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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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Apr 11, 2024

With DynamicsCon Live fast approaching, we check in with Dynamics User Group's Ryan Harris for a quick update on the event, which runs from May 13 to 16. 

Ryan tells us about the planning and offers some suggestions on how to attendees can take advantage of the event's layout and features to get the most out of the week. He also previews some of the schedule highlights like the TechFluent Gala on Tuesday, May 14.

And listen closely to this short episode because at the end we explain how to enter to win one of MSDW's two free passes to DynamicsCon Live

Apr 4, 2024

Microsoft introduced three tiers of new partner benefits packages in January 2024 that were designed for partners to purchase to help meet different types of channel needs. Our guest on this episode, Microsoft MVP AJ Ansari of DSWi, has been looking closely at these benefit levels and joins us to share some of his observations about the elements of each offer, the value of different options, and how different kinds of organizations might be able to use them to their advantage. We also discuss what these offers say about Microsoft's channel engagement priorities today and how they differ from other programs and incentives.

 

Events and resources mentioned:

Apr 2, 2024

Microsoft MVP Malin Martnes has spent considerable time exploring the Microsoft Dynamics 365 Customer Insights (Data) Specialist certification and its exam, MB-260, and she has discovered that the required subject matter is vast. In this episode, Malin tells us about her experience working with clients on the D365 Customer Insights Data application, her efforts to cover the topics of MB-260 on her blog, as well as more general Microsoft certification exam recommendations.

 

Show Notes

  • 7:45 - Malin's view of with the MB-260 exam and certification: how it compares to others and whom it is for
  • 10:30 - Who is well prepared to take it?
  • 13:00 - How to organize your efforts toward preparing for the exam
  • 16:00 - Why correct answers on Microsoft exams don't always seem logical
  • 17:45 - Good entry points for this certification
  • 23:00 - The challenge of getting customers motivated to use Customer Insights
  • 27:30 - Malin's blogging plans for the year

 

Resources:

Mar 27, 2024

This episode is sponsored by Leapwork.

 

Microsoft has recently adjusted the update schedule and policies for Dynamics 365 Finance and Operations apps, with the One Version strategy now driving the delivery for four service updates per year to customers, with limited pauses allowed. Given the regular cadence,  the short testing windows, and the need to accept multiple updates per year, customers must reckon with the realities of testing efficiencies.

 

As our guest, Sune Engsig, Field CTO at Leapwork, explains, manual testing against regressions for an application like D365 Finance or Supply Chain Management can take a heavy toll on an organization, adding time and cost while preventing an organization from investing in rolling out new improvements and new solutions.

 

Sune tells us about his experiences working with Leapwork clients, how both partners and customers engage with the company on deploying automated testing for Dynamics 365, and how Leapwork thinks about the ideal ways to share responsibilities between functional testers and technical resources.

 

Resources:

Mar 20, 2024

TechFluent Academy is gearing up for a new class of students and the nonprofit expects a major increase in applications (the deadline is May 15) and participation. To learn more, the organization's founder and executive director, Liz McGlennen, spoke with Julie and Jason about their current enrollment, eliminating barriers to entry, and what it takes to prepare a student for a career in the enterprise software space.

 

Liz tells us about the origins of TechFluent, market demand for new hires with biz apps skills, the importance of mentorship and peer support, expanding to more Dynamics 365 solutions, and encouraging students embrace continuous learning.

 

Resources:

 

Mar 12, 2024

This episode is sponsored by Paymerang.

 

The world of invoice and payments automation continues to evolve, and our guests on this episode, Tiffany Allen and Brian Cook of Paymerang, join us to discuss their team's vision for serving the needs of organizations running Microsoft Dynamics 365 Business Central.

 

Paymerang's recent acquisition of KwikTag has created new opportunities for the company to advance their product roadmap, our guests explain. And with the buzz around AI and the company's focus on automation software, Brian and Tiffany also share their outlook on continuing to innovate in a competitive space.

