ISV Talks

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Interviews with leading ISVs, VARs and ERP consultants that lead to successful business connections in the ERP marketplace.

  1. ISV Talks Summit Edition – Rockton Software

    JAN 14

    ISV Talks Summit Edition – Rockton Software

    Community Summit NA 2025 was a blast. In this ISV Talks Summit Edition, Carol Livingston sits down with Blake and Mark Rockwell from Rockton Software to get their perspective on the event. Mark has attended every Community Summit since its inception, and both guests share what it means to participate as long‑time sponsors within the Dynamics Communities. They discuss the value of showcasing their solutions for Dynamics ERPs and what they hope attendees will take away from their Summit experience. We talk through the reality of pricing inside manufacturers and distributors: tribal knowledge hidden in a salesperson’s head, fragile spreadsheets, too many price lists, and customizations that break at the worst time. Rockton Pricing Management flips that script with a rules-based system that centralizes logic across Dynamics 365 Finance and Operations, Business Central, CRM, and GP. Think tariffs applied in minutes, rebates booked to the right GL segments, layered discounts that reflect real negotiations, and clean audit trails that finance can trust. No more guesswork, no more hunting through Excel. Just consistent outcomes that turn complexity into margin. What makes this conversation different is how practical it gets. We share the on-the-fly booth demo that ran 45 minutes and answered each curveball with a yes, we can—and then showed how. We dig into how RPM evolves: start with a scripting escape hatch for rare edge cases, then fold proven patterns into the product so upgrades stay smooth. You’ll hear why community matters as much as code—clear messaging at the booth, candid referrals to other ISVs when they’re the better fit, and the kind of trust that speeds decisions faster than any search result. If you run Dynamics and pricing work eats your week, you’ll leave with a clear path to simplify. Subscribe, share this with your ops or finance lead, and tell us: which pricing rule do you want automated first?

    15 min
  2. AI Everywhere: Dynamics Communities Summit NA 2025 Recap with Carol Livingston & Bob McAdam

    11/03/2025

    AI Everywhere: Dynamics Communities Summit NA 2025 Recap with Carol Livingston & Bob McAdam

    In this special Summit Recap episode of ISV Talks, Carol Livingston is joined by Bob McAdam from Tasklet Factory to unpack the energy, insights, and unforgettable moments from Summit NA 2025 in Orlando, FL. With over 5,200 attendees, this year’s event was a true celebration of the Dynamics and Power Platform communities. In theis episode you will hear about:   Microsoft’s continued emphasis on AI through all keynotes and sessionsPractical AI agents embedded in Business Central and other MS productsThe launch of the Learners platform that centralizes meetups, roadshows, national events, and session recordings. It’s a smarter way to track skills across the Microsoft stack—ERP, CRM, Power Platform, Azure, and now Copilot—without getting lost in a maze of links and invites. The ten-hour partner enablement workshop, live Copilot Studio builds that actually shipped working apps, and a GP-to-BC workshop that encouraged BC adoption and compared familiar processes side-by-side. The heart of the episode is decision-making under pressure. You’ll hear three GP paths in motion—staying put with strong partner backing, running a broad market scan, or mapping a two-year migration to Business Central—each with timelines, budgets, and risk controls. A Grateful Dead-inspired community T-shirt featuring a “tour” of past Summits dating back to 2005Academy classes, Legend and Allstar Awards, and the Women in Tech LuncheonA bustling Exhibition Hall with nearly 300 ISVs and VARs, plus sponsor-led activities like Puppy Snuggles, Pickleball, Axe Throwing, 80s Arcade, and Professional HeadshotsAdvanced networking opportunities including the BC Bash, PowerGP Online party, and partner-hosted client events around Orlando and at the Gaylord Palms ResortReflection on Bob & Carol's panel session with Tiffany Allen and Fauwaz Hussain, where they tackled the Top 5 questions to ask your ISV—and how to spot red, yellow, and green flags in partner relationships. 📍 Mark your calendars: Summit NA 2026 heads to Nashville at the Gaylord Opryland Resort & Convention Center, October 11–15, 2026.  If this breakdown helps you plan your next step—subscribe, share with your team, and leave a quick review. What’s the one AI or migration question you want answered before Summit NA in Nashville?

    39 min
  3. Scantastic Simplicity: Tasklet’s Mobile WMS for Dynamics

    10/29/2025

    Scantastic Simplicity: Tasklet’s Mobile WMS for Dynamics

    Warehouses don’t need more screens. They need faster hands, fewer errors, and tools people actually like using. We sit down with Tasklet’s Bob McAdam and Ed Willoughby to unpack how a “super simple” mobile WMS turns Business Central and F&O warehouse logic into guided work on a handheld scanner, from receiving to put‑away, pick, pack, and ship. We trace Tasklet’s roots back to the home of Navision in Denmark and explore why staying laser‑focused on the warehouse beats chasing features outside the four walls. Bob explains how thousands of customers across 50+ countries rely on a tightly integrated barcode scanning app that snaps into Microsoft Dynamics. Ed brings the story to life with a multi‑site customer who left paper-and-pen behind, met tough big box EDI requirements, and even tailored pick‑pack‑ship flows themselves using Tasklet University and the knowledge base—no vendor project required. You’ll hear what’s shipping now and what’s next: license plating for complex handling, alignment with Microsoft’s QA features, scale integrations, and a new path into Acumatica to meet growing cloud demand. We also dig into the channel reality—partners balancing on‑prem support with cloud momentum, competing with other ERPs, and simplifying the ISV stack. Tasklet’s strategy is pragmatic: one mobile app, deep ERP integration, curated partnerships for shipping, manufacturing, and EDI, and responsive support across time zones so projects go live cleanly and keep running smoothly. If inventory sits on your balance sheet, this conversation shows how a clear UX and a strong ecosystem can cut picking time, reduce mistakes, and speed adoption on the warehouse floor. Enjoyed the episode? Follow the show, share it with a colleague, and leave a quick review so more operators and partners can find it.

    26 min

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Interviews with leading ISVs, VARs and ERP consultants that lead to successful business connections in the ERP marketplace.