The MSDW Podcast

The (MSDW) podcast explores news, ideas, and events in the Microsoft Dynamics ERP and CRM community.
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Sep 14, 2023

This episode is sponsored by Data Courage.


When our guests, Tristan Threlkeld and Madison Hillend, talk about AI-enabled apps for Dynamics 365 Business Central, they aren't surprised to hear different responses from Microsoft customers and partners.


The Data Courage team will be at Summit North America 2023 in October to talk more about their two key solutions for Business Central, AI Item Intelligence and AI Customer Intelligence. They tell us about what attendees can expect from the team, and they update us on the work that has gone into building new solutions atop standard Business Central data models and business logic


More from Data Courage:

We are excited to see everyone at Summit this year! Stop by Data Courage booth 2017 at Summit and learn how you can get Item Insights or Customer Intelligence with complimentary Power BI Dashboards free for 30 days. We would love to chat about all things AI too. Hope to see you there!

Sep 12, 2023

This episode is sponsored by Argano.


The team at Microsoft partner Argano attended the first Microsoft Power Platform Conference in 2022 and they are returning for the 2023 event in Las Vegas starting on October 3. In this event preview episode of the podcast,  Jon Rastia, senior director of innovation and technology at Argano joins us to discuss the team's experiences last year, the Power Platform roadmap, the evolution of the community, and more. He also shares a preview of a customer case study Argano will be presenting at MPPC 2023.


Learn more about Argano's presence at MPPC 2023 here.

Sep 6, 2023

This episode is sponsored by


Power Platform has influenced how Microsoft customers and partners evaluate how to extend or customize business systems, including for mobile scenarios.


Microsoft has adjusted its marketing around Power Platform over the years, with early emphasis on the citizen developers and no-code customization and now promoting its strengths as a development platform for everyone from business users to pro developers.


To help us get another perspective on the state of mobile business solutions in the Dynamics and Power Platform space, we are talking to Ben Mitchell of Resco, he leads partnerships and success in North America for the company. He updates us on how Resco sees their mobile solution development expertise aligning with the strengths and limitations of today's core Microsoft technologies. Customers still need to deploy advanced mobile capabilities that core Power Platform tools can't address, including under demanding conditions. He explains what some of those requirements are and why Resco believes they and their partners are well positioned to meet those needs while staying aligned with Microsoft's  vision.


Show Notes:

  • 1:30 - Ben Mitchell's background in mobile solutions and enterprise software
  • 3:30 - How Microsoft partners view the mobile application opportunities of the future and Resco's role
  • 7:45 - How partners are weighing the options for clients of pre-built mobile apps vs Power Platform custom apps
  • 12:30 - Do partners need more discipline on applying Power Platform to solve business needs?
  • 17:00 - Vertical solution needs that Ben is seeing in the market today
  • 20:00 - How Resco is advising Microsoft partners on development of industry-specific solutions
  • 23:00 -  Resco's plans for adding more advanced mobile capabilities - AI, reporting, and more


To discover more about Resco for Power Platform, visit:


Want to see it in action? Email 


Visit the booth #125 @ Microsoft Power Platform Conference in Vegas, October 3-5. 

Aug 28, 2023

The Microsoft Power Platform Conference returns for its second edition in October, and Microsoft's Heather Cook, who is also an executive producer of the event, joins us to talk about the conference and trends in the community. Heather joined Microsoft's Business Applications team in June of 2020 after working in the Microsoft Teams group, and she tells us about her efforts over that time, from supporting grassroots local groups to large centralized events like MPPC 2023.


MPPC will offer sessions for a range of interest, from technical to professional development to community. Heather tells us how MPPC fits into Microsoft's broader approach to supporting the Power Platform community, how newcomers are getting involved, and what else Microsoft will be doing in the coming months. 