 

We also discuss their perspective on industry specialization, share an update on fraud protection, and explain how Paymerang has gained a competitive advantage in the payments space.

 

Visit paymerang.com for more details, and check out our Paymerang overview for Dynamics: https://www.paymerang.com/wp-content/uploads/2024/01/SimplyAP-and-Payment-Automation-from-Paymerang-Overview-2024.pdf

Mar 8, 2024

How do you decide what's next in your learning journey in the Microsoft Business Applications space? The answer can depend on factors like your career plans, your employer's priorities, or your interests and skills.

 

Co-host Julie Yack has fielded this question many times and she shares some of the questions and concerns that she often hears from learners. We discuss some of the different options people have, from Microsoft's own training materials to conferences to working with trainers, and how to choose the right path forward. And we discuss some of the most interesting opportunities for people in the Dynamics and Power Platform ecosystem who are looking for a change.

 

Resources:

Mar 6, 2024

This episode is sponsored by Resco.

 

How does your organization handle mobility requirements on Microsoft Power Platform projects? Ivan Stano, SVP at Resco, joins us to help break down the realities of Power Platform mobility across a variety of use cases. We discuss the latest innovations to extend your Power Platform projects and grow your Microsoft business. Ivan also offers a peek into Resco's vision for Power Platform mobility and the simple steps to get involved.

 

Learn More:

Feb 16, 2024

The Biz Apps Classroom welcomes its first guest on this episode, Microsoft MVP and partner executive Vlad Sarov joins us to talk about the work he, podcast co-host Julie Yack, and others have been doing on a project to bring Microsoft Business Applications skills to adults in Ukraine through an ongoing series of training cohorts. The program follows Microsoft's prescribed Business Application professional skilling collection, but the team have taken the extra effort to translate the learning materials, adapt the guidance to allow for online interaction, and develop automated translation capabilities to allow trainers who don't speak Ukrainian to still help educate the students.

 

Vlad and Julie share the program's history, the team effort that was required to launch it and keep it running, the outcomes for graduates, and how they hope to expand the training to more cohorts in Ukraine and perhaps in other parts of the world.

 

Show Notes:

  • 1:30 - Vlad's impressions of last year's MVP Summit
  • 3:45 - Hatching a plan to create learning cohorts in Ukraine
  • 6:45 - Translation technology that enables a multi-language program
  • 9:30 - Why a program from Microsoft offered a good starting point for translation and adapting to a Ukrainian cohort
  • 12:30 - Stories of some of the students
  • 14:30 - The typical student experience each week
  • 18:15 - Signups available for spring and summery 2024 cohorts - how to get accepted, what is expected of students, and how the trainers adapt to student needs like difficult circumstances
  • 23:00 - Hiring people who complete these training cohorts - what Microsoft partners can do to help
  • 26:30 - Industries that the students are coming from, and why industry knowledge helps
  • 28:00 - How students are learning about the program and gaining the trust to join it
  • 31:00 - What's next for this training approach - reaching more translations and languages

 

Links & Resources:

Feb 15, 2024

This episode is sponsored by Vertex.

 

Tax engines have a unique role to play in the performance of mid-market businesses. Our guest on this episode, Pete Olanday, Director of Consulting, Vertical Solutions: Retail, Leasing, Telecommunications, at Vertex discusses how implementing a tax engine can help mid-market companies streamline processes, enhance scalability, and ensure compliance in the face of evolving regulations.

 

Pete discusses some of the biggest challenges that mid-market firms face related to sales tax and how those tie into other strategic initiatives like process automation, business expansion, and managing operational costs.

Pete also offers context for how he sees Vertex clients aligning tax automation with their other ERP initiatives. He offers guidance for tax executives and IT decision-makers on what to expect from an investment in a tax engine and make suggestions about how to avoid common pitfalls that companies experience when trying to scale their tax solutions.

