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MSDynamicsWorld.com에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 MSDynamicsWorld.com 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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TED Business
1 The trick to powerful public speaking | Lawrence Bernstein 17:27
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좋아요Why do so many of us get nervous when public speaking? Communication expert Lawrence Bernstein says the key to dealing with the pressure is as simple as having a casual chat. He introduces the "coffee shop test" as a way to help you overcome nerves, connect with your audience and deliver a message that truly resonates. After the talk, Modupe explains a similar approach in academia called the "Grandma test," and how public speaking can be as simple as a conversation with grandma. Want to help shape TED’s shows going forward? Fill out our survey ! Become a TED Member today at ted.com/join Hosted on Acast. See acast.com/privacy for more information.…
Advocating for customers and partners, with Guus Krabbenborg
Manage episode 447755290 series 1248037
MSDynamicsWorld.com에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 MSDynamicsWorld.com 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
When today's guest, Guus Krabbenborg, talks to Dynamics 365 partners and their customers, he likes to ask them about some of the more challenging topics in a typical ERP project: what does success really look like when each party is being honest about their goals and motivations? And why do so many projects fail to meet those goals?
Guus shares his perspective with us on customer project preparation, some of the continuing challenges of cloud ERP projects, and the role he believes Microsoft should be playing in today's Business Central partner channel. He also shares customer anecdotes and his outlook on Directions EMEA 2024.
Show Notes:
- 4:00 - What does project success really mean and why does the "on-premises way" still pervade partner perspectives?
- 11:00 - Why customer happiness should be a driving metric of partner success
- 13:30 - Presenting a direct message to customers and prospects - how Guus does it and why partners should get better at it
- 15:45 - The real guidance that partners need to give clients for success
- 19:30 - A story of an AX/F&O customer executive's mistakes
- 29:00 - Why partner success at Microsoft is still largely focused on sales and revenue
More information
- More on ERP Masterclasses: www.erpmasterclasses.com
- A related customer story from Guus
322 에피소드
공유Manage episode 447755290 series 1248037
MSDynamicsWorld.com에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 MSDynamicsWorld.com 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
When today's guest, Guus Krabbenborg, talks to Dynamics 365 partners and their customers, he likes to ask them about some of the more challenging topics in a typical ERP project: what does success really look like when each party is being honest about their goals and motivations? And why do so many projects fail to meet those goals?
Guus shares his perspective with us on customer project preparation, some of the continuing challenges of cloud ERP projects, and the role he believes Microsoft should be playing in today's Business Central partner channel. He also shares customer anecdotes and his outlook on Directions EMEA 2024.
Show Notes:
- 4:00 - What does project success really mean and why does the "on-premises way" still pervade partner perspectives?
- 11:00 - Why customer happiness should be a driving metric of partner success
- 13:30 - Presenting a direct message to customers and prospects - how Guus does it and why partners should get better at it
- 15:45 - The real guidance that partners need to give clients for success
- 19:30 - A story of an AX/F&O customer executive's mistakes
- 29:00 - Why partner success at Microsoft is still largely focused on sales and revenue
More information
- More on ERP Masterclasses: www.erpmasterclasses.com
- A related customer story from Guus
322 에피소드
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This episode is sponsored by Emfluence . On this episode, we look at some of the specific ways that the data from a Dynamics 365 CRM system can help marketers get the best results for their sales teams. Our guest, Monico Hoyer of emfluence, explores some of the scenarios in which marketers can leverage Dynamics data more effectively, along with practical ways they can integrate it with their marketing automation solutions. Monica breaks down the first steps every Dynamics customer should take to enhance their marketing efforts, ensuring they're making the most of their data. The challenges span process, technical integration requirements, and organizational scenarios, she explains. We also explore advanced marketing tactics that Dynamics users can adopt to drive engagement, optimize campaigns, and boost business growth. More from Emfluence: Want to see what smarter marketing with Dynamics really looks like? Check out emfluencemarketingplatform.com for tools, tips, and a closer look at the platform.…
1 Bringing Empathy and Innovation to AP Automation, with Ora Goldman of Mekorma 20:11
20:11 나중에 재생 나중에 재생 리스트 좋아요 좋아요20:11
나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by Mekorma . Mekorma has been helping the Dynamics community streamline AP for over 30 years, and one way they have differentiated their brand is through their focus on empathy and client care. To learn more about the company's roots and core values, we spoke with founder and CEO Ora Goldman. Ora shared some defining moments in Mekorma's history, like their early efforts to bring the needs of financial professionals front and center in their solution development. The company's product evolution has also been focused on understanding real pain points of customers, Ora explains, and she shares some examples and stories about client experiences. We also discuss some of the company's experiences as an ISV in the Microsoft ecosystem, first working with Great Plains and Dynamics GP, and how they have modernized their offerings and expanded to Dynamics 365 Business Central. We also learn more about Ora's outlook on the Dynamics community and her approach to fostering relationships and partnerships. More from Mekorma: If you want to see how we can help your business, reach out to Ora and our expert team today and take the first step toward transforming your AP experience!…
1 What Dynamics 365 Business Central Users Need to Know about Embedded vs External AP Automation 29:06
29:06 나중에 재생 나중에 재생 리스트 좋아요 좋아요29:06
