The MSDW Podcast

MSDynamicsWorld.com

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.

  1. 2d ago

    How to Prepare Dynamics 365 CE Data for Agents

    This episode is sponsored by Plauti. The tech world's focus on AI and agents has helped illuminate a longstanding question for Dynamics 365 CE customers - how strong is the data underlying your CRM? As the pressure to embrace AI and agents grows, customers have a range of concerns about their data. In this conversation, we look at how CRM teams are meeting core goals around sales efficiency and the overall value of their D365 tools while also considering the implications of AI in the near term. Our guests on this episode are Plauti's Nico Miedema and Rob Griffin, as well as Microsoft MVP Heidi Neuhauser. They tell us how new AI readiness pressure is forcing leaders to ask new questions, especially in situations in which no one may have actually measured data health before. Heidi, Rob, and Nico tell us about some of the ways they help customers approach this challenge, whether the organization has been living with Dynamics 365 solutions long term or they are moving from another CRM. Customers can and should start by knowing the tools that D365 gives them to manage and control their data, the guests agreed, but that is often not enough when it comes to duplicates, inaccuracies, and old information that could reduce the value of reporting, automation, and of course, AI and agents.  More from Plauti: Meet the Plauti team at the Nashville Community Summit. We will have chocolate and more giveaways, and we're happy to continue the conversation on AI readiness.  📍 Booth #1934 We will also host a session that expands on the podcast topic, so don't miss it.  🎤 AI Doesn't Fix Dirty Data. It Multiplies It. An inside look at how to make Dynamics 365 CE data actually ready for Copilot and agents. → https://www.summitna.com/browse-sessions/?q=AI+doesn%27t+fix+dirty+data&sessionid=2371 And lastly, feel free to visit the Marketplace to explore the new Monitor features in our Data Management app.  🛠️ Plauti Data Management on Microsoft Marketplace → https://marketplace.microsoft.com/en-us/product/DynamicsCE/plautibv1633354680268.duplicatecheck If you can't make it to Nashville, feel free to connect with us by viewing our other content on the MSDW page or connecting with us on LinkedIn.  ·         Plauti on MSDW: https://msdynamicsworld.com/vendor/plauti ·         Rob Griffin: https://www.linkedin.com/in/robgriffinct/ ·         Nico Miedema: https://www.linkedin.com/in/nico-miedema-a6a976129/

  2. Sep 2

    How AP teams AP teams adapt to change

    This episode is sponsored by Mekorma.   ERP implementations and AP automation initiatives are well-known for introducing meaningful change into organizations. Veterans of ERP consulting learn quickly that change management is easy fto minimize during project planning but hard to ignore when deployments run into go-live challenges. Our guests on this episode are Don Anderson, a senior lecturer at the University of Georgia's Terry College of Business and co-founder of SC&E Partners, and Brendan Coffey, director of revenue at Mekorma. Both Don and Brendan are students of organizational management and we begin the discussion by examining some of Don's research that relates specifically to modernizing technology on finance teams. Don shares some of the surprising findings of his own research in this field, including the balance that leaders must find when working to improve processes while keeping staff engaged. And we discuss how AP teams adapt to the introduction of modern AP automation capabilities. The reaction can vary widely depending on the legacy approach and factors like team size, industry, geography, and more. We also explore the concept of openness to change, what the research tells us about team success, and the advice that Don and Brendan would give to a team embarking on a new AP technology project today. More from Mekorma: Why does change feel different in Accounts Payable?   The conversation doesn't end here. In our whitepaper, AP Resistance Isn't Pushback. It's Pattern Recognition, we take a closer look at why AP teams may approach system changes with caution, and what their questions can reveal about risk, control, and readiness.   Read the whitepaper.

  3. Jun 26

    Keeping Your Dynamics 365 Business Central System Healthy Over Time

    Long-running Microsoft Dynamics 365 Business Central environments are at risk for becoming complicated and causing pain for users. But don't rush to blame such issues on bad decisions or mistakes. A BC system can easily accumulate a mix of inefficiencies, workarounds, and issues as a result of many small and innocent-seeming decisions that accumulate over time, say our guests, Microsoft MVPs Cynthia Priebe and Cari Corozza. More often, the reasons for such user pain are related to a lack of clear ownership or a clear vision that considers the downstream impact of changes. When a system does reach a breaking point, experts like Cari and Cynthia are there to help, and they have both seen their share of BC customers dealing with systems that have gone from inconvenient or inefficient to problematic. In this episode they share stories of real world patterns they have observed in areas including permissions, reporting, month-end, and data ownership and how they lead to disruptions. They also offer suggestions on how to identify and avoid potential problems as part of the ongoing upkeep of a BC solution. Connect with Cari and Cynthia on LinkedIn: Cari on LinkedIn: https://www.linkedin.com/in/cari-corozza-cpa/ Cynthia on LinkedIn: https://www.linkedin.com/in/cynthia-priebe-dcp/ Business Central Strength Training Network LinkedIn group: https://www.linkedin.com/groups/14822015/ The Righter Way LinkedIn group: https://www.linkedin.com/groups/14295297/

  4. Jun 12

    New guidance on modernizing legacy systems, with Velosio

    This episode is sponsored by Velosio. Organizations are feeling increasing urgency to make decisions about the future of their legacy solutions. Demands around security and sustainability become more challenging to meet over time, and as cloud solutions continue to evolve, IT and business leaders may see uncertainty in their path toward modernization. Our guests on this episode are Velosio's Carolyn Norton, Practice Director for Cloud Services and Cloud Solutions Specialist Brian Williams. They help us explore why decisions around legacy systems may feel more urgent now than in the past, and how increasing risk is moving conversations forward across industries. We discuss how Microsoft's cloud and AI strategy is changing buyer expectations, and how that in turn is changing their assessment of the value of legacy systems. Some of the factors customers are discussing with Velosio go beyond security to the latest governance demands and the impact of their investments on cyber insurance, Carolyn and Brian explain. They also offer some perspective on the importance of business outcomes and the way they believe executives should be helping to champion and prioritize the most important modernization efforts. More from Velosio: Not sure if your cloud environment is actually helping your business move faster? Schedule a cloud modernization strategy session to identify risks, reduce inefficiencies, and map your next step. Additional Resources Start with your numbers: Compare on-prem vs. cloud costs with the TCO Calculator Explore your modernization path: Explore your next steps with the Dynamics Modernization Roadmap Go deeper on strategy and decision-making: Why Simplification Must Come Before Transformation  Turning Legacy ERP Friction Into a Modern Growth Engine Why Legacy ERP Systems Are a Board-Level Liability The Right Path: Maintain, Fortify, Bridge, or Transform

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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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