Cynthia Priebe of New View Strategies joins us for a conversation following her article and presentation on how to best use the Dynamics 365 Business Central EFT data exchange definitions and assisted setup. These capabilities offer a lot of potential value for Business Central users without the help of developers or administrators, she says. But the setup is not always straight forward, and we discuss some of the points she has made already and how MSDW readers have reacted to her findings.
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It's about time for another news roundup from our editorial team. We look at new product launches, Microsoft Dynamics and Azure partner news, new sales figures, and some of the most popular article contributions from subject matter experts.
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This episode is sponsored by Mavim.
Business process modelling touches nearly every element of a Dynamics 365 ERP or CRM project, from the customer's requirements and goals to a partner's pre-sales engagement to Microsoft's own platform and tools for project execution.
On this episode we speak with Edwin Jongsma of Mavim, makers of BPM tooling built on Microsoft technology, about the variety of ways in which BPM fits into Dynamics projects today.
We discuss some of the subtle but important reasons to focus on business process transformation from the diagnostic stage of a project onward, and why having a platform to support BPM leads to successful outcomes for both an individual project and for managing a broader IT portfolio.
Microsoft has a role to play in BPM for Dynamics 365, Edwin notes. The Lifecycle Services platform is one obvious touchpoint, as is the Catalyst methodology for envisioning and planning solutions. And Power Platform's low-code/no-code tools, have an important role to play in both defining business process and reflecting an organizations needs.
And, Jongsma argues, partners should be applying BPM concepts to provide industry models and process expertise to shorten the diagnostic phase and provide better guidance.
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More from Mavim:
This episode is sponsored by ExpandIT.
Field service solutions maintain a unique position in the world of business software. It serves a distinct purpose and is used by very specific roles, and yet it also needs to work alongside other critical systems like a Dynamics ERP solution.
John Macdonald, group CSO and regional president for North America at ExpandIT joins us to talk about the types of businesses adopting field service today and how his firm's solution has matured alongside common ERPs like Dynamics 365 Business Central. We discuss the types of deployments and business outcomes his clients are seeking today, including some of his observations from recent customer conversations. For example, he estimates that eight percent of the prospects his sales team talks with are not moving from another field service solution but rather using manual, unstructured processes today.
As you will hear, John brings a unique perspective as a solution provider. Before joining ExpandIT, he held roles at Navision and Microsoft, so he is understands the challenges of the ERP-focused partner and how field service touch points should be optimized.
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About ExpandIT : ExpandIT Field Service software puts information at your service technicians’ fingertips – digitally. Easily track key information, access up to date data, view a real-time overview of job related information, complete checklists and provide photographic proof of work completed.
This episode is sponsored by Stratos Cloud Alliance, Velosio’s Microsoft partner program. Visit www.dynamics365partner.com to learn more about their partner offerings.
Microsoft has been moving the Power Platform forward steadily over the last few years, both by expanding the platform and by deepening the tools and capabilities in each of the services. At the same time, the messaging from Microsoft about the suite has evolved, with encouragement for citizen developers and promises that professional developers and partners have a place in this ecosystem. Those dynamics of customer self-service and partner guidance may seem at odds, but the reality is that, like the rest of the Microsoft business applications stack, expertise comes from investments in skills development and from the time and experience gained from real world projects. While users may be able to get started themselves with Power Platform by building small scale apps or flows, the reality, say my guests Scott May and Rod Donovan of Stratos Cloud, is that partners are already becoming the trusted resource for most customers in more advanced scenarios. And, they believe, that opportunity will only grow, making Power Platform one of the best opportunities for new client engagements going forward.
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About: Stratos Cloud Alliance is the Microsoft CSP Indirect Provider that provides all the sales support, enablement, and services a partner needs to build a profitable cloud solutions business with Microsoft Dynamics 365. With over 33 years’ experience implementing Dynamics business management solutions, Stratos Cloud offers partners a comprehensive portfolio of Microsoft Cloud Business and Productivity Solutions, ISV Products and Tools, Customer Services, and flexible Partner Programs supporting transformation at the pace and investment level that is right for you.