나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by SignUp Software . For Dynamics 365 Business Central users, the decision between embedded and external accounts payable (AP) automation solutions can have a lasting impact on the organization. To understand the topic further, we spoke with Rob Ashe, Vice President of North America at SignUp Software, and David Huether, Chief Commercial Officer at NEXT 365 for North America, about their organizations' experiences partnering on Business Central projects and what they are learning from finance leaders implementing AP automation solutions. BC customers want to invest in AP automation that delivers both greater efficiency and better operating conditions like improved security, integration, and consistency for user experiences. The partnership between SignUp Software and Next365 is providing unique results in areas like process assessment and optimization, executive-level advisory scenarios, and implementation acceleration. For example, David shared a case study from the energy sector where Next365 helped a client replace an outdated industry-standard system with SignUp's ExFlow, achieving a lower total cost of ownership while improving functionality and reducing vendor lock-in. Our guests also discuss some of the key market drivers that will propel their partnership forward, specifically around the needs of CFOs building more complex and constrained organizations. They also offer BC users some ideas for the future around financial performance and how to start making measurable steps forward in modernizing AP. More from SignUp Software: To learn more about ExFlow, the only fully embedded AP automation solution for D365 Finance & Supply Chain Management, visit signupsoftware.com . To learn more about their partner Next365, visit next365group.com/…
MSDW was a media sponsor of this week's DynamicsCon 2025 event, live in Chicago. In our travels, we met up with some Dynamics 365 Finance and Supply Chain Management experts to get their perspective on Microsoft announcements, customer feedback, and other plans. In this episode, we hear from Microsoft MVP Alicia King (Keener) of RSM, James Cook , director with enVista, and Joe Christensen , founder of Aqueducts Consulting. All three work with Dynamics 365 F&O solutions, and we talked about new features, how customers are learning about Microsoft's AI offerings like pre-built agents and Azure AI Foundry, and some of the pressing needs for F&O customers related to licensing.…
1 CRM and the evolution of buyer behavior, with Thomas Manders 15:47
15:47 나중에 재생 나중에 재생 리스트 좋아요 좋아요15:47
나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by Coffee + Dunn . As buyer behavior has evolved, sales and marketing teams have tried to keep pace. Understanding buyer behavior remains key, says our guest, Thomas Manders, CEO of Microsoft partner Coffee + Dunn, but data gathering and contextualizing insights for sellers have proved a challenge for some firms. In this episode, Thomas shares examples of business processes that Dynamics 365 users can execute on today, including steps that can bring sales and marketing teams closer together. We also discuss some of the latest Dynamics 365 Customer Insights marketing capabilities and what the Coffee + Dunn team is watching for in Microsoft's D365 road map. More from Coffee + Dunn: Download the white paper: Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment | Coffee + Dunn ( https://coffee-dunn.com/whitepapers/breaking-silos-the-strategic-advantage-of-sales-marketing-alignment/ ) Schedule your complimentary envisioning session with Coffee + Dunn: Schedule your session ( https://outlook.office.com/owa/calendar/EnvisioningSessionwCoffeeDunn@coffee-dunn.com/bookings/ )…
1 What Dynamics ERP users should know about use tax compliance obligations 14:51
14:51 나중에 재생 나중에 재생 리스트 좋아요 좋아요14:51
나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by Avalara . The complexities and challenges of use tax compliance only seem to grow as a business expands its operations and customer base. Our guest, Avalara use tax product solution consultant Myles Metzger, explains some of the most common misconceptions about use tax and why it is so tricky for finance teams to comply. Myles also explains some of the common challenges that Dynamics ERP customers face and how Avalara's latest integrations with Dynamics GP, D365 Business Central, and D365 Finance improve tax accuracy and reduce the risks of under- or overpayment. More from Avalara: See how Avalara’s integrations with Microsoft Dynamics GP, BC, and Finance help improve accuracy, reduce manual effort, and minimize audit risk: 👉 Watch the demos: msdynamicsworld.com/vendor/avalara 👉 Get started with Avalara: avlr.co/4jHtHSH…
1 Industry Trends and Insights from Directions NA 2025 with Brendan Coffey of Mekorma 16:34
16:34 나중에 재생 나중에 재생 리스트 좋아요 좋아요16:34
나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by Mekorma . It may be hard to believe, but many partners are still unaware of the Accounts Payable compliance best practices. On this episode, Mekorma’s Director of Revenue, Brendan Coffey joins us to highlight regulatory updates impacting AP teams and explains how those changes tie into partner observations and feedback at Directions NA 2025. We discuss the increasing demand for advanced security and compliance solutions and how Mekorma’s check printing solutions handle fraud prevention and compliance. Brendan explains that tackling these challenges with technology solutions is representative of a broader mindset among SMBs to adopt Business Central as the heart of business operations, not just for bookkeeping or data management. More from Mekorma: Don’t let your business fall behind—stay ahead and ensure you're fully compliant. Want to learn more? Book a meeting with us today or reach out to us at info@mekorma.com…
Alicia King (Keener) received her first Microsoft MVP award in 2024, but her experience with Dynamics ERPs goes back more than 15 years. She joins us to share some of the meaningful experiences in her professional journey and her perspective on the present and future of Dynamics 365 F&O. We discuss Alicia's approach to community participation , how she has extended her expertise into specific industries, and about her presentation plans for DynamicsCon 2025 in Chicago, where she will be presenting on using the built-in tax engine for D365 F&SCM. Show Notes: 4:00 - The types of content she creates and what she prefers to consume 5:45 - Alicia's history with the product, starting with AX 8:45 - On working with a system that has added so many feature areas and specializations 11:00 - Working with D365 F&O in the life sciences industry 16:45 - Alicia's DynamicsCon 2025 session plans related to the D365 tax engine 18:45 - On building and nurturing an audience in the Microsoft community More information: Alicia's site: https://www.aliciamvp.com/ LinkedIn: https://www.linkedin.com/in/aliciamvp/ YouTube: https://www.youtube.com/@aliciakmvp MSDW article: https://msdynamicsworld.com/story/microsoft-dynamics-profile-d365-fscm-journey-personal-challenge-mvp…
1 How Yooz builds strong Microsoft Dynamics channel partnerships 19:31
19:31 나중에 재생 나중에 재생 리스트 좋아요 좋아요19:31
