The MSDW Podcast

The (MSDW) podcast explores news, ideas, and events in the Microsoft Dynamics ERP and CRM community.
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May 12, 2021

Editor's Note: This episode is sponsored by Enavate.


Across Microsoft's broad base of legacy ERP customers running Dynamics GP, NAV, and SL, there is a range of reasons why any organization might consider a cloud migration project. But until they assess the current state and future options, business leaders will be challenged to justify a decision on how to move forward with ERP modernization.


Our guests on this episode, Jennifer Ranz and Chad Sogge of Enavate, discuss the guidance and tools they have developed for organizations considering a move to Dynamics 365 Business Central in the cloud. Jennifer and Chad are veterans of Microsoft's ERP product teams and they have carried that experience in the SMB market with them to Enavate where their team has been developing new assessment tools and guidance around migrations based on Dynamics products and Enavate's own experience with many organizations that have already deployed Business Central.


We discuss various types of ERP journeys today, some of the ways Microsoft partners are collaborating on ERP projects today to benefit their clients, and how to handle challenges like industry-specific needs and historical data. We also look ahead to the future of migrations and how Business Central will  evolve to support more customers moving to the cloud.


To learn more about cloud migration, technology and options visit the Enavate blog.


Show Notes:

  • 3:00 - Advice Chad and Jennifer are offering legacy ERP customers today
  • 6:00 - How adoption of other modern business technology like Office 365 is spurring thinking on modernizing ERP
  • 7:30 - Benefits of Business Central after a transition
  • 11:00 - How to assess and select the right transition path, and about Enavate's assessment tool
  • 14:30 - How to explain the scope of a BC project to a customer
  • 16 :30 - Know your ERP project priorities
  • 21:45 - Why legacy ERP customers are going with SaaS transitions
  • 23:00 - ISV discovery and mapping from legacy to BC
  • 26:45 - What partners need to know about migration factories
  • 28:15 - Migration tooling available now
  • 32:00 - The importance of historical data and what to do with it after the transition to BC
  • 35:00 - How to make BC a better solution than the legacy system
  • 38:30 - The growth of assessments for ERP customers as the solutions evolve
May 5, 2021

Editor's Note: This episode is sponsored by Sana Commerce.


Many manufacturers still struggle to understand and meet B2B buyers’ expectations for online customer experience. In reality, business buyers are just consumers at their jobs. They know that Amazon-level experiences and capabilities are possible, and now their expectations of B2B experiences are rising.

On this episode we talk with Sana Commerce’s Customer Success Team Lead, Roberto Najera, as he shares his viewson the past, present, and future of e-commerce in the context of manufacturer's needs and Dynamics 365 integration. We also discuss findings from Sana Commerce's new State of Manufacturing and E-Commerce Benchmark Report and how some of the findings around levels of investment and addressing current challenges are reflected in Roberto's experience working one-on-one with manufacturers.


Show Notes:

  • 2:00 - A historic perspective of e-commerce in manufacturing and the changing trends today
  • 4:30 - Investments in B2B e-commerce in the wake of the pandemic, both technology and skills
  • 8:15 - Managing the growth of digital channels
  • 12:30 - Deciding if and how to enhance more customer interactions from traditional to online
  • 13:30 - Maturity levels that businesses go through in e-commerce adoption
  • 18:15 - E-commerce planning in the context of ERP data analysis
  • 19:30 - Surprising findings from of e-commerce initiatives
  • 21:45 - New challenges that B2B firms are facing today that e-commerce solutions are helping them overcome
Apr 30, 2021

Editor's Note: This episode of the podcast is sponsored by the PartnerLinQ Unified Digital Connectivity Solution.

The last year has taught us how volatile supply chains can be. Weaknesses came to the forefront, and businesses and consumers alike discovered the big downstream impact a seemingly small manufacturing or transportation issue can have.

In this episode of the MSDW Podcast, Visionet executive VP Jawad Khan and senior EDI strategy consultant Thomas Smith join the podcast to look back at what has happened to supply chains in the last year and how individual businesses running Dynamics 365 have adapted. Visionet recently launched PartnerLinQ globally.

