This episode is sponsored by Cavallo.
On this episode we hear from Cavallo vice presidents Bob McAdam and Joe Alt for the latest guidance on the company's Dynamics GP solution roadmap and partnerships. GP users looking at both the Cavallo Salespad roadmap and their latest partnerships should find comfort in the ecosystem's future, including in the opportunities to modernize order management and build more integrated and automated systems.
Cavallo's Salespad continues to evolve, both in terms of the core offering and with new partnerships and connectors, Joe and Bob explain. We discuss the addition of more granular controls over orders coming from e-commerce systems. And Cavallo's new partnership with WennSoft (formerly Key2Act) will benefit customers who want better integration of order management with job costing and service management.
Looking ahead, Salespad Desktop is evolving to offer customers a more modular set of capabilities, Joe explains. And the company's spring event plans include a pre-day at DynamicsCon Live in May and their own Panels 2023 event later in the year in the company's home town of Grand Rapids.
Show Notes:
For more on the DynamicsCon pre-day, visit https://cavallo.com/scottsdale. If you have other questions about what you heard today, please email joe.alt@cavallo.com.
This episode is sponsored by Resco.
Resco.net CEO Andrew Lorraine joins us to break down what’s next for mobile workers in 2023. We discuss the technology trends with long term potential, how to maximize your mobile worker experience, and Resco’s new developments for the Microsoft Dynamics 365 community.
Show Notes:
Test drive the Resco Mobile App now. Get a feel for key functions, and use sample data - there is no need to upload your own. Get the app:
MSDW and MSCN Editors Jason Gumpert and Eamon McCarthy Earls discuss recent developments in the Microsoft channel, highlighting recent news and features, as well as ongoing trends and upcoming Microsoft Dynamics events.
Show Notes:
This episode is sponsored by Provance.
Power Platform is rapidly maturing as an application development platform, giving professional developers more ways to use it to build advanced solutions. For Microsoft ISVs, those advances have opened up opportunities to build first class solutions for on the platform where they can overlay their unique technology and expertise.
In the area of ITSM and ITAM, Provance has launched its own Power Apps-based solution, ServiceTeam ITSM. Two experts from the firm, Jennifer Grassen and Brian Field, join us to discuss the company's approach to Power Platform, some of the challenges they have solved with ServiceTeam ITSM, and how Provance's work in the Microsoft channel has informed their own work to take their ITAM and ITSM vision further.
Show Notes:
For more information on ITSM and ITAM Solutions from Provance, visit Provance.com
The Canadian National Dynamics 365 CE/CRM User Group has a long tradition of bringing members of the community together, both virtually and in-person. The group paused its activities during the pandemic, but they are back with new events, new plans, and a new organizing platform with the support of Dynamics User Group (DUG).
Two of the organizers of the Canadian National group, Microsoft MVPs Malcolm McAuley of C5 Insight and Rick McCutcheon, update us on building new momentum among Canadian users and how they see the group moving forward at both a regional and national level.
Group members come from a variety of organizations, Rick and Malcolm tell us. Often these users are the lone CRM experts in their organizations, so the connections to other users can be invaluable when planning how to enhance skills and learn about new technology.
Malcolm and Rick also discuss the challenges of offering content that resonates with others while also working toward their goal of increasing the volume of meetings, aiming for a monthly cadence. Malcolm also explains what the group has planned for the future, like more roadmap guidance, additional perspective on related Microsoft products, and helping foster direct connections between members.
This episode is sponsored by Evenica.
Manufacturers have made a lot of progress on their e-commerce journeys in recent years, and Microsoft Dynamics 365 Commerce offers some interesting ways for these companies to achieve sales and broader customer experience goals. Our guest, Stefanie Richter of Evenica, explains how manufacturers are approaching commerce plans today and how those decisions influence technology investment.
Stefanie shares her takeaways from this year's NRF BIG Show, a retail-focused event that also offers interesting perspective for other industries. And she tells us about some specific Dynamics 365 Commerce scenarios Evenica is working on with clients, making the product a hub for the organization that brings together ERP and CRM.
Show Notes:
Evenica specializes in Dynamics 356 Commerce implementations, and they have a growing portfolio of their own IP that extends and amplifies the capabilities of Commerce. With a unique industry-specific approach, Evenica is able to offer custom solutions for brands in retail, manufacturing, healthcare, beverage & cannabis, government and more. For more information, please visit evenica.com.
This episode is sponsored by KwikTag by enChoice.