나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by Yooz . When a Microsoft reseller like Innovia considers channel partnerships, it does so in the context of strategic plans related customer needs, growth goals, and market opportunities. On this episode, we sit down with Tim Teeter from Yooz and Trish Boccuti from Innovia to discuss how their organizations have successfully collaborated by prioritizing customer needs, aligning business strategies, and setting growth goals. Tim shares insights into how their teams connected, established priorities, and achieved notable successes. Trish recounts how Innovia found ways to align their goals related to verticals, Dynamics sales, and customer success with Yooz's strengths around delivering procure-to-pay solutions. Tim also highlights Yooz's initiatives in AP and invoice automation, emphasizing their work with Dynamics customers and partners. The discussion includes upcoming plans for Yooz on MSDW and introduces their new YoozProtect solution. More from Yooz: New Event on April 22: Maximize Profits with Yooz: AP Automation That Pays Off To learn more about Yooz and their partner program, visit getyooz.com/partners (and spell it). And if you'd like to discuss further, please reach out to Jennifer Andreas: jennifer.andreas@getyooz.com , to discuss further.…
1 Recapping Directions North America 2025 with ERP veterans 16:47
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나중에 재생 나중에 재생 리스트 좋아요 좋아요We’re wrapping up our Directions North America 2025 coverage with more perspective from channel veterans who were listening and presenting. Robert Jolliffe , Andrew King , and David Laster talked to MSDW during and just after the event. They shared their impressions of Microsoft's presence, the impact they expect from pre-built AI agents like the Sales Order Agent, and Power BI advances. And as Microsoft partners, they were also listening for the company's updates on how Business Central-focused firms can do better in the channel. And no North American SMB-focused ERP event would be complete without an update on Microsoft's push to help partners migrate Dynamics GP customers to Business Central. As our guests explain, that pathway remains complex.…
1 An update on embedded payments for D365 Business Central with PayTrace 12:27
12:27 나중에 재생 나중에 재생 리스트 좋아요 좋아요12:27
나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by PayTrace . Security and automation are top of mind for most CFOs and finance teams this year, especially when it comes to payments and accounts receivable. For Dynamics Business Central users, embedded payments can solve both pain points. Our guests, Jeremy Boogaart and Carlton Ortega of PayTrace, share the latest enhancements to Trace AR for Business Central. We talk feature updates, the team's collaboration with early adopter customers of Trace AR, and a bit about the product roadmap. And the PayTrace team will be at upcoming events, including Directions North America 2025 and DynamicsCon. They tell us more about what you can expect to learn from them in-person. If you're interested in hearing more about what's new with Trace AR for Business Central and how it can help your team, contact sales@paytrace.com or stop by one of PayTrace's two booths at Directions NA, Premier Sponsor Exhibit Booth: 115 and Expo Booth: 224…
This episode is sponsored by SignUp Software . What does it really takes to control content in Business Central? Taking the perspective of Record to Report and the needs of office of the CFO, Business Central customers have key challenges they will need to account for. Our guests, Patrick Nguyen and Bob Monio of SignUp Software, take us through typical requirements they see related to auditability, accounting, and analysis. We also discuss how to best understand what Business Central can do out of the box and when an organization needs to look for more specialized capabilities. And we discuss the importance of SharePoint Online for most BC customers. The platform has continued to grow in popularity as a strategic component of more BC solutions, and Bob and Patrick explain the launch of SignUp Software's ContentGate for BC and how it works with SharePoint Online. Finally, we discuss SignUp Software's plans for Directions North America 2025, including their pre-event and the educational content they will be providing there. More from SignUp Software: If you want to learn more about SignUp Software, their products such as Content Gate for Business Central, and strategies for winning in the Office of the CFO - join them for their upcoming Partner Day at Directions North America in Las Vegas on April 6th . For more information you can also check out their website at www.signupsoftware.com .…
This episode is sponsored by Resco and their Resco Next 2025 event. Resco's annual event focused on advanced mobility, Resco Next, will be in Valencia on May 20 and 21 this year. The team has a variety of experiences planned, including a live podcast episode of Ambush on Air , the popular marketing-focused podcast series hosted by marketing consultant and NetStock partner marketing lead Sam Bush, our guest on this episode. Sam has established herself in the Microsoft channel as voice for thoughtful marketing and demand generation, with a focus on impactful, people-to-people campaigns and strategies. She also tells us about her focus on bringing B2B marketing to younger generations and the challenges and opportunities of that effort. And since MSDW is a media partner for the event, this episode offered a good opportunity to talk about some of the broader event themes we will be covering including advanced mobility software and services in the context of Microsoft Business Applications.…
1 Jukka Niiranen on Power Platform licensing, AI, and career changes 51:19
51:19 나중에 재생 나중에 재생 리스트 좋아요 좋아요51:19
나중에 재생 나중에 재생 리스트 좋아요 좋아요Jukka Niiranen is a former Microsoft MVP and a current Power Platform expert, offering his services through his own firm and sharing his views regularly on social media and in his newsletter. On this episode, Jukka joins us to talk about how his career has evolved, his current work, his technology outlook, and a few hints at his upcoming licensing session at DynamicsMinds 2025 (where MSDW is a media partner). Jukka's career has evolved in the last decade from a consulting role with a Microsoft partner to founding a services firm to now opening his own consultancy. He also recently made the decision to end his 11-year streak as a Microsoft MVP and we discuss that experience. And Jukka shares some context on how the evolution of Microsoft Business Applications has shaped his advice to clients regarding AI, Power Platform, D365 apps, and more. Show Notes: 1:00 - Jukka's professional history, including his newest venture and the transition from CRM to Power Platform and low code advisory Clients in the low-code world are not exactly the same as CRM decision makers 4:30 - The emergence of Microsoft's low-code vision with the components that became Power Platform 7:30 - The ongoing separation in the Power Apps community between CRM-based and dev-based 15:15 - What Jukka has learned from looking at Microsoft's Ideas sites 17:15 - Experience after retiring his MVP status 26:30 - How Jukka's views in writing and advisory work overlap 28:00 - Jukka's presentation on Power Platform licensing at DynamicsMinds 2025 34:30 - What kind of AI conversations is Jukka having with customers today 43:45 - Security and governance issues as it relates to AI in enterprise software 49:00 - About Jukka's newsletter, Perspectives Plus Where to find Jukka: Newsletter: https://perspectives.plus/ Company: https://niiranenadvisory.com/ LinkedIn: https://linkedin.com/in/jukkaniiranen/ Bluesky: https://bsky.app/profile/jukkan.bsky.social Mastodon: https://mstdn.social/@jukkan…
