The MSDW Podcast dives into the latest news and events in the Microsoft Dynamics ERP and CRM community. Produced by the editors of MSDynamicsWorld.com, the podcast features interviews and discussions on the latest issues confronting Dynamics AX, GP, NAV, and CRM users and professionals.
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Previewing TechBayanihan 2024, a new Microsoft community event in the Philippines
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The Microsoft technology community in the Philippines has grown and evolved over the years along with the products and business opportunities in the space. Now, a group of community leaders have organized a new conference in Manila with a focus on Power Platform and Dynamics 365 training and learning for professionals and students alike. TechBayani…
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The Rise of Embedded Payments for Dynamics ERP
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This episode is sponsored by PayTrace. Bringing embedded payments capabilities to a Dynamics ERP system can offer a range of benefits, but it is not always a simple transition. On this episode, our guests, Mary Miller and Sam Johnson of PayTrace, discuss what it means to accept payments within the context of ERP-driven business processes and how or…
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Biz Apps Classroom, Ep. 15: Derik Bormann
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Derik Bormann is president and director of learning at Myrium Technology Solutions, a founding principal and instructor at 365.training, and a Microsoft MVP. Over the last few years, Derik has been doing a lot of work training and onboarding hundreds of new Microsoft technical specialists who needed the PL-100 and PL-200 skills as well as D365 Cust…
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Biz Apps Classroom, Ep. 14: Joe Griffin at DynamicsMinds 2024
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After a few years of relatively little change to certifications in the Business Applications space, Microsoft MVP Joe Griffin says he is encouraged by forward movement from Microsoft in new certs and new approaches. In this episode, recorded live at DynamicsMinds 2024, Joe tells us about why he likes the Applied Skills approach through Microsoft Le…
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Biz Apps Classroom, Ep. 13: Joe Corigliano at DynamicsMinds 2024
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The Biz Apps Classroom travelled to Slovenia last week for DynamicsMinds 2024, the Dynamics and Power Platform community conference in its second year, and we caught up with Microsoft channel expert Joe Corigliano to talk partner training and skills. Joe wears several hats in the Microsoft channel community, helping build connections, plan events l…
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Biz Apps Classroom, Episode 12: Nick Doelman at DynamicsCon Live 2024
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Julie and Jason took the Biz Apps Classroom to Denver to talk training and learning at DynamicsCon Live 2024. Our guest on this live, in-person episode is Nick Doelman, a Microsoft MVP and former Microsoft employee. AI was all over the conference, and we start by taking on the question of Microsoft Copilot's role in developing Microsoft technology …
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Biz Apps Classroom, Episode 11: Exploring Copilot (with video)
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What can Copilot do for the average business user? Julie and Jason turn on screen sharing in this video-enabled episode to examine some of the basics of interacting with a Microsoft Copilot. Conference season has begun, and attendees will find a bounty of sessions focused on AI. But organizations will have to consider two key questions as they deci…
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Commerce Challenges and Opportunities in the Public Sector
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This episode is sponsored by Evenica. Public sector organizations use Microsoft Business Applications for a broad range of solution needs, and the latest advances in Dynamics 365 Commerce have empowered municipalities and other government entities to transact and interact online in a compelling new ways. In a recent panel discussion, Kelly Mazur of…
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Biz Apps Classroom, Episode 10: Applied skills and hiring with EY Kalman
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Microsoft MVP and MCT EY Kalman joins us in the Biz Apps Classroom to discuss Microsoft's Applied Skills and Applied Labs, his view on the employment landscape, and some tips on making yourself a more attractive candidate. Topics of the discussion include: Microsoft certifications and their value for landing a new job. Other ways EY's team evaluate…
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DynamicsCon Live 2024 Preview and Pass Giveaway
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With DynamicsCon Live fast approaching, we check in with Dynamics User Group's Ryan Harris for a quick update on the event, which runs from May 13 to 16. Ryan tells us about the planning and offers some suggestions on how to attendees can take advantage of the event's layout and features to get the most out of the week. He also previews some of the…
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Evaluating the latest Microsoft Partner Benefits offers with AJ Ansari
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Microsoft introduced three tiers of new partner benefits packages in January 2024 that were designed for partners to purchase to help meet different types of channel needs. Our guest on this episode, Microsoft MVP AJ Ansari of DSWi, has been looking closely at these benefit levels and joins us to share some of his observations about the elements of…
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Biz Apps Classroom, Episode 9: Preparing for MB-260 with Microsoft MVP Malin Martnes
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Microsoft MVP Malin Martnes has spent considerable time exploring the Microsoft Dynamics 365 Customer Insights (Data) Specialist certification and its exam, MB-260, and she has discovered that the required subject matter is vast. In this episode, Malin tells us about her experience working with clients on the D365 Customer Insights Data application…
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The Role of Automated Testing in Microsoft's One Version Approach to Dynamics 365 Finance & Operations
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This episode is sponsored by Leapwork. Microsoft has recently adjusted the update schedule and policies for Dynamics 365 Finance and Operations apps, with the One Version strategy now driving the delivery for four service updates per year to customers, with limited pauses allowed. Given the regular cadence, the short testing windows, and the need t…
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Biz Apps Classroom, Episode 8: Liz McGlennen of TechFluent Academy
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TechFluent Academy is gearing up for a new class of students and the nonprofit expects a major increase in applications (the deadline is May 15) and participation. To learn more, the organization's founder and executive director, Liz McGlennen, spoke with Julie and Jason about their current enrollment, eliminating barriers to entry, and what it tak…
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AP Automation: Invoice and Payments in Dynamics 365 Business Central
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This episode is sponsored by Paymerang. The world of invoice and payments automation continues to evolve, and our guests on this episode, Tiffany Allen and Brian Cook of Paymerang, join us to discuss their team's vision for serving the needs of organizations running Microsoft Dynamics 365 Business Central. Paymerang's recent acquisition of KwikTag …
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Biz Apps Classroom, Episode 7: What's Next?