The world of work has changed in recent years, and today's AP departments find themselves working to meet both the performance demands of their businesses and the career interests of employees.
Our guests on this episode, Mary Miller and Sean Fitzgerald of KwikTag by enChoice, share their perspective on recent research on the impact of remote work and the implications on enterprise software investment. They share their own experiences working with companies to embrace the digital world and making sense of the marketplace and their employees' needs.
We also discuss why the profile of a company adopting AP automation is changing and the outcomes that finance departments are seeking from their software investments.
Show Notes
KwikTag by enChoice leads digital transformation as the one system for AI-powered invoice capture and workflow automation. With 20+ years of experience in the Dynamics community, KwikTag offers intelligent, cloud AP automation solutions for Dynamics GP and Business Central that provide a completely digital, touchless workflow and automatic transaction creation in your ERP. Visit kwiktag.com to learn how AP automation could benefit your business.
To learn more about the reasons companies are automating accounts payable, read this whitepaper: 5 Reasons Companies Are Automating AP. Watch this video to learn how a company using Dynamics GP transformed their AP process as a result of the pandemic and the work-from-anywhere era: Customer Spotlight: American Software.
This episode is sponsored by Formpipe.
Formpipe’s Business Solutions Consultants Soren Hjorth and Stefan Kristiansen join us to discuss commonly seen document management requirements in the Dynamics community. As more customers modernize from on-premises to cloud ERP solutions, their requirements and expectations for document automation often change, our guests say. Organizations today want greater speed, universal access and control, and better integrations, among other things. We also discuss what's new at Formpipe, including the next major version of Lasernet and some of the forward-looking plans of Dynamics customers looking to document management more holistically.
Show Notes
For more information on Lasernet for Dynamics and Formpipe, please visit: www.formpipe.com or please check out Formpipe’s content on MSDW.
Dynamics ERP veterans Tanya Henderson and Steve Endow join the podcast to discuss their new ISV venture focused on the Dynamics 365 Business Central market, Blue Dragonfly. They also talk about their overall career journeys from a focus mostly on Dynamics GP a few years ago to now working primarily with Business Central. They bring some unique observations to what's happening in the BC space, including their outlook on how AppSource is changing, the differences in how Microsoft seems to run its BC R&D organization compared to the old GP team, and how the global community interacts more or less 24x7 around the world. They also offer some interesting ideas for what it takes for other GP professionals to get up to speed on BC.
Links:
Show Notes
This episode is sponsored by NMB Solutions.
Microsoft Dynamics 365 Finance and Supply Chain Management customers in Europe face unique challenges related to transportation and shipping. Our guest, Nathaniël Nguyen, Director of Sales at NMB Solutions, tells us about some of the needs that customers and partners in Europe are facing, including the complexity of parcel shipping today.
Nathaniël explains why NMB has opened its European office, how parcel shipping has evolved, the impact of these changes on shippers and logistics providers, and why the company has partnered with nShift on a new Dynamics 365 F&SCM connector.
Show Notes:
For more information on NMB Solutions’ developments and opportunities in the parcel shipping industry and their strategic alliance with Nshift, visit www.nmbsolutions.ca.
On this news roundup episode of the MSDW Podcast, our editorial team recaps recent coveraging including news from the Business Central partner channel, Microsoft's marketing executive shakeup, Power Platform licensing, SAP opportunities, cloud consumer protections, and more.
Articles discussed in this episode include:
This episode is sponsored by Formpipe.
Every Dynamics 365 ERP implementation must deal with business documents, whether printed or digital. An cloud ERP migration is a great opportunity to modernize document management, says our guest, Jeff Goffinet, North America Partner Sales Director at Formpipe. He shares stories of how companies in various industries have approached their digital transformations with document management in mind and the ways industry-specific needs can drive priorities.
Jeff offers guidance from recent Dynamics implementations on how to factor document management into an ERP modernization project, explains how Formpipe's Lasernet and Autoform DM solutions work with Dynamics, and provides an update on the company's 2023 outlook.
Show Notes
For more information on Formpipe and its document management solutions for Dynamics, please visit: www.formpipe.com or please check out Formpipe content on MSDW.
This episode is sponsored by Enavate.
Microsoft Dynamics GP customers have a lot of consider as they plan for 2023. The product's outlook remains unchanged, despite some confusion caused by Microsoft in recent weeks. But with the move to Microsoft's modern lifecycle and the ongoing push for greater Business Central adoption, GP customers need to understand what their upgrade path looks like and how they can best navigate the decisions around it from a range of perspectives.