1 The Impact of New Tariffs on Supply Chains and the Role of ERP Solutions 28:11
28:11 나중에 재생 나중에 재생 리스트 좋아요 좋아요28:11
나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by Staedean . ERP solutions have evolved to support global supply chains, and they are put to the test each time new disruptions arise. Our guest on this episode is Luciano Cunha, CEO of Staedean, and he joins us to discuss his outlook on ERP solutions for manufacturers managing complex and changing supply chains. Luciano shares industry examples of Staedean's experiences and offers advice on how supply chains could evolve further in response to ongoing trade tensions. He tells us about why he recently wrote about the potential impact of tariffs in today's global economy, and we talk about how individual organizations can adapt and where they can find more optimization opportunities. More from Staedean: If you would like to understand what the weak links are in your ERP data processes in your supply chain, take STAEDEAN's Data Maturity Assessment . Luciano's article: https://www.linkedin.com/pulse/how-tariffs-disrupt-manufacturing-today-luciano-cunha-vy1pe/?trackingId=YxDDUJ5E2UEH0LjIQ4hWnQ%3D%3D Staedean: https://staedean.com/…
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The MSDW Podcast
1 Unlock the Unknown Potential of Your Document Management System 16:59
16:59 나중에 재생 나중에 재생 리스트 좋아요 좋아요16:59
나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by ERP Mechanics . Document management is an essential element of any enterprise solution, and our guest on this episode, Roger Cruz of ERP Mechanics, has worked with document management systems for many years, with a particular focus on Lasernet. Roger tells us about his years of experience deploying document management solutions. He shares some of the typical project execution techniques businesses have used and what has proven the most effective in different circumstances. We also discuss out of the box and unique use cases Roger has encountered, and how document management systems have evolved over time. And Roger reviews some of the ways Lasernet has differentiated itself from other solutions available to Dynamics 365 customers. More from ERP Mechanics: Whether it’s a new or existing project, ERP Mechanics is here to minimize risks, reduce costs and deliver your project on time. We offer a free consultation and trial of our services. Learn more about how we can help - https://www.erpmechanics.com/…
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The MSDW Podcast
1 5 Tactical Ways to Strengthen Sales with Marketing Automation 25:12
25:12 나중에 재생 나중에 재생 리스트 좋아요 좋아요25:12
나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by emfluence . Bringing marketing automation to life requires alignment between executives and the teams they lead. In this episode, we break down how different roles like CMOs, marketing directors, and marketing managers work together to turn strategy into action. Our guest is emfluence President and CEO David Cacioppo, and he joins us to talk about tactical ways to get more out of your marketing technology investment. We discuss steps that marketing teams can take to improve lead management, customer retention, and tracking ROI. More from emfluence: If you’re ready to optimize your marketing automation strategy, check out emfluencemarketingplatform.com to learn more!…
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1 Mekorma's evolution in the Dynamics 365 Business Central channel 22:17
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나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by Mekorma . On this episode, Brendan Coffey, Director of Revenue at Mekorma, dives into the company’s evolution within the Microsoft Dynamics 365 Business Central ecosystem and discusses how businesses are modernizing their accounts payable (AP) processes. The company's years of experience working with on-premises ERP technology and with the technical aspects of ERP migration give them unique insights into the growing adoption of Business Central, Brendan explains. But modernization and migration initiatives are not without their challenges, and we discuss trends and guidance for organizations planning for their ERP future. Brendan also provides an update on Mekorma's v1.0 product launch for Business Central. He tells us what makes their solution unique, shares customer stories, and explains the company's approach to partnering in the BC ecosystem. More from Mekorma: Schedule a discovery call with a Mekorma expert today to discover how we can optimize your Accounts Payable process, tailor solutions to your unique business needs, and help you overcome current challenges. (https://mekorma.com/linked-webpages/book-an-ap-automation-software-demo)…
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This episode is sponsored by NMB Solutions . Dynamics 365 Finance and Supply Chain Management users will be thinking about global challenges in 2025. Our guests on this episode, Michelle Frennier and Chris Winstanley of NMB Solutions, help us understand some of the biggest risks businesses are facing this year and how to adapt. Shipping cost management will demand particular attention, Chris tells us, as faster deliveries add more pressure to businesses. Labor shortages, rising costs for transportation, and auto-fulfillment demands will all color the picture. Global trade compliance is another area of continued uncertainty, and Michelle helps break down some of the key risks and challenges. We also discuss data visibility concerns, the latest in supply chain automation opportunities, and some of the solutions that NMB is bringing to bear to help teams improve compliance, shipping, and transportation. Contact NMB Solutions to learn more: https://www.nmbsolutions.ca/contact-us…
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1 ERP Transformation and AP Automation Delivery Success, with SignUp Software 21:25
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나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by SignUp Software . When Tina McGrath first encountered ExFlow from SignUp Software, she was working as the finance lead in an ERP transformation project for a Dynamics AX customer moving to D365. Their older invoice automation software presented a range of challenges, including integration issues, lost information, usability, and customization complexity. On this episode, Tina takes us through some of the critical requirements, priorities, and guiding principles that led her to select SignUp as part of that project and how it benefited that organization. We then discuss how, years later, Tina came to lead SignUp's consulting services for Dynamics 365 Finance & Operations in North America. Rob Ashe, head of North America at Signup, also joins us and to talk about future plans for ExFlow that D365 customers can look forward to. More from SignUp Software: · To learn more about ExFlow, the only fully embedded AP automation solution for D365 Finance & Operations, or to explore the full suite of solutions offered by SignUp Software, visit their website ( https://www.signupsoftware.com/book-demo/ ) and request a product demo today.…
