100 episodes

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.

The MSDW Podcast MSDynamicsWorld.com

    • Business
    • 4.6 • 5 Ratings

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.

    Improving field service maturity alongside Dynamics ERP

    Improving field service maturity alongside Dynamics ERP

    This episode is sponsored by ExpandIT.
     
    Field service solutions maintain a unique position in the world of business software. It serves a distinct purpose and is used by very specific roles, and yet it also needs to work alongside other critical systems like a Dynamics ERP solution.
     
    John Macdonald, group CSO and regional president for North America at ExpandIT joins us to talk about the types of businesses adopting field service today and how his firm's solution has matured alongside common ERPs like Dynamics 365 Business Central. We discuss the types of deployments and business outcomes his clients are seeking today, including some of his observations from recent customer conversations. For example, he estimates that eight percent of the prospects his sales team talks with are not moving from another field service solution but rather using manual, unstructured processes today.
     
    As you will hear, John brings a unique perspective as a solution provider. Before joining ExpandIT, he held roles at Navision and Microsoft, so he is understands the challenges of the ERP-focused partner and how field service touch points should be optimized.
     
    Show Notes:
    1:20 - John's history with Navision and Microsoft before joining ExpandIT 3:35 - What types of organizations benefit from field service software? 6:00 - The story of a growing business that was falling behind on service 9:00 - What are organizations' starting points today? 12:30 - Have ERP project experiences prepared customers for getting the most out of a field service deployment? 16:00 - How ExpandIt engages with customers and partners 20:00 - Navigating the need for a single source of truth between field service and other systems like ERP 23:45 - How a field service deployment typically rolls out (hint: speed matters) 28:00 - The types of business outcomes services firms are seeking  
    About ExpandIT : ExpandIT Field Service software puts information at your service technicians’ fingertips – digitally. Easily track key information, access up to date data, view a real-time overview of job related information, complete checklists and provide photographic proof of work completed.

    • 32 min
    Scott May & Rod Donovan on the evolution of Power Platform opportunities for Microsoft partners

    Scott May & Rod Donovan on the evolution of Power Platform opportunities for Microsoft partners

    This episode is sponsored by Stratos Cloud Alliance, Velosio’s Microsoft partner program. Visit www.dynamics365partner.com to learn more about their partner offerings.
     
    Microsoft has been moving the Power Platform forward steadily over the last few years, both by expanding the platform and by deepening the tools and capabilities in each of the services. At the same time, the messaging from Microsoft about the suite has evolved, with encouragement for citizen developers and promises that professional developers and partners have a place in this ecosystem. Those dynamics of customer self-service and partner guidance may seem at odds, but the reality is that, like the rest of the Microsoft business applications stack, expertise comes from investments in skills development and from the time and experience gained from real world projects. While users may be able to get started themselves with Power Platform by building small scale apps or flows, the reality, say my guests Scott May and Rod Donovan of Stratos Cloud, is that partners are already becoming the trusted resource for most customers in more advanced scenarios. And, they believe, that opportunity will only grow, making Power Platform one of the best opportunities for new client engagements going forward.
     
    Show Notes:
    2:00 - What's the reality of the Power Platform's value today? 4:30 - Rod's experience helping Microsoft customers and partners to ramp up on Power Platform expertise and usage 8:00 - Ways Stratos Cloud is getting partners interested in Power Platform opportunities like App in a Day or Dashboard in a Day 11:30 - Observing Microsoft partner reactions to Power Platform around the world 15:30 - Different models partners can use to engage with customers on the latest technology 20:00 - The difference between being a Power Platform dev shop vs a well-rounded business apps service provider 22: 00 - Microsoft's role in supporting Power Platform projects and deployments 28:00 - Business apps growth in Microsoft earnings, and how Power Platform elements is becoming more closely tied to Dynamics 365 products 32:00 - The most exciting new opportunities with Power Platform around licensing updates, RPA, and more 33:30 - What partners can do next to ramp up engage with clients  
    About: Stratos Cloud Alliance is the Microsoft CSP Indirect Provider that provides all the sales support, enablement, and services a partner needs to build a profitable cloud solutions business with Microsoft Dynamics 365. With over 33 years’ experience implementing Dynamics business management solutions, Stratos Cloud offers partners a comprehensive portfolio of Microsoft Cloud Business and Productivity Solutions, ISV Products and Tools, Customer Services, and flexible Partner Programs supporting transformation at the pace and investment level that is right for you.

    • 37 min
    Challenges and Solutions to Effective Business Intelligence in Microsoft Dynamics

    Challenges and Solutions to Effective Business Intelligence in Microsoft Dynamics

    This episode is sponsored by BI4Dynamics.
    Microsoft offers its Dynamics ERP customers a variety of ways to get started with analyzing their business data, but the BI and analytics landscape continues to evolve as data growth accelerates and industry demands change. Our guest on this episode,  Dr. Vijay Jog, the founder of CRGroup and president of Global Business Applications for CRGroup’s parent company, Quisitive, joins us to discuss the BI and reporting themes influencing Dynamics space today.
    Expectations are changing for many roles, Vijay believes. Accounting teams must provide better insight that leads to a proactive outlook. IT departments must gaining new skills  in areas like data lakes, analytics, storage, and security. And teams continue to struggle with the perennial problem of data islands, Vijay says.
    BI and analytics options vary by Dynamics product, and Vijay shares his views on  some of the most interesting new and upcoming capabilities, including the transition from BYOD to BYOL for Dynamics 365 Finance & Operations and advances with Power BI.
    Show Notes:
    2:15 - What is unique about today's data challenges? 4:30 - What do Dynamics customers get out of the box for BI and reporting? 7:00 - BYOL and the other important competencies of BI 10:00 - Building a great BI team around business systems like a Dynamics ERP 14:00 - Metrics that customers are analyzing more carefully due to the pandemic 16:00 - What makes an organization a top performer on BI and analytics practices 18:00 - Microsoft technology to watch in the analytics and data management space 21:30 - Optimism on the BYOL model for Dynamics 365 F&O You can start a free 30 day trial of BI4Dynamics, just visit bi4dyamics.com/trial to learn more.

