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The MSDynamicsWorld.com (MSDW) podcast explores news, ideas, and events in the Microsoft Dynamics ERP and CRM community.
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Now displaying: 2020
Jul 8, 2020

Editor's Note: This episode is sponsored by DXC Technology.

There is no single approach to successfully tackling challenges like project methodology, executive sponsorship, user adoption, or planning for post go-live support, but they are all absolutely critical to a successful Dynamics 365 project outcome.

This podcast episode explores some of the very real decisions organizations must face before and during an enterprise software project, and how they reckon with the factors that determine success. The responsibility – and the credit – for a successful project outcome is almost always shared between the services delivery team and the customer's own people. Microsoft MVP Rick McCutcheon speaks with Russ Riley and Greg Pierce of DXC Technology about the mindset of great project teams and what a strong partner relationship looks like during and after go-live.

If you’d like to speak with our guests or learn more about DXC Technology and how they can help your organization move your business applications from on-premises to the cloud with post go-live support, you can reach them at phone no#: 877-651-6193 or email: dxceclipse@dxc.com.

Jun 30, 2020

Editor's Note: This episode is sponsored by Ingram Micro Cloud.

Dynamics 365 is one of the product areas in which Microsoft encourages its partners to push for growth. With some of the highest margins in the channel, Dynamics is a lucrative opportunity for firms -- if they can make it part of their portfolio.

In hindsight, many partners forget or may not have the capacity to add Dynamics 365 to their practice while most may not have the talent, operating model, or financial structure. With the economic impact in today’s market, traditional ERP or CRM isn’t a want anymore, but a need in the digital transformation era.

Mathew Batterbee, UK & EMEA Dynamics 365 lead at Ingram Micro Cloud, joins the podcast to discuss some of the ways Ingram is working to bring more Microsoft partners into the Dynamics 365 space. Growing the number of partners transacting on Dynamics will require some new thinking and new program models, he says. We discuss some of Ingram's latest programs and also look at broader updates in the Dynamics partner channel like new the BREP to CSP incentives and the untapped potential of Microsoft's Cloud Ascent tool.

Show Notes:

  • 1:00 - Mathew's background at Microsoft and in the channel
  • 5:00 - The challenges of transitioning to Dynamics 365
  • 9:00 - How Ingram supports cross-selling Dynamics 365
  • 12:30 - The value and challenges of Microsoft's Cloud Ascent analytics tool for partners
  • 17:00 - The importance of growing the Dynamics 365 channel
  • 19:15 - Mathew's perspective on the new EP to CSP offer for Dynamics ERP on-prem customers
  • 26:45 - How customers who have lapsed on support might be able to revive it
Jun 19, 2020

The news roundup podcast returns! developments. MSDW editors discuss a range of topics including:

  • 1:00 - an interesting new data-related acquisition
  • 3:30 - Microsoft's Q3 earnings
  • 6:30 - The new GM for Dynamics 365, Mike Morton
  • 9:40 - A new BREP to CSP option for Business Central and its impact
  • 13:00 - The new Web API for Power Apps Portals
  • 15:00 - New industry accelerators for the Power Platform
  • 17:00 - The impact of COVID-19 in the Azure space
  • 18:20 - The importance of Dynamics 365 certifications
Jun 16, 2020

While the second episode in our GP upgrade series dealt with customer needs, both current and future, this episode looks at some of the specific conversations that customers and their partners have when it is clear that a change is coming.

 

As we discuss in this episode, there are several precipitating factors that lead to a change from the GP status quo. And it is pretty clear that some ERP veterans, including our guests, Karen Riordan of Menlo Technologies and Peter Joeckel of TurnOnDynamics, have not yet embraced the idea that all or even most GP customers should move to Dynamics 365 Business Central. For some GP customers, BC is a good option, they say. But they also make the case that plotting the wrong path forward can result in big outlays of time and money with little to show at the end.