 

From Vertex:

Vertex integrates with Dynamics 365 Finance, Supply Chain, Business Central, Sales, and Commerce. To learn more about Vertex’s tax solutions for Dynamics 365, visit https://www.vertexinc.com/partners/microsoft-dynamics-365 or email us at microsoftdynamics@vertexinc.com.

Feb 7, 2024

On this episode, we are talking role-based training: where it works well, what roles tend to benefit, and how the concept has evolved in the Microsoft Dynamics and Power Platform ecosystem.
        
Role-based training in the Biz Apps space coincides with changes in Microsoft certifications, and that that has helped shift the focus of learners away from memorizing facts about software and toward developing skills, says our co-host, Julie Yack. And while Microsoft have their own overall approach to role-based training and certification, it is not the only reference out there. Julie shares some of her experiences training people in a range of roles and settings.
        
Show Notes:

  • 1:00 - How Julie thinks about roles from the perspective of a trainer
  • 2:30 - How to think about the trend toward role-based training in the broader context of jobs, hiring, and certification paths
  • 3:30 - The context and history behind role-based certifications from Microsoft - transition to a focus on outcomes
  • 5:00 - How the emergence of Power Platform and other changes at Microsoft resulted in a shift in training priorities
  • 9:00 - The relevance of Microsoft's core role-based learning paths for Biz Apps professionals
  • 10:00 - Why classroom training remains so effectiv
  • 12:00 - Career goals that align with role-based training
  • 14:00 - More tips from Julie about thinking about role-based opportunities
Jan 31, 2024

Microsoft just released their plans for 2024 Release Wave 1 of Dynamics 365 and Power Platform, and the Finance and Operations suite will be adding a range of process and data-themed capabilities. Generative AI is part of that roadmap too, of course, but our guest on this episode, Microsoft VP Georg Glantschnig, shares that his broader focus is on improving automation, solution composability, and data-centric capabilities.

 

Georg discusses some of the highlights of the current release wave and, while this is not an "all AI" conversation, he explains that Copilot will continue to be a priority for the Dynamics 365 team in the future. His team's approach of bringing customers and partners into preview and GA cycles should help Microsoft launch new AI-based capabilities that users want, he believes. And he shares his outlook on how Copilot could become more advanced over time, from today's productivity tools toward a future where autonomous systems handle end-to-end processes, asking users for help only in exceptional cases. 

 

Show Notes:

  • 1:30 - Georg's background in the ERP space going back to the 1990s
  • 3:30 - Microsoft's ERP position (and dividing Finance & SCM) at the time Georg joined the team in 2019 and how priorities have evolved
  • 5:15 - How Georg positions Microsoft's ERP progress over the years
  • 7:45 - Setting priorities in product planning
  • 9:30 - Top level themes of 2024 Release Wave 1 plans
  • 13:45 - What to expect from the launch of the D365 Finance Premium license option
  • 15:30 - One Version updates for the product and what it means for customers
  • 18:00 - How have customers adapted to the cloud, especially those who have been on D365 in the cloud for several years
  • 19:15 - Automation and composabilty scenarios in the new release wave
  • 22:30 - Domino's UK story: Inventory planning at scale with D365 and AI-driven demand planning
  • 26:00 - Looking ahead to F&O product planning priorities:  operational process improvement and generative AI
  • 29:00 - The journey for AI advancements - low stakes to high stakes
  • 31:30 - Microsoft's product management approach to approach planning for future AI-related scenarios for F&O products
  • 35:30 - How much will D365 F&O AI capabilities cost users?
  • 38:30 - How is the One Dynamics One Platform (ODOP) initiative progressing?
  • 41:30 - How F&O scenarios will expand their use of Power Platform
  • 43:30 - Approaching concerns over cost of Dataverse usage
  • 45:30 - The trend of building custom capabilities on Power Platform
  • 46:00 - Other 2024 plans for Georg's team
Jan 24, 2024

Conferences play a key role in many Dynamics and Power Platform professionals' training plans. On this episode, Julie and Jason talk about the types of educational content that are gaining popularity at Microsoft-focused events, how sessions are selected, and how to get the most educational value out of the next event you choose to spend your time at.