We discuss how organizations are maturing their supply chain capabilities and expectations, and what today's solutions need to offer to meet those demands.

Show Notes:

  • 2:30 - What has changed in supply chain connectivity in the last year, and how work to modernize has progressed in that time.
  •  6:30 - What are businesses looking for in terms of supply chain visibility?
  • 9:00 - The impact of getting more roles and departments involved in supply chain activities in various industries
  • 11:00 - The needs of Dynamics 365 users who are working to manage trading partner relationships
  • 15:00 - The role of transporters in the larger networks
  • 21:00 - How supply chain pressures are shifting their planning to the needs of customers today and in the future
  • 23:00 - PartnerLinQ's global launch from Visionet
  • 27:00 - Capabilities that are here today that all organizations should support
Apr 28, 2021

Jeremy Vyska has worked in the Dynamics NAV and Dynamics 365 space for  twenty years working in a variety of technical and consulting roles. His newest venture, Spare Brained Ideas, marks a new phase in his career as he gets more engaged with the community and develops products and services focused on education, professional development, and customer success. He is also now a published author, with his new e-book, Your First 20 Hours with Business Central, launching this week. Jeremy tells us about the motivation behind writing the book and how it aligns with his broader outlook on working in the Business Central ecosystem today.

Show Notes:

  • 2:00 - About Jeremy's new book and his work
  • 7:00 - The experience of virtual events and other digital spaces
  • 10:30 - Life in Sweden
  • 12:45 - Who can benefit from Jeremy's new book
  • 18:00 - Early response to the book, and the writing process
  • 21:15 - How headhunters and others can benefit from staying educated on the latest information in the Business Central ecosystem
  • 28:40 - Paying attention to the holistic needs of users and professionals, from continuing education and advocacy to onboarding
  • 35:30 - How user group communities could evolve with Microsoft's support
  • 42:00 - How is customer satisfaction with customers onboarding to BC?
  • 43:45 - How to get the new book
Apr 22, 2021
  • Editor's Note: This episode is sponsored by Cincom.

Two decades ago, many product companies started their digital journeys with a brochure-style web site. Back then, a static online product list may have met customer expectations, but today's buyers expect something more. On this episode we talk with Greg Hall, director of product management at Cincom about buyer experiences, the state of the CPQ market, and his observations on how buyer and seller priorities have changed over time.

Hall foresees more complex products and services, even products sold primarily as services, using CPQ technology to engage customers earlier in the buying process and more holistically throughout it. 

Want to see how CPQ can help you? Visit to learn more.


Show Notes

  • 1:30 - Introduction to Greg and a bit about Cincom's 50+ year history
  • 3:30 - Evolution from "brochure" web sites to digital selling
  • 9:30 - Buying journeys: Why simple and complex can exist side by side, and how it continues to change
  • 13:00 - Representing a complex product across a sales process
  • 15:15 - Other ways to enhance sales processes
  • 17:00 - The creative ways companies use CPQ tools, including in services-based businesses
  • 20:30 - Digital maturity levels and what is next for CPQ users
  • 23:00 - Which organizations are ready to operate in a data-driven culture
  • 24:30 - Prioritizing investments in digital commerce
  • 27:30 - Why CPQ adoption is still in the early stages across the broader marketplace
  • 28:30 - What else Greg is watching in the broader enterprise software market
Apr 9, 2021

Accountants have plenty to look forward to in Microsoft Dynamics 365 Business Central's 2021 release wave 1. Our guest, Cari Corozza of New View Strategies, has been investigating the finance-related features of this cycle and she has already shared several in a recent article and webcast. Now she joins the podcast to chat about her findings, how she expect's New View's clients to adopt the latest updates, and how others in the community have responded.