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How do you decide what's next in your learning journey in the Microsoft Business Applications space? The answer can depend on factors like your career plans, your employer's priorities, or your interests and skills. Co-host Julie Yack has fielded this question many times and she shares some of the questions and concerns that she often hears from le…
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The realities of Power Platform mobility solutions
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This episode is sponsored by Resco. How does your organization handle mobility requirements on Microsoft Power Platform projects? Ivan Stano, SVP at Resco, joins us to help break down the realities of Power Platform mobility across a variety of use cases. We discuss the latest innovations to extend your Power Platform projects and grow your Microso…
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Biz Apps Classroom, Episode 6: Training New Ukrainian Business Applications Professional
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The Biz Apps Classroom welcomes its first guest on this episode, Microsoft MVP and partner executive Vlad Sarov joins us to talk about the work he, podcast co-host Julie Yack, and others have been doing on a project to bring Microsoft Business Applications skills to adults in Ukraine through an ongoing series of training cohorts. The program follow…
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The Power of Tax Engines in Mid-market Companies
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This episode is sponsored by Vertex. Tax engines have a unique role to play in the performance of mid-market businesses. Our guest on this episode, Pete Olanday, Director of Consulting, Vertical Solutions: Retail, Leasing, Telecommunications, at Vertex discusses how implementing a tax engine can help mid-market companies streamline processes, enhan…
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Biz Apps Classroom, Episode 5: The evolution of role-based training
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On this episode, we are talking role-based training: where it works well, what roles tend to benefit, and how the concept has evolved in the Microsoft Dynamics and Power Platform ecosystem. Role-based training in the Biz Apps space coincides with changes in Microsoft certifications, and that that has helped shift the focus of learners away from mem…
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Microsoft VP Georg Glantschnig on the future of Dynamics 365 Finance & Operations
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Microsoft just released their plans for 2024 Release Wave 1 of Dynamics 365 and Power Platform, and the Finance and Operations suite will be adding a range of process and data-themed capabilities. Generative AI is part of that roadmap too, of course, but our guest on this episode, Microsoft VP Georg Glantschnig, shares that his broader focus is on …
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Biz Apps Classroom, Episode 4: Event strategies to boost learning
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Conferences play a key role in many Dynamics and Power Platform professionals' training plans. On this episode, Julie and Jason talk about the types of educational content that are gaining popularity at Microsoft-focused events, how sessions are selected, and how to get the most educational value out of the next event you choose to spend your time …
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Biz Apps Buzz, Episode 2: Metafile's AI enhancements
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The latest updates to Metafile's AP Automation solution blend improving AI-based capabilities with their trusted capabilities around process and data efficiency. Company veteran Doug Bertram talks with Biz Apps Buzz host Amiee Keenan about his experiences watching the company's AI tools evolve before his eyes, with extraction and error handling cap…
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Biz Apps Classroom, Episode 3: Goals
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Julie and Jason are talking about goals and goal setting. While neither of them is a self-described goal setter, they both acknowledge that taking a goal-oriented approach can be a helpful tool for professional development. Using the SMART(ER) model as a reference point, they talk through different ways professionals in the Dynamics 365 and Power P…
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Vertex's Larry Mellon on accurate taxation, compliance, and audit risk
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This episode is sponsored by Vertex. Larry Mellon , Tax Director – Chief Tax Office at Vertex, joins us to shed light on potential risks that businesses grapple with when they rely on their ERP's native tax functionality rather than a dedicated tax engine. Larry tells us about his history with Vertex, working both internally and with both customers…
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Biz Apps Buzz, Episode 1: Cavallo's 2024 Product Plans
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In our inaugural episode of the Biz Apps Buzz, host Amiee Keenan speaks with Cavallo’s head of strategic partnerships, Bob McAdam, about the company’s latest product updates. He shares updates on new solutions for Dynamics 365 Business Central and Dynamics GP focused on business performance and profitability, as well as new integrations and enhance…
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Biz Apps Classroom, Episode 2: Why Microsoft certifications matter
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Julie Yack has years of experience with Microsoft certification exams, whether taking them herself, helping others prepare to pass them, and even helping Microsoft develop new ones. On this episode she talks with Biz Apps Classroom co-host Jason Gumpert about her certification experiences over the years, both good and bad, and what Microsoft has do…