This episode is sponsored by BI4Dynamics.
Microsoft offers its Dynamics ERP customers a variety of ways to get started with analyzing their business data, but the BI and analytics landscape continues to evolve as data growth accelerates and industry demands change. Our guest on this episode, Dr. Vijay Jog, the founder of CRGroup and president of Global Business Applications for CRGroup’s parent company, Quisitive, joins us to discuss the BI and reporting themes influencing Dynamics space today.
Expectations are changing for many roles, Vijay believes. Accounting teams must provide better insight that leads to a proactive outlook. IT departments must gaining new skills in areas like data lakes, analytics, storage, and security. And teams continue to struggle with the perennial problem of data islands, Vijay says.
BI and analytics options vary by Dynamics product, and Vijay shares his views on some of the most interesting new and upcoming capabilities, including the transition from BYOD to BYOL for Dynamics 365 Finance & Operations and advances with Power BI.
Show Notes:
You can start a free 30 day trial of BI4Dynamics, just visit bi4dyamics.com/trial to learn more.
Editor's Note: This episode is sponsored by Pendo.
Change is hard when it's not predictable. But replacing or adding to a worker's business applications can also be a comfortable experience when the organization provides adequate preparation and support.
Our guests on this episode, Hannah Whiteside and John Dorrian of Pendo, discuss some of the ways in which change management is impacting technology adoption today. We discuss some of the typical symptoms of a failed software deployment, including ways to prevent them. And our guests share their views on the different kinds of change management that organizations must contend with, whether human, systems-driven, or even compliance-driven.
And we frame some of those challenges in the context of Microsoft's business software offerings. As Hannah and John explain, apps like Microsoft Power Apps and Teams pose their own unique challenges and patterns of adoption.
Show Notes:
For more information on how to overcome user adoption challenges on your employee-facing applications, https://pendo.io/digital-adoption.
More information:
This episode is sponsored by Stratos Cloud Alliance, Velosio’s Microsoft partner program. Visit www.dynamics365partner.com to learn more about their partner offerings.
What does Microsoft want from partners in their fiscal 2022? If July's Inspire 2021 was any indication, partners will have to re-commit to priorities ranging from continued opportunities in remote work and data management to co-selling industry-focused solutions.
Stratos Cloud's Scott May and Jeff DeMaria join us to sort through the announcements from July and to offer some guidance on how partners can prepare for the opportunities of the new year.
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About: Stratos Cloud Alliance is the Microsoft CSP Indirect Provider that provides all the sales support, enablement, and services a partner needs to build a profitable cloud solutions business with Microsoft Dynamics 365. With over 33 years’ experience implementing Dynamics business management solutions, Stratos Cloud offers partners a comprehensive portfolio of Microsoft Cloud Business and Productivity Solutions, ISV Products and Tools, Customer Services, and flexible Partner Programs supporting transformation at the pace and investment level that is right for you.
Note: This episode is sponsored by Sana Commerce.
What does it take to earn and retain the business of B2B buyers today? For manufacturers contemplating ways to improve the experiences of their customers, technology investment is likely a major component of any plan. After all, B2B buyers are hard to replace and, since they are also consumers when they're not at work, their expectations have changed over the years to include things like choosing their preferred ways to buy products and get support.
Our guest, supply chain technology marketing strategist Adam Robinson, joins us to provide context on how manufacturers investments in customer experience technology like modern e-commerce is becoming one of the most critical ways to position a company for success in the future. Robinson foresees a wave of change coming to the manufacturing sector that will impact supply chains through new waves of acquisition, continuing risks disruption, and new options for buyers who will more actively seek new options if a vendor fails to meet their needs.
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Microsoft offered partners a wealth of Azure-related updates at Inspire 2021. To help us get our bearings on them all, we invited Gordon McKenna, a veteran Microsoft MVP and CTO for public cloud at Ensono, for a conversation. Gordon shared his perspective on both the hybrid scenarios that his clients frequently care about and some of the forward-looking goals that Microsoft has set with new Azure and Azure-adjacent product and service updates.