Our guests on this episode, Tim McHale and Pamala Turner of Enavate's GP services team, tell us about what they are working on with GP customers these days. As a team of over a dozen product experts, they are busier than ever supporting the needs of GP customers. Upgrades remain in high demand and other topics, like future support for ISV solutions and migrating to cloud infrastructure continue to challenge customers.
Show Notes:
More resources from Enavate:
This episode is sponsored by Nolan Business Solutions.
Nolan Business Solutions recently launched their Microsoft Dynamics 365 Business Central solution for cash management. We are joined by Carole D'Arcy and Derek Beaupre of Nolan to get their perspective on bringing a successful solution from the Dynamics GP world to Business Central. They tell us why ISVs like Nolan who are bringing mature solutions to BC is so crucial for partners looking to sell both new BC deployments and to upgrade legacy Dynamics ERP customers. We also dive into the topic of how the commerce channels is driving the demand for solutions that can handle complex cash reconciliation challenges. Derek and Carole explain how to evaluate BC's standard cash management capabilities, share their outlook on the BC roadmap, and provide an update on Nolan's product roadmap.
Show Notes:
More information from Nolan Business Solutions:
We talked to Peter Wolf of Azamba and AJ Ansari of DSWi in May just after Microsoft announced the Microsoft Cloud Partner Program (MCPP) and they had a range concerns about how the early details appeared to impact SMB Business Applications partners. In short, the scoring at the time seemed geared toward enterprise-level partners and ran the risk of shutting a whole segment of partners out of the benefits they enjoy today by achieving Gold and Silver status.
Today, the story is quite a bit different. MCPP has officially launched, but it has evolved for the better, according to AJ and Peter. They've come back to the MSDW Podcast to discuss the SMB-friendly updates, to compare notes on their company's scores in the new model, and to do their best to break down some of the scoring criteria as Microsoft has explained it.
While Peter and AJ both say the program is still far from perfect, they give Microsoft credit for the improvements thus far.
Show Notes:
AJ's Links:
Peter's Links:
This episode is sponsored by AutoPylot Technologies.
It’s a universal complaint: the sales reps don’t use the CRM. It’s too much effort and takes too much time. As a result, the data in a system like Dynamics 365 Sales is incomplete. CRM may fail to meet expectations, yet the CRM remains the data touchpoint to a range of downstream business processes and decisions.
In this episode, we talk with Steve Shaw of AutoPylot Technologies Corp. about how and why they have entered the Microsoft Dynamics space with a new mobile app for that integrates D365 with added automation and other smart features to encourage sales reps to capture key data. Steve explains why company decided to enter this competitive market and the early results of upcoming research highlighting the impact automation can have on CRM adoption. We also discuss the complementary nature of AutoPylot and Viva Sales, and how conversational AI always starts with conversations.
Show Notes:
To learn how AutoPylot can solve for your biggest CRM frustration, visit www.autopylot.com. And they will be at booth 640 at Community Summit North America 2022.
This episode is sponsored by Enavate.
Cloud ERP and CRM migrations remain a significant but challenging opportunity for Microsoft partners. From Dynamics GP and NAV to AX and CRM, Dynamics customers are planning for the future of their enterprise solutions, but the path forward is not always clear, both in terms of understanding the technical challenges and planning for the optimal future state.
Jennifer Ranz and Chad Sogge of Enavate join us on this episode to provide updates on their team's various upgrade and migration tools and programs. A significant portion of Enavate's effort is focused on working with other partners, they explain, because the demand for cloud migration projects remains high even as partner organizations remain stretched. We discuss the launch of the Dynamics 365 Business Central assessment tool developed by Enavate and its role in the channel. Chad also provides an update on enterprise migrations to F&O and CE.
And we discuss what the upgrade and migration landscape looks like overall today, both for partners and for customers. Many of the challenges, risks, and opportunities of the past look very different today, they say, and we discuss how the technology and methodologies have improved.
Show Notes:
More from Enavate:
The first Microsoft Power Platform Conference (MCCP) 2022 has now concluded, and we catch up with Microsoft MVP Asif Rehmani to discuss what we learned at the event. We review some of the things we learned about Power Platform's position within the larger Microsoft Cloud, how SharePoint will co-exist with it, the various user roles related to Power Platform adoption, and our perception of the Microsoft product team's outlook. We also look ahead to how Power Platform events supported by Microsoft could change in the next year.
