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The MSDW Podcast

The MSDynamicsWorld.com (MSDW) podcast explores news, ideas, and events in the Microsoft Dynamics ERP and CRM community.
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Now displaying: November, 2021
Nov 22, 2021

This episode is sponsored by Vertex.

Changes in sales, use, and value added taxes around the world reflect other key shifts in economies, both local and international. As B2B and B2C commerce accelerated into digital channels starting in 2020, businesses were forced to not only reconcile their finances differently, but contend with any manual processes that would hold up their ability to levy and pay taxes. At the same time, companies have expanded geographically or digitally, making their tax burdens more complex. 

On this episode, Steve Johnston and Arun Raghavan of Vertex join us to discuss the state of tax automation and how it aligns with the ongoing shift to cloud ERP. As they explain, sales tax is not just about selling, it should be considered part of the broader customer engagement processes that touch sales, service, expense management, and more. And as regulations themselves evolve and modernize, the governments raise their expectations of businesses to comply, including the growing likelihood of the need in some places for real-time remittance and compliance.

Show Notes:

  • 2:30 - How Vertex customers have altered their approach to digital channels during the pandemic
  • 5:30 - The impact of digital channels on sales tax collection on both businesses and governments
  • 7:00 - The shift to cloud as companies see on-premises infrastructure as a greater potential risk
  • 10:30 - Roles that have been impacted by shift to digital, from CFO and compliance to procurement, sales, and more
  • 13:30 - How departments and roles are adapting: Geographic, role-based changes in today's economy
  • 16:30 - International M&A and stretching financial resources
  • 19:30 - From managing tax manually to embracing automated updates
  • 23:30 - Evolution of tax automation alongside other trends in ERP
  • 28:45 - Why companies are modernizing tax automation and Dynamics ERP at the same time
  • 31:30 - How to understand Microsoft's tax calculation engine in the context of broader tax automation
  • 33:45 - Recommendations on proper integration of tax automation software with Dynamics ERPs
  • 36:00 - How far will taxes reach into customer interaction in the future?

For more information on how Vertex delivers sales, use, and value added tax technology for a wide range of Microsoft Dynamics platforms, visit  https://www.vertexinc.com/partners/microsoft-dynamics-365 or contact them by email: microsoftdynamics@vertexinc.com

Nov 15, 2021

This episode is sponsored by Formpipe.

 

In this podcast, leaders of the team at Formpipe join us to discuss the challenges of viewing and accessing documents across the Microsoft Dynamics applications - and beyond.

 

As organizations push for more automation, more data availability, and better customer experiences, the challenges of document management and visibility continue to grow. Businesses are asking tough questions of IT in a world where user roles blur, as do expectations for interacting with document data, from ERP and CRM interfaces to portals and beyond.

 

As our guests explain, the future of documents is a reflection of the future of business more broadly in terms of data control, user experience, and business outcomes.

 

Show Notes:

  • 2:30 - The most pressing document management challenges for Dynamics customers
  • 5:15 - What it takes to meet users where they are today in terms of systems, security, and past experiences
  • 8:45 - Moving toward the world that uses core systems combined with new front-end interfaces that work in various industries
  • 10:00 - Challenges behind the scenes in document management projects today
  • 12:00 - The importance of properly indexing documents
  • 14:15 - How different are each organization's document management needs today?
  • 16:45 - How do organizations cope with the change management around modernizing document management?
  • 19:00 - How cloud based deployments of document management are different from on-prem systems of the past
  • 22:00 - The future of documents and data

 

For more information on Formpipe or Autoform DM, please visit www.formpipe.com or contact them at sales@formpipe.com

Nov 8, 2021

This episode is sponsored by KwikTag by enChoice.

 

Many organizations understand the benefits of automated invoice approval but often they haven't taken the next step to automate payments processing. Our guests on this episode, Mary Miller and Tiffany Allen of KwikTag by enChoice, share their outlook on payment processing and how its role alongside AP automation has changed in the last couple years. Paper checks have always been a costly and inefficient payment method, especially at scale, but the pandemic made checks even more challenging to manage. We discuss key elements of automating payment processing like virtual cards and cash flow management. But Tiffany and Mary also explain some of the broader spend management opportunities that their customers are enjoying, like control of spend over time and optimizing contracts.