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1 Automation, e-commerce, and ERP integration with k-ecommerce 44:01
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나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by k-ecommerce , powered by MDF Commerce. On this episode we are talking about automation and e-commerce with Patrick Fusarini and Rich Fowler of k-ecommerce. B2B organizations face complex requirements in their commerce decisions, and Rich and Patrick tell us about what the requirements they are hearing from Dynamics 365 customers today. Many scenarios are driven by the D365 user's own clients, they explain. In a B2B context, those organizations want to be able to make their purchases with greater velocity and lower friction. Our guests provide some examples of D365 customers that are making that happen with k-ecommerce. We also discuss the relationship between automation and better data insights, and how partners can use that connection to improve outcomes further. Rich and Patrick share suggestions on how D365 customers can prioritize commerce needs, improve automation, and create a meaningful commerce execution plan. To learn more about k-ecommerce, check out k-ecommerce.com or try their interactive demo here . Catsports: How k-ecommerce transformed this online sports business: https://k-ecommerce.com/success-stories/catsports…
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1 Previewing the AI Agent and Copilot Summit North America 2025 event with DCI's John Siefert 34:54
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나중에 재생 나중에 재생 리스트 좋아요 좋아요Microsoft is taking an AI-first stance to its Business Applications portfolio, but what does that really mean for customers, system integrators, and consultants? Dynamic Communities (DCI) is launching a new event next month that aims to take on the full scope of the Microsoft-centric AI discussion. The AI Agent & Copilot Summit North America takes place from March 17 to 19, 2025 at the Hilton La Jolla Torrey Pines in San Diego. MSDW is a media partner for the event ( register with our link for a $150 discount ), and John Siefert, CEO of DCI, joins MSDW editor Jason Gumpert on this episode to talk more about how his team has envisioned and curated this event based on earlier experiences and community feedback. John discusses some of the key opportunities for learning and networking and how the sessions and tracks are optimized for various roles and scenarios. He also shares the latest news about Microsoft leaders speaking at the event, including CVP Bryan Goode, VP Ray Smith, and Senior Director Cecilia Flombaum. We also touch on the beautiful setting of this event, Torrey Pines in San Diego, and how participants can get the most out of their time on site. References: Event site: https://copilot.summitna.com/ Register with MSDW discount: https://www.eventbrite.com/e/ai-agent-copilot-summit-na-tickets-936091594157?discount=MSDW150 Our event preview article: https://msdynamicsworld.com/story/event-preview-ai-agent-copilot-summit-na-2025-spotlight-future-microsoft-enterprise…
This episode is sponsored by Resco, hosts of Resco NEXT 2025 . Resco has recently announced their upcoming Resco NEXT 2025 event, taking place in Valencia, Spain from May 19-21 2025. Our guest, Trevor Metcalfe, takes us through some of the plans for the event including speakers and hints at the agenda, which continues the focus on field workers and mobile, deskless scenarios This year's event is free to attend, and we discuss the history of the Resco NEXT dating back to year one in Boston and other memorable locations where the community has gathered in the past. Learn more here: https://www.resco.net/next/…
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1 Why companies are investing in Procure to Pay, with SignUp Software and Mekorma 20:07
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나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by SignUp Software . On this episode, we are exploring how companies approach Procure to Pay and why the concepts, process and technical capabilities surrounding it have gained so much traction. Procure to pay typically includes accounts payable processes, but that's only part of the story. My guests on this episode, Bob Monio of SignUp Software and Brendan Coffey of Mekorma , explain more about the business case for payment services working together with AP automation software and how that broader vision offers benefits like reduced fraud and improved cash management. Bob and Brendan share their views on investing to improve procure to pay , including the recently announced joint partnership between Mekorma and SignUp. And they share their experiences working with companies looking to both better automate and optimize financial capabilities. More from Mekorma: For more information on how your organization can take advantage of the integrated Procure to Pay system discussed today, add payment processing to your AP environment, or if you’d like to discuss further the solutions offered by SignUp and Mekorma for D365, contact Bob Monio. You can reach him by email: bob.monio@signupsoftware.com or by phone: +1 612.293.8558…
This episode is sponsored by Evenica . On this episode, Kelly Mazur, Marketing Director at Evenica, shares her biggest takeaways from this year's NRF Retail Big Show conference. Mazur details what Microsoft Dynamics 365 Commerce capabilities she and others demo'd for the retailers in attendance, and she shared the two major themes showcased across the Microsoft booth. She also discusses commerce trends from the expo floor and shares retail predictions for 2025. AI was no doubt a hot topic again this year, but in this podcast episode we give specific use cases that were prominent across the event. For more information about working with Evenica, please visit Evenica.com .…
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This episode is sponsored by Evenica . In this episode, Evenica's Kelly Mazur dives into the world of modern e-commerce technology, breaking down the key differences between Headless Commerce and Composable Commerce. She unpacks these buzzwords, explaining what they mean, how they work, and which strategy might be the best fit for your business. Mazur also shares real-world examples of third-party applications that integrate with Microsoft Dynamics 365 Commerce to help create tailored, innovative solutions. Whether you're an e-commerce novice or a seasoned pro, this episode provides actionable advice to level up your commerce game. Tune in to explore the future of e-commerce architecture and learn how to build a solution that works for you! For more information about working with Evenica, please visit Evenica.com .…