Show Notes:

  • 5:00 - Evolution of the Power Platform community since Covid across products, events, and initiatives
  • 8:00 - Heather's event experience and how she applied it when joining the Business Apps group in June of 2020
  • 13:00 - Speaker highlights at MPPC 2023: Execs, product managers to community members
  • 15:00 - More event agenda details
  • 17:30 - How members of the community take the first steps toward adding their voices
  • 20:00 - Stories of Power Platform career changers and career opportunities
  • 23:00 - How newcomers get started today
  • 25:00 - Heather's broader community planning outlook for 2023 and beyond


Follow Mondays at Microsoft ( with Heather and Karuana Gatimu at 8am PT every other week, where they share product and community updates.

Aug 18, 2023

Microsoft Dynamics 365 Business Central veterans Robb Delprado and Steve Chinsky of Accelerynt attended Cavallo's recent PANELS'23 event and joined us as the event was winding down to discuss their impressions. We discuss Cavallo's Business Central product roadmap, the role of ISVs more generally in today's BC ecosystem, today's balance between investing in custom development (including Power Platform) and add-on solutions, and what an ISV like Cavallo, with its existing GP customer base, can teach NAV and BC veterans about the future of Business Central projects for organizations with on-prem ERP today.


Show Notes:

  • 3:30 - Reaction to Cavallo's roadmap, focused on both Dynamics GP and D365 Business Central
  • 8:00 - The challenge of planning for a Business Central implementation project
  • 12:00 - The importance of exposing GP customers to a future with BC
  • 14:30 - Customization versus packaged solutions for Business Central
  • 22:30 - More about the BC 3 Amigos podcast
  • 23:45 - Other impressions of the PANELS'23 experience


See also:

Aug 2, 2023

This episode is sponsored by Mazars USA.


As Microsoft and other large technology firms accelerate their AI-related roadmaps, businesses have no choice but to reckon with how different technology will impact their employees, customers, and partners. Some AI tools will be relatively easy to deploy, like prebuilt capabilities coming to Microsoft Dynamics 365 apps via Copilot. Other uses of AI will require greater investment, carry different risk profiles, and raise new ethical, regulatory, and governance question. 


Ivan Cole, managing director at Mazars USA about AI adoption in the Microsoft space, joins us to these topics and expand on some of the points he and his colleague, Microsoft MVP Chris Segurado, raised in a recent webcast for the MSDW audience about adoption and momentum of AI in the Dynamics space.


As Ivan explains, all artificial intelligence isn’t created equal. With the popularity of generative AI, we are seeing a tendency for people to confuse it with other capabilities like machine learning (ML) and natural language processing (NLP). Ivan explains how he untangles some of these fundamentals and shares his outlook on why an AI framework helps guide businesses in their approach to the various technologies.


Show Notes:

  • 2:30 - What do people understand well about AI today and where do they need education?
  • 6:00 - How to harness an organization's enthusiasm to take advantage of AI capabililties in the Microsoft space
  • 12:30 - How AI's implementation could change specific roles in organizations
  • 16:00 - Looking for AI solutions that extend beyond what Microsoft offers out of the box
  • 18:30 - What it means to enable security and guardrails for AI adoption
  • 22:00 - Why organizations need to make rapid progress on their AI governance policies


More from Mazars:

With Mazars' SAFE AI FrameworkTM as your guide, you can confidently embrace your organization’s future with AI.

Journey with Mazars and discover AI's enormous potential, while ensuring its use aligns with best practices for security, adaptability, factual integrity and ethics.

Learn more about SAFE AI Framework

Jul 19, 2023

This episode is sponsored by Avanade.


Enterprise-scale call centers face the challenge of dispersed information across systems run by fragmented technology. As customers expect better digital-first support, customer service teams need to elevate their capabilities to deliver an expected level of performance across channels.

On this episode, our guests, Abi Sridhar and Barry Givens of Avanade and Shriram Viswanathan of Accenture, dive deeper into some of the points raised in Avanade's recent webcast examining key challenges faced by executives and technology teams, and customer service leaders in providing exceptional contact center service experience to end customers while optimizing operational costs for their organizations. They share recent real-world experiences, including examples of how customers are bringing together Dynamics 365, Power Platform, Azure services, and Nuance offerings to enhance customer experience.

