The MSDW Podcast

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








All Episodes
Now displaying: 2022
Sep 29, 2022

This episode is sponsored by Enavate.

Cloud ERP and CRM migrations remain a significant but challenging opportunity for Microsoft partners. From Dynamics GP and NAV to AX and CRM, Dynamics customers are planning for the future of their enterprise solutions, but the path forward is not always clear, both in terms of understanding the technical challenges and planning for the optimal future state.

Jennifer Ranz and Chad Sogge of Enavate join us on this episode to provide updates on their team's various upgrade and migration tools and programs. A significant portion of Enavate's effort is focused on working with other partners, they explain, because the demand for cloud migration projects remains high even as partner organizations remain stretched.  We discuss the launch of the Dynamics 365 Business Central assessment tool developed by Enavate and its role in the channel. Chad also provides an update on enterprise migrations to F&O and CE.

And we discuss  what the upgrade and migration landscape looks like overall today, both for partners and for customers. Many of the challenges, risks, and opportunities of the past look very different today, they say, and we discuss how the technology and methodologies have improved.

Show Notes:

  • 2:00 - What's new in upgrade services and tools at Enavate
  • 3:30 - The launch of the Dynamics GP to D365 upgrade & migration assessment tool
  • 6:45 - How partners should think about using the GP to Dynamics 365 assessment tool
  • 8:45 - What partners should do if they are not ready to support a Dynamics 365 migration
  • 11:30 - How GP customers can get access to the assessment tool (and share the findings with their partner)
  • 15:45 - Observations based on aggregated, non-identifiable usage metadata from the assessment tool
  • 20:15 - What's new in standard migration assessments to Dynamics 365 F&O and CE and how partners work together on white labeled services
  • 23:45 - Making the channel economic case on increasing the volume of enterprise migrations to the cloud
  • 26:45 - What NAV customers need in an assessment tool for moving to Business Central

More from Enavate:

Sep 28, 2022

The first Microsoft Power Platform Conference (MCCP) 2022 has now concluded, and we catch up with Microsoft MVP Asif Rehmani to discuss what we learned at the event. We review some of the things we learned about Power Platform's position within the larger Microsoft Cloud, how SharePoint will co-exist with it, the various user roles related to Power Platform adoption, and our perception of the Microsoft product team's outlook. We also look ahead to how Power Platform events supported by Microsoft could change in the next year.


Asif has also written a LinkedIn post sharing his event experiences.


Related MSDW articles:

Sep 13, 2022

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

Machine learning technology has become more common and more accessible in AP automation solutions in recent years. Our guest, Kristin Ewart of Dooap, tells us how her clients are deploying ML as part of their AP and invoice management solutions today and how the experience has transitioned from one of training and modelling to one of passive learning and rapid deployment.


But all ML capabilities are not created equal, and Kristin offers guidance on what to expect in areas like predictive coding, three way matching, and workflow automation alongside a Dynamics 365 solution. She also shares her observations on what the addition of ML capabilities has done to improve the experiences of workers involved in AP approvals and those responsible for managing those processes.


Show Notes:

  • 1:30 - How much and how often is ML used today in AP scenarios?
  • 4:00 - ML capabilities that are adding value in AP automation solutions
  • 7:30 - The relationship between automation and ML training
  • 8:45 - Capturing data based on invoice history with OCR and other ML tools
  • 10:00 - Benefits realized from transitioning from rules-based solutions to ML
  • 14:30 - How ML predictive models work in Dooap today and what passive learning really means
  • 18:00 - What's next for ML in automation scenarios

Book a demo with Dooap at

Sep 8, 2022

This episode is sponsored by Mavim.

An organization can invest in extensive business process modeling, but without an effective way for workers to access that information, the effort may not lead to any noticeable improvements.

Our guest on this episode, Shrikanth Balla, product lead for Mavim Portal, focuses his efforts on the challenge of helping an organization's people access process models and consume the guidance to incorporate it into their work. Shrikanth explains more about where the concepts of business process modelling and digital twins align, as well as one of the key touchpoints for process consumption, the enterprise systems like Dynamics ERP and CRM, and Power Platform solutions.