Show Notes:

  • 1:40 - About Cari's work
  • 3:00 - What's exciting about 2021 release wave 1
  • 4:00 - Dimensions updates and how users can take advantage of it
  • 10:10 - Changing or correcting dimensions on GL entries and the impact on posted entry.
  • 12:10 - Bank integration
  • 17:00 - Using the Ideas site to promote feature requests, including one of Cari's favorites
  • 21:00 - Preparing to roll out these features for users


Apr 1, 2021

Lipi Sarkar joins us to talk about the new book Building a Digital Future: The Transformational Blueprint for Innovating with Microsoft Dynamics 365. Lipi and co-author Vinnie Bansal wanted to investigate how organizations have invested in Dynamics 365 solutions to meet strategic goals and what others can learn from those experiences. Unlike a lot of books in the Microsoft technology space, this one is written for executives, not developers or IT professionals, though anyone with an interest in management and strategic planning could benefit from its findings.


The book is available on May 25, and you can order it with a 10% discount from Book Depository or from your local Amazon site (without a discount).


Show Notes:

  • 1:30 - Why write a new book focused on Dynamics 365?
  • 3:30 - Is the term "digital transformation" still valid in today's landscape?
  • 5:00 - What inspired the authors to write the book, and how the pandemic has influenced the findings
  • 8:45 - What customers told the authors about projects that were executed while the pandemic was unfolding
  • 10:30 - The dilemmas faced by of those seeking a transformative change
  • 13:30 - Has conventional wisdom on transformative technology evolved?
  • 18:00 - More findings from Dynamics 365 case studies featured in the book
  • 20:00 - How Power Platform is changing the nature of business application investments
  • 22:00 - Thoughts on deciding to take on the challenge of authoring this book
Mar 28, 2021

Priyesh Wagh's current work in the Microsoft channel focuses on both Dynamics 365 Project Operations and various elements of the Power Platform. In this episode, Priyesh discusses the types of projects he has worked on recently, his community efforts and experiences as a new Microsoft MVP, and how Dynamics 365 project delivery has changed since he joined the Microsoft channel with CloudFronts in 2014.


Show Notes:

  • 2:00 - How Priyesh started his career and what tech he is focused on today
  • 4:30 - How standardized (or not) are Project Operations or Project Service Automation deployments?
  • 6:30 - How customization has changed in the era of Power Platform
  • 8:15 - Understanding the change from PSA to Project Operations
  • 9:30 - What kinds of organizations need project service capabilities?
  • 14:15 - Discovering new Project Operations capabilities like Project Buckets
  • 16:00 - How to understand Project Operations deployment options - Lite vs full (integrated with F&O)
  • 19:45 - Priyesh's experience as an MVP
  • 22:30 - What will Priyesh be exploring next?
  • 27:00 - Life in Mumbai during the pandemic


Mar 24, 2021

There's a new virtual event coming in April with an educational focus for Microsoft technology users but a slightly different origin story.


WWMSTUG (or Worldwide Microsoft Technology User Group) will take place on April 14 and 15. It came into existence because a group of Microsoft partners wanted to provide a virtual educational experience to their customers and decided to invest in the idea together. Two of the event organizers, Jeff Goldstein of Queue Associates and Bob McAdam of SalesPad tell us more about how the event came into existence, what they hope to achieve, and what they hope attendees will get out of it in terms of understanding the Microsoft technology updates related to Dynamics 365, Power Platform, Teams, and more. They also explain the registration model. Unlike a lot of events there is a modest fee to attend, though the participating partner organizations are picking up the tab for some attendees (details on their site).


Show Notes:

  • 1:15 - Why did the organizers see a need for this event?
  • 4:45 - Getting a new user event started
  • 8:00 - Assembling a lineup of sessions
  • 10:00 - What do customers expect from Microsoft and their partners in terms of technology selection?
  • 15:00 - What can attendees expect from the virtual experience?
  • 19:00 - On the decision to make this a paid event (and how free passes are being made available via sponsors)
  • 22:30 - Thoughts on Microsoft's new plan around user groups
Mar 8, 2021

Note: This episode is sponsored by Continia Software. To learn more, join one of their webinars.

Since we last spoke to Chris de Visser on the podcast he has taken on the role of North America CEO at Continia Software. Continia provides financial automation solutions with a focus on Dynamics 365 Business Central and NAV and, as a vendor based in Europe, has been working to expand its presence in the North American market. De Visser explains how he approaches his role  and some of the ways a firm must adapt to succeed in North America compared to other parts of the world.