Show Notes:

  • 3:00 -  How are business leaders evaluating call center technology investments today?
  • 6:45 - Approaching change management concerns that accompany digital transformation
  • 10:30 - Where are customer care organizations finding quick wins with technology investment?
  • 15:00 - How to approach end user security and privacy in today's projects across industries
  • 17:45 - Understanding the basics of Nuance Gatekeeper and its expansion out of highly regulated and secure industries
  • 20:30 - Typical risks that enterprises face during implementation projects today
  • 25:45 - Sharing a client story that required an industry-first approach
  • 28:00 - Perspective on Microsoft's customer care roadmap: composability, AI tools, and beyond


Find out more from Avanade about transforming service with Microsoft Digital Contact Center Platform:

Jun 29, 2023

This episode is sponsored by Experlogix.


Configure price quote (CPQ) technology  is notoriously versatile, and while its early use cases focused on a few prime sectors of the economy, today's CPQ solutions regularly reach a broad swath of industries and business scenarios. On this episode, Peter Willemse, VP of product management at Experlogix, shares his latest views on why CPQ capabilities continue to expand and how the evaluation process for enterprise technology continues to change. He also explains his latest thinking on how to model ROI, taking into account the full spectrum of costs, benefits, and opportunities to improve business processes.


A podcast episode about CPQ wouldn't be complete without hearing about some interesting new scenarios that puts the technology to use. And Peter gives an update on Experlogix's product lineup, which is evolving to incorporate their newer document management and commerce capabilities.


Show Notes:

  • 2:30 - How to understand and explain today's opportunity for CPQ technology
  • 7:30 - Why CPQ capabilities are gaining a foothold in more industries
  • 10:30 - How Experlogix customers evaluate the benefits of an investment in CPQ or any enterprise technology
  • 13:30 - One company's quoting requirements and CPQ business case
  • 15:30 - Evaluating the cost side of ROI and how Experlogix's product portfolio now  addresses that across three business areas - CPQ, commerce, and documents.
  • 19:30 -  How an ISV works together with an ERP partner to prepare integrated demos when working with Microsoft partners
  • 21:00 - Areas of the Microsoft technology roadmap that Peter is watching closely
  • 25:00 - How services delivery tie into CPQ use cases
  • 27:00 - Experlogix product and company update: Acquisitions and product priorities across solutions

From Experlogix: 

Jun 27, 2023

This podcast episode is sponsored by NMB Solutions.


Chris Winstanley, VP of solutions management at NMB Solutions, joins us to talk about how the company's solution offerings in transportation, shipping, and third party screening have evolved over their 25 years in business. Staying competitive as an ISV in the Microsoft Dynamics 365 channel has required NMB to both broaden their range of offerings while also focusing on areas of specialization. Partnerships and strategic investments in integrations have been important decisions for the company in recent years, Chris explains. And he tells us why he believes the future of supply chain solutions in the Microsoft channel will lean heavily toward platform and connectors.


Show Notes:

  • 1:30 - NMB's experience at the spring Dynamics conferences
  • 3:30 - The company's evolution over 25 years: How customer needs have changed and how supply chain demands have broadened
  • 7:00 - The ISV landscape from a competitive perspective: relationship-building vs competition
  • 8:30 - Cloud technology bets for the future
  • 10:30 - Looking to the future
Jun 21, 2023

This episode is sponsored by Evenica.


Dynamics 365 Commerce is often thought of as a platform for the retail industry. But our guests on this episode, Kelly Mazur and Stefanie Richter from Evenica, have worked with organizations across a range of industries including manufacturing, professional services and government.


On this episode we discuss commerce use cases for a range of industries within the Microsoft channel, including new ways to transact online and the evolution of digital experiences.