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1 Empowering The Connected Worker with Purpose-Driven Frontline Tech 29:24
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나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by enVista . The devices and applications available to frontline workers continue to evolve. On this episode, Chris Tordi and Mark Laatz of enVista join us for to explore the integration of Microsoft Teams and Dynamics 365, RFID asset tracking, voice automation, and connected worker solutions. You will learn how tools designed for frontline workers enhance productivity, ensure compliance, and drive operational excellence across industries. We discuss: The evolving role of the connected worker How D365 can be used to empower frontline workers. Advantages of using D365 on various devices, including enterprise mobile devices, tablets, and wearables. The latest advances in RFID and voice scenarios for frontline workers Meeting industry compliance and customer demands More from enVista: www.envistacorp.com Are You Getting the Most Out of Your Mobile Devices? - https://envistacorp.com/blog/are-you-getting-the-most-out-of-your-mobile-devices/ Benefits of Voice Automation in the Warehouse - https://envistacorp.com/blog/benefits-of-voice-automation-in-the-warehouse/ The Power of Voice Automation with Microsoft D365 - https://envistacorp.com/blog/leveraging-the-power-of-voice-automation-with-microsoft-dynamics-365/…
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1 Deploying better Dynamics 365 F&O solutions, with Karolis Aleknavičius of ERP Mechanics 19:41
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나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by ERP Mechanics . ERP projects don't always go as planned. Project delays, technical issues, and user adoption challenges can all create serious risks to an organization. Our guest on today's episode, Karolis Aleknavičius of ERP Mechanics, tells us how his firm has become a specialist in helping organizations to navigate their way to success after a Dynamics 365 project has experienced a setback. As a specialist in Dynamics 365 Finance and Supply Chain Management and an ERP veteran, Karolis has seen projects at every scale and every phase. He shares both his personal history as a Dynamics AX and D365 F&SCM professional and his work since 2017 as the CEO of ERP Mechanics, where his team focuses on Dynamics 365 F&SCM implementations and rescuing troubled ERP projects. Karolis also explains why his team has developed a specialization in deploying document automation solutions with Lasernet by Formpipe. He explains how the capabilities of that platform align with the needs of many Dynamics 365 F&SCM customers. More from ERP Mechanics: Whether it’s a new or existing project, ERP Mechanics’ focus as expert D365FO & Lasernet developers, architects and consultants is to minimize risks, reduce costs and deliver your project on time. We offer a free consultation and trial of our services. Learn more about how we can help - https://www.erpmechanics.com/…
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1 Expanding the marketing automation landscape with emfluence CEO David Cacioppo 18:03
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나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by emfluence . Marketers frequently lead the charge for better data and more connected systems in an organization, especially as it relates to customer journeys. On this episode, David Cacioppo, president and CEO of emfluence, joins us to share some of his team's priorities as it relates to marketing automation strategy, especially in the Microsoft ecosystem. As a firm that delivers both technology and digital agency services, emfluence has been working to align their worldview with the strengths of Microsoft Power Platform, especially Dataverse, David explains. And he discusses ways that emfluence's clients are increasingly looking for ways to bring insights from first-party data to bear across more industry scenarios and in campaigns that blur the traditional lines between B2B and B2C. More from emfluence: Sign up for a free 14-day trial of the emfluence Marketing Platform: https://more.emarketingplatform.com/msdw…
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1 Meeting the financial reporting needs of Microsoft customers with FYIsoft 19:19
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나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored FYIsoft . In the Microsoft customer ecosystem, companies with complex financial structures often struggle to give their finance professionals the tools they need to create, deploy, and use effective reporting. Requirements like multiple locations, companies, currencies, or ledgers can quickkly put extra burdens on both finance and IT teams that impact organizational performance and increase risk , says our guest, Jeremy Schaab, VP of software development at FYIsoft. Schaab tells us about some of the common requirements the FYIsoft team hears from Microsoft users today and what the Microsoft product roadmaps will mean for both customers and ISVs. And he explains how his team has solved key technology challenges in order to offer elegant solutions for customers of different sizes and with different levels of complexity. And we also discuss FYIsoft's product roadmap, which has important details that align with Dynamics 365 ERP applications, both functionally and technically. More from FYIsoft: Download this whitepaper to learn more about the technology behind FYIsoft's solutions, and how your company benefits: https://msdynamicsworld.com/white-paper/fyisofts-technology-advantages-optimize-your-companys-microsoft-investment To request a demo of FYIsoft's reporting software for Microsoft customers, visit the company's website: fyisoft.com .…
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1 Kuldeep Gupta's favorite Copilot features in Dynamics 365 Project Operations 41:18
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나중에 재생 나중에 재생 리스트 좋아요 좋아요Microsoft MVP Kuldeep Gupta returns to the MSDW Podcast to help us understand some of the latest Copilot features coming to Dynamics 365 Project Operations. Kuldeep has a list of favorites and honorable mentions that he dives into, including an extra preview feature (they're all linked below). He also tells us about his newly released digital course for organizations planning a move from D365 Project Service Automation (PSA) to Project Ops and the rapidly approaching deadline set by Microsoft for that transition. Show Notes: 1:00 - About Kuldeep 3:00 - What Copilot in D365 Project Operations is all about 6:00 - Task Plan Generation Copilot 9:30 - Risk Assessment 13:30 - Project Status Report 17:20 - Resource Recommendation 25:00 - Blending assistance and automation scenarios 27:00 - Time entry agent 29:30 - Outlook on the Project Operations roadmap 38:30 - Kuldeep's course on migrating Project Service Automation to Project Operations…