 

Julie gives an update on planning for the next Power Platform 24 virtual event on March 20 and 21 and their call for speakers. We also talk about Jason's recent trip to the NRF Big Show 2024 event, why AI could become a bigger part of event attendees experiences soon, balancing structure and spontaneity in an event schedule, and whether session selection teams are doing a better job encouraging participation from a diverse range of presenters.

 

Show Notes:

 

  • 6:30 - Push toward beginner content at events
  • 14:15 - Julie's experience with conference session selection processes
  • 18:45 - Planning your next conference experience and setting fair expectations with session presenters
  • 23:30 - Why Julie believes AI has a role to play in all future conferences for session planning
  • 26:30 - Jason and Julie's event plans for 2024 so far
Jan 22, 2024

The latest updates to Metafile's AP Automation solution blend improving AI-based capabilities with their trusted capabilities around process and data efficiency. Company veteran Doug Bertram talks with Biz Apps Buzz host Amiee Keenan about his experiences watching the company's AI tools evolve before his eyes, with extraction and error handling capabilities improving almost before his eyes. Doug tells the story of a demo thrown off when the solution's AI engine learned to correctly interpret an invoice field that had been failing a few weeks earlier. And he explains how improvements in understanding documents raises the bar for AP fundamentals like automating 2-way and 3-way PO matching and for approving invoices without a PO. 

To learn more about the latest updates from Metafile, contact them at info@metafile.com.

About Biz Apps Buzz
Biz Apps Buzz is the newest podcast series from MSDynamicsWorld.com, focusing on breaking news and announcements from Microsoft Dynamics 365 and Power Platform channel partners. The conversation is broadcast live on LinkedIn and YouTube, and the recording is then made available as a podcast. 

Dec 27, 2023

Julie and Jason are talking about goals and goal setting. While neither of them is a self-described goal setter, they both acknowledge that taking a goal-oriented approach can be a helpful tool for professional development.

 

Using the SMART(ER) model as a reference point, they talk through different ways professionals in the Dynamics 365 and Power Platform space can set goals for their own professional development. They note examples of various people in the Microsoft community who have modelled great goal-setting behaviors for the rest of us, and they identify tools and programs that listeners can look at for further guidance and inspiration.

 

References:

Dec 21, 2023

This episode is sponsored by Vertex.

 

Larry Mellon , Tax Director – Chief Tax Office at Vertex, joins us to shed light on potential risks that businesses grapple with when they rely on their ERP's native tax functionality rather than a dedicated tax engine.

 

Larry tells us about his history with Vertex, working both internally and with both customers and jurisdictions on tax matters. He discusses some of the reasons why tax accuracy is so important to an organization and how any shortcomings can interfere with compliance, lead to audit risk, and affect staff allocation. He also explains the role a trusted tax engine can have in improving the auditor's role and optimizing staff allocation.

 

Show Notes:

  • 1:00 - Larry's professional history at Vertex, in their tax office and working on the software
  • 1:45 - Why does tax automation software differ from native ERP tools?
  • 2:45 - Common challenges of accurate taxation
  • 3:45 - Changing rules for sales and use tax assessment
  • 5:30 - Top challenges in staying compliant
  • 6:15 - How reporting to tax jurisdictions works with a tax engine
  • 7:10 - Have tax jurisdictions adapted to receiving data from tax engines?
  • 8:30 - Reporting for auditors
  • 9:45 - How tax engine deployment improves staff allocation

 

Vertex integrates with Dynamics 365 F&O, Business Central, Sales, and  Commerce. To learn more about Vertex’s integrations with Dynamics 365, visit https://vertexinc.com

 

Email: microsoftdynamics@vertexinc.com to discuss your specific tax needs.  Vertex integrates with F&O, Business Central, Sales & Commerce.