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This episode is sponsored by Cavallo.
Distribution software firm Cavallo may have recently appeared in the marketplace, but the brand is really the new incarnation of one of the most well-established vendors in the Microsoft business applications ecosystem. Formerly known as Salespad, the company has a long legacy building its solutions atop Dynamics GP and the firm has announced plans to launch its next generation of solutions on Dynamics 365 Business Central first, while also planning to support some products more broadly.
Senior vice president of product Jeremy Boogaart joins us to discuss the story behind the new brand, the evolving needs of distributors, the company's outlook for customers on both Business Central and GP, and his own lengthy career at the company, starting as one of the first employees sixteen years ago and building his expertise in a range of roles.
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To view Cavallo’s solutions, request a demo or visit their website at www.cavallo.com
DevOps has changed a lot in the last decade. And in the world of Microsoft Dynamics 365 Business Central and its predecessor, Dynamics NAV, the devops landscape has absorbed many of those changes in just the last two to three years as Business Central emerged as a cloud-first SaaS ERP product.
Our guests on this episode, Tobia Fenster, a Microsoft MVP and Microsoft Regional Director and fellow MVP Waldo (a.k.a., Eric Wauters), discuss their experiences with DevOps for Business Central, including the tools and services they have created to improve the experience. Their work in this area has been driven by both a need to help their internal teams and to offer solutions for the broader BC developer ecosystem that take on a range of needs in areas like container management and automated build pipelines.
DevOps requirements are more sophisticated than ever, which means the tools are more powerful, but the concepts are also more complex. That rapid shift could be a risk both to partners and to BC customers that rely on customizations in the cloud. The situation remains quite manageable, Tobias and Waldo say, but development teams joining the BC community need to address the challenges straight away and understand the stakes, for their own sake and for their customers.
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This episode is sponsored by Versapay.
The payment processing landscape today has been shaped by the enormous stresses of the last fifteen months. As our guests, Meredith Mitchell and Jason Read of Versapay explain, they have seen customers accelerating existing modernization plans while for others, their companies' survival hung in the balance of opening up new digital payment options for clients.
Jason and Meredith discuss some of their latest thinking around payment modernization and process automation, like ways to help an organization get paid on time and to make the process both easy for customers and united with the rest of the business operations through systems like Dynamics 365 Business Central.
The Versapay team is also watching some of the more interesting trends today in the Microsoft space, like supporting migrations of Dynamics SMB customers to Dynamics 365 Finance and Supply Chain Management and helping customers seeking achieve even more optimization around payments.
Show Notes
For more information on Versapay or book a demo with them, visit https://info.versapay.com/versapay-payments-schedule.
This MSDW Podcast episode is sponsored by KwikTag by enChoice.
Mike Fernandes, VP Products, and Mary Miller, Director, Marketing and Channel, from KwikTag by enChoice joined us to discuss the impact of artificial intelligence and the cloud on AP automation solutions for the mid-market – specifically in the Dynamics space. We discussed the growing market demand among organizations for cloud-based, accelerated deployments as companies continue to have team members working from home. We also explored the rising demand for complete procure-to-pay process coverage and where AP automation fits into the picture. Mary and Mike also provided insight into their product roadmap, which includes payment automation and new solutions for Dynamics products.
Show Notes:
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 automation solution for Dynamics GP: Coffee With KwikTag – KwikPayables Accelerate. To read about AI within the KwikTag AP automation solution, check out the whitepaper “What’s Intelligence Got To Do With It?”
David Rosas co-founded payroll and HR software firm Greenshades in 2002 and as CEO. He has had a front-row seat to shifts in the enterprise software space in the years since, from changes in his own products to shifting trends and regulations that have shaped the needs of his clients.