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This episode is sponsored by PayTrace . Community Summit North America 2024 offered Microsoft customers and partners a mix of education, networking, and the chance to contemplate the future of entertise software and solutions. Our guests on this episode, Mary Miller and Sam Johnson of PayTrace, share their own highlights, observations, and experiences from Summit. This was PayTrace's second year exhibiting at the user-focused event. Their team heard from booth visitors about goals like increasing automation, decreasing complexity of multi-solution architectures, and planning for cloud ERP. Mary and Sam also reflect on how different roles within a Dynamics customer organization are approaching their future technology needs. And they offered updates on what is coming next from PayTrace. More from PayTrace: The PayTrace blog: https://paytrace.net/blog B2B Insights: Understanding the Credit Card Process - https://msdynamicsworld.com/white-paper/b2b-insights-understanding-credit-card-process…
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1 Advocating for customers and partners, with Guus Krabbenborg 34:13
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나중에 재생 나중에 재생 리스트 좋아요 좋아요When today's guest, Guus Krabbenborg , talks to Dynamics 365 partners and their customers, he likes to ask them about some of the more challenging topics in a typical ERP project: what does success really look like when each party is being honest about their goals and motivations? And why do so many projects fail to meet those goals? Guus shares his perspective with us on customer project preparation, some of the continuing challenges of cloud ERP projects, and the role he believes Microsoft should be playing in today's Business Central partner channel. He also shares customer anecdotes and his outlook on Directions EMEA 2024. Show Notes: 4:00 - What does project success really mean and why does the "on-premises way" still pervade partner perspectives? 11:00 - Why customer happiness should be a driving metric of partner success 13:30 - Presenting a direct message to customers and prospects - how Guus does it and why partners should get better at it 15:45 - The real guidance that partners need to give clients for success 19:30 - A story of an AX/F&O customer executive's mistakes 29:00 - Why partner success at Microsoft is still largely focused on sales and revenue More information More on ERP Masterclasses: www.erpmasterclasses.com A related customer story from Guus…
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This episode is sponsored by NMB Solutions . For businesses involved in exporting from the US, AES has become a key program that spans multiple government entities and enforces key regulations. Our guest, Michelle Frenier, a strategic consultant for NMB Solutions in the aera of global trade, introduces us to the role of AES in global trade, with a focus on the key role that technology like Dynamics 365 plays in managing the rules and staying compliant. We discuss: Common mistakes when filing export data in AES Consequences of incomplete filings How to prepare for potential audits Country-specific requirements for AES filing information Technology within Dynamics 365 Finance and Supply Chain Management that can address AES, and where it falls short NMB's solution to supporting AES filings in D365, including their partnership with AEB More from NMB: Get the AES Buyers Guide from NMB Contact NMB Solutions to learn more…
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1 Biz Apps Classroom, Ep. 19: Tips for tech training in English for non-native speakers with George Doubinski 41:27
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나중에 재생 나중에 재생 리스트 좋아요 좋아요Learning new technology skills requires full concentration, but the task is even more challenging when it is being carried out in a learner's non-native language. Often in the business world, that training language is going to be English, and Microsoft MVP George Doubinski has seen firsthand the struggles that learners can face. George has had recent experiences training non-native speakers in an English language classroom. He explains why this is a common scenario and offers a range of suggested tools and techniques to help overcome typical headaches. We discuss vocabulary, pronunciation socio-political angles, and ways to gain comfort communicating in a business setting. Resources: See all Biz Apps Classrooms episodes here: https://msdynamicsworld.com/biz-apps-classroom Support the podcast and get a discount on an annual plan for 365.training by visiting https://365l.ink/MSDW . Keep up with community content at https://mydigest.365.training/…
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MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with Mike DeGeeter and Sabrina Zimara from Velosio . With the recent end-of-life update for Dynamics GP, the Velosio team has ramped up their planning services and guidance for GP customers and will be offering Summit attendees 15 minute one-on-one consultations with specialists at booth 1452. The team will also be showing off their Sales Velocity framework to provide comprehensive, pre-built integration of Dynamics 365 Customer Engagement apps and Business Central at no cost. Mike and Sabrina also reminded us of some of the firm's other recent news. Their new CEO, Robbie Morrison, has set a new vision for the firm focused on partnering with clients to create raving fans. The firm also has some new recognitions: they are once again Microsoft Inner Circle due to their sales success and they were named as a finalist in Microsoft's Partner of the Year award for Dynamics 365. More information: ClearPath Migration Consultation at Summit Booth #1452 – Schedule here: ClearPath Consultation at Microsoft Summit Free BC + CE integration for Summit attendees who visit us at our booth! Mention the free integration to get signed up!…
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MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with Joe Christensen, founder of Aqueducts Consulting . The team at Aqueducts thinks a lot about how to help Dynamics 365 F&O and AX customers find success in their reporting and data management efforts, Joe tells us. He has seen plenty of pain and frustration among customers over the years, and there are many good reasons why, from the technology to project planning to user adoption and organizational change. Reporting challenges often come down to a solution's reliability, Joe explains. When there's no reliability, a company’s reporting system often reverts to becoming little more than key people and tools, rather than something designed to deliver reports to everyone. We also discuss the evolution of the Dynamics 365 F&O data strategy, first with the introduction of Export to Data Lake and now Synapse Link. The Aqueducts Consulting booth at Summit will give attendees as unique "data factory" experience, and Joe explains what that will look like, blending concepts, technology, and operational process. More information: See the Aqueducts Consulting teaw at Booth 1817 Partner Solution Showcase: Tuesday October 15th, 10:45-11:45 AM Come by to cover reporting out of D365F&O. Hear from your peers on how they designed their reporting out of F&O, with a special focus on Synapse Link, and the lakehouse/data warehouse approaches. And ask me about Report Factory! It's our new way of making sure your team can survive when any of your key people leave the BI / reporting team. Demo Zone: Wednesday Oct 16th, 4:45-4:55 PM Where we run through how to get the most progress on F&O reporting, from 14 years of reporting in the field. Connect with Joe on LinkedIn: https://www.linkedin.com/in/joe-christensen-aqc/…