Dec 20, 2023
In our inaugural episode of the Biz Apps Buzz, host Amiee Keenan speaks with Cavallo’s head of strategic partnerships, Bob McAdam, about the company’s latest product updates. He shares updates on new solutions for Dynamics 365 Business Central and Dynamics GP focused on business performance and profitability, as well as new integrations and enhancements.

Topics include:

  • Cavallo's Profit Analytics beta has begun 
  • The debut of Profit Scan for Business Central
  • Plans to combine Order Management Dashboard + Workflow for Business Central
  • Recent enhancements and integrations to their Dynamics GP product offerings 

About Biz Apps Buzz

Biz Apps Buzz is the newest podcast series from MSDynamicsWorld.com, focusing on breaking news and announcements from Microsoft Dynamics 365 and Power Platform channel partners. The conversation is broadcast live on LinkedIn and YouTube, and the recording is then made available as a podcast. 

Dec 14, 2023

Julie Yack has years of experience with Microsoft certification exams, whether taking them herself, helping others prepare to pass them, and even helping Microsoft develop new ones. On this episode she talks with Biz Apps Classroom co-host Jason Gumpert about her certification experiences over the years, both good and bad, and what Microsoft has done to improve their approach in recent years by transitioning toward a role-based model and taking steps to make exams and exam prep somewhat more accessible.

 

Special offer: Listeners can support the podcast and get a discount on an annual plan for 365.training by visiting  https://365l.ink/MSDW.

 

Show Notes:

  • 3:25 - Certification development is not a black box - what goes into it
  • 6:30 - How Microsoft has shifted their approach based on community feedback
  • 7:45 - Power Platform roles that align with certifications
  • 9:00 - What will Microsoft do next to update its approach to certifications: roles, processes, and resources
  • 10:20 - Interactive experiences on Learn for Power Automate
  • 12:45 - Barriers to taking a certification exam, and some options from Microsoft to help
  • 14:00 - Why better study materials and more relevant exam questions lead to better results
  • 17:45 - Training and prep options, from free to paid
  • 19:15 - What should you do if you fail an exam?
  • 22:30 - More Microsoft practice assessments.
  • 23:30 - Getting support from the community

 

More about Practice Assessments: https://learn.microsoft.com/en-us/credentials/certifications/practice-assessments-for-microsoft-certifications

Nov 29, 2023

We are kicking off our new podcast series, the Biz Apps Classroom, and our hosts, Julie Yack of 365.training and Jason Gumpert of MSDynamicsWorld.com, discuss how this project arose and where it will be going in future episodes. They chat about some of the training and learning themes influencing the Power Platform and Dynamics 365 landscape today and trade notes on recent conference experiences and Microsoft product announcements. Julie also shares some observations from her most recent classroom training work.

Stay tuned for upcoming episodes of the Biz Apps Classroom, where we will examine topics like the influence of AI, Microsoft certifications, training resources, classroom and teaching styles, the evolution of the Microsoft business applications products, and more.

Special offer: Listeners can support the podcast and get a discount on an annual plan for 365.training by visiting https://365l.ink/MSDW.

Show Notes:

  • 1:00 – How to make sense about training in the Microsoft Biz Apps ecosystem today
  • 3:30 – Julie’s history with developing training content in the Dynamics space
  • 4:15 – How the hosts will develop new episode ideas and how listeners can get involved
  • 7:00 – Why some training materials have remained valid for several years while other topics change frequently
  • 8:00 – Addressing different types of learners, learning needs, and learning resources
  • 9:30 – Why certifications still matter
  • 11:00 – Why in-person training remains important in some scenarios
  • 13:30 – Training digital immigrants versus digital natives
  • 16:00 – How will AI impact training?
  • 19:30 – Julie’s experience leading in-person labs at Ignite 2023
  • 22:00 – Can Power Platform remain a platform both for citizen developers and pro devs?
  • 23:15 – More Ignite 2023 in-person experiences

Contact our hosts:

Nov 17, 2023

The analysts at Everest Group have published their latest ratings of systems integrators in the Microsoft Dynamics 365 ecosystem, and changes in the space reflect both product trends and attitudes toward enterprise software investment.

