The MSDW Podcast

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


Feb 24, 2023

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:

Feb 15, 2023

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:

  • 2:00 - What Provance is doing in the ITAM and ITSM space today and how Brian and Jennifer got involved in the space.
  • 3:30 - Working as a specialized vendor in the Microsoft ecosystem, including the decision to get involved with Power Platform
  • 5:30 - How ServiceTeam ITSM has evolved to help more parts of an organization than just IT
  • 10:00 - Why does Power Platform make sense for the future of ITSM at Provance?
  • 13:30 - Doing ITSM and ITAM product planning alongside Microsoft's technology roadmap
  • 18:30 - The benefit to customers of building on Power Platform benefit customers?
  • 22:00 - What's exciting in Microsoft's roadmap as it relates to Provance's plans?


For more information on ITSM and ITAM Solutions from Provance, visit

Feb 13, 2023

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.

Feb 7, 2023

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:

  • 1:00 - An introduction to Evenica and their role in the Microsoft channel
  • 2:45 - What the manufacturing industry is doing with e-commerce broadly today?
  • 4:30 - What are manufacturers' priorities when Evenica works with them?
  • 6:30 - NRF BIG Show takeaways and the expectations of B2B digital commerce experiences
  • 8:30 - How Dynamics 365 Commerce adapts to different industries
  • 10:30 - Do we still need to talk about "e-commerce" and isn't it all just commerce now?
  • 11:30 - How Evenica positions D365 Commerce to clients
  • 13:30 - What it means to position commerce as a hub for ERP and CRM while maximizing customer engagement
  • 14:30 - How Evenica is engaging with manufacturers and other industry-focused partners in the Microsoft channel
  • 17:45 - Extending the capabilities of D365 Commerce for more specific manufacturer needs


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

Jan 26, 2023

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

  • 2:00 - New findings on the sentiment toward remote work
  • 6:00 - The priority of AP before and after Covid and a real customer's experience ramping up quickly
  • 11:15 - Customer and employee expectations of an AP automation project today
  • 15:00 - Perception vs reality of what kinds of organization invests in AP automation
  • 19:15 - How a single dad managed AP during the pandemic while working from home and making time for his children
  • 24:30 - Implications of AP technology investment for companies moving ERP to the cloud
  • 30:00 - Why Business Central customers want solutions that allow them to be more proactive on budgeting, planning, analysis, and process improvement
  • 35:45 - Looking at the hiring and talent retention landscape


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 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.

Jan 9, 2023

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

  • 2:00 - What are customers asking for frequently today (more performance, better flexibility and responsiveness to requirements)?
  • 9:00 -  The role of paper printing in today's business (especially in the US) and how businesses are moving away from paper
  • 10:30 - How to find speed gains in the document automation and printing process
  • 11:30 - Changes in customer requirements in recent years
  • 13:30 - Customer expectations today for a document management solution: better understanding of what solutions can provide
  • 16:00 - How to scope and prioritize document management needs to get the most out your investment
  • 18:30 - Learning about what an organization does well in their Dynamics system today
  • 22:00 - What's new with Formpipe Lasernet today -  app integration, scanning, adding applications
  • 25:15 - Working together with the Power Platform
  • 27:45 - What's new at Formpipe - planning for the new release, hosting options, integrating marketing goals

For more information on Lasernet for Dynamics and Formpipe, please visit: or please check out Formpipe’s content on MSDW.

Jan 2, 2023

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.