    • 24 min
    How to improve change management with Microsoft business apps

    How to improve change management with Microsoft business apps

    Editor's Note: This episode is sponsored by Pendo.
    Change is hard when it's not predictable. But replacing or adding to a worker's business applications can also be a comfortable experience when the organization provides adequate preparation and support. 
    Our guests on this episode, Hannah Whiteside and John Dorrian of Pendo, discuss some of the ways in which change management is impacting technology adoption today. We discuss some of the typical symptoms of a failed software deployment, including ways to prevent them. And our guests share their views on the different kinds of change management that organizations must contend with, whether human, systems-driven, or even compliance-driven.
    And we frame some of those challenges in the context of Microsoft's business software offerings. As Hannah and John explain, apps like Microsoft Power Apps and Teams pose their own unique challenges and patterns of adoption.
    Show Notes:
    2:00 - How to position the role of organizational change management in today's business applications landscape 4:45 - The risk of too many tools, both official and rogue acquisition 8:45 - How to look at adopting Microsoft's commercial software from a change management perspective 11:45 - The danger of gut feeling vs data-driven decisions with organizational change 15:00 - Is Power Platform's flexibility an added challenge for adoption principles? 19:15 - How to measure for process efficiency according to app usage 22:30 - How to gently guide users away from their legacy systems with user-driven analytics 28:15 - The role of system integrators in advising on app usage and adoption 30:00 - How one Power Platform champion's team and dev group is changing from gut feel to data-driven evaluation of apps 32:00 - Why discovery work ought to become a thing of the past in service engagements 35:30 - Where compliance needs fit into Pendo's story 39:30 - Other scenarios in which change management becomes critical, like M&A For more information on how to overcome user adoption challenges on your employee-facing applications, https://pendo.io/digital-adoption.
    More information:
    Pendo's MSDW webcast

    • 42 min
    Partner channel planning for Microsoft's new year with Scott May & Jeff DeMaria

    Partner channel planning for Microsoft's new year with Scott May & Jeff DeMaria

    This episode is sponsored by Stratos Cloud Alliance, Velosio’s Microsoft partner program. Visit www.dynamics365partner.com to learn more about their partner offerings.
     
    What does Microsoft want from partners in their fiscal 2022? If July's Inspire 2021 was any indication, partners will have to re-commit to priorities ranging from continued opportunities in remote work and data management to co-selling industry-focused solutions.
     
    Stratos Cloud's Scott May and Jeff DeMaria join us to sort through the announcements from July and to offer some guidance on how partners can prepare for the opportunities of the new year.
     
    Show Notes:
    2:00 - What are partners experiencing as Microsoft's FY 2021 ends and they watch for new messaging at Inspire in July 3:30 - Takeaways from Satya Nadella's Inspire keynote 7:00 - Microsoft's cloud platform strength 10:00 - How to get aligned with Microsoft and finding the gaps 13:00 - Real world opportunities: security, next phases of remote work, employee experience, 18:30 - Dynamics 365 themes like skilling, verticals, and growth 24:00 - Partner interests: industry, SKU updates to Business Central, and D365 green field opportunities 28:00 - What the new "world of work" really means for partners 32:00 - Important Microsoft programs in FY22 36:00 - What's next at Stratos Cloud Alliance  
    About: Stratos Cloud Alliance is the Microsoft CSP Indirect Provider that provides all the sales support, enablement, and services a partner needs to build a profitable cloud solutions business with Microsoft Dynamics 365. With over 33 years’ experience implementing Dynamics business management solutions, Stratos Cloud offers partners a comprehensive portfolio of Microsoft Cloud Business and Productivity Solutions, ISV Products and Tools, Customer Services, and flexible Partner Programs supporting transformation at the pace and investment level that is right for you.

    • 39 min
    Adam Robinson on e-commerce for manufacturers

    Adam Robinson on e-commerce for manufacturers

    Note: This episode is sponsored by Sana Commerce.
     
    What does it take to earn and retain the business of B2B buyers today? For manufacturers contemplating ways to improve the experiences of their customers, technology investment is likely a major component of any plan. After all, B2B buyers are hard to replace and, since they are also consumers when they're not at work, their expectations have changed over the years to include things like choosing their preferred ways to buy products and get support.
     
    Our guest, supply chain technology marketing strategist Adam Robinson, joins us to provide context on how manufacturers investments in customer experience technology like modern e-commerce is becoming one of the most critical ways to position a company for success in the future. Robinson foresees a wave of change coming to the manufacturing sector that will impact supply chains through new waves of acquisition, continuing risks disruption, and new options for buyers who will more actively seek new options if a vendor fails to meet their needs.
     
    Show Notes
    2:00 - How customer demand is driving manufacturers to invest in new capabilities 6:00 - How concern over margins and other metrics are driving tech stack investments 9:30 - Are current events creating smarter businesses? 11:00 - Expectations in B2B commerce customer experiences 14:00 - How to get out of day-to-day perspective and re-focus on broader view 16:45 - The relationship between 3PLs and e-commerce technology 20:00 - What roles in a manufacturing organization matter to understanding customers 21:30 - Opportunities in direct-to-consumer scenarios when customer data connects across the organizations 25:15 - Predictions on supply chain and logistics future References:
    RECAP: B2B E-Commerce Seminar for Manufacturers: A Path for Manufacturing Advancement

    • 27 min

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