Show Notes:

  • 2:15 - Why now is the time to talk about GP customer upgrade options
  • 8:45 - Defining two of the unique reasons why GP customers are motivated for a change
  • 16:45 - Are GP customers moving to cloud hosting?
  • 20:15 - Multi-tenancy - what it means that GP doesn't support it
  • 22:45 - Peter makes the case for why GP to BC is not an upgrade
  • 24:45 - Are GP users educating themselves?
  • 28:45 - Why Karen is seeing interest in Intelligent Cloud
  • 30:15 - Where should this series go from here?
Jun 9, 2020

In the first episode of this series about upgrade strategies for Microsoft Dynamics GP customers, Karen Riordan of Menlo Technologies and Peter Joeckel of TurnOnDynamics joined us to discuss the wide-ranging the experiences of these organizations and varied viewpoints they hold today when it comes to the much-hyped promise of moving from on-prem ERP to Dynamics 365 Business Central in the cloud.

On this second episode, we go deeper on the needs of GP customers today. The tens of thousands of GP customers in the world are a diverse group. Some have watched carefully as Microsoft and other vendors have released their new generation of ERP solutions, while others need someone to come in and start from the beginning on what cloud is all about. Peter and Karen agree that GP customers should expect their partners to take a consultative approach rather than acting as an extension of their IT team. And they discuss some of the signs that a company is a good candidate for moving to pure cloud ERP as opposed to some other alternative.

Show Notes:

  • 1:00 - When talking about upgrades, why talk about the GP market's decisions?
  • 4:30 - Why don't companies have a great understanding of what a newer ERP system can do for their businesses?
  • 6:30 - The challenge of taking a consultative approach rather than a technical approach to ERP discussions
  • 10:30 - Signs that an organization really needs to consider a new ERP
  • 15:30 - What roles or groups tend to support new technology investments and why is there resistance in other areas?
  • 19:30 - Distinguishing between different types of GP deployments and why the broad use means different future needs
  • 22:30 - Why executive vision is the critical foundation to enterprise application investments, both for the organization and the success of an implementation partner.
  • 24:30 - How coronavirus has impacted the ERP and broader IT priorities of organizations.
Jun 6, 2020

When the full extent of the coronavirus pandemic finally became clear to businesses around the world, the falling stock markets, locked up supply chains, and panic buying were accompanied by a frenzy within marketing departments to re-calibrate both their messaging and their communication channels.

 

For marketing automation vendor ClickDimensions, one of the results was a massive jump in message volume from customers, says the company's CEO Mike Dickerson. He also observed that the crisis has put very different demands on the customers and the Microsoft partners with which his team works on a daily basis. Dickerson talks with us about these recent experiences and his observations on changes in the Microsoft channel since he last joined the podcast, including the evolution of digital marketing more generally, the need for special skills to accompany a marketing automation deployment, and the ISV Connect program.

 

Show Notes:

  • 1:30 - Responding to the impact of coronavirus on customers and partners
  • 6:30 - Modern B2B needs still reflect the digital consumer mindset
  • 8:30 - What shutdowns did to customers' communication volume
  • 9:30 - How the ClickDimensions services business has evolved, and the role it plays with Dynamics partners
  • 17:00 - How marketing automation users have adapted - or failed to adapt - their engagement strategy in the midst of a crisis.
  • 21:30 - Mike's perspective on how the pandemic is impacting the Microsoft channel more broadly
  • 26:30 - ISV Connect and its progress from the partner perspective
  • 31:00 - The risks of ISV Connect from the investor perspective and their influence with MIcrosoft
  • 35:00 - How else can partners adjust for better outcomes
Jun 2, 2020

Talking about digital transformation to an Microsoft community audience is a little like talking about gold medals to Olympic athletes. They all understand, they have all heard it a hundred times before. But few have a good chance to reach the goal. Fortunately, strategic IT is not a winner-take-all sport, and our returning guest for this episode, Guus Krabbenborg of Dynamics and More, has been spreading the message that all organizations have the opportunity to transform by shifting their thinking, re-focusing some IT priorities, and demanding a different kind of relationship with their technology partner.

Guus has a new book that tackles these challenges. We dive into Guus's motivation to create the book and his experiences in the last few years that shaped his message to customers and partners.

