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Mar 30, 2023

This episode is sponsored by Formpipe.


Microsoft Dynamics 365 projects have the potential to impact organizations both in terms of the quality of internal operations and their customer-facing activities. On this episode, Formpipe’s Commercial Director Mike Rogers and Business Solutions Consultant Soren Hjorth join us to share their recent real world experiences working with Dynamics 365 customers. As they explain, solving business document challenges can deliver Dynamics ERP and CRM users with a range of benefits that not only achieve immediate goals but also position them for future needs.


We also discuss some news of the day: Microsoft's recent announcements of Copilot capabilities for Dynamics 365 apps, Power Platform,  Microsoft 365, and beyond. As AI tools scour an organization's content and data, proper access to business documents will be a critical pre-requisite.


Show Notes:

  • 2:00 - Why so many Dynamics clients are focusing on deploying connected business systems
  • 6:15 - First impressions of Microsoft's Copilot previews and what an AI engine means for document management and structured data
  • 11:30 - Why automation is such a popular topic for vendors and customers
  • 14:30 - Why integrating Formpipe Lasernet with other ISV solutions that work with Dynamics
  • 17:00 - The influence of Power Platform on business application strategy
  • 19:00 - Recent industry-related customer stories, including
  • 24:30 - A brief update on Formpipe's document management platform


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

Mar 22, 2023

This episode is sponsored by Cavallo.


On this episode we hear from Cavallo vice presidents Bob McAdam and Joe Alt for the latest guidance on the company's Dynamics GP solution roadmap and partnerships. GP users looking at both the Cavallo Salespad roadmap and their latest partnerships should find comfort in the ecosystem's future, including in the opportunities to modernize order management and build more integrated and automated systems. 


Cavallo's Salespad continues to evolve, both in terms of the core offering and with new partnerships and connectors, Joe and Bob explain. We discuss the addition of more granular controls over orders coming from e-commerce systems. And Cavallo's new partnership with WennSoft (formerly Key2Act) will benefit customers who want better integration of order management with job costing and service management.


Looking ahead, Salespad Desktop is evolving to offer customers a more modular set of capabilities, Joe explains. And the company's spring event plans include a pre-day at DynamicsCon Live in May and their own Panels 2023 event later in the year in the company's home town of Grand Rapids.


Show Notes:

  • 2:30 - The Salespad product roadmap
  • 5:00 - Why the partnership with Wennsoft (formerly Key2Act) makes sense and how the solutions align for customers in areas including job costing, service management, and inventory management
  • 11:30 - Why GP customers have built their solutions around advanced solutions
  • 12:30 - How the GP roadmap drives Cavallo's product planning
  • 15:15 - More details on Salespad's GP roadmap
  • 19:00 - More plans for connectors and automation
  • 21:30 - Cavallo's plans to offer Salespad Desktop capabilities in more individual modules, including process analytics


For more on the DynamicsCon pre-day, visit If you have other questions about what you heard today, please email

Mar 2, 2023

This episode is sponsored by Resco. CEO Andrew Lorraine joins us to break down what’s next for mobile workers in 2023. We discuss the technology trends with long term potential, how to maximize your mobile worker experience, and Resco’s new developments for the Microsoft Dynamics 365 community. 

Show Notes:

  • 1:30 - Andrew's career journey at Resco and becoming CEO
  • 2:30 - Highlights of the last year at Resco
  • 5:30 - How customers have faced Microsoft's changes to the D365 Field Service mobile app
  • 8:00 - Industry and technology trends for 2023 that Andrew is focused on
  • 12:30 - Has Power Platform accelerated opportunities for ISV solutions?
  • 15:30 - How to help customers find ways to differentiate through technology
  • 17:00 - Resco's approach to D365 apps and Power Platform going forward
  • 20:30 - Company outlook for 2023: product management, client management, and beyond

Test drive the Resco Mobile App now. Get a feel for key functions, and use sample data - there is no need to upload your own. Get the app:


Feb 24, 2023

MSDW and MSCN Editors Jason Gumpert and Eamon McCarthy Earls discuss recent developments in the Microsoft channel, highlighting recent news and features, as well as ongoing trends and upcoming Microsoft Dynamics events.

Show Notes:

Feb 15, 2023

This episode is sponsored by Provance.


Power Platform is rapidly maturing as an application development platform, giving professional developers more ways to use it to build advanced solutions. For Microsoft ISVs, those advances have opened up opportunities to build first class solutions for on the platform where they can overlay their unique technology and expertise.


In the area of ITSM and ITAM, Provance has launched its own Power Apps-based solution, ServiceTeam ITSM. Two experts from the firm, Jennifer Grassen and Brian Field, join us to discuss the company's approach to Power Platform, some of the challenges they have solved with ServiceTeam ITSM, and how Provance's work in the Microsoft channel has informed their own work to take their ITAM and ITSM vision further.