Show Notes:

  • 1:45 - Evenica's definition of commerce in the context of ERP and CRM
  • 3:30 - Business opportunities that Evenica's Microsoft customers are pursuing with D365 Commerce investments today and how they prioritize them
  • 7:45 - Solutions based on D365 Commerce that apply to Microsoft industry clouds beyond retail
  • 12:30 - A manufacturing commerce scenario with challenges around sourcing and product information management
  • 14:30 - The role of commerce capabilities in the Dynamics 365 space overall
  • 16:15 - Why else to use D365 Commerce beyond retail


Evenica resources:

Jun 15, 2023

This episode is sponsored by Esker.

Integration a third-party solution with Dynamics 365 F&O remains a real challenge, and an ISV's architectural choices can make a bit difference for ERP customers weighing their options, especially as they plan for a cloud-based implementation. Our guest on this episode, Michael Bowden, technology evangelist at Esker, tells us about some of the decisions that went into the company's decision to build a new synchronous integration with Dynamics 365 F&O for their AP automation solution. Michael shares the lessons Esker has learned from customers across the ERP landscape as they have been steadily moving to the cloud in recent years and how the AX to Dynamics 365 compared. He also shares some recommendations on how D365 customers should evaluate their ISV solution integrations overall with an eye toward ERP project success.

Show Notes:

  • 1:30 - As ERP customers move toward public cloud and what that means for Esker
  • 3:15 - Why D365 F&O customers should focus on the integration of ISV solutions when planning a cloud migration
  • 4:45 - How Esker planned their AP automation integration to F&O and how it differs from AX 2012
  • 8:00 - The value to customers of using Esker's F&O connector for users and for Microsoft partners
  • 9:10 - What D365 F&O partners should know about Esker's connector
  • 11:15 - Advice for newcomers to cloud ERP who have experience with on-prem solutions like AX or GP
  • 13:00 - Sharing an F&O customer's perspective on optimizing invoice management and Microsoft's priorities

Learn more about Esker's Dynamics 365 F&O Connector Whitepaper.

Jun 6, 2023

This episode is sponsored by Enavate.

Microsoft Dynamics GP customers have a lot invested in their ERP solutions, with years spent tailoring processes, interfaces, integrations, and reports to suit their business needs. And while some GP users are moving on to newer cloud ERP products, many others intend to capitalize on the value of their GP systems for the foreseeable future.

Still, concerns over maintenance, backups, security, and disaster recovery are driving more GP customers to examine their support and maintenance options. On-premises architectures require investments in hardware and other infrastructure, as well as IT expertise.

Our guests on this episode, Bill Moore and Chris Lavelle of Enavate, explain how Azure managed services for on-premises ERP bring together a unique combination of capabilities that can address the range of GP customers' long-term concerns, from risk management and IT best practices to user experience, cost, and performance.

Show Notes:

  • 1:45 - Why GP customers are investigating cloud managed services today
  • 3:00 - How risk-sensitive GP customer benefit from the cloud to defend against hacking, disaster recovery, or other emergencies
  • 5:30 - What Azure capabilities and services can support a GP customer today?
  • 6:30 - Cloud benefits for GP customers that are less concerned with security and disaster risks
  • 11:00 - What it takes to design a supported public cloud environment that works for on-prem ERP customer
  • 13:15 - Enavate's history in the ERP cloud hosting space
  • 15:15 - What is coming next for GP customers

More resources from Enavate:

May 31, 2023

This episode is sponsored by commercebuild.


Early generations of e-commerce may have suited the needs and expectations of consumers, but they often fell short of the needs of B2B organizations. One of the key challenges in B2B, say our guests, Jay Newman and Megan Mann of commercebuild, is the alignment between critical business systems like ERP with the e-commerce experience that customers have come to expect based on their years of B2C online shopping.


But as workers with buying authority trend younger and bring distinct e-commerce sensibilities to their organizations, B2B sellers must be prepared to account for some of the most challenging requirements in areas like personalization, inventory availability, order management, mobility, and self-service.


