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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: November, 2022
Nov 29, 2022

This episode is sponsored by Formpipe.

 

Every Dynamics 365 ERP implementation must deal with business documents, whether printed or digital. An cloud ERP migration is a great opportunity to modernize document management, says our guest, Jeff Goffinet, North America Partner Sales Director at Formpipe. He shares stories of how companies in various industries have approached their digital transformations with document management in mind and the ways industry-specific needs can drive priorities.

 

Jeff offers guidance from recent Dynamics implementations on how to factor document management into an ERP modernization project, explains how Formpipe's Lasernet and Autoform DM solutions work with Dynamics, and provides an update on the company's 2023 outlook.

 

Show Notes

  • 2:00 - The kinds of projects Jeff is seeing in the Dynamics ERP space today
  • 6:30 - The challenges of including advanced capabilities in an ERP implementation
  • 9:00 - Discussing industry-specific needs for document management, from labels and invoices to other customer facing documents
  • 14:30 - Dealing with unique integrations and other custom work
  • 16:45 - How Dynamics users interface with a document platform
  • 19:00 - How much business is still done on paper and Jeff's perspective on the shift to digital
  • 22:45 - How customers understand their document management needs and map them to solutions like Formpipe's
  • 29:00 - Product outlook for 2023

 

For more information on Formpipe and its document management solutions for Dynamics, please visit: www.formpipe.com or please check out Formpipe content on MSDW.

Nov 3, 2022

This episode is sponsored by Enavate.

Microsoft Dynamics GP customers have a lot of consider as they plan for 2023. The product's outlook remains unchanged, despite some confusion caused by Microsoft in recent weeks. But with the move to Microsoft's modern lifecycle and the ongoing push for greater Business Central adoption, GP customers need to understand what their upgrade path looks like and how they can best navigate the decisions around it from a range of perspectives.

Our guests on this episode, Tim McHale and Pamala Turner of Enavate's GP services team, tell us about what they are working on with GP customers these days. As a team of over a dozen product experts, they are busier than ever supporting the needs of GP customers. Upgrades remain in high demand and other topics, like future support for ISV solutions and migrating to cloud infrastructure continue to challenge customers.

Show Notes:

  • 1:00 - About Enavate's GP pod
  • 6:00 - What are GP customers asking for today?
  • 7:30 - How to navigate a GP upgrade to get onto the Modern Lifecycle
  • 11:30 - Some broader Microsoft technology updates that impact GP customers
  • 13:15 - Why deprecation of Basic Authentication is so important
  • 16:30 - ISV role in upgrading their GP-related code
  • 18:00 - The real status of the GP roadmap
  • 23:30 - What staying current with GP means for planning for future technology options in ERP and beyond
  • 25:00 - Estimating costs and factors that influence it
  • 28:30 - Typical cloud migration options
  • 31:00 - Customer feedback to Enavate's GP team

More resources from Enavate:

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