We also discuss some of the other challenges that Dynamics 365 Business Central has presented to firms like Continia. Veteran NAV ISVs have invested many thousands of hours into transitioning away from  Microsoft's previous generation of ERP technology and we talk about why 2021 may be an inflection point in that journey as Business Central gains momentum.

Chris also shares some background on his own role and how his career has evolved as the Microsoft Dynamics channel has matured.

Feb 9, 2021

With the tools and services of the Power Platform evolving so rapidly, Microsoft and community leaders face a complex challenge in engaging with the experienced users and subject matter experts from around the world while also fostering an ecosystem that welcomes newcomers.


The Global Power Platform Bootcamp, taking place live (virtually) on February 19 and 20, offers one indication that users around the world still want to learn from each other when it comes to Power Apps, Power Automate, and Power BI. Last year's event consisted of 40+ local in-person meetings around the world. And though this year's event will be virtual, the organizers are expecting an even bigger set of meetings.


As people grow their own Power Platform skills, they can add value to the community by adopting a "show and tell" attitude, says Microsoft Power Platform senior evangelist Jon Levesque, who joined this episode along with Kent Weare of Microsoft's Power CAT team and two of the event's organizers, Kunal Tripathy and Vivek Patel. The group discussed the event's evolution, what attendees can expect to hear from Microsoft, and what it means to promote community as virtual communication persists.


Show Notes:

  • 5:30 - How this year's event will be different from 2020
  • 7:00 - Finding a balance between the local and global interests of Power Platform communities
  • 8:15 - Building more awareness of Microsoft's RPA and Power Virtual Agents work
  • 9:30 - How do local groups blend their direct interests and discovering the latest product updates?
  • 11:00 - What messages from Microsoft speakers will resonate at the event?
  • 15:15 - How is the mix of people joining Power Platform events changing?
  • 23:00 - Observations on the most innovative companies adopting Power Platform, including use of the Center of Excellence
  • 25:30 - What it takes to bring a global event together, and what attendees can expect
  • 30:10 - How to get involved in the Global Power Platform Bootcamp
Feb 3, 2021

This episode of the MSDW Podcast is sponsored by Stratos Cloud Alliance.


Microsoft continues to forecast significant growth in Dynamics 365 business, but to achieve it more partners will have to get involved. But building a practice focused on business solutions is quite different from cloud, productivity, or other specialties.


Our guests are Len DiCostanzo, Principal Consultant at MSP Toolkit, and Scott May, Director of Channel Development Stratos Cloud Alliance. We discuss Dynamics 365 as an opportunity for partner growth in the Microsoft channel. They lay out research on the market opportunity, the options partners have when it comes to building a D365 practice, and some of the factors that firms should look for in a prospective distribution partner.

Jan 31, 2021

Join us for a quick recap of top headlines from the first month of 2021 in the Microsoft Dynamics 365 and Power Platform channel.


Show Notes:

Jan 25, 2021

As the pandemic drags on, the Microsoft business applications community is finding a new and evolving ways to connect. The DynamicsCon virtual event began in 2020 and will run for the second time in March. To learn more about how it began and what is going into the next event, we talked to the founder, Jon Stypula. MSDW is a media sponsor of the event and we wanted to discuss both the event has developed and where Jon hopes it will go in the future.


Show Notes:

  • 4:45 - Deciding to provide a professional level of production for DynamicsCon, including funding through sponsors.
  • 8:30 - Why to maintain transparency in the event's planning and organization, including with session selection.
  • 10:30 - Why the DynamicsCon is aiming to make the speaker lineup a mix of veterans and newcomers.
  • 17:30 - Microsoft's role in the community and event landscape these days, and why Jon believes they do not appear to be interested in overall community management.
  • 27:45 - Updates to the attendee experience
  • 30:30 - How virtual events have opened up accessibility to much of in-person events' value and how they will continue to change
  • 35:45 - How DynamicsCon has changed from the first event to the upcoming second event
  • 39:00 - How partners and customers work together differently with Power Platform and other tech compared to Dynamics
  • 42:00 - Microsoft's mixed reality solutions, from Dynamics 365 apps to HoloLens 2 more generally
  • 48:50 - More on what to expect from DynamicsCon
Jan 19, 2021

In this special edition of the MSDW Podcast we are featuring a recent conversation between Microsoft MVP Rick McCutcheon and Microsoft global strategic ISV alliance manager John O'Donnell on how partners are utilizing Microsoft AppSource. Rick originally published this conversation as part of his Partner Talks series.