Jay and Megan share recommendations based on some of the emerging scenarios their customers are already supporting and they offer advice on how Dynamics 365 Business Central customers can plan for a successful e-commerce project.


Show Notes:

  • 2:30 - The impact of B2B e-commerce trends in the context of ERP-centric businesses
  • 6:00 - Common reasons companies had unsuccessful e-commerce investments in the past
  • 8:30 - Trends in how younger workers are changing B2B e-commerce priorities
  • 11:00 - B2C trends that are taking hold in B2B today
  • 15:00 - e-Commerce use cases that are emerging in the market (and why they should treat Amazon with caution)
  • 18:30 - Advice for D365 customers when running an e-commerce project


Resources from commercebuild:

May 17, 2023

This episode is sponsored by Cavallo.

Microsoft has provided a wealth of Dynamics 365 Business Central product and channel guidance in 2023 that is sure to impact strategic planning across the ecosystem. Our guests on this episode, Matt Abbott and Bob McAdam of Cavallo, share their views on what the future holds for customers, VARs, and ISVs. Coming out of Directions North America 2023, they discuss their unique perspective on going to market with advanced capabilities that augment Business Central. In a specialized area like advanced workflow capabilities for order management, Cavallo must stay aligned with Microsoft's process automation capabilities, they say, while continuing to differentiate their advanced out of the box offering.

Bob and Matt also offer a preview of their team's conference plans for the near future.

Show Notes:

  • 2:30 - Our guests' impressions of the Dynamics SMB channel after Directions North America 2023
  • 7:00 - Is Microsoft encouraging Business Central customers toware ISV solutions and away from customization?
  • 10:45 - How VARs are transitioning to embrace ISV solutions
  • 14:30 - The importance of building successful partnerships between ISVs and VARs
  • 16:00 - Thoughts on the Business Central team's AI roadmap
  • 20:30 - Digital commerce opportunities around Business Central today
  • 24:30 - The importance of workflow automation tailored to an industry
  • 29:30 - Update on Cavallo's community activities: DynamicsCon Live, Innovia's customer event, and more

For more information or to see a demo of Cavallo, reach out to Matt Abbott:

May 11, 2023

Training workers on their organization's Microsoft Dynamics 365 F&O or CE solution is never a simple initiative. Trainers must factor in the way users learn and the way they do their work. Another critical factor: the choices the organization makes throughout an implementation project in terms of scheduling and funding training efforts. Our guest on this episode, Elif Item, is a Dynamics AX and Dynamics 365 consulting veteran and trainer and she works hard on optimizing training to match the way software users learn. Recently recognized as a Microsoft MVP, Elif talks with us about her latest work including a new video series for MSDW, her journey to becoming an MVP, expanding her work to include training on D365 CE applications, and what younger people entering the workforce will expect from their employers when it comes to technology training.

Show Notes:

  • 2:15 - Becoming an MVP and joining a small F&O MVP community in North America
  • 6:30 - Elif's story of becoming an MVP
  • 13:00 - What makes an F&O project successful when it comes to training?
  • 16:45 - Developing new training programs as Microsoft's product roadmap evolves, both in the F&O space and CE
  • 20:30 -  The unique training needs of sales-focused employees
  • 23:00 - How has Covid impacted customers' approaches to training?
  • 27:30 - What does the future of D365 solutions mean for users' training needs?
  • 38:00 - Will AI disrupt training development or change users' training needs?



May 5, 2023

This episode is sponsored by Microsoft. 

FastTrack senior program manager Rachel Profitt joins us to talk about Dynamics 365 F&O migrations, the latest updates to the FastTrack program, and her team's newest achievement, the launch of new business process guides and a guidance hub.

The first editions of the guides have just launched, and Rachel talks about what it means to take a business process-focused implementation, how to use the tools, how partners and users might contribute, and how to give her team feedback.