Show Notes:

  • 2:00 - What Provance is doing in the ITAM and ITSM space today and how Brian and Jennifer got involved in the space.
  • 3:30 - Working as a specialized vendor in the Microsoft ecosystem, including the decision to get involved with Power Platform
  • 5:30 - How ServiceTeam ITSM has evolved to help more parts of an organization than just IT
  • 10:00 - Why does Power Platform make sense for the future of ITSM at Provance?
  • 13:30 - Doing ITSM and ITAM product planning alongside Microsoft's technology roadmap
  • 18:30 - The benefit to customers of building on Power Platform benefit customers?
  • 22:00 - What's exciting in Microsoft's roadmap as it relates to Provance's plans?


For more information on ITSM and ITAM Solutions from Provance, visit

Feb 13, 2023

The Canadian National Dynamics 365 CE/CRM User Group has a long tradition of bringing members of the community together, both virtually and in-person. The group paused its activities during the pandemic, but they are back with new events, new plans, and a new organizing platform with the support of Dynamics User Group (DUG).


Two of the organizers of the Canadian National group, Microsoft MVPs Malcolm McAuley of C5 Insight and Rick McCutcheon, update us on building new momentum among Canadian users and how they see the group moving forward at both a regional and national level.


Group members come from a variety of organizations, Rick and Malcolm tell us. Often these users are the lone CRM experts in their organizations, so the connections to other users can be invaluable when planning how to enhance skills and learn about new technology.


Malcolm and Rick also discuss the challenges of offering content that resonates with others while also working toward their goal of increasing the volume of meetings, aiming for a monthly cadence. Malcolm also explains what the group has planned for the future, like more roadmap guidance, additional perspective on related Microsoft products, and helping foster direct connections between members.

Feb 7, 2023

This episode is sponsored by Evenica.


Manufacturers have made a lot of progress on their e-commerce journeys in recent years, and Microsoft Dynamics 365 Commerce offers some interesting ways for these companies to achieve sales and broader customer experience goals. Our guest, Stefanie Richter of Evenica, explains how manufacturers are approaching commerce  plans today and how those decisions influence technology investment.


Stefanie shares her takeaways from this year's NRF BIG Show, a retail-focused event that also offers interesting perspective for other industries. And she tells us about some specific Dynamics 365 Commerce scenarios Evenica is working on with clients, making the product a hub for the organization that brings together ERP and CRM.


Show Notes:

  • 1:00 - An introduction to Evenica and their role in the Microsoft channel
  • 2:45 - What the manufacturing industry is doing with e-commerce broadly today?
  • 4:30 - What are manufacturers' priorities when Evenica works with them?
  • 6:30 - NRF BIG Show takeaways and the expectations of B2B digital commerce experiences
  • 8:30 - How Dynamics 365 Commerce adapts to different industries
  • 10:30 - Do we still need to talk about "e-commerce" and isn't it all just commerce now?
  • 11:30 - How Evenica positions D365 Commerce to clients
  • 13:30 - What it means to position commerce as a hub for ERP and CRM while maximizing customer engagement
  • 14:30 - How Evenica is engaging with manufacturers and other industry-focused partners in the Microsoft channel
  • 17:45 - Extending the capabilities of D365 Commerce for more specific manufacturer needs


Evenica specializes in Dynamics 356 Commerce implementations, and they have a growing portfolio of their own IP that extends and amplifies the capabilities of Commerce. With a unique industry-specific approach, Evenica is able to offer custom solutions for brands in retail, manufacturing, healthcare, beverage & cannabis, government and more. For more information, please visit

Jan 26, 2023

This episode is sponsored by KwikTag by enChoice.


The world of work has changed in recent years, and today's AP departments find themselves working to meet both the performance demands of their businesses and the career interests of employees.

Our guests on this episode, Mary Miller and Sean Fitzgerald of KwikTag by enChoice, share their perspective on recent research on the impact of remote work and the implications on enterprise software investment. They share their own experiences working with companies to embrace the digital world and making sense of the marketplace and their employees' needs.


We also discuss why the profile of a company adopting AP automation is changing and the outcomes that finance departments are seeking from their software investments.


Show Notes

  • 2:00 - New findings on the sentiment toward remote work
  • 6:00 - The priority of AP before and after Covid and a real customer's experience ramping up quickly
  • 11:15 - Customer and employee expectations of an AP automation project today
  • 15:00 - Perception vs reality of what kinds of organization invests in AP automation
  • 19:15 - How a single dad managed AP during the pandemic while working from home and making time for his children
  • 24:30 - Implications of AP technology investment for companies moving ERP to the cloud
  • 30:00 - Why Business Central customers want solutions that allow them to be more proactive on budgeting, planning, analysis, and process improvement
  • 35:45 - Looking at the hiring and talent retention landscape


KwikTag by enChoice leads digital transformation as the one system for AI-powered invoice capture and workflow automation. With 20+ years of experience in the Dynamics community, KwikTag offers intelligent, cloud AP automation solutions for Dynamics GP and Business Central that provide a completely digital, touchless workflow and automatic transaction creation in your ERP. Visit to learn how AP automation could benefit your business.


