Info

The MSDW Podcast

The MSDynamicsWorld.com (MSDW) podcast explores news, ideas, and events in the Microsoft Dynamics ERP and CRM community.
RSS Feed Subscribe in Apple Podcasts
The MSDW Podcast
2024
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April


Categories

All Episodes
Archives
Categories
Now displaying: March, 2023
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: www.formpipe.com 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 https://cavallo.com/scottsdale. If you have other questions about what you heard today, please email joe.alt@cavallo.com.

Mar 2, 2023

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:

  • 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:

 

1