This conversation follows a Microsoft roundtable on successful AX to D365 migrations hosted by MSDW in which Rachel also participated. 

Show Notes:

  • 3:00 - Reviewing recent and upcoming community events and activities
  • 8:00 - The return of bigger user-focused events in Europe
  • 11:30 - The launch of the Dynamics 365 Guidance Hub
  • 15:00 - Using the process catalog: Defining project scope, capabilities, and how it fits into project management
  • 19:00 - The evolution of the Guidance Hub with feedback from customers and partners
  • 21:00 - Which parts of the process catalog are most developed today
  • 27:00 - Common scenarios in which customers can take advantage of this guidance
  • 28:00 - How the FastTrack team is progressing to incorporate more implementation process in addition to technical expertise


May 4, 2023

This episode is sponsored by Forceworks.


Microsoft has revealed a broad range of plans to bring generative AI to businesses. The Copilot brand now spans productivity tools, collaboration, and business applications, and their Azure OpenAI Service  will offer any developer new ways to incorporate the technology into their own offerings.


Our guest, Microsoft MVP and Forceworks CEO Steve Mordue, has been thinking about the impact AI will have on some of today's conventional wisdom around developers and applications. He wrote about Microsoft's vision for building a massive population of no-code/low-code citizen developers and why that could be as unrealistic as the myth of the so-called full-stack developer. Microsoft's Copilot investments could expose the weak points in how customers use Power Platform or how they customize their business applications more broadly, Steve says. He even offers a few guesses at what could come next as Microsoft and others in the generative AI market accelerate their efforts.


Show Notes:

  • 1:00 - Did the velocity of ChatGPT's uptake surprise Microsoft
  • 3:00 - The challenge of making generative AI useful and not generic
  • 4:30 - Roles that AI will impact heavily, according to Microsoft executives
  • 6:30 - The value of AI tools for end users compared to developers
  • 9:00 - Has no-code-low-code and the push for more citizen developers helped Microsoft customers?
  • 13:30 - Foreceworks's progress on their services as a subscription model
  • 16:30 - What could come next in the generative AI space at Microsoft and with competitors



Apr 27, 2023

This episode is sponsored by Bluefort.


Unlike a one-time order, a subscription-based sale brings with it a range of new opportunities, challenges, and complexities. Working with a customer over multiple interactions can lead to additional orders, up-sell and cross-sell opportunities, upgrades, and downgrades, and new pricing models. Evolving a subscription model can also lead to new demands on sales, support, and service teams. 


Our guest, Bjorn Kuijt, VP of product management at Bluefort, discusses his work with Dynamics 365 F&O customers and partners to support subscription-based sales models by building on Microsoft's core ERP and CRM solutions to offer new capabilities related to the order-to-cash process, payment automation, and commerce, and beyond. Bjorn shares his outlook on Microsoft's product roadmap for D365, as well as how key partnerships in the channel are strengthening Bluefort's offerings.


Show Notes:

  • 2:30 - Differentiating subscription management vs other types of more conventional order management
  • 5:15 - How Dynamics 365 customers describe their experiences with these challenges and how they want to address them
  • 7:45 - Recommendations on identifying and prioritizing the challenges around subscriptions
  • 10:30 - The challenge of matching customers with the right subscription offers
  • 13:45 - The Dynamics 365 roadmap and Bjorn's outlook on F&O capabilities for subscription, AI, and more
  • 16:30 - Signs of improved alignment in Microsoft product teams, both in data and user experience
  • 18:30 - The partner opportunity to deliver subscription-based solutions


If you'd like to learn more about leveraging D365 F&O to accelerate your subscription revenue, tune in to the upcoming webcast where Bjorn talks to Rick McCutcheon in more depth about the topic, including the latest capabilities of Bluefort LISA.

Apr 25, 2023

Life in the Microsoft channel has changed over the years, and while our guest, Microsoft MVP Neil Benson, has never been far from that world of license rules, ISV solutions, and partner programs, his recent experiences with his new venture, Superware, have been instructive, he says.