 

Our guest, Everest Group practice director Abhishek Mundra, discusses the factors that his time uses to assess service providers in terms of partnership with Microsoft, types of engagements, project outcomes, attitudes toward value realization, and more. And he explains why some firms have risen to become major contenders based on factors like geography or industry.

 

Learn more about the Everest Group report here.

 

Show Notes:

  • 1:45 - Goals of Everest Group's assessment and the factors that impact it.
  • 4:45 - What has changed since their last assessment, both in terms of Microsoft's portfolio and the provider results
  • 10:30 - Why more global enterprises are deploying Dynamics-based solutions
  •  13:45 - Emerging types of engagements
  • 15:15 - What do customers say that service providers need to improve on?
  • 18:15 - How to realize value from very expensive enterprise software engagements and how providers manage
  • 19:30 - New entrants to the Dynamics 365 service provider market (and some removed from the report)
  • 23:00 - The range of Sis - how are midmarket firms competing alongside larger ones?
  • 24:30 -  How SIs manage their relationships with Microsoft
  • 29:30 - Why customers engage with multiple Microsoft partners
  • 32:45 - More plans in Everest Group's report calendar
Oct 31, 2023

This episode is sponsored by enVista.

 

The speed with which Microsoft has introduced various Copilot capabilities has challenged even the most dedicated channel professionals to keep up. Updates across Microsoft 365, Dynamics 365, Power Platform, and beyond have signaled a new era at Microsoft, with the company's product teams all putting AI-based capabilities at the forefront of their planning and messaging.

 

To get more perspective on how Microsoft's Copilot brand and tools are evolving, we are joined by Nathan Bench and Hillary Schwartzbach of enVista. They have been paying attention to Microsoft's updates, both the new Copilot announcements and the adjustments and rebranding that are still going on. They offer perspective on the AI capabilities that Microsoft customers have responded most favorably to already in work scenarios like code development, meeting management, and sales. We also discuss the close relationship between deploying AI workloads and having a strong base of IT fundamentals in an organization like data management and security policies. And they share some perspective on how champions can bring Microsoft Copilot tools back to their teams and win over skeptical or less educated colleagues to begin putting some of these capabilities to work.

 

Show Notes:

  • 2:00 - Which copilots customers have shown an early interest in, and why they need guidance in many areas
  • 5:30 - How Sales Copilot has influenced the perception of newer Dynamics 365 Copilot tools
  • 7:15 - How data management and data hygiene are so critical for getting value from AI
  • 11:30 - The challenge of correctly assigned security and access
  • 14:30 - Why access to documents and enterprise content flowing through enterprise systems will be important to Copilot scenarios
  • 17:00 - Recommendations on how champions in an organization should be bringing AI discussions back to their teams today
  • 23:00 - Why understanding user roles or personas will be critical for rolling out the right copilot scenarios in any organization
  • 25:30 - The role that Dynamics ISVs will have in the Copilot story
  • 30:00 - How enVista is starting to prepare their clients
  • 33:15 - Why interest is so high inside organizations already

 

enVista is a Microsoft Solution Partner with designations in Business Applications, Data & AI (Azure), Digital App & Innovation, and Modern Work. With two decades of experience in Microsoft consulting, implementations, development, technical support and operations for manufacturers, distributors and retailers, Microsoft business users benefit from having a single partner that can address all needs across the Microsoft platform.

 

Check out enVista’s D365 Copilot 1-Day Readiness Workshop:

https://appsource.microsoft.com/en-us/marketplace/consulting-services/envistacorp-2249752.d365_copilot_1day_workshop

Oct 19, 2023

This episode is sponsored by Wisefish.

 

Seafood companies face a unique mix of operational and production challenges related to sustainability, traceability, supply chain management, and cloud adoption. Our guests on this episode, Sigrun Dora and Ari Hróbjartsson of Wisefish, tell us about the ways that their company's seafood industry solutions, built on Dynamics 365 Business Central, address the needs of these companies.