Microsoft launched its AppSource ISV solution directory in 2016 as a replacement for a collection of old and fragmented systems. The initial coverage compared it to Salesforce AppExchange and Microsoft promised it would lead to higher ISV solution quality and that it would evolve quickly with.

Nearly five years later, AppSource has evolved and grown, though probably not as quickly as Microsoft has wanted. Still, most ISVs in the  Dynamics 365 and Power Platform space list their solutions there, and some partners even list services offerings. Some vendors report closing sales thanks to the platform, others don't.

In this conversation, O'Donnell emphasizes several strengths of the platform, from its global reach to its expanding set of offerings, beyond Dynamics 365 and Azure into other areas of Microsoft's business. They also discuss some ways vendors can optimize their listings to get the most out of the platform today.

Jan 18, 2021

The Microsoft's Dynamics 365 FastTrack team has been holding a TechTalk webcast series in recent months featuring the use of various tools and capabilities of the Power Platform in the context of strengthening a Dynamics 365 Finance and Supply Chain Management (a.k.a., Finance and Operations) system.


Series organizer and FastTrack architect Rachel Profitt explains that, while there is lots of great material on Power Platform and likewise plenty of information available on D365 F&O, customers and partners can still find it hard to connect the dots that open up the full range of solution possibilities.


Profitt and principal technical specialist Murray Fife of Microsoft's Black Belt team recently co-presented  a new session in the event series on AI Builder, and they discuss with us some of the highlights of that session, the audience reaction, future plans for the webcast series, and the broader outlook for building momentum in blending Power Platform tools with ERP.


Show Notes

  • 2:30 - How Rachel and Murray's work with AI Builder is being received by customer and partner audiences.
  • 7:00 - Rachel's role as a FastTrack architect and Murray's role as a principal technical specialist on Microsoft's Global Black Belt  team
  • 10:30 - Why Rachel felt a need for a Power Platform TechTalk series for F&O customers to showcase customization alternatives
  • 12:30 - Reactions from the partner community after seeing the presentations.
  • 15:30 - Why developing with Power Platform requires a shift in the F&O customization mindset
  • 18: 00 - F&O customer roles most interested in Power Platform adoption
  • 21:30 - At what point in the development of a D365 solution do customers make the decision to deploy Power Platform?
  • 27:30 - What's in a partner's demo versus what's in scope for the delivery team
  • 29:30 - How accurate are AI Builder tools in doing their jobs?
  • 33:30 - What's next in the Tech Talk series, and what else has been covered already
  • 34:30 - What Rachel and Murray are excited about for 2021: events and features
Jan 11, 2021

On this episode we welcome back Peter Joeckel of TurnOnDynamics and Karen Riordan of Menlo Technologies for a discussion of the new year's Dynamics GP outlook for customers and partners.

Dynamics 365 Business Central is Microsoft's SMB ERP product of the future, so changes still to come are to some extent predictable already starting to play out: incentives for legacy ERP customers to plan for a transition to BC; greater urgency on partners to transact via Microsoft's CSP program, and a GP product roadmap that has shriveled to almost nothing.

But given these realities, what is to be done? The economics of ERP are changing along with the rest of IT and enterprise software. We discuss the impact of some of Microsoft's latest moves like new cloud assessments for on-prem customers (not necessarily through their partner of record) and the latest channel sales incentives. These changes, will impact customers not just in terms of whom they consult with, but what types of partners can really serve their needs in the future.