 

Show Notes:

  • 2:00 - How to position payment processing in the context of AP
  • 4:00 - How well do organizations assess their own payment processing needs
  • 5:30 - What are virtual cards and what purpose do they serve?
  • 9:30 - Why KwikTag offers payment processing in addition to AP automation
  • 11:00 - Choosing a payments provider and analyzing customer needs
  • 16:00 - What GP customers can expect from living with a payment processing automation
  • 18:00 - Vendor onboarding needs and challenges

 

KwikTag, by enChoice, leads organizational digital transformation as the one system for invoice and payment automation. KwikTag helps organizations increase efficiency and gain visibility into their invoice workflows with complete AP automation and powerful integrations with the Microsoft Dynamics ERP systems. Visit kwiktag.com to learn how automation could benefit your business.

Learn more about KwikPayables Accelerate, the cloud-based AP and payment automation solution for Dynamics GP, watch this episode of Coffee with KwikTag: Complete the AP Cycle with Payment Processing. To read more about why AP and payment automation is so important post-pandemic, read the whitepaper: Why Automate AP and Payment Processes?

Nov 5, 2021

The Ignite Fall 2021 event has now wrapped. The virtual event was full of product updates that gave strong indications of Microsoft's plans for cloud, devices, application development, employee experiences, and collaboration. To wrap up our Ignite 2021 news coverage, veteran Microsoft MVP and new MSDW contributor Asif Rehmani joins us to break down some of the major announcements and how they could shape the future for businesses, workers, learning, and, in some cases, for society at large.

 

Show Notes

  • 2:00 Viva reaches GA - what are the modules available now, and what the Suite is about
  • 6:00 - Who will be championing Viva?
  • 10:00 - How Microsoft is pressing key messages: Cloud, Teams, and building atop the Microsoft Cloud
  • 13:00 - What is the real opportunity with Loop?
  • 16:30 - Microsoft betting on collaboration and maintaining context
  • 19:30 - Do we need a Teams wish list?
  • 25:00 - What does Metaverse mean to Microsoft?
  • 29:00 - Looking ahead: digital twins, VR, AR, and more
  • 34:30 - Final takeaways from Ignite messaging

 

More information:

Nov 3, 2021

This episode is sponsored by Inogic.

 

Microsoft MVP and Inogic co-founder Roohi Shaikh joins the podcast to discuss geoanalytics, solution development, product management, and the needs of the Dynamics 365 CRM community.

Inogic's product lineup includes its flagship, Maplytics, but it also includes over a dozen other apps, many of which cover relatively simple use cases that add efficiency and boost productivity. But as she exlains, simple does not always mean easy. Apps that boost productivity can help everyone from the small to very large Dynamics customers. We also talk about how Azure services now play a part in R&D and what Microsoft customers think about using the public cloud.

 

Show Notes:

  • 1:30 - Roohi's professional background and history with co-founding Inogic
  • 3:45 - The history of Maplytics, Inogic's flagship product
  • 5:45 - Roohi's approach to product management and development
  • 7:30 - What kinds of organizations use Maplytics with Dynamics 365/CRM?
  • 9:00 - Interesting industry cases for geoanalytics
  • 15:00 - The Maplytics roadmap: live tracking, geo-fencing, and more
  • 16:15 - The implementation model for Inogic apps and the impact of the pandemic on deploying solutions
  • 18:30 - More on building a product roadmap and developing new product ideas
  • 24:00 - Outlook on virtual and physical conferences
  • 26:00 - Roohi's plans for the future of Inogic
  • 27:00 - Working with Azure infrastructure

 

About Inogic : Inogic has a suite of 15 Microsoft Preferred Productivity Apps on Microsoft AppSource. Be it App Integrations, streamlining Document Management in Dynamics 365 CRM/CE, improving productivity with its suite of 1 Click Apps or simply visual representation of data using Visualization Apps – Inogic has always been a hub of distinct and innovative solutions for Dynamics 365 CRM / Dataverse (Power Apps). Its flagship product Maplytics™ is a geo-analytical mapping app that provides seamless Maps and Dynamics 365 CRM integration with features like Territory Management, Radius Search, Appointment Planner and Routing within Dynamics 365 / Dataverse (Power Apps) across all devices. A preferred app on Microsoft AppSource, Maplytics helps businesses around the world plot, plan and analyze their CRM data on a rich and interactive map interface within Dynamics 365 CRM.

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