Show Notes:

  • 2:00 - What does it mean for a portal to serve as a consumption platform?
  • 5:00 - What are digital twins about in the context of business process?
  • 7:00 - The consumption perspective of a digital twin and its evolution over time
  • 9:45 - The challenge of harmonizing processes
  • 14:00 - Where a portal fits in with an enterprise system like Dynamics or Power Platform
  • 20:30 - Portals in the context of cloud migration efforts by Microsoft customers
  • 23:00 - Why Power Platform is so exciting to Mavim

More from Mavim:

Aug 24, 2022

The delivery of sales-related technology solutions never stops evolving, and our guest, Chuck Ingram of  CongruentX, believes advances in conversation intelligence are poised to become a critical piece of the puzzle for sellers. One of the things that makes conversation intelligence so interesting, Chuck explains, is how quickly the segment has emerged and impacted organizations, with specialist vendors taking market share while the CRM behemoths like Microsoft also step up their offerings.

Chuck explains why his team sees promise across the conversation intelligence landscape, including with Viva Sales, Gong, and in Microsoft's vision around applying Nuance's tools in contact centers and beyond. Momentum in this area has also influenced how CongruentX delivers its services, including an evolving subscription model and new thinking on relationship management thanks to the addition of CRM thought leader JC Quintana.

Show Notes:

  • 1:30 - What the CongruentX team is working with clients on today, including refining their subscription model
  • 3:45 - The evolution of service delivery in the Microsoft channel with better monitoring of key metrics and outcomes
  • 6:45 - What excites Chuck about conversation intelligence tech in sales scenarios, both from Microsoft and other vendors
  • 10:00 - How buyers should evaluate their technology options for conversation intelligence
  • 13:00 - The importance of bringing JC Quintana to the CongruentX team and the influence of his expertise in building better relationships
  • 15:45 - How will Viva Sales fit into the conversation intelligence landscape
  • 18:30 - Microsoft's efforts to integrate Nuance into CRM scenarios
  • 21:00 - CongruentX's framework on getting started with conversation intelligence

More from CongruentX:

What DialoguePrime for Viva Sales Does:

  • Collect unstructured data such as emails and conversations via Microsoft Viva Sales.
  • Identify relationship elements of your conversations that need attention, no matter the channel you use to interact with them. Conversational analysis identifies keywords that represent potential relationship deterioration that often leads to customer churn.
  • Evaluate the sentiment of customer conversations and suggest next action to manage customer expectations and build stronger relationships.
Aug 17, 2022

Editor's Note: This episode is sponsored by TIE Kinetix.


No two companies follow the same path to modernizing their supply chain, but successful supply chain transformation projects share some important characteristics, says our guest Dave Mazur of TIE Kinetix.


The decision to move ERP to the cloud is one example of a critical moment for many organizations, representing an opportunity to embrace broader changes in both tools and processes. That includes digitizing documents, improving inter-company transactions, and developing ways to adapt to future changes in the supply chain.


Show Notes:

  • 1:30 - A broad view of what it means to digitize a supply chain
  • 4:30 - How much paper and manual work still exists in companies today?
  • 6:30 - What are typical ways for companies to become inefficient?
  • 9:00 - Who is leading a supply chain transformation initiative?
  • 13:00 - Supply chain technology improvements and the connection to process modernization
  • 15:00 - The types of team members needed on a transformation project
  • 16:30 - The impact of change on trading partners
  • 18:30 - More recommendations on successful initiatives
  • 22:00 - How to keep the momentum for embracing modern tools over the long term


A message from TIE Kinetix:

For more information on how TIE Kinetix helps Microsoft Dynamics customers digitize their supply chains, please visit or check out their Starter's Guide to Digital Supply Chain Transformation on MSDW.

Aug 5, 2022

Is your company preparing to implement permissions in Business Central but doesn’t quite know where to start? Or have you already implemented permissions, but they aren’t quite working as planned? In this discussion with Cari Corozza and Cynthia Priebe of New View Strategies, we discuss a start to finish approach to implementing permissions in Business Central. Cynthia and Cari share real-life stories on why implementing permissions should be more than IT project.

Learn more:

Aug 3, 2022

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


Netstock CTO Barry Kukkuk and his co-founders wanted to bring advanced inventory management capabilities enjoyed by enterprises to the SMB market. It was a business opportunity for sure, but democratizing these tools by using new pricing enabled by cloud computing and SaaS business models was also part of the team's ethos, he explains. After all, who wants a business landscape controlled solely by the Amazons and Walmarts of the world?


On this episode we discuss the modern capabilities in supply chain software, starting with big data and its accessibility for SMBs. Barry also discusses the lessons that Netstock customers have learned since 2020 about managing changing trends in demand forecasting, stock models, and inventory management. The idea of "future-proofing" a supply chain can take a lot of forms today, with opportunities ranging from supplier performance management to near-shoring to tools that build better vendor and client relationships.


From Netstock: Unlock the data in your ERP and drive smarter supply chain decisions. Learn more.


Show Notes:

  • 1:15 - The founding of Netstock
  • 4:15 - Bringing more advanced computing tools to the SMB space
  • 6:00 - The impact of the pandemic on inventory management
  • 8:30 - Planning mistakes organizations made in the start of the pandemic
  • 10:00 - What supply chain professionals know about today's supply and demand planning tools
  • 13:30 - What signs are businesses seeing change in their demand forecast today?
  • 17:00 - How Netstock's clients are adapting to optimize supply chains today?
  • 19:45 - Planning for new capabilities based on customer needs, trends
  • 21:30 - How supplier performance influences planning
  • 25:00 - How supply and demand planning influences customers
Jul 18, 2022

With Microsoft’s annual global partner event Inspire 2022 set to begin this week, we look back at some of our relevant reporting and features. Recent coverage discussed by the MSDW and MSCN editorial team on this episode includes:

Jul 11, 2022

The Microsoft Business Applications product line's new look is starting to come into focus under the leadership of CVP Charles Lamanna. In a recent conversation with Microsoft MVP Steve Mordue, Lamanna discussed some of his team's recent work, its successes, and future challenges. Lamanna's upward rise at Microsoft started in the Power Platform team, but he now represents the Dynamics 365 lineup, too.


Mordue discusses his impressions after talking with Lamanna this time (it was the fourth interview they've done over the years) and how both Microsoft's product and channel plans have impacted the community, including Mordue's own business decisions related to RapidStart CRM and Forceworks.


Show Notes:

  • 6:30 - Could Power Platform really help upsell Dynamics 365 apps?
  • 12:30 - Viva Sales and the Biz Apps R&D team's involvement
  • 15:30 - Why enthusiasm from Charles Lamanna is likely to be followed by real progress
  • 20:00 - Some Nuance R&D is now under the Biz Apps umbrella
  • 22:45 - Microsoft's much improved acquisition strategy for business apps
  • 25:30 - Reviewing the D365 product management leaders
  • 29:00 - Are Steve's new clients starting with an interest in an app or in the platform?
  • 31:30 - Adapting services offerings for low code development
  • 38:15 - Changing customer perceptions on the idea of continuous development vs discrete start and end dates
  • 40:00 - Making sense of the channel outlook from Partner Economics as it relates to Power Platform opportunities
  • 44:00 - Differences in the new generation of buyers
  • 45:30 - Why Steve's firm transitioned to offering a free app on Power Platform with a subscription services model
  • 49:45 - How will partners prove their worth with a new generation of customers?
  • 52:00 - Thinking about the future of the partner business model
Jun 29, 2022

Microsoft partner executives who have been focused on their immediate challenges in recent years would be well served to use the start of Microsoft's FY23 to turn their attention to longer term strategies for maintaining profitability in an economic landscape full of risks.


Our guests, George Brown and Dana Willmer of Partner Economics, have been sharing their latest findings on the micro- and macroeconomic conditions in the Microsoft channel, and for Dynamics-focused services firms, the implications will be huge over the next few years. They recently wrote an article about their new thinking and join us to discuss these topics in more detail.


The factors that drive profitability are shifting rapidly, Brown and Willmer tell us, and partners will need to make difficult choices to adapt. Some of the issues that they discuss include the ongoing resource shortage, the impact of marketplaces on software sales, dropping utilization rates, and valuations.


Partners are not doomed, they say, but in a few years many of the most popular business models in the channel may look nothing like today's typical Dynamics VAR.


Show Notes:

  • 4:00 - Understanding trends in the fundamentals of Microsoft partners' financial performance
  • 6:00 - 3 paths to improved profitability today - monetization of IP, broad cloud focus, services execution
  • 9:00 - How partner executives react to these challenges
  • 12:15 - The resource and staffing challenges facing partners
  • 18:30 - Why utilization has dropped for partners and what it means for profitability
  • 21:15 - Why rates need to go up now and on a regular basis
  • 22:30 - Why marketplaces like Microsoft AppSource matter to the partner business model
  • 27:30 - How does Microsoft's success relate to the partner channel's struggles?
  • 30:30 - Partner responses and how some are adapting their businesses today
  • 34:30 - Implications of market forces on valuations and M&A deal-making
Jun 23, 2022

This episode is sponsored by Mavim.

As use of Microsoft Power Platform has grown, so  has its influence in customers' business process management initiatives. But Power Platform is almost never the entire story when it comes to governance of processes, IP, and broader challenges like enterprise architecture.

Our guest on this episode, Lennard van Leuen of Mavim, discusses how dedicated BPM tools like Mavim can work alongside tools like Power Apps and Power Automate to provide the most comprehensive management and governance of IP and business processes at the enterprise or department level. We discuss different kinds of automation, what the term "hyper-automation" means to Mavim, and what Microsoft's product roadmap means for the future of business process management initiatives.

Show Notes:

  • 1:30 - Breaking down the different types of automation commonly seen in the Microsoft Dynamics & Power Platform ecosystem
  • 3:30 - How do Power Platform tools fit with Mavim's tools and customer needs?
  • 4:00 - How Mavim defines hyper-automation and some context
  • 5:30 - Handling more complex automation and BPM scenarios
  • 7:00 - Takeaways from the Build conference related to Power Platform
  • 8:00 - The outlook on tools like form recognition in the context of BPM
  • 9:00 - Business process management as a broader opportunity for organizations
  • 11:30 - How to incorporate governance into BPM and automation initiatives
  • 14:00 - How organizations are augmenting existing enterprise systems with Power Platform capabilities
  • 19:00 - How newer tech like RPA can complete more process automation scenarios


Jun 21, 2022

This episode is sponsored by Formpipe.


Dynamics 365 Business Central users face a variety of document automation challenges, especially as their organizations grow and interface with more third parties. The question inevitably arises: how far can the customer push standard Business Central capabilities before they need to look for a specialized solution? The team from Formpipe, makers of Lasernet, have been working with BC and NAV customers for years and join us on this episode to provide an update on their experiences working with BC customers and deploying Lasernet to meet broader and more complex document and output automation needs related to international expansion, regulatory requirements, and changing vendor and customer needs. We also discuss where an investment in advanced automation needs fits into the context of a move to Business Central from an older ERP solution.


Show Notes:

  • 1:30 - What do Business Central document automation standard capabilities look like?
  • 3:00 - Typical requirements lead BC customers to seek more advanced features
  • 4:15 - Why paper documents are less common and electronic documents are often the default today
  • 5:00 - How Lasernet helps BC customers with more complex requirements around format, process, and rules
  • 6:45 - When an organization might invest in document automation before a move to BC (or not)
  • 8:30 - How has BC has evolved to better support advanced ISV capabilities
  • 10:15 - Advances for Lasernet's BC integration
  • 11:30 - Getting started with a Lasernet deployment for BC (and the role of partners)


For more information on Lasernet for Dynamics or the Lasernet Connector for Business Central, please visit: or if you would like to set up a demo, you can contact

Jun 16, 2022

This episode is sponsored by Columbus.


The data and reporting needs of Dynamics ERP customers have changed over the years, but the skills and tools have not always kept up. Preparing for the next phase of operational and financial management is largely about gaining control of business data as strategies and processes change, workers face new  demands on their time, and executives envision a landscape driven by cloud technology.


On this episode we are talking about the evolving challenges of data management and analysis with Michael Simms VP of digital advisory and data & analytics at Columbus. Simms is a veteran of the Dynamics AX and F&SCM space and has been on the front lines with customers for many years, working to help organizations get control of their business data with reporting and analysis.


Show Notes:

  • 2:30 - The state of traditional data warehouses
  • 4:00 - The importance of curated data sets in today's data management landscape
  • 5:15 - Modernizing data skills for today's demands
  • 9:00 - The emergence of data lakes and how it relates to Dynamics ERPs
  • 10:15 - What to do with legacy data warehouses when planning for future cloud investments
  • 14:30 - The strengths of Azure Synapse and Mike's recent experiences helping clients
  • 17:45 - The importance of creating authoritative data sets and the governance challenges
  • 21:00 - Looking ahead to new reporting suites for business apps
  • 22:00 - Advice on developing expertise as a Microsoft customer


For more information about Columbus and our data and analytics solutions, visit us at

Jun 9, 2022

This episode is sponsored by HSO.

Opportunities to modernize field services come in many forms. Our guests on this episode, Max Dinser and Mike Hammons of HSO, help us understand some of the scenarios and technology choices they are helping clients make and where Microsoft's cloud services fit. Some organizations need an overhaul of their field service management, which might call for the deployment of Dynamics 365 Field Service and specialized add-on solutions. Other firms are trying to enhance their field teams' capabilities  by adding augmented reality solutions, providing better insight into equipment via IoT, or asking field workers to help fulfill new business models based on new types of service agreements.

Max and Mike also share the new tech that they are most excited about, ranging from analytics to IoT to automation tools. And we discuss some of the unique scenarios that differentiate one organization's needs from another.

Show Notes:

  • 2:30 - Tech trends that are impacting the field service market today
  • 5:15 - How do organizations take the steps to adopt new tech?
  • 8:30 - A growth model for service businesses
  • 12:00 - Why so many companies are still in a reactive state and should start small with adapting their service portfolio
  • 14:45 - Microsoft's progress on D365 Field Service and other ways to support it
  • 16:30 - What goes into service planning
  • 19:30 - Using Power Platform to round out out of the box solutions
  • 21:00 - Perspectives on servitization with Microsoft tech
  • 25:00 - What do digital twins do for service management?30:00 - The role of IT and the business in service technology investment
  • 33:30 - What the HSO team is excited about in the tech landscape

The report mentioned: Key Drivers for Growth in Service: Research Report with Microsoft and Noventum

For additional resources and workshop from HSO: Connected Field Service

Jun 6, 2022

This episode is sponsored by KwikTag by enChoice. To learn more about KwikTag and the benefits of SimplyAP, the cloud AP automation solution, visit

The Dynamics 365 Business Central ecosystem has seen drastic changes in the last few years, thanks in large part to the product's rapid evolution. That greater maturity means the product can now address the needs of more organizations, and that has also drawn in more ISVs willing to invest in integrating their solutions.

Our guests from KwikTag by enChoice, director of marketing and channel Mary Miller and VP of product Mike Fernandes, share their observations on the changes in the Business Central ecosystem, from buyer attitudes to ISV priorities. Solutions of the future will be easier to deploy (like through AppSource), provide more pre-built AI capabilities, and generally do more for less.

Mary and Mike discuss the importance of enChoice's acquisition of AI-driven OCR platform provider Sypht and the launch SimplyAP for Business Central, KwikTag's new solution for BC that is designed for rapid deployment and uptake.

Show Notes:

  • 1:30 - Where do Mike and Mary see the Business Central market today?
  • 5:00 - Important advances in Business Central that help ISVs publishing integrated products
  • 7:00 - Improvements in Business Central APIs and solution publishing
  • 9:00 - Why younger workers are changing expectations around making business solutions easier to find, deploy, and use
  • 10:30 - How Kwiktag have adapted their product strategy to meet market demands
  • 13:45 - Adjusting pricing and technology to meet the needs of growing organizations that need AP automation
  • 15:00 - Opportunities to add intelligence to the AP process  in KwikTag's product roadmap via the Sypht acquisition
  • 17:00 - The launch of SimplyAP for Business Central
  • 18:30 - Planning for the second half of 2022
May 31, 2022

While often out of the spotlight, hundreds of Microsoft Dynamics professionals in Ukraine have worked for years with customers and partners around the world. Like the rest of their country, they saw their lives upended by the Ruissian invasion in February with some fleeing the country and others heading to bunkers or into military service.


To understand more about the current situation for Ukrainians in the Dynamics community, we asked the leaders of three partner organizations to tell us about how their Ukrainian employees are doing today. Volodomyr Svyrydenk, CEO of OntargIT, Charlotte McCormick president of ArganoArbela, and Thomas Ajspur, CEO of Enavate, share their experiences, both managing from abroad and, in the case of Volodomyr, returning to Ukraine as the war continues. They discuss the need to understand the trauma their employees were experiencing, the logistics of working amid the upheaval, and the need to come together as a community.


Partners have banded together to raise money for the Dynamics community. You can donate to support them at:


Show Notes:

  • 2:45 - The latest conditions for Ukrainians at our guests' organizations
  • 6:30 - Helping relocate some employees and support others who have stayed
  • 8:30 - The challenges of leading in a wartime situation\
  • 11:00 - What support to their Ukrainian workers need?
  • 12:30 - How partners are coming together to help each other with work and logistics
  • 15:00 - Estimating how many people are impacted in the Dynamics community overall
  • 17:00 - Expectations for the future: Rebuilding and beyond
  • 20:00 - How to help -
May 26, 2022

The technology needs of today's deskless worker reflect the pressures they face in their day-to-day work experiences. On this episode we are looking at the mobile capabilities that deskless workers are taking advantage of today and how various tech advances suit different roles.


Our guest, Trevor Metcalf of Resco, shares his perspective on the wide range of organizations investing in new solutions for field workers and how they prioritize those requirements to deliver solutions that are optimized for different scenarios, from humanitarian work to retail to travel and leisure.


And Trevor shares some interesting perspective on the future of mobile solutions. More organizations are coming around to the idea that entire workforces can embrace mobile solutions, he says, allowing them to design a future that in some cases is completely free of desktop interfaces.


Show Notes:

  • 1:15 - What is the macro view for deskless worker experiences today?
  • 3:00 - Employers' pressure to deliver positive workforce engagement
  • 4:30 - How do you define the deskless workforce today?
  • 7:30 - Where are the next mobile tech opportunities for workers?
  • 10:30 - Why deskless workers need tailored solutions that aren't generic
  • 12:30 - Resco client stories that reflect typical needs for various types of organizations
  • 16:30 - How to design for the workers' needs
  • 18:00 - Why starting small on new mobile capabilities is a smart approach in many cases
  • 19:00 - Why today's mobile solutions can stand on their own, without a desktop interface for the back office
  • 23:45 - Planning for Resco.connect 2022


A message from Resco:


Join Resco on June 9th, 2022 in Charleston, SC at Resco.connect 2022 to share ideas & spark debates around deskless workers.


Explore the agenda and secure your tickets while they last!


We’re Resco, one of the global leaders in developing cross-platform mobile software solutions. We enable companies to collect, access, share and evaluate vital business data in the field.


Today, Resco products mobilize over 200,000 licensed users at 2000+ corporate customers worldwide and are supported by a network of 600+ partners.


