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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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Now displaying: October, 2022
Oct 27, 2022

This episode is sponsored by Nolan Business Solutions.

Nolan Business Solutions recently launched their Microsoft Dynamics 365 Business Central solution for cash management. We are joined by Carole D'Arcy and Derek Beaupre of Nolan to get their perspective on bringing a successful solution from the Dynamics GP world to Business Central. They tell us why ISVs like Nolan who are bringing mature solutions to BC is so crucial for partners looking to sell both new BC deployments and to upgrade legacy Dynamics ERP customers. We also dive into the topic of how the commerce channels is driving the demand for solutions that can handle complex cash reconciliation challenges. Derek and Carole explain how to evaluate BC's standard cash management capabilities, share their outlook on the BC roadmap, and provide an update on Nolan's product roadmap.

Show Notes:

  • 2:30 - Nolan's evolution as a solution provider in the ERP channel
  • 4:30 - The challenge of standardizing institutional wisdom and informal processes as part of an ERP deployment
  • 6:00 - What the growth in multi-channel business means for doing cash reconciliation
  • 8:30 - Microsoft's progress with cash management in Business Central out of the box
  • 10:30 - Has Microsoft made it easier for customers to adopt ISV solutions as part of Business Central deployments?
  • 11:30 - Sharing Nolan's experience in adding a BC product after many years supporting GP customers
  • 14:30 - What today's Business Central customer engagement looks like and how it differs from ERP projects of the past
  • 16:30 - What partners expect from a solution vendor when it comes to adding cash management on a BC project
  • 19:30 - Trends driving clients' demands for the future
  • 24:45 - The importance of building community connections

More information from Nolan Business Solutions:

Oct 21, 2022

We talked to Peter Wolf of Azamba and AJ Ansari of DSWi in May just after Microsoft announced the Microsoft Cloud Partner Program (MCPP) and they had a range concerns about how the early details appeared to impact SMB Business Applications partners. In short, the scoring at the time seemed geared toward enterprise-level partners and ran the risk of shutting a whole segment of partners out of the benefits they enjoy today by achieving Gold and Silver status.

Today, the story is quite a bit different. MCPP has officially launched, but it has evolved for the better, according to AJ and Peter. They've come back to the MSDW Podcast to discuss the SMB-friendly updates, to compare notes on their company's scores in the new model, and to do their best to break down some of the scoring criteria as Microsoft has explained it.

While Peter and AJ both say the program is still far from perfect, they give Microsoft credit for the improvements thus far.

Show Notes:

AJ's Links:

Peter's Links:

Oct 5, 2022

This episode is sponsored by AutoPylot Technologies.

It’s a universal complaint: the sales reps don’t use the CRM. It’s too much effort and takes too much time. As a result, the data in a system like Dynamics 365 Sales is incomplete. CRM may fail to meet expectations, yet the CRM remains the data touchpoint to a range of downstream business processes and decisions.

In this episode, we talk with Steve Shaw of AutoPylot Technologies Corp. about how and why they have entered the Microsoft Dynamics space with a new mobile app for that integrates D365 with added automation and other smart features to encourage sales reps to capture key data. Steve explains why company decided to enter this competitive market and the early results of upcoming research highlighting the impact automation can have on CRM adoption. We also discuss the complementary nature of AutoPylot and Viva Sales, and how conversational AI always starts with conversations. 

Show Notes:

  • 1:15 - AutoPylot's history and the decision to enter the Microsoft space
  • 2:45 - Why sales reps embrace automation, including new research findings
  • 4:45 - Must-have features of sales automation
  • 6:30 - The importance of tracking data to manage the sales process
  • 8:00 - What it takes to deploy an automation solution for sellers on top of CRM
  • 9:15 - How do companies tend to get started with AutoPylot? 
  • 10:30 - Engaging with the Microsoft channel
  • 11:30 - Viva Sales and how AutoPylot will complement it and contributer to conversation intelligence
  • 14:45 - Experiences as part of Microsoft for Startups Founders Hub
  • 16:00 - Why sales automation remains relevant

To learn how AutoPylot can solve for your biggest CRM frustration, visit www.autopylot.com. And they will be at booth 640 at Community Summit North America 2022.

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