Show Notes:

  • 2:30 - Microsoft's interest in getting customers to assess a transition away from Dynamics GP
  • 4:30 - Why aren't GP customers more interest in transitioning to cloud ERP?
  • 7:00 - Pressure on partners to manage their GP customers
  • 10:00 - Finding an optimal way to engage with Microsoft customers: Can a partner talk to both IT and the CFO?
  • 12:00 - What should a customer really expect from their partner in terms of making sense of Microsoft's offerings?
  • 16:30 - How difficult is it for GP customers to do a full assessment of their next steps?
  • 20:15 - The economic challenges of ERP for Microsoft partners
  • 25:00 - What does the subscription-based ERP model mean for Microsoft's goals and partners' challenges?
  • 32:30 - How well has GP served its user base during the pandemic?
  • 36:30 - How many GP to BC transitions are really happening?
  • 39:00 - Who is doing GP to BC transition assessments for Microsoft and what are the outcomes?
  • 44:30 - How will Microsoft's  newest incentives shape the partner channel in 2021?
  • 47:30 - Do partners and Microsoft have a responsibility to encourage their clients to evolve enterprise IT?
  • 48:30 - 2021 predictions
Jan 5, 2021

This episode is sponsered by HCL-PowerObjects.


As the Microsoft Power Platform has enjoyed greater adoption, the challenges of managing security, governance, data migration, licensing and other needs have gained greater urgency for customers.


John Doris and Jamie Barker of HCL-PowerObjects join us to discuss their experiences working with a wide variety of organizations that have been investing in the Power Platform to modernize their systems and processes. We dive into the most common challenges as well as other considerations that both partners and customers are dealing with like the future of front office and back office applications, the impact of Microsoft Teams, and Jamie and John's experiences helping organizations build a Center of Excellence.


Other resources:


Show Notes:

  • 2:45 - Judging and measuring growth of Power Platform in the last year
  • 5:45 - How the pandemic impacted PowerObjects customers' priorities around collaboration and automation
  • 7:15 - Why a Modern Workplace are taking a stronger interest in use of Power Platform and Teams
  • 11:30 - Organizational challenge: finding a balance of front office and back office support
  • 13:00 - The varying approaches to governance and IT fundamentals with Power Platform
  • 16:00 - Challenges that customers should be considering next: onboarding, app evaluation, and more
  • 18:00 - Encouraging app makers to be innovative while also taking advantage of reusable components and following development best practices
  • 22:30 - Center of Excellence: What it takes to plan for creating one properly
  • 24:00 - How do organizations work with a Microsoft service provider for help with Power Platform development?
  • 27:45 - Measuring end users' happiness with the apps and flows they get from a citizen developer corp.
  • 33:00 - Discovery tools: Know when to retire, replace, augment, or keep them
  • 36:00 - Dealing with the end of life of SharePoint 2010 workflows and replacing them with Power Automate flows
  • 41:15 - What can organizations expect in licensing for Power Platform elements?
  • 44:45 - License consumption strategies
  • 48:00 - How to get in touch with Jamie or John
Dec 15, 2020

Microsoft Dataverse; US politics; Azure Purview; FastTrack; Sales Insights

Dec 14, 2020

Note: This episode is sponsored by Avanade. Learn more about Power Platform at Avanade here.

Venkat Rao, Power Platform go to market lead for North America at Avanade, joins us for a conversation following up on his recent five part article series on the Power Platform and its role in supporting the evolution of business applications. (Check out parts onetwothree, four, and five.)

Enterprise-grade systems like Dynamics 365 applications are here to stay. But, Venkat believes, thanks to low-code tools, organizations can now expect to give more responsibility back to their workers as they plan the future of their enterprise investments. Much of Venkat's writing has dealt with newcomers to the Power Platform, and he explains that embracing the tools here requires the acceptance of concepts and practices like running a Center of Excellence. He also reflects on recent customer successes in areas like  managing the return to work, mixed reality, and initiatives to empower citizen developers.