If you want to learn more about Resco, visit:

May 13, 2022

Microsoft revealed its plans to revamp its partner model recently, replacing the Partner Network with the Cloud Partner Program. In the Dynamics 365 and Power Platform space, veteran partners have already started to take measure of the impact of the changes - how Microsoft will score their performance in the channel and what benefits they will gain, lose, or keep as a result.

Our guests, AJ Ansari of DWSi and Peter Wolf of Azamba, tell us that, on the whole, the early signals from Microsoft about the new program have been discouraging. They cite a number of reasons, from the details of the new scoring system to Microsoft's lack of outreach. Neither AJ nor Peter believes that Microsoft engineered the new program to hurt healthy and growing business applications-focused partners, but their concern is real and they believe Microsoft will begin hearing a rising chorus of questions and criticisms as the program nears the planned implementation date.

AJ and Peter discuss this issue from range of perspectives, including the new scoring, the business value of different benefits like IURs, and the realities of trying to run a Microsoft partner business under the new program.

See also:

May 3, 2022

Microsoft partner organizations, especially those fully committed to the Dynamics 365 and Power Platform channel, should not be surprised to hear that managing their Microsoft relationship is an important element of their business success.


Our guest on this episode, Joe Corigliano, understands the importance and complexity of these relationships between Dynamics partners and Microsoft. Joe joined Microsoft as part of the Great Plains acquisition of the early 2000's and has worked both as an employee and as a member of the channel ecosystem in the years since. Now working with Microsoft ISVs from the outside, he shares his perspective on what top performing Dynamics 365 ISVs are doing well today and what he foresees in Microsoft's ongoing partner engagement efforts and broader community planning.


Show Notes:

  • 1:30 - Joe's history in the business apps ecosystem, dating back to Great Plains
  • 3:30 - Observations on the current state of partners
  • 5:00 - Why it is so challenging for partners to manage their Microsoft relationship
  • 6:30 - What it means to be a globally managed ISV and how to achieve that level of attention
  • 10:00 - Why ISVs should pursue a globally managed status
  • 12:30 - Observations from Inner Circle and the ISVs who were invited this year
  • 15:30 - Themes coming out of both Inner Circle and Directions North America 2022
  • 17:30 - How should ISV IP align with Microsoft's goals?
  • 20:00 - The benefits of tying into a Microsoft industry cloud
  • 22:00 - Are partners getting enough from Microsoft in terms of strategic guidance?
  • 26:00 - Microsoft channel leadership and the future of Microsoft's own conference strategy
  • 28:00 - What does Microsoft's goal of Business Apps becoming a $10 billion segment mean for their public image, including their events roadmap?
Apr 28, 2022

We wrap up a busy April with a news roundup edition of the podcast. We begin with a dive into some performance details from Microsoft's Q3 2022 earnings, including a miss on Dynamics revenue, strength in Power Platform, and stabile and healthy Azure growth. From there we discuss recent news about Dynamics SMB strategy and leadership, industry partnerships, Azure in Africa, HR, and more.

Show Notes

Apr 22, 2022

This episode is sponsored by Avanade.


Ecolab, a leading provider of water, hygiene, and infection prevention solutions and services, has undergone major business transformation initiatives using Microsoft Dynamics 365 and Power Platform. On this episode we hear from Ecolab's Rachel Hart, program manager for Industrial sales and service applications, in conversation with leaders from Avanade's North American sales and service team. They discuss Ecolab's organizational and technical accomplishments and how the investments in digital transformation have been executed in a way that benefits the organization.


Rachel explains that the work is much more than just technology and platforms, it’s innovating to enable the right user experience and ensuring your users are setup for success.


From Avanade:

If your organization is on a similar journey and you want to learn more, you can reach out to Abi Sridhar by email or on LinkedIn.

Apr 19, 2022

This episode is sponsored by Versapay.

From the rise of remote work to the inconveniences of paper checks, it’s no surprise that a recent survey indicated that 93% of CFOs are already digitizing accounting operations. But not all digitization efforts are created equal. This is especially true when integrating solutions with ERPs like Microsoft Dynamics.