Asif has also written a LinkedIn post sharing his event experiences.
Related MSDW articles:
Editor's Note: This episode is sponsored by Dooap.
Machine learning technology has become more common and more accessible in AP automation solutions in recent years. Our guest, Kristin Ewart of Dooap, tells us how her clients are deploying ML as part of their AP and invoice management solutions today and how the experience has transitioned from one of training and modelling to one of passive learning and rapid deployment.
But all ML capabilities are not created equal, and Kristin offers guidance on what to expect in areas like predictive coding, three way matching, and workflow automation alongside a Dynamics 365 solution. She also shares her observations on what the addition of ML capabilities has done to improve the experiences of workers involved in AP approvals and those responsible for managing those processes.
Show Notes:
Book a demo with Dooap at www.dooap.com/book-a-demo
This episode is sponsored by Mavim.
An organization can invest in extensive business process modeling, but without an effective way for workers to access that information, the effort may not lead to any noticeable improvements.
Our guest on this episode, Shrikanth Balla, product lead for Mavim Portal, focuses his efforts on the challenge of helping an organization's people access process models and consume the guidance to incorporate it into their work. Shrikanth explains more about where the concepts of business process modelling and digital twins align, as well as one of the key touchpoints for process consumption, the enterprise systems like Dynamics ERP and CRM, and Power Platform solutions.
Show Notes:
More from Mavim:
The delivery of sales-related technology solutions never stops evolving, and our guest, Chuck Ingram of CongruentX, believes advances in conversation intelligence are poised to become a critical piece of the puzzle for sellers. One of the things that makes conversation intelligence so interesting, Chuck explains, is how quickly the segment has emerged and impacted organizations, with specialist vendors taking market share while the CRM behemoths like Microsoft also step up their offerings.
Chuck explains why his team sees promise across the conversation intelligence landscape, including with Viva Sales, Gong, and in Microsoft's vision around applying Nuance's tools in contact centers and beyond. Momentum in this area has also influenced how CongruentX delivers its services, including an evolving subscription model and new thinking on relationship management thanks to the addition of CRM thought leader JC Quintana.
Show Notes:
More from CongruentX:
What DialoguePrime for Viva Sales Does:
Editor's Note: This episode is sponsored by TIE Kinetix.
No two companies follow the same path to modernizing their supply chain, but successful supply chain transformation projects share some important characteristics, says our guest Dave Mazur of TIE Kinetix.
The decision to move ERP to the cloud is one example of a critical moment for many organizations, representing an opportunity to embrace broader changes in both tools and processes. That includes digitizing documents, improving inter-company transactions, and developing ways to adapt to future changes in the supply chain.
Show Notes:
A message from TIE Kinetix:
For more information on how TIE Kinetix helps Microsoft Dynamics customers digitize their supply chains, please visit TIEKinetix.com or check out their Starter's Guide to Digital Supply Chain Transformation on MSDW.
Is your company preparing to implement permissions in Business Central but doesn’t quite know where to start? Or have you already implemented permissions, but they aren’t quite working as planned? In this discussion with Cari Corozza and Cynthia Priebe of New View Strategies, we discuss a start to finish approach to implementing permissions in Business Central. Cynthia and Cari share real-life stories on why implementing permissions should be more than IT project.
Learn more:
Editor's Note: This episode is sponsored by Netstock.
Netstock CTO Barry Kukkuk and his co-founders wanted to bring advanced inventory management capabilities enjoyed by enterprises to the SMB market. It was a business opportunity for sure, but democratizing these tools by using new pricing enabled by cloud computing and SaaS business models was also part of the team's ethos, he explains. After all, who wants a business landscape controlled solely by the Amazons and Walmarts of the world?
On this episode we discuss the modern capabilities in supply chain software, starting with big data and its accessibility for SMBs. Barry also discusses the lessons that Netstock customers have learned since 2020 about managing changing trends in demand forecasting, stock models, and inventory management. The idea of "future-proofing" a supply chain can take a lot of forms today, with opportunities ranging from supplier performance management to near-shoring to tools that build better vendor and client relationships.
From Netstock: Unlock the data in your ERP and drive smarter supply chain decisions. Learn more.
Show Notes:
With Microsoft’s annual global partner event Inspire 2022 set to begin this week, we look back at some of our relevant reporting and features. Recent coverage discussed by the MSDW and MSCN editorial team on this episode includes: