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.
New challenges and opportunities in tax automation for Microsoft Dynamics
This episode is sponsored by Vertex.
Changes in sales, use, and value added taxes around the world reflect other key shifts in economies, both local and international. As B2B and B2C commerce accelerated into digital channels starting in 2020, businesses were forced to not only reconcile their finances differently, but contend with any manual processes that would hold up their ability to levy and pay taxes. At the same time, companies have expanded geographically or digitally, making their tax burdens more complex.
On this episode, Steve Johnston and Arun Raghavan of Vertex join us to discuss the state of tax automation and how it aligns with the ongoing shift to cloud ERP. As they explain, sales tax is not just about selling, it should be considered part of the broader customer engagement processes that touch sales, service, expense management, and more. And as regulations themselves evolve and modernize, the governments raise their expectations of businesses to comply, including the growing likelihood of the need in some places for real-time remittance and compliance.
2:30 - How Vertex customers have altered their approach to digital channels during the pandemic 5:30 - The impact of digital channels on sales tax collection on both businesses and governments 7:00 - The shift to cloud as companies see on-premises infrastructure as a greater potential risk 10:30 - Roles that have been impacted by shift to digital, from CFO and compliance to procurement, sales, and more 13:30 - How departments and roles are adapting: Geographic, role-based changes in today's economy 16:30 - International M&A and stretching financial resources 19:30 - From managing tax manually to embracing automated updates 23:30 - Evolution of tax automation alongside other trends in ERP 28:45 - Why companies are modernizing tax automation and Dynamics ERP at the same time 31:30 - How to understand Microsoft's tax calculation engine in the context of broader tax automation 33:45 - Recommendations on proper integration of tax automation software with Dynamics ERPs 36:00 - How far will taxes reach into customer interaction in the future? For more information on how Vertex delivers sales, use, and value added tax technology for a wide range of Microsoft Dynamics platforms, visit https://www.vertexinc.com/partners/microsoft-dynamics-365 or contact them by email: email@example.com
Document visibility across Dynamics applications
This episode is sponsored by Formpipe.
In this podcast, leaders of the team at Formpipe join us to discuss the challenges of viewing and accessing documents across the Microsoft Dynamics applications - and beyond.
As organizations push for more automation, more data availability, and better customer experiences, the challenges of document management and visibility continue to grow. Businesses are asking tough questions of IT in a world where user roles blur, as do expectations for interacting with document data, from ERP and CRM interfaces to portals and beyond.
As our guests explain, the future of documents is a reflection of the future of business more broadly in terms of data control, user experience, and business outcomes.
2:30 - The most pressing document management challenges for Dynamics customers 5:15 - What it takes to meet users where they are today in terms of systems, security, and past experiences 8:45 - Moving toward the world that uses core systems combined with new front-end interfaces that work in various industries 10:00 - Challenges behind the scenes in document management projects today 12:00 - The importance of properly indexing documents 14:15 - How different are each organization's document management needs today? 16:45 - How do organizations cope with the change management around modernizing document management? 19:00 - How cloud based deployments of document management are different from on-prem systems of the past 22:00 - The future of documents and data
For more information on Formpipe or Autoform DM, please visit www.formpipe.com or contact them at firstname.lastname@example.org
Payment processing and the AP process
This episode is sponsored by KwikTag by enChoice.
Many organizations understand the benefits of automated invoice approval but often they haven't taken the next step to automate payments processing. Our guests on this episode, Mary Miller and Tiffany Allen of KwikTag by enChoice, share their outlook on payment processing and how its role alongside AP automation has changed in the last couple years. Paper checks have always been a costly and inefficient payment method, especially at scale, but the pandemic made checks even more challenging to manage. We discuss key elements of automating payment processing like virtual cards and cash flow management. But Tiffany and Mary also explain some of the broader spend management opportunities that their customers are enjoying, like control of spend over time and optimizing contracts.
2:00 - How to position payment processing in the context of AP 4:00 - How well do organizations assess their own payment processing needs 5:30 - What are virtual cards and what purpose do they serve? 9:30 - Why KwikTag offers payment processing in addition to AP automation 11:00 - Choosing a payments provider and analyzing customer needs 16:00 - What GP customers can expect from living with a payment processing automation 18:00 - Vendor onboarding needs and challenges
KwikTag, by enChoice, leads organizational digital transformation as the one system for invoice and payment automation. KwikTag helps organizations increase efficiency and gain visibility into their invoice workflows with complete AP automation and powerful integrations with the Microsoft Dynamics ERP systems. Visit kwiktag.com to learn how automation could benefit your business.
Learn more about KwikPayables Accelerate, the cloud-based AP and payment automation solution for Dynamics GP, watch this episode of Coffee with KwikTag: Complete the AP Cycle with Payment Processing. To read more about why AP and payment automation is so important post-pandemic, read the whitepaper: Why Automate AP and Payment Processes?
Reviewing Ignite Fall 2021 with Asif Rehmani
The Ignite Fall 2021 event has now wrapped. The virtual event was full of product updates that gave strong indications of Microsoft's plans for cloud, devices, application development, employee experiences, and collaboration. To wrap up our Ignite 2021 news coverage, veteran Microsoft MVP and new MSDW contributor Asif Rehmani joins us to break down some of the major announcements and how they could shape the future for businesses, workers, learning, and, in some cases, for society at large.
2:00 Viva reaches GA - what are the modules available now, and what the Suite is about 6:00 - Who will be championing Viva? 10:00 - How Microsoft is pressing key messages: Cloud, Teams, and building atop the Microsoft Cloud 13:00 - What is the real opportunity with Loop? 16:30 - Microsoft betting on collaboration and maintaining context 19:30 - Do we need a Teams wish list? 25:00 - What does Metaverse mean to Microsoft? 29:00 - Looking ahead: digital twins, VR, AR, and more 34:30 - Final takeaways from Ignite messaging
Asif on LinkedIn Asif's firm VisualSP Asif's recent article for MSDW on digital adoption
Roohi Shaikh, Microsoft MVP and Inogic co-founder
This episode is sponsored by Inogic.
Microsoft MVP and Inogic co-founder Roohi Shaikh joins the podcast to discuss geoanalytics, solution development, product management, and the needs of the Dynamics 365 CRM community.
Inogic's product lineup includes its flagship, Maplytics, but it also includes over a dozen other apps, many of which cover relatively simple use cases that add efficiency and boost productivity. But as she exlains, simple does not always mean easy. Apps that boost productivity can help everyone from the small to very large Dynamics customers. We also talk about how Azure services now play a part in R&D and what Microsoft customers think about using the public cloud.
1:30 - Roohi's professional background and history with co-founding Inogic 3:45 - The history of Maplytics, Inogic's flagship product 5:45 - Roohi's approach to product management and development 7:30 - What kinds of organizations use Maplytics with Dynamics 365/CRM? 9:00 - Interesting industry cases for geoanalytics 15:00 - The Maplytics roadmap: live tracking, geo-fencing, and more 16:15 - The implementation model for Inogic apps and the impact of the pandemic on deploying solutions 18:30 - More on building a product roadmap and developing new product ideas 24:00 - Outlook on virtual and physical conferences 26:00 - Roohi's plans for the future of Inogic 27:00 - Working with Azure infrastructure
About Inogic : Inogic has a suite of 15 Microsoft Preferred Productivity Apps on Microsoft AppSource. Be it App Integrations, streamlining Document Management in Dynamics 365 CRM/CE, improving productivity with its suite of 1 Click Apps or simply visual representation of data using Visualization Apps – Inogic has always been a hub of distinct and innovative solutions for Dynamics 365 CRM / Dataverse (Power Apps). Its flagship product Maplytics™ is a geo-analytical mapping app that provides seamless Maps and Dynamics 365 CRM integration with features like Territory Management, Radius Search, Appointment Planner and Routing within Dynamics 365 / Dataverse (Power Apps) across all devices. A preferred app on Microsoft AppSource, Maplytics helps businesses around the world plot, plan and analyze their CRM data on a rich and interactive map interface within Dynamics 365 CRM.
News Roundup, Oct 2021 - Abundant acquisitions
In this quick news roundup episode, the MSDW editorial team reviews a period of active deal-making in the Microsoft Dynamics channel. We look at all sorts of M&A, including deals driven by private equity, by big corporations, smaller ones, and an SMB merger. We also review three recent features by contributing authors with very different expertise.
Articles referenced in this episode:
9altitudes to acquire Microsoft partner Hillstar BI Microsoft buys Clear Software to bolster SAP and Oracle integration to Power Platform Sylogist acquires Pavliks, makers of The Portal Connector, for $11.5M CAD Avanade acquires Microsoft Dynamics 365 partner Qauntiq Dynamics GP channel veterans Custom Information Services and Reporting-Central announce merger Sikich acquires Microsoft Dynamics partner PA Group USA Avalara acquires CrowdReason for property tax compliance management HSO acquires CRM Dynamics Provance launches ServiceTeam ITSM Professional, a new Power App Adding a digital adoption platform for enterprise software users: What you need to know Business Process Management for a Dynamics 365 implementation: Beyond diagnostics Microsoft Dataverse Custom APIs in workflows, Power Automate, and beyond Our sites:
MSCloudNews.com - Independent news and information on the Microsoft Azure cloud MSDynamicsWorld.com - Covering the Microsoft Dynamics ecosystem MSDynamicsWorld -