outcome) that will earn itself a flashy video at the next Microsoft conference, but it's one that might seem more believable for a certain set of AX customers weighing their options today.
The podcast is back with a look at some of the most important articles and features from the last month. It's an episode that is heavy on Dynamics 365 Business Central news as Microsoft ramps up the April 2019 release and communicates its plans to partners, both in Asia last month and in North America in May. We also review some new insights from subject matter experts in partner channel strategy, manufacturing, banking, non-profits, Customer Engagement, Finance & Operations, and more.
On this episode we catch up with Nicholas Hayduk, founder of Engineered Code to learn more about what's coming next with Microsoft Dynamics 365 Portal based on the still-new April 2019 release notes. There are some exciting updates, like the removal dependencies on first party Dynamics app objects, and intriguing hints at the future like a new way to display of external data.
Nick is a Portal and Adxstudio veteran and he recently wrote about the April 2019 release wave on his blog.
On this episode we talk with John Silvani, President & CEO of Gravity Software. John wrote an article for MSDW in 2018 describing his experience running a SaaS ERP business built originally on Dynamics CRM Online and now on the Common Data Service and the Power platform. We talk about the evolution of Gravity's partnership with Microsoft, his thoughts on the evolution of CDS and the Power platform, and advice for other businesses looking to use Microsoft's business solutions ecosystem as their platform of choice.
The MVP collaboration known as PowerISV is all about the business opportunities of Microsoft's Power platform - PowerApps, Power BI, Flow, and the Common Data Service. On this episode we talk with two members of the group, Mark Smith, aka nz365guy, and returning guest Steve Mordue, to discuss why the group got together, what value they provide, and who needs to understand the opportunity for developing solutions on Microsoft's still-emerging cloud application infrastructure.
Marko Peresic has now stepped down from his role at Microsoft in the Business Applications group, and the former general manager sat down with MSDW for an exit interview of sorts. On this MSDW Podcast episode he discusses his twelve years at Microsoft and reflects on both his own growth and the evolution of the company's business applications group.
Leaving the company was not a decision he took lightly, he says. The company's talented employees, as well as the intensity of its partner and customer bases it a unique place to work. He weighed different potential job offers, both inside and outside the company before landing on a new role at a yet-to-be-identified HR software firm. And he advised that the search for his replacement, which is ongoing, is expected to result in a new leader with same general manager roles and responsibilities. Other topics of our conversation included some of the feedback he heard from within Microsoft when he announced his plans, how he has adapted to handling conflict with stakeholders in the community, shifting from a technology focus to a customer success focus, and why Microsoft needs to better develop its executive talent pool internationally rather than centered in Redmond.
Andrew King of WebSan Solutions joins us once again to talk building and selling Microsoft business solutions to SMBs. Andrew and his team have been working with clients on a range of the latest Microsoft technology, from the Business Applications suite to Power BI, Office 365, SharePoint, Teams, and Azure products.
On this episode we cover a range of topics including what types of solutions are resonating with new and existing clients, the technology on which his team is building expertise, the types of conversations he is having with NAV and GP customers these days, and WebSan's upcoming webcast for MSDW on November 20 about moving GP solutions to the cloud.
Mike Dickerson,the CEO of marketing technology vendor ClickDimensions, joins us to discuss his company and its evolution in the Microsoft channel over the last two years. Now owned by private equity firm Accel KKR, the company has adjusted its focus today to three main challenges for customers and partners in the future – simplifying the technology, reducing costs, and solving the skills and resources gap. He discusses some fascinating findings about Microsoft partners, how the company has adapted to Microsoft's other marketing technology moves, and some principles of leadership.
On this episode, Dynamics NAV veteran and COO of Dynamics Southwest AJ Ansari joined us live at Summit 2018 to discuss the future of NAV and Dynamics 365 Business Central. Recorded on the fly in the halls of the Phoenix Convention Center, we discuss customer perceptions of Microsoft's SMB ERP roadmap, how partners are adapting, including AJ's own firm, and our predictions of some of the most exciting new opportunities for innovative use of Microsoft business technology by both customers and partners.