Show Notes

  • 1:45 - How Tanya and Steve each got their start with Business Central
  • 5:45 - The origins of their new ISV business based on Business Central: Blue Dragonfly
  • 9:30 - The decision to develop new ISV products for the BC space
  • 13:00 - Blue Dragonfly's first product, recurring billing
  • 16:00 - Developing product ideas and plans
  • 17:30 - The per-tenant extension opportunity in BC
  • 22:00 - The decision to commit to BC: architecture, licensing, marketplace, administration, and more
  • 25:15 - AppSource experiences as a BC ISV - why current standards can cause concerns for some apps
  • 29:15 - Best practices for an ISV in an app-centric Business Centric world
  • 33:00 - Using Azure services for optimal cloud-based solutions
  • 36:00 - What to look ahead to in 2023 and the community's influence
  • 42:00 - Microsoft's adoption of GitHub and the broader agile transformation of BC
  • 44:45 -  Preparing to work with partners and customers in 2023 on products and services
  • 50:45 - Steve's multi-year effort to gain expertise in BC
  • 52:15 - 2023 conferences where you can hear from Tanya and Steve
Dec 16, 2022

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:

  • 1:00 - NMB's approach to connecting Dynamics 365 F&SCM with best of breed supply chain solutions
  • 2:15 - Opening an office in Amsterdam
  • 3:00 - Shipping and transportation challenges specific to European D365 customers
  • 4:00 - The evolution of parcel shipping in the last few years
  • 6:30 - What it means to treat parcel shipping as a strategic initiative
  • 8:15 - What do customers expect for shipping of their goods, and how do businesses find a competitive advantage?
  • 9:30 - How logistics service providers are impacted by a changing shipping market
  • 11:30 - The evolution of the shipping technology landscape
  • 14:45 - NMB's partnership with nShift and details about their integration for D365 customers
  • 17:15 - Methods that D365 customers can use to approach supply chain pain points

For more information on NMB Solutions’ developments and opportunities in the parcel shipping industry and their strategic alliance with Nshift, visit

Nov 29, 2022

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

  • 2:00 - The kinds of projects Jeff is seeing in the Dynamics ERP space today
  • 6:30 - The challenges of including advanced capabilities in an ERP implementation
  • 9:00 - Discussing industry-specific needs for document management, from labels and invoices to other customer facing documents
  • 14:30 - Dealing with unique integrations and other custom work
  • 16:45 - How Dynamics users interface with a document platform
  • 19:00 - How much business is still done on paper and Jeff's perspective on the shift to digital
  • 22:45 - How customers understand their document management needs and map them to solutions like Formpipe's
  • 29:00 - Product outlook for 2023


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

Nov 3, 2022

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:

  • 1:00 - About Enavate's GP pod
  • 6:00 - What are GP customers asking for today?
  • 7:30 - How to navigate a GP upgrade to get onto the Modern Lifecycle
  • 11:30 - Some broader Microsoft technology updates that impact GP customers
  • 13:15 - Why deprecation of Basic Authentication is so important
  • 16:30 - ISV role in upgrading their GP-related code
  • 18:00 - The real status of the GP roadmap
  • 23:30 - What staying current with GP means for planning for future technology options in ERP and beyond
  • 25:00 - Estimating costs and factors that influence it
  • 28:30 - Typical cloud migration options
  • 31:00 - Customer feedback to Enavate's GP team

More resources from Enavate:

Oct 27, 2022

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:

  • 2:30 - Nolan's evolution as a solution provider in the ERP channel
  • 4:30 - The challenge of standardizing institutional wisdom and informal processes as part of an ERP deployment
  • 6:00 - What the growth in multi-channel business means for doing cash reconciliation
  • 8:30 - Microsoft's progress with cash management in Business Central out of the box
  • 10:30 - Has Microsoft made it easier for customers to adopt ISV solutions as part of Business Central deployments?
  • 11:30 - Sharing Nolan's experience in adding a BC product after many years supporting GP customers
  • 14:30 - What today's Business Central customer engagement looks like and how it differs from ERP projects of the past
  • 16:30 - What partners expect from a solution vendor when it comes to adding cash management on a BC project
  • 19:30 - Trends driving clients' demands for the future
  • 24:45 - The importance of building community connections

More information from Nolan Business Solutions:

Oct 21, 2022

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:

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