Show Notes:

  • 2:30 - Guus's outlook on digital transformation broadly
  • 6:45 - Executive sponsorship and the tension between IT projects, strategic vision, and responsibility for success
  • 11:45 - Why companies must refocus on their customers and engineer their business model accordingly
  • 14:00 - The challenge of having a conversation with executives vs IT, and how Microsoft partners can do better
  • 17:00 - Should partners try to be both strategic and tactical? Would they be better off breaking apart these duties?
  • 21:45 - Why change is so difficult for Dynamics partner organizations
  • 25:30 - How do you encourage clients to take action?
  • 30:00 - Guus's new book and his reasons for writing it
  • 36:00 - An alternative book sales model
  • 40:00 - How will Microsoft and partners address the topic of modernizing their ERP methodology guidance

 

LinkedIn: https://www.linkedin.com/in/guuskrabbenborg/

Email: gk@dynamicsandmore.com

May 27, 2020

Kerry Peters and Cynthia Priebe of New View Strategies join the MSDW Podcast to continue the discussion on some of the critical and timely topics they have raised in recent articles about bringing automation and digital tools to bear in financial management with Dynamics 365 Business Central.

They discuss some of the pressures their clients have faced in the last two months due to COVID-19, some of the new features of Business Central that they believe hold a lot of value for clients, and what they have learned about introducing new organizations to Business Central.

Articles referenced:

New View Strategies has created a page that collects all their remote work articles and a checklist.

 

Show Notes

  • 1:45 - Kerry and Cynthia's experience in the Dynamics community
  • 6:45 - How their clients had to adapt quickly to plan for work from home.
  • 10:15 - The challenge of reducing paper processes under situational pressures of COVID-19
  • 12:45 - Experiences implementing positive pay for Business Central - and how well organizations have adapted
  • 17:30 - Why organizations fail to be self-motivated on digital transformation in finance
  • 22:00 - Exciting new features
  • 27:30 - Do organizations need coaching to adopt electronic/paperless features of Business Central?
  • 31:30 - How are GP users evaluating Business Central?
  • 34:15 - Bringing new customers to Business Central from any other finance or ERP system.
May 22, 2020

Editor's Note: This episode is sponsored by DXC Technology.

Companies say they want off-the-shelf software, but the reality is that most products can't meet the needs of a sophisticated enterprise without some amount of enhancement. On this episode we assemble a roundtable of experts from DXC Technology to dive into the common challenges and questions around investing in custom software development. Our guests, delivery manager Mindy Waters, enterprise integration expert Keith Honkonen, vice president of software engineering Will Wirtz, and sales director David LaMarre, discuss software requirements definition, roadmap development, and how to build atop off-the-shelf or bridge the gap between solutions.

And they explore why software development fits in more naturally with application modernization efforts than many enterprise or mid-sized organizations might think.   

Show Notes:

  • 2:30 – In what cases should today's enterprise software buyer be thinking about custom development?
  • 5:45 – Examples of when an off-the-shelf Dynamics solution can benefit from solution development
  • 9:00 – Application modernization
  • 14:00 – Moving from on-prem to cloud and why it's not just about cost
  • 15:30 – The struggle of finding a balance between legacy applications and new development
  • 18:00 – Tips to get started defining their needs and building a solution roadmap
  • 23:00 – Bringing an agile mindset to solution development projects
  • 26:00 – How to measure success in deploying custom solutions

If you’d like to speak with our guests or learn more about DXC Technology and how they can help your organization move your business applications from on-premise to the cloud, you can reach them at phone no#: 877-651-6193 or email: dxceclipse@dxc.com.

May 20, 2020

Editor's Note: This episode is sponsored by DXC Technology

Organizations with on-premises Dynamics ERP or Dynamics CRM solutions probably understand that moving those workloads to the cloud requires planning. But with so many variables, no two cloud journeys are exactly the same.

Today's podcast guests, Chris Lavelle and Heather Palmieri from DXC Technology, join Microsoft MVP Rick McCutcheon to share their experiences planning and delivering cloud migrations of various types. The process always starts with a conversation to understand the business goals and the current application environment, Lavelle and Palmieri explain.

Listen in as our guests discuss their experiences working with customers to move a Dynamics ERP or CRM solution to the cloud and what kinds of plans, expectations, and decisions lead to success.

If you have questions you can get in touch with our DXC guests at dxcexclipse@dxc.com or by calling: +1 877-651-6193.

Show Notes:

  • 3:00 - How to start the conversation
  • 5:00 - Who on the user side needs to be involved in the process from the start?
  • 6:15 - How can an organization estimate the time their migration will  take?
  • 7:45 - Following a project planning methodology to develop a fact-based approach
  • 10:30 - Why legacy system migration usually includes unknowns that make expectation management a challenge
  • 15:15 - Estimating the time required of the end user organization to keep a cloud migration moving forward
  • 17:45 - How to prepare your organization for the commitment required on a cloud project.
  • 19:30 - Supporting an organization's ERP or CRM usage after moving to the cloud
  • 21:15 - How to use cloud migration as an inflection point for our business
May 17, 2020

Editor's Note: This episode is sponsored by DXC Technology.