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Biz Apps Classroom, Episode 1: Let’s talk training and learning
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We are kicking off our new podcast series, the Biz Apps Classroom, and our hosts, Julie Yack of 365.training and Jason Gumpert of MSDynamicsWorld.com, discuss how this project arose and where it will be going in future episodes. They chat about some of the training and learning themes influencing the Power Platform and Dynamics 365 landscape today …
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Assessing Microsoft Dynamics 365 Service Providers
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The analysts at Everest Group have published their latest ratings of systems integrators in the Microsoft Dynamics 365 ecosystem, and changes in the space reflect both product trends and attitudes toward enterprise software investment. Our guest, Everest Group practice director Abhishek Mundra, discusses the factors that his time uses to assess ser…
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Tracking Microsoft's latest Copilot announcements
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This episode is sponsored by enVista. The speed with which Microsoft has introduced various Copilot capabilities has challenged even the most dedicated channel professionals to keep up. Updates across Microsoft 365, Dynamics 365, Power Platform, and beyond have signaled a new era at Microsoft, with the company's product teams all putting AI-based c…
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Building Business Central Solutions for the Seafood Market
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This episode is sponsored by Wisefish. Seafood companies face a unique mix of operational and production challenges related to sustainability, traceability, supply chain management, and cloud adoption. Our guests on this episode, Sigrun Dora and Ari Hróbjartsson of Wisefish, tell us about the ways that their company's seafood industry solutions, bu…
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Creating a Strategic Office of Finance
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This episode is sponsored by Vena. Organizations are rethinking the finance function and its potential to improve business-wide collaboration, decision making, and planning. In the Microsoft ecosystem, standard tools like Dynamics 365 Finance, Power BI, and Excel play a key role for financial professionals, but the office of finance often needs mor…
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MPPC 2023 Recap with Asif Rehmani and Steve Mordue
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With the second annual Microsoft Power Platform Conference (MPPC 2023) now over, Microsoft MVPs Steve Mordue and Asif Rehmani joined us to review their experiences and observations at the event. Microsoft had positive numbers to share on growth in both customers and community, but it was the company's messaging on Copilot overpowered other announce…
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The Invisible Enemy: Fighting Fraud in AP Automation
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This episode is sponsored by KwikTag by Paymerang. KwikTag recently joined the Paymerang family, bringing together the firms' AP and payment automation services. Their combined solutions streamline invoice and payment automation to extract and match data, eliminating manual processes to reduce the risk of fraud. On this MSDW Podcast episode, Sierre…
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2D/3D visualization for CPQ solutions with Microsoft Dynamics
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This episode is sponsored by Experlogix. Configure Price Quote (CPQ) solutions are all about overcoming the challenges of a complex sales scenario. And when those sales relate to physical products, the ability to bring accurate engineering details to the customer without bothering the engineering team can be a benefit for all involved. But there ar…
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Summit NA 2023 Preview with Data Courage
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This episode is sponsored by Data Courage. When our guests, Tristan Threlkeld and Madison Hillend, talk about AI-enabled apps for Dynamics 365 Business Central, they aren't surprised to hear different responses from Microsoft customers and partners. The Data Courage team will be at Summit North America 2023 in October to talk more about their two k…
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Preparing for Microsoft Power Platform Conference 2023, with Argano's Jon Rastia
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This episode is sponsored by Argano. The team at Microsoft partner Argano attended the first Microsoft Power Platform Conference in 2022 and they are returning for the 2023 event in Las Vegas starting on October 3. In this event preview episode of the podcast, Jon Rastia, senior director of innovation and technology at Argano joins us to discuss th…
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Why Resco is adding advanced mobile capabilities for Power Platform
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This episode is sponsored by Resco.net. Power Platform has influenced how Microsoft customers and partners evaluate how to extend or customize business systems, including for mobile scenarios. Microsoft has adjusted its marketing around Power Platform over the years, with early emphasis on the citizen developers and no-code customization and now pr…
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Microsoft's Heather Cook previews Microsoft Power Platform Conference 2023