 

Our guests discuss the history of Wisefish in the seafood market, the importance of sustainability and traceability in the industry today, the company's work in the Microsoft Business Applications channel, and how the company is positioning itself for the future through its partner program, roadmap, and go-to-market plans.

 

For the first time ever, Wisefish will be a silver sponsor at Directions EMEA from November 1-3, 2023.  Please visit their booth #S8 and discover how their solutions can help build a sustainable future in Seafood, and help Business Central partners gain business in the fishing industry. 

 

They will also have a speaking session entitled “Follow That Fish: Traceability through the Wisefish Value Chain”, on November 1st at 16:16  in the Amphitheatre.  

 

Please contact them at partner@Wisefish.com for more information   

Oct 18, 2023

This episode is sponsored by Vena.

 

Organizations are rethinking the finance function and its potential to improve business-wide collaboration, decision making, and planning. In the Microsoft ecosystem, standard tools like Dynamics 365 Finance, Power BI, and Excel play a key role for financial professionals, but the office of finance often needs more specialized capabilities. Our guest, Rishi Grover of Vena Solutions, joins us to explain how the company is partnering with Microsoft to bring new offerings to market focused on the future of finance. He shares his perspective on advances across Microsoft's business solutions lineup and explains how Vena has partnered with Microsoft to offer Dynamics 365 customers new finance capabilities. He shares Vena's product roadmap, how the company is working with Microsoft Dynamics partners, and shares perspective on the implications of Microsoft's AI roadmap on the finance function.

 

To learn more about Vena’s Complete Planning Platform natively integrated with Microsoft 365, visit https://www.venasolutions.com/platform/microsoft 

If you’d like to speak with a Vena expert or schedule a demo, contact us at: www.venasolutions.com/requestdemo 

Oct 9, 2023

With the second annual Microsoft Power Platform Conference (MPPC 2023) now over, Microsoft MVPs Steve Mordue and Asif Rehmani joined us to review their experiences and observations at the event. Microsoft had positive numbers to share on growth in both customers and community, but it was the company's messaging on Copilot overpowered other announcements at the event. Nevertheless, attendees and community presenters were at the show to talk about a whole lot more than the latest AI hype. Steve and Asif tell us about some of the sessions and themes they took note of in areas including governance, security, DevOps, data management, updates to Fabric, and more. And they share their views on the balance Microsoft is trying to strike between splashy AI headlines and less exciting foundational improvements across the platform.

 

More from Asif Rehmani:

 

More from Steve Mordue:

Oct 3, 2023

This episode is sponsored by KwikTag by Paymerang.

KwikTag recently joined the Paymerang family, bringing together the firms' AP and payment automation services. Their combined solutions streamline invoice and payment automation to extract and match data, eliminating manual processes to reduce the risk of fraud.

On this MSDW Podcast episode, Sierre Lindgren and Tiffany Allen of Paymerang join us to discuss how Dynamics GP and D365 Business Central customers use finance technology to fight fraud in AP automation. 66% of businesses have dealt with some sort of AP fraud event, they report, whether that be email, check, or wire fraud. Listen to this episode to understand what security measures you can take to fight AP fraud, from identifying top threats to adding layers of protection.

Show Notes:

  • 1:15 - What the acquisition of KwikTag by Paymerang means for customers
  • 2:45 - Ways to safeguard sensitive financial information for Dynamics ERP customers
  • 5:15 - Biggest consequences of ransomware attacks today
  • 6:30 - The differences between business email compromise and vendor impersonations
  • 9:30 - Departments that are most impacted by business email compromise attacks
  • 11:30 - Other key threats related to AP fraud
  • 12:45 - Layers of fraud protection that Paymerang supports
  • 14:45 - Biggest trends over next two years in security

 

Visit paymerang.com for more details, and check out notes from this session at: https://www.paymerang.com/wp-content/uploads/2023/09/MSDW-Fraud-Podcast.pdf

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