An organization with a mandate to embrace digital transformation can only achieve its goals if it considers the needs of its workforce. Expectations by the executive team around productivity, flexibility, and expertise hinge on supporting employees with the tools that enable them to do their jobs no matter the challenge.

Today, as IT departments navigate a landscape that bridges the on-premises systems of the last two decades and today's cloud-based services, decisions around new technology investments will determine whether an organization can support a digital workforce.

In this episode, we hear from three subject matter experts from DXC Technology on how their clients are transitioning to support a digital workforce. DXC sales director Russ Riley, director of operations David Bowles, and IT manager Pete Loach sit down to discuss how a digital workforce succeeds today. We dive into how IT leaders are assessing their next investments and the measures that organizations are taking today to accelerate their digital journeys.

Show Notes

  • 2:00 – The value of virtual cloud migrations and scenarios that drive organizations to embrace it
  • 4:30 – What should companies expect to scope a cloud migration project?
  • 8:30 – Adopting virtual desktop infrastructure: The technology and the advantages
  • 12:30 – The importance of client-based VPN tools
  • 17:00 – Disaster recovery services and what they accomplish
  • 22:00 – DR and the importance of defining what's truly mission critical
  • 24:30 – Securing resources in a corporate environment via multi-factor authentication (MFA)
  • 26:30 – The benefits of managing public cloud infrastructure compared to the days of all on-premises data centers

If you’d like to speak with our guests or learn more about DXC's work with organizations building a digital workforce, you can reach them at phone no#: 877-651-6193 or email: dxceclipse@dxc.com.

May 16, 2020

Anya Ciecierski, marketing director of CAL Business Solutions and the creator of several group blogs for the Microsoft channel, joins MSDW's Marilou Barsam for part two of a conversation on the challenges of developing and realizing value from marketing content. Here, she explains how some simple techniques can yield big results when it comes to re-purposing content for different online properties, as well as reviving great older content.

Show Notes:

  • 0:45 - Managing for the unending demand for new content and the risks of duplicating content.
  • 5:00 - Rewriting or repurposing blog posts - when and how
  • 8:30 - Tips for increasing traffic on an existing blog post.

More about Anya:

May 16, 2020

Anya Ciecierski, marketing director of CAL Business Solutions and the creator of several group blogs for the Microsoft channel, joins MSDW's Marilou Barsam for part one of a conversation on the challenges of developing and realizing value from marketing content. The source of the most insightful content at an ERP services firm is the firm's subject matter experts, a group that is notoriously challenging to encourage to write. Anya offers her tips for  getting the most out of her team, as well as some of the options for making the most of the content she develops, whether it is blog posts, white papers, or other items.

Show Notes:

  • 0:30 - Anya's background as a marketer in the ERP channel
  • 2:30 - A 3-step process for marketers who need to develop new content with the help of subject matter experts
  • 9:00 - How to calculate the ROI on content investments
  • 11:30 - The debate on calls-to-action, gating content (or not), and engagement metrics
  • 13:30 - The benefits of content generation with subject matter expertise
May 15, 2020

Paul Soliman is one of the newest Microsoft MVPs and the first for business applications in the Philippines. As we learned from our recent profile piece, Paul splits his time between running two businesses, Hacktiv and Raven Global Ventures and helping to organize his country's growing business apps community group, which has grown from single digits to hundreds of members. Paul sat down to discuss his experiences in more depth, including his work experiences at major Dynamics NAV customers in his country and his realization at the possibilities of the Power Platform to transform businesses and careers.

(Editor's note: Due to some audio engineering issues, some parts of the interview have a bit of distortion, but it is still easy to understand.)