Show Notes:

  • 1:30 - Making sense of Power Platform and how to approach it for the first time
  • 5:00 - Thinking about low-code and no-code solutions as a technology segment
  • 7:30 - The importance of considering complex software requirements when evaluating low-code solutions
  • 9:30 - Venkat's evolving professional focus, from Dynamics CRM to Power Platform
  • 14:30 - What it looks like to scale up Power Platform initiatives across an organization
  • 18:00 - The frequent challenge of bringing a Power Apps deployment back under control after rapid spread
  • 21:00 - The Power Platform Center of Excellence (CoE) starter kit - Venkat's views on its usefulness
  • 24:30 - How organizations build upon the CoE starter kit
  • 27:00 - How Power Platform and HoloLens 2 work together
  • 33:30 - Is RPA mundane or amazing?
  • 36:00 - Looking ahead: New technology Avanade clients are excited about
Dec 8, 2020

The Microsoft channel is ever-changing, and ISVs can spend considerable time optimizing their approach according to the latest incentives, rules, restrictions, and opportunities. Microsoft MVP Steve Mordue returns to talk about some of the latest updates in the channel. Steve is the founder of the ISV business RapidStartCRM. He's also a popular blogger for channel pros. He has also started a new site, ISVConnectED, a private community for ISVs who want to talk channel strategy and tactics, ask their peers questions, and otherwise compare notes. We discuss Microsoft's current partner programs that impact the Dynamics channel, opportunities around Power Platform, including Dataverse, the risks ISVs face when Microsoft builds similar IP, and what the Salesforce Slack deal means for Microsoft.

Show Notes:

  • 1:30 - Microsoft's ISV programs and why Steve started ISVConnectED
  • 3:45 - Why Steve writes about the state of the Microsoft channel and why it continues to create complexity
  • 6:30 - The complexities of Microsoft programs like Direct CSP, and the importance of large CSPs  today
  • 15:30 - Power Platform  - the business model and special offers
  • 20:00 - Microsoft's efforts on industry solutions and what it means for vertical-focused ISVs
  • 24:00 - Working in Microsoft's shadow as an ISV - searching for white space
  • 28:45 - Encouraging news on AppSource
  • 33:00 - Dataverse rollout
  • 36:30 - Why Dataverse is so important to Teams and Microsoft 365
  • 43:00 - New opportunities for custom Power Platform development and the importance of governance
  • 46:00 - The Slack acquisition by Salesforce
  • 48:30 - How Microsoft competes with Salesforce
  • 54:00 - Microsoft's current approach to business applications acquisitions
Dec 1, 2020

Editor's Note: This episode is sponsored by GetResponse MAX for Dynamics 365.

Mac Ossowski of marketing automation solution provider GetResponse joins the podcast to discuss how sales and marketing teams can work together with shared technology, even when performance goals may differ. Mac has been active in the email and marketing automation field for over a decade and runs GetResponse MAX, the company's managed offering for medium and large companies. The company started in the small business sector more than ten years ago, and recently started to make more investment in the Dynamics 365 space with a new integration and more partner alliances. Mac also shares his view on some of the design decisions that went into the company's D365 offering and how companies are deploying solutions across departments today.

Show Notes:

  • 1:45 - GetResponse company history and evolution over two decades
  • 4:00 - Speaking to the needs of mid-market and large companies vs  small businesses
  • 6:30 - Lessons from bringing marketing technology together with Dynamics 365 Sales capabilities
  • 9:30 - What kind of services do Dynamics 365 customers need with implementing marketing automation?
  • 13:00 - Changing perspectives on automation in 2020
  • 16:00 - Sales enablement and sales acceleration: what data and tools do sales professionals need?
  • 20:00 - The value of greater marketing data insights
  • 22:30 - Observations on working in the Microsoft ecosystem
  • 26:00 - What types of marketing technology of the future are most exciting?
Nov 24, 2020

The Microsoft Dynamics NAV and Dynamics 365 Business Central community has a heritage of conferences around the world, some that go back decades. But with the pandemic, everything has changed in 2020. Some events have gone online, others have been put on hold, and still others have emerged as new alternatives. BC Tech Talk is the latest new event. It runs December 3 & 4 and is free to attend. MSDW is a media sponsor, so we sat down with three members of the event's planning committee to learn more about what to expect, who should be there, and what's new in the BC community.