As integral components of most ERP and accounting system deployments, payroll and HR solutions, especially SaaS offerings, have gained even more importance since 2020. David tells us how his customers' needs have focused Greenshades' efforts, including the move from outsource to in-house payroll and the value of cloud solutions for organizations planning a migration away from on-prem ERP.
Show Notes:
Greenshades takes the headaches out of payroll and HR for you. Right now, you can put the Greenshades payroll platform in your corner and get fifteen percent off your service, one free month, and no implementation fees. Visit greenshades.com and get started today.
This episode is sponsored by Stratos Cloud Alliance, Velosio’s Microsoft partner program. Visit www.dynamics365partner.com to learn more about their partner offerings.
Jeff Edwards recently joined Stratos Cloud Alliance, Velosio’s Microsoft partner program. He and Scott May tell us about some of Microsoft's latest partner incentives and the hottest opportunities in the channel today. We also discuss vertical strategies, Microsoft's performance as their fiscal year nears an end, and what to watch for in FY22 in terms of licensing, program updates, and leadership changes.
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About: Stratos Cloud Alliance is the Microsoft CSP Indirect Provider that provides all the sales support, enablement, and services a partner needs to build a profitable cloud solutions business with Microsoft Dynamics 365. With over 33 years’ experience implementing Dynamics business management solutions, Stratos Cloud offers partners a comprehensive portfolio of Microsoft Cloud Business and Productivity Solutions, ISV Products and Tools, Customer Services, and flexible Partner Programs supporting transformation at the pace and investment level that is right for you.
A recent episode of the podcast looked at changing trends in the Dynamics 365 Business Central community, including some of the risks customers face when deploying the software in a fixed fee model.
For another perspective on the topic of fixed fee and the broader outlook on Business Central deployments, we spoke with Robert Jolliffe, founder of Microsoft partner Sabre Limited, to discuss his firm's evolution in delivering ERP projects. Jolliffe explains that while fixed fee ERP projects can be fraught with danger for both the consulting firm and the customer, they can also work well when designed to play to a partners' expertise and matched to the right type of customers.
In the Microsoft channel, partners with strong industry expertise can make the best case for fixed fee, Jolliffe believes, by relying on their knowledge and experience to shape projects that avoid typical pitfalls. Fixed fee does not have to mean low cost, and it doesn't necessarily mean a rapid deployment. But new engagement models can help Microsoft partners differentiate themselves, and Jolliffe talks about how this approach informs not only deployment of an ERP solution like Dynamics 365 Business Central, but also the support, training, and other activities.
Jolliffe also discusses how his firm arrived at its current model, including the importance of learning from other VARs in the Microsoft channel and leaning on his pre-Microsoft ERP experiences. We also talk about the technology that is shaping his firm's work, the challenges of re-branding, and still feeling like a relative newcomer in the BC and NAV channel after nearly a decade.
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Businesses set different thresholds for successful ERP projects, and the reasons can be complicated. With budgets that range from thousands to millions of dollars and often little room for delay or rework, it should be no surprise that some organizations end up going live with critical financial and operational business systems that an outside observer might consider sub-par.
Microsoft has taken an interesting strategy with Dynamics 365 Business Central, the company's SMB ERP cloud offering, urging partners to pursue highly repeatable, fixed price deployments wherever possible. That model serves some interests, like accelerating the growth of the customer base, but it has also created tension with ERP professionals who say their years of experience and dedication to customer success have taught them to pursue other approaches to achieve the best outcomes.
Alex Chow, founder of AP Commerce, is one of those ERP veterans who has charted his own path in the Microsoft channel. He says he started his own firm in 2005 to allow him to work with clients in the way he preferred. And while the firm is not the biggest or fastest growing, he says the company's philosophy has held the team on a steady path even as the product and channel trends have shifted around them.
Alex recently wrote about his experiences meeting Business Central customers post-go-live that were living with problematic deployments and the concerns these cases have raised. We discuss some of those observations and more about his broader experiences with Business Central and NAV.
Show Notes
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.
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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.
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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.
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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.
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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 cincom.com/cpqsync to learn more.
Show Notes
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.
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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).
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