Working with Microsoft in 2023 is not like working with them  in 2013 or 2006, and Neil explains some of the ways he and other partners are adapting. In addition to getting a new industry-focused software and services business off the ground, Neil continues to develop training programs for the Microsoft community, blog, podcast, and think more broadly about where the Dynamics 365 and Power Platform ecosystem is headed.

Show Notes:

  • 1:30 - The launch of a new business
  • 3:30 - Working in Australia's carefully regulated superannuation industry
  • 7:00 - Aligning with Microsoft's industry category approach
  • 8:15 - Applying agile concepts with Superware projects and clients
  • 10:00 - The latest stats on Neil's online courses
  • 14:30 - How do fusion teams align with agile development teams
  • 20:15 - How to estimate the size of the total pool of Dynamics professionals?
  • 22:30 - Developing new skilled workers for the Dynamics and Power Platform ecosystem
  • 26:00 - The challenges of launching a career today
  • 27:30 - Building a channel business in 2023 vs 2006
  • 36:30 - Can Microsoft adequately support its broad landscape of partners?
  • 38:00 - Conference outlook
Apr 11, 2023

This episode is sponsored by emfluence.


Following a recent webcast on data-driven email marketing, we speak with Monica Hoyer, marketing director at emfluence, to get her views on different ways to use business data in digital marketing.  For Dynamics ERP and CRM users, it should come as no surprise that their systems offer a bounty of valuable data that marketers can incorporate into their planning and analysis if they have access to it. Data from sales interactions, customer service, orders, and other touch points can all factor into crafting more effective email marketing campaigns. We discuss different types of  B2B and B2C scenarios where Monica has seen Dynamics and emfluence customers find new levels of marketing results by putting data to work.


Show Notes:

  • 1:45 - Top observations from the recent webcast with Jessica Best and Rick McCutcheon
  • 3:00 - Guiding companies from basic to sophisticated email marketing
  • 4:00 - What customer journeys are all about and understanding the key touchpoints
  • 5:45 - How do organizations tie end goals back to marketing technology investments around data access
  • 7:30 - Why Microsoft partners are in a unique position to bring better data to the marketing team
  • 9:45 - Building effective email campaigns, and how one B2C firm evolved its approach
  • 13:30 - The complexity of the online-offline interaction in marketing and sales journeys
  • 15:30 - Technology that can enable more sophisticated scenarios


For more on this theme from emfluence, check out the recording of the conversation Rick McCutcheon had with Jess Best on MSDW

Apr 6, 2023

This episode is sponsored by Mazars.


Microsoft continues to support Dynamics 365 mixed reality applications to support training and remote work scenarios, and the products get even more interesting when viewed against the backdrop of the rest of the Dynamics 365 and Power Platform portfolio's evolution.


Our guest, Mazars solution architect and Microsoft MVP Chris Segurado, has been working with the D365 mixed reality hardware and applications for three years, both with Mazars clients and in the development of presentations and other content for the community. He shares an update on how the technology has evolved and what Microsoft customers can do today to get started with planning for mixed reality scenarios in their operations.


Show Notes:

  • 2:00 - Chris's journey with mixed reality solutions for D365 Supply Chain Management over the last three years
  • 4:00 - Feedback from interesting mixed reality scenarios and use cases in production, asset maintenance, or warehouse
  • 7:30 - Why manufacturing scenarios are a good place to start with assessments and investments given what Microsoft has already built
  • 11:00 - Tips for putting a mixed reality strategy in place
  • 14:00 - The outlook for D365 Guides and Remote Assist
  • 18:30 - Promising use cases of the future across the Dynamics 365 product line
  • 19:30 - The importance of HoloLens 2 and plans for new demonstrations
  • 22:00 - What Microsoft's AI push could mean for the future of mixed reality

Visit to learn more about MazarsNow! Mixed Reality assessment, or email the team at

Apr 3, 2023

Rob Jolliffe of Sabre Limited has been adapting fixed-fee services models to suit his Microsoft Dynamics 365 Business Central clients for nearly five years. At Directions North America 2023, Rob will be helping lead a workshop for Microsoft partners who want to explore fixed-fee models, share experiences, and even work on new strategies and frameworks that suit the Dynamics 365  channel.