Show Notes:

  • 1:30 - How BC Tech Talk came together
  • 4:00 - Observations about the themes emerging from the session topics
  • 8:00 - How quickly are developers adopting the new skills and techniques required for Business Central projects?
  • 11:30 - Why now is a time for up and coming community contributors to emerge
  • 18:45 - Why employees at customer organizations should be paying attention to the topics of a tech-focused event like BC Tech Talk
  • 21:00 - Implications of this year's growth in virtual events
  • 28:00 - Reviewing the BC Tech Talk structure, and more reasons for attending
Nov 19, 2020

Pattern Energy, a company that develops and operates wind and solar energy generation projects around the world, had many years invested into a Microsoft Dynamics AX 2009 ERP solution that was on-premises and highly customized. But by 2018 they knew that their aging system needed to be replaced.


On this episode, Nick Tavenier, the ERP systems analyst at Pattern Energy discusses some of the company's experiences in moving away from AX 2009 as they evaluated new options and eventually committed to Dynamics 365 Finance and Supply Chain Management in the cloud. He discusses his team's experiences planning and executing their migration project, work with third party solution vendors in areas like security, governance, and financial management, and how they have maintained an engaged core ERP team even after their go-live.


Show notes:

  • 1:30 - Some history on Pattern Energy's operations and use of Dynamics AX 2009
  • 3:00 - Comparing D365 with Tier 1 & 2 ERP options, as well as looking at AX 2012 as a full or temporary potion
  • 5:00 - Planning to migrate from AX 2009 - Custom and ISV solution needs
  • 7:00 - How Pattern envisioned processes with stock D365FO features and standard use patterns
  • 9:00 - areas of D365FO that Pattern will use based on the complexities of their organization - multi-entity, multi-company, financial consolidation, etc. and new features Microsoft is adding or acquiring
  • 12:30 - Making the decision of cloud vs on-prem D365 and how mindsets had to be changed
  • 13:30 - Connecting with other AX to D365FO customers about the complications around implementation projects in areas like entity hierarchy, data management, and customization
  • 16:30 - Training developers and IT experts on security management, customization techniques
  • 18:45 - Adopting the "One Version" model from Microsoft, and where they have found challenges, including governance and regulatory compliance
  • 22:30 - The importance of voicing concerns and starting a dialog with Microsoft, and why there seems to be a clean slate with the introduction of ERP in the cloud
  • 25:00 - How Pattern uses an internal product manager and others to champion the solution
  • 28:30 - Navigating the internal ownership and duties between the IT and the business
  • 31:00 - How D365FO fits in alongside the organization's other Microsoft investments like Azure and Power BI
  • 33:30 - Why record sharing between entities within D365FO has become a challenging matter from a technical and functional perspective
Nov 13, 2020

The latest release wave for Microsoft Dynamics 365 Business Central is now rolling out with a range of updates that should benefit users, developers, and system administrators. Dynamics NAV and BC veteran Kim Congleton of New View Strategies has been busy examining the new updates and helping the community understand how to make use of the improvements. She recently wrote about the system administration enhancements and followed that up with a webcast presentation for MSDW readers. We caught up with Kim for this podcast episode to dig into a few more details of the new release wave as well as to talk about how Business Central has evolved as a new offering (not just a continuation of NAV), how her firm has experienced the pandemic, and her expectations for the future.

Show Notes

  • 3:00 - How to approach the new features and information that arrive in each release wave for business Central
  • 5:30 - Read-only performance for reports
  • 7:15 - Buying added storage capacity in the cloud
  • 10:30 - How do you deal with NAV historical data when moving to BC?
  • 14:00 - Restoring environments
  • 17:30 - Why BC really is a separate product from NAV
  • 19:00 - Impressions on the first iteration of the Teams app for BC and where it might go next
  • 22:30 - Events and batch processing
  • 24:30 - Power BI scenarios for BC
  • 26:30 - Other Microsoft services Kim is looking ahead to.
  • 30:00 - Observations on training investment by NAV and BC customers
  • 32:00 - Why the Microsoft Ideas site is useful
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