Show Notes

  • 2:45 - Paul's experience getting started in the Dynamics NAV space, including what he learned about corporate culture from his early employers
  • 5:30 - Experiences as an admin on a legacy ERP and exploring open source enterprise software
  • 10:00 - Transitioning to a consulting role and working with the Philippine Red Cross
  • 13:30 - Using empathic listening
  • 15:45 - Embracing the Power Platform
  • 17:00 - What it took to become an entrepreneur
  • 20:00 - Why focus on the Philippine market for his company's solutions
  • 23:45 - Favorite Power Platform use cases so far
  • 27:45 - The types of people who find roles via Hacktiv
  • 30:40 - Paul's early experiences as a Microsoft MVP
  • 32:40 - What's next in the Philippines Dynamics community
  • 36:30 - New and upcoming technology Paul is excited about: Adaptive cards, Teams, and more
May 13, 2020

Microsoft has noticeably ramped up efforts to offer a path for its on-premises SMB ERP customers on Dynamics NAV, GP, and SL to Dynamics 365 Business Central. Some technical tools already exist to help migrate data to the cloud, and there is a roadmap for more to come. And Business Central partners are armed with favorable licensing conversions and special offers for these existing customers.  While many SMB ERP customer will be well suited to a future Business Central solution, others will be best served looking elsewhere. Staying in the Microsoft family, Dynamics 365 Finance and Operations is the logical option for organizations with multi-company, multi-currency, or other complex needs that their current ERP is struggling to fulfill. Some may end up looking at other third party options.

Our guests on this episode, Karen Riordan of Menlo Technologies and Peter Joeckel of TurnOnDynamics walk us through some of the reasons today's on-premises SMB ERP customer may be tomorrow's SaaS enterprise ERP customer - or not.

Show Notes:

  • 2:00 - Karen's background in the ERP channel
  • 3:00 - On being challenged to think about more than just Business Central for today's GP customers
  • 5:00 - When a GP customer should stay on GP
  • 7:45 - Microsoft's advantage by improving GP to BC cloud migrations
  • 11:00 - The importance of master data cleanup
  • 14:00 - Why GP customers may not be aware of the extent of the customization and ISV add-on solutions in their ERP
  • 18:30 - Consolidating legacy systems
  • 20:30 - Why leaving GP ought to be a move to the cloud in some form - whether BC, F&O, or another

See also: Peter and Karen's new article on the options that GP customers can consider when evaluating their on-premises GP solution's future.

May 7, 2020

Editor's Note: This episode is sponsored by Ingram Micro Cloud

Microsoft partners have no choice but to adapt at a time when coronavirus has raised so much uncertainty in the world. But while some firms are facing massive risk, others continue to thrive, engaging their clients and fostering a constructive position in the ecosystem.

To understand more about how partners should face the challenge of marketing during an unprecedented crisis, we're speaking on this episode with Shark Chobot, chief transformation officer at Neural Impact, a sales and marketing consulting firm that applies behavioral economics, neuroscience and persuasion psychology to the customer acquisition process.

On this episode we discuss how partners are adapting to change today, including the impact on the sale, service, and delivery of Microsoft technology, from productivity tools to cloud services to ERP and CRM.

To learn more about today's sponsor, Ingram Micro, and their partner services please visit https://microsoft.ingrammicrocloud.com/dynamics/.

 

Show Notes:

  • 2:00 - What Neural Impact is hearing from partners today
  • 5:00 - Should partners bother investing in marketing activities right now? And what's not working?
  • 10:00 - The impact of mass marketing in the current climate
  • 15:30 - How can marketers get started changing their marketing stance? 
  • 18:00 - Identifying new revenue opportunities
  • 21:30 - New programs Sharka is working on with Ingram Micro
May 7, 2020

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

 

The Power Platform has evolved into a collection of services underpinning everything about Microsoft's Business Applications suite. First-party apps like Dynamics 365 Sales and Customer Service are really Power Apps now, but so are the thousands of custom applications, automated processes, and dashboards built by and for customers.

 

Our guests on this episode are Avni Pandya, Merlin Schwaiger, and Dave Kuntz of PowerObjects and they will be discussing how organizations that use the Power Platform should approach critical components of any development project like user adoption, app development, and data protection.

 

They also share lessons from the field about learning how to use tools like Power Apps and Power Automate, mitigating risk, and some success stories.

 

Learn more about PowerObjects' training on organizational adoption and governance of Microsoft’s Power Platform.