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The Microsoft Power Platform Conference returns for its second edition in October, and Microsoft's Heather Cook, who is also an executive producer of the event, joins us to talk about the conference and trends in the community. Heather joined Microsoft's Business Applications team in June of 2020 after working in the Microsoft Teams group, and she …
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PANELS'23 chat with Business Central veterans Robb Delprado and Steve Chinsky
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Microsoft Dynamics 365 Business Central veterans Robb Delprado and Steve Chinsky of Accelerynt attended Cavallo's recent PANELS'23 event and joined us as the event was winding down to discuss their impressions. We discuss Cavallo's Business Central product roadmap, the role of ISVs more generally in today's BC ecosystem, today's balance between inv…
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Why organizations need an AI adoption framework
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This episode is sponsored by Mazars USA. As Microsoft and other large technology firms accelerate their AI-related roadmaps, businesses have no choice but to reckon with how different technology will impact their employees, customers, and partners. Some AI tools will be relatively easy to deploy, like prebuilt capabilities coming to Microsoft Dynam…
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Solving Contact Center challenges with Microsoft Business Applications
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This episode is sponsored by Avanade. Enterprise-scale call centers face the challenge of dispersed information across systems run by fragmented technology. As customers expect better digital-first support, customer service teams need to elevate their capabilities to deliver an expected level of performance across channels. On this episode, our gue…
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The evolution of the CPQ opportunity for Dynamics 365 customers
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31:15
This episode is sponsored by Experlogix. Configure price quote (CPQ) technology is notoriously versatile, and while its early use cases focused on a few prime sectors of the economy, today's CPQ solutions regularly reach a broad swath of industries and business scenarios. On this episode, Peter Willemse, VP of product management at Experlogix, shar…
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What's driving supply chain success in the Dynamics 365 Supply Chain Management space?
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This podcast episode is sponsored by NMB Solutions. Chris Winstanley, VP of solutions management at NMB Solutions, joins us to talk about how the company's solution offerings in transportation, shipping, and third party screening have evolved over their 25 years in business. Staying competitive as an ISV in the Microsoft Dynamics 365 channel has re…
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Using Dynamics 365 Commerce across industries
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This episode is sponsored by Evenica. Dynamics 365 Commerce is often thought of as a platform for the retail industry. But our guests on this episode, Kelly Mazur and Stefanie Richter from Evenica, have worked with organizations across a range of industries including manufacturing, professional services and government. On this episode we discuss co…
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Why Esker built a new Dynamics 365 F&O connector
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This episode is sponsored by Esker. Integration a third-party solution with Dynamics 365 F&O remains a real challenge, and an ISV's architectural choices can make a bit difference for ERP customers weighing their options, especially as they plan for a cloud-based implementation. Our guest on this episode, Michael Bowden, technology evangelist at Es…
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Why Dynamics GP customers opt for cloud managed services
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This episode is sponsored by Enavate. Microsoft Dynamics GP customers have a lot invested in their ERP solutions, with years spent tailoring processes, interfaces, integrations, and reports to suit their business needs. And while some GP users are moving on to newer cloud ERP products, many others intend to capitalize on the value of their GP syste…
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How to deliver great e-commerce results in today's B2B buying experiences
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This episode is sponsored by commercebuild. Early generations of e-commerce may have suited the needs and expectations of consumers, but they often fell short of the needs of B2B organizations. One of the key challenges in B2B, say our guests, Jay Newman and Megan Mann of commercebuild, is the alignment between critical business systems like ERP wi…
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Commerce, workflow, and partnership in the Dynamics 365 Business Central ecosystem
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This episode is sponsored by Cavallo. Microsoft has provided a wealth of Dynamics 365 Business Central product and channel guidance in 2023 that is sure to impact strategic planning across the ecosystem. Our guests on this episode, Matt Abbott and Bob McAdam of Cavallo, share their views on what the future holds for customers, VARs, and ISVs. Comin…
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The Future of Dynamics 365 Training with Microsoft MVP Elif Item
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Training workers on their organization's Microsoft Dynamics 365 F&O or CE solution is never a simple initiative. Trainers must factor in the way users learn and the way they do their work. Another critical factor: the choices the organization makes throughout an implementation project in terms of scheduling and funding training efforts. Our guest o…
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