To learn more about the reasons companies are automating accounts payable, read this whitepaper: 5 Reasons Companies Are Automating AP. Watch this video to learn how a company using Dynamics GP transformed their AP process as a result of the pandemic and the work-from-anywhere era: Customer Spotlight: American Software.

Jan 9, 2023

This episode is sponsored by Formpipe.

Formpipe’s Business Solutions Consultants Soren Hjorth and Stefan Kristiansen join us to discuss commonly seen document management requirements in the Dynamics community. As more customers modernize from on-premises to cloud ERP solutions, their requirements and expectations for document automation often change, our guests say. Organizations today want greater speed, universal access and control, and better integrations, among other things. We also discuss what's new at Formpipe, including the next major version of Lasernet and some of the forward-looking plans of Dynamics customers looking to document management more holistically.

Show Notes

  • 2:00 - What are customers asking for frequently today (more performance, better flexibility and responsiveness to requirements)?
  • 9:00 -  The role of paper printing in today's business (especially in the US) and how businesses are moving away from paper
  • 10:30 - How to find speed gains in the document automation and printing process
  • 11:30 - Changes in customer requirements in recent years
  • 13:30 - Customer expectations today for a document management solution: better understanding of what solutions can provide
  • 16:00 - How to scope and prioritize document management needs to get the most out your investment
  • 18:30 - Learning about what an organization does well in their Dynamics system today
  • 22:00 - What's new with Formpipe Lasernet today -  app integration, scanning, adding applications
  • 25:15 - Working together with the Power Platform
  • 27:45 - What's new at Formpipe - planning for the new release, hosting options, integrating marketing goals

For more information on Lasernet for Dynamics and Formpipe, please visit: or please check out Formpipe’s content on MSDW.

Jan 2, 2023

Dynamics ERP veterans Tanya Henderson and Steve Endow join the podcast to discuss their new ISV venture focused on the Dynamics 365 Business Central market, Blue Dragonfly. They also talk about their overall career journeys from a focus mostly on Dynamics GP a few years ago to now working primarily with Business Central. They bring some unique observations to what's happening in the BC space, including their outlook on how AppSource is changing, the differences in how Microsoft seems to run its BC R&D organization compared to the old GP team, and how the global community interacts more or less 24x7 around the world. They also offer some interesting ideas for what it takes for other GP professionals to get up to speed on BC.


Show Notes

  • 1:45 - How Tanya and Steve each got their start with Business Central
  • 5:45 - The origins of their new ISV business based on Business Central: Blue Dragonfly
  • 9:30 - The decision to develop new ISV products for the BC space
  • 13:00 - Blue Dragonfly's first product, recurring billing
  • 16:00 - Developing product ideas and plans
  • 17:30 - The per-tenant extension opportunity in BC
  • 22:00 - The decision to commit to BC: architecture, licensing, marketplace, administration, and more
  • 25:15 - AppSource experiences as a BC ISV - why current standards can cause concerns for some apps
  • 29:15 - Best practices for an ISV in an app-centric Business Centric world
  • 33:00 - Using Azure services for optimal cloud-based solutions
  • 36:00 - What to look ahead to in 2023 and the community's influence
  • 42:00 - Microsoft's adoption of GitHub and the broader agile transformation of BC
  • 44:45 -  Preparing to work with partners and customers in 2023 on products and services
  • 50:45 - Steve's multi-year effort to gain expertise in BC
  • 52:15 - 2023 conferences where you can hear from Tanya and Steve
Dec 16, 2022

This episode is sponsored by NMB Solutions.


Microsoft Dynamics 365 Finance and Supply Chain Management customers in Europe face unique challenges related to transportation and shipping. Our guest, Nathaniël Nguyen, Director of Sales at NMB Solutions, tells us about some of the needs that customers and partners in Europe are facing, including the complexity of parcel shipping today.


Nathaniël explains why NMB has opened its European office, how parcel shipping has evolved, the impact of these changes on shippers and logistics providers, and why the company has partnered with nShift on a new Dynamics 365 F&SCM connector.


Show Notes:

  • 1:00 - NMB's approach to connecting Dynamics 365 F&SCM with best of breed supply chain solutions
  • 2:15 - Opening an office in Amsterdam
  • 3:00 - Shipping and transportation challenges specific to European D365 customers
  • 4:00 - The evolution of parcel shipping in the last few years
  • 6:30 - What it means to treat parcel shipping as a strategic initiative
  • 8:15 - What do customers expect for shipping of their goods, and how do businesses find a competitive advantage?
  • 9:30 - How logistics service providers are impacted by a changing shipping market
  • 11:30 - The evolution of the shipping technology landscape
  • 14:45 - NMB's partnership with nShift and details about their integration for D365 customers
  • 17:15 - Methods that D365 customers can use to approach supply chain pain points

For more information on NMB Solutions’ developments and opportunities in the parcel shipping industry and their strategic alliance with Nshift, visit

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: 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:

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 And they will be at booth 640 at Community Summit North America 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
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