On this episode we talk about fixed-fee strategies, expectations for Directions North America 2023 overall, and some signs of where partner sentiment is heading in the space.


Show Notes:

  • 1:00 - Rob's history attending and participating at Directions NA events
  • 3:15 - Why partners will be talking about fixed fee service models at Directions
  • 5:30 - Understanding different fixed fee models being used in the Business Central channel
  • 9:00 - The workshop Rob is co-organizing and what they hope to get out of it
  • 13:30 - Why fixed fee models are good for clients
  • 16:00 - Other themes Rob is watching for at this year's event
  • 20:45 - The value for non-BC professionals attending an SMB Business Apps event
  • 22:30 - Predictions and observations about partner sentiment heading into Directions NA 2023
  • 25:30 - Will Microsoft continue to adapt CPP to make it work better for SMB partners?
Mar 30, 2023

This episode is sponsored by Formpipe.


Microsoft Dynamics 365 projects have the potential to impact organizations both in terms of the quality of internal operations and their customer-facing activities. On this episode, Formpipe’s Commercial Director Mike Rogers and Business Solutions Consultant Soren Hjorth join us to share their recent real world experiences working with Dynamics 365 customers. As they explain, solving business document challenges can deliver Dynamics ERP and CRM users with a range of benefits that not only achieve immediate goals but also position them for future needs.


We also discuss some news of the day: Microsoft's recent announcements of Copilot capabilities for Dynamics 365 apps, Power Platform,  Microsoft 365, and beyond. As AI tools scour an organization's content and data, proper access to business documents will be a critical pre-requisite.


Show Notes:

  • 2:00 - Why so many Dynamics clients are focusing on deploying connected business systems
  • 6:15 - First impressions of Microsoft's Copilot previews and what an AI engine means for document management and structured data
  • 11:30 - Why automation is such a popular topic for vendors and customers
  • 14:30 - Why integrating Formpipe Lasernet with other ISV solutions that work with Dynamics
  • 17:00 - The influence of Power Platform on business application strategy
  • 19:00 - Recent industry-related customer stories, including
  • 24:30 - A brief update on Formpipe's document management platform


For more information on Formpipe and its document management solutions for Dynamics, please visit: or please check out Formpipe content on MSDW.

Mar 22, 2023

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:

  • 2:30 - The Salespad product roadmap
  • 5:00 - Why the partnership with Wennsoft (formerly Key2Act) makes sense and how the solutions align for customers in areas including job costing, service management, and inventory management
  • 11:30 - Why GP customers have built their solutions around advanced solutions
  • 12:30 - How the GP roadmap drives Cavallo's product planning
  • 15:15 - More details on Salespad's GP roadmap
  • 19:00 - More plans for connectors and automation
  • 21:30 - Cavallo's plans to offer Salespad Desktop capabilities in more individual modules, including process analytics


For more on the DynamicsCon pre-day, visit If you have other questions about what you heard today, please email

Mar 2, 2023

This episode is sponsored by Resco. 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:

  • 1:30 - Andrew's career journey at Resco and becoming CEO
  • 2:30 - Highlights of the last year at Resco
  • 5:30 - How customers have faced Microsoft's changes to the D365 Field Service mobile app
  • 8:00 - Industry and technology trends for 2023 that Andrew is focused on
  • 12:30 - Has Power Platform accelerated opportunities for ISV solutions?
  • 15:30 - How to help customers find ways to differentiate through technology
  • 17:00 - Resco's approach to D365 apps and Power Platform going forward
  • 20:30 - Company outlook for 2023: product management, client management, and beyond

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:


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