 

Show Notes

 

  • 5:00 - How to begin understanding the Power Platform
  • 11:30 - Protecting your data.
  • 19:00 - The benefit of a common database to build upon
  • 22:00 - Assigning responsibility to your users for building, with guardrails
  • 23:30 - How to encourage use in places with resistance?
  • 27:00 - A story of the benefits of modernizing a carpet company
  • 33:30 - A key benefit of asking your team to help define the apps they need: ownership
  • 34:45 - The limitations of the citizen developer's skills and involvement
  • 36:00 - Other app examples
May 1, 2020

Editor's Note: This episode of the MSDW Podcast is sponsored by Avanade.

Larger enterprises have transitioned to remote work in response to the coronavirus, and it has forced IT managers to re-evaluate their traditional methods for mobilizing, managing, and delivering a successful technology project.

To understand the delivery challenges of an ERP project in today's environment, we speak with David Misakian, delivery management group lead at Avanade. David discusses recently completed and ongoing client work and explains how his teams are navigating the current challenges successfully.

Topics include:

  • Client concerns arising from coronavirus
  • Interesting use and the rapid uptake of Teams
  • Whether risk management has changed
  • Observations on successfully transitioning to remote work
  • Project ownership
  • Agile development for ERP
  • Perspective on planning an F&O project today

To learn more about how Avanade helps organizations upgrade, integrate and maximize their ERP technology investment visit https://www.avanade.com/en-ca/solutions/business-applications/finance-and-operations.

Apr 7, 2020

Frieda Maher of SalesPOD joins us to discuss the her work with organizations deploying or improving CRM systems and processes. One of the key challenges to successful CRM, she says, is establishing a strong relationship between end users like sales reps and the largeyl technical teams that roll out a CRM-based solution. We discuss notable projects like Frieda's work at the University of New South Wales (UNSW), innovative use of Microsoft technology like Power Apps and Teams, and how projects apply agile techniques and Scrum, particularly in the context of CRM.

Show Notes:

  • 3:00 - Why CRM requires the successful interaction of sales teams and back office systems-focused workers
  • 4:30 - How Frieda tends to get involved in projects, including organizations
  • 7:00 - Why organizations need a sales ops team to keep CRM-related systems alive and evolving
  • 10:30 - The role that agile plays on different types of projects
  • 14:30 - Frieda's experience leading product development of UNSW's CRM-based system
  • 19:30 - The challenge of replacing legacy systems across the university
  • 25:00 - Have CRM projects improved over time in sharing responsibilities between IT and the business?
  • 29:00 - The challenge of adopting the ongoing flood of new CRM features from Microsoft and other vendors
  • 31:00 - New solution areas that Frieda is watching closely
  • 35:30 - Why cloud is so critical to agile development
  • 38:00 - How is the Power Platform going to change the way solutions are designed?
  • 41:00 - Why the broader user base faces challenges to trying to take ownership of Power Apps
  • 43:30 - An example of a user leading the way on innovative use of Microsoft applications
  • 45:30 - What Frieda's most excited about for the future of CRM
Apr 3, 2020

The MSDW editorial team compares notes once again, and there is nowhere to start but the impact of coronavirus on the Microsoft ecosystem. We reflect on the varied feedback we are hearing from VARs and ISVs of different sizes, independent experts, and customers. And this week is also significant for kicking off 2020 release wave 1 for Dynamics 365 and the Power Platform. We discuss some of the most consequential changes like dual-write for ERP-CRM integration and RPA for Power Automate.

Articles referenced in this episode include:

Mar 23, 2020

Microsoft MVP Ed Gonzales (LinkedIn, Twitter)is not a professional developer, but his willingness to dive into new technology has helped him steadily expand his expertise from the Dynamics 365 product line to the Power Platform, Teams, and beyond. He recently told MSDW about his journey to becoming an MVP, with his time spent championing Microsoft tools at his day job while challenging himself with new tech at other times. He documents his latest explorations on his blog, The Flying Polymath, like an increasingly sophisticated bot that pulls in a range of Microsoft technology based on his own exploration and input from others in the community.

 

Show Notes

  • 1:15 - More about Ed's day job, including his efforts around CRM adoption.
  • 4:00 - What it's like being a CRM administrator and advocate, while also promoting Microsoft productivity tools.
  • 7:00 - Creating realistic incentives and assistance from prospective users.
  • 9:30 - On his efforts to gain support from management
  • 12:30 - Ed's thoughts on the D365 product direction and efforts to encourage power users and makers
  • 15:30 - User adoption milestones in the context of digital transformation
  • 18:15 - Exploring and collaborating on the Power Platform as a non-developer through the birthday bot
  • 25:00 - Applying information learned from experiments to real business cases.
  • 26:00 - Where is Teams going in combination with enterprise systems?
  • 32:00 - Other parts of the Microsoft tech stack that Ed is excited about
Mar 18, 2020

This is a special episode of the podcast, sponsored by ClickLearn, the multimedia digital training and documentation software firm.