In this episode, we speak with Versapay senior product manager Meredith Mitchell and national partner manager David Gersten about the state of AR in 2022, including their experiences building new and improved integrations to Dynamics ERPs, how improved maturity in AR technology aligns with broader goals of the CFO, and their view on evaluating AR solutions.

Show Notes

  • 1:00 - Trends and CFO sentiment around accounting modernization related to Dynamics 365
  • 7:30 - Global conditions that are motivating businesses to modernize AR: pandemic changes, inflation pressures, security
  • 12:00 - The benefits of building a network between vendors and buyers
  • 18:00 - Recommendations for modernizing finance with Dynamics ERPs
  • 23:00 - Launching Versapay's newer Dynamics 365 Finance & SCM integration
  • 26:00 - Microsoft tools and technology that show promise for CFO needs
  • 30:00 - Why e-commerce integration shows so much promise
  • 32:00 - Looking to the future at Versapay for product development and new partner opportunities

A message from Versapay:

Put what you learned here about Versapay's integrated payment solution for Microsoft Dynamics 365 into action. Book and attend a meeting with Versapay and you’ll get a complimentary $15 gift card to Starbucks or Uber Eats.



  • To receive a $15 Starbucks or Uber Eats gift card, you must book and attend a meeting with a Versapay Sales Development Representative.
  • This offer is only available to people located in North America (USA and Canada)
Apr 11, 2022

This episode is sponsored by Binary Stream Software.

The thinking around service-based business models has moved far beyond traditional scenarios. Today, forward-thinking businesses in a range of industries are taking service-oriented (or XaaS) approaches that require all corners of the organization to embrace changes in process and technology.

Our guest, Khaled Nassra of Binary Stream Software, a global software and services firm focusing on subscription management, consolidation accounting, and lease administration, helps us unpack some of the reasons why subscription-based business models are succeeding today. We discuss recent research on the performance of forward-thinking firms compared to their traditional counterparts, regulatory pressures, and the technical fundamentals that make new subscription and service models possible.

Show notes:

  •  1:30 - Describing the origins and concepts around a service-oriented approach to business
  • 4:00 - What does the market really want in terms of a pivot to a service mindset?
  • 5:30 - Research on subscription-based models and their growth potential
  • 7:00 - The legacy vs new market potential for innovation around services and subscriptions
  • 9:30 - Technical fundamentals of new business models
  • 11:45 - The organizational support required for services-focused execution
  • 15:30 - Key regulations for revenue recognition and financial management
  • 18:45 - Microsoft's message on subscription-oriented models to the market and to partners
  • 21:00 - How are partners adapting to offer more subscription-focused offers to clients?
  • 23:00 - Recommendations on getting started with digital tools to support transformation

From Binary Stream:

Binary Stream is a global solution provider for Microsoft Dynamics 365 ERPs with over 20 years of experience supporting over 2500 customers. The company recently cemented its status as an expert in subscription management and completed a licensing agreement with Microsoft for its Subscription Billing Suite solution for Dynamics 365 Finance; and continues to develop leading services and solutions in the space. You can learn more about Binary Stream or get in touch with the team here.

Mar 31, 2022

This episode is sponsored by Formpipe.


Despite all the investment in digitization of paper, organizations still face huge volumes of paper documents and manual processes. That's according to Lennart Garbarsch, CEO of Tabellae. He speaks with Formpipe's Ben Saxton on this special MSDW Podcast episode about Tabellae's efforts to help organizations expand their document and output automation across more departments and more core business processes. He also offers feedback on the human side of the automation, both in terms of project execution and user adoption.


  • Show Notes:
    1:45 - Why so business document automation still remains today
  • 4:45 - Accelerating automation projects that had been slated for the future
  • 7:30 - How to help make people more comfortable with the move to cloud document management
  • 10:30 - The future of industry-specific document needs in retail, logistics, and other areas
  • 12:30 - The demand for a single view of content and documents across internal and customer-facing processes


For more information on Formpipe, please visit or contact them at

1 2 Next »