Joachim Schiermacher, CEO of ClickLearn, joins us to discuss the company's newly announced updates to both their licensing model and partner model.

As Joachim explains, the changes, which include subscription pricing and new partner incentives, are key to the next stage in the company's growth and come at a time when the company aims to expand its reach, both among large enterprises and in the small and mid-sized enterprise sector.

Mar 12, 2020

Directions on Microsoft research vice president Andy Snodgrass joins us to discuss Microsoft licensing, cloud transitions, Power Platform investments, and other complex choices that his firm's clients are weighing today.

Show Notes

  • 1:00 – The Microsoft products Andy covers and how Directions on Microsoft works with clients
  • 3:45 –Microsoft customers challenges with cloud pricing
  • 6:20 – Managing the true cost of cloud solutions
  • 11:00 – How to prioritize the areas to watch in Microsoft's Business APplicatinos group.
  • 17:00 – Thinking about Dynamics 365 aggregate applications, and why it doesn't simplify system management
  • 22:15 – What are the prospects for the new D365 Human Resources application?
  • 26:30 – Progress on the citizen developer trend with the Power Platform and how enterprises have adapted
  • 29:30 – Why some enterprises are going all-in on Power Platform, and what metrics are driving their decisions.
  • 31:00 – POV: Is "citizen developer" still valid if you're making Power Platform part of a larger IT strategy?
  • 35:30 – Evaluating the structure of the biz apps group
  • 39:39 – Has the Biz Apps group come full circle, back to the MBS days under Kirill Tatarinov?
Mar 10, 2020

When your organization has made the decision to move ahead with a Dynamics 365 Finance and Operations (D365FO) project, what should you expect from your implementation partner? What should your internal team be ready to provide? On this episode we talk with two D365FO consultants who have been through the deployment project experience multiple times and have some recommendations on what customers need to know upfront. MSDW contributing expert Satish Panwar and Sukrut Parab, both with Hitachi Solutions America, join us for a discussion of some of the key planning criteria for a new project.

Even if you have been through an ERP project before, there are probably going to be many new challenges with D365FO if it is your first enterprise-scale cloud ERP project. That means the expectations at various project stages will be new, like the need for fewer customizations in many cases. But other demands will be greater, like knowledge of cloud tools and systems, from D365 Lifecycle Services to key Microsoft cloud products like Azure DevOps, Azure Service Bus, Teams, and more.

We also touch on Satish and Sukrut's experiences working with the Microsoft FastTrack team, the promise of the Business Events framework, and other considerations when planning a go-live.

Show Notes:

  • 3:30 – 5 of the most important things to look at when approaching an implementation
  • 7:15 – Selecting a project methodology
  • 9:00 – What should D365FO customers expect in the early stages of a project?
  • 12:30 – Why most clients need fewer customizations with D365FO than with past AX releases.
  • 16:00 – Project and environment management strategies that factor in the ongoing release waves
  • 20:15 – What's new in LCS and Azure DevOps for D365FO projects
  • 24:30 – Other tools that customers should expect to be using, especially Teams
  • 30:00 – Data migration for D365FO – overall role and planning in the implementation phase
  • 34:45 – Other key goals that D365FO projects must account for
  • 37:00 – What unexpected need tend to arise on projects – data management, custom services, integration of other Azure technology
  • 39:50 – The importance of business events
  • 42:00 – Planning for go-live, including FastTrack
Mar 9, 2020

Editor's Note: This is a special episode of the MSDW Podcast sponsored by k-eCommerce.

Louis Mousseau, president of k-eCommerce joins us to discuss the company's recently launched Payment Portal and Payment Extension for Dynamics GP. There are a range of reasons why a GP customer should consider adding e-payment capabilities, even if they don't need e-commerce. Mousseau explains some of the differences between the two, like the fact that e-payments provide benefits on top of fundamental GP accounting features arounds sales and invoicing. We also discuss topics including security, customer experience, and streamlining operations.

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