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MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with returning guests Mary Miller and Sam Johnson of PayTrace . Mary and Sam update us on their preparations for Community Summit, running October 13 to 17 in San Antonio, and the types of conversations and connections the PayTrace team are planning for at the event at booth 1027. One theme they expect to discuss with attendees is the way that payment technology is moving across organizations today. As they explain, PayTrace customers often deploy their technology in a specific point scenario first and then move into more structured Business Central use cases like invoicing. Sam and Mary also tell us about some of the attractions you can enjoy at their booth and offer tips on getting the most out of the event. See also: MSDW Podcast: The Rise of Embedded Payments for Dynamics ERP…
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The MSDW Podcast
MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with Daniel Cai, founder and managing director of KingswaySoft . Daniel tell us about KingswaySoft's newest offering, their JDBC Driver Pack for Dynamics 365. It first launched in July 2024 with Dynamics 365 CRM and Dataverse support, which they called JDBC 2024 release wave 1. At Community Summit they will be releasing release wave 2 for this product family to support D365 F&O and Business Central. We discuss some of the most important use cases for the JDBC Driver pack and how Summit attendees can engage with the KingswaySoft team at booth 300 to talk data management, analytics, ETL, and more. More information: KingswaySoft JDBC Drivers…
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MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with David Little, leader of business development in North America for Formpipe . As David explains, Formpipe has a big product announcement for Summit, the launch of Lasernet Essentials to the Dynamics market, a no-code solution for documentation embedded into Dynamics 365 environments. Formpipe will also be cohosting a session with customer Steel Warehouse on their use of Lasernet in a self-service digital portal scenario for customer-centric documentation across their purchasing and delivery process. More information: Lasernet Essentials will be available risk-free, for immediate download starting 10/14 at https://www.formpipe.com/en/lasernet-essentials Stop by booth 1453 to get hands on with the Lasernet Platform Formpipe's session with Steel Warehouse…
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MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with Nick Morea, manager of sales engineering at Leapwork . Nick will be on site for the company at Community Summit, and he updates us on the new finding that Leapwork will be sharing with the Dynamics community in October. Their new AI report will be available, with new analysis of how to AI-based testing can best be used with in an enterprise software solution and how AI tools can actually be used to test other AI. In addition, Leapwork's booth, 1432, will be offering attendees great coffee, educational experiences, prizes, and more. See the company's session, Extreme Makeover – The Test Automation Edition , on Monday October 14 at 10:45 local time.…
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1 Community Summit 2024 Preview Podcast with Nodus Technologies 21:00
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나중에 재생 나중에 재생 리스트 좋아요 좋아요MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with Fauwaz Hussain, Senior Director of Strategy at Nodus Technologies . Nodus specializes in payment acceptance and accounts receivable automation solutions that integrate with all Microsoft Dynamics platforms, and Fauwaz tells us how that expertise aligns with some of the key themes that attendees can expect at Summit. AI conversations are increasingly important, he believes. And the future of Dynamics GP will continue to be a key talking point for users. Fauwaz is presenting with other GP experts on how to separate fact from fiction when it comes to the future of GP. One of the key themes that Nodus will communicate to Dynamics ERP users, especially those who still have on-premises ERPs, is that they can still modernize their tech stack in a variety of ways without moving their core ERP to the cloud. And Fauwaz's advice for a new show attendees: absorb as much information as you can from as many resources as possible. Take advantage of the deep networks that veterans in the community can offer to help you make valuable connection. Nodus Technologies will have a team of experts at booth 415. Here are more details on their sessions and parties at Community Summit: Sessions PSS: Money Talks: Automate AR and Hear the Difference! Tuesday, October 15 • 10:45 AM - 11:45 AM CT Registration Link: PSS: Money Talks: Automate AR and Hear the Difference! - Community Summit NA 2024 AR Magic: Tricks to Supercharge Your Accounts Receivable Tuesday, October 15 • 2:45 PM - 2:55 PM CT Registration Link: Premier Spotlight: AR Magic: Tricks to Supercharge Your Accounts Receivable - Community Summit NA 2024 Mythbusters: Separating Fact from Fiction around future of Microsoft Dynamics GP Wednesday, October 16 • 1:30 PM - 2:30 PM CT Registration Link: Mythbusters: Separating Fact from Fiction around future of Microsoft Dynamics GP - Community Summit NA 2024 Parties First Annual BC Bash Party When: Tuesday, October 15th, from 8:30 PM to 11:30 PM CT Where: 1902 nightclub in San Antonio Registration Link: First Annual BC Bash Party Tickets, Tue, Oct 15, 2024 at 8:00 PM | Eventbrite PowerGP Online Party When: Wednesday, October 16th, from 9 PM to 2 AM CT Where: 1902 nightclub in San Antonio Registration Link: PowerGP Online Party - PowerGP Online…
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MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with Patrick Doolan, founder and CEO of our sponsor, Integrity Data . Integrity specializes in HR and payrolls solutions for Dynamics 365 Business Central and GP. He shares an update on this team's latest solutions and their plans at Community Summit including the opportunity to have casual face-to-face conversations about solving customer problems. Patrick also shares some observations on how the industry push to embrace AI lines up against customer realities and he offers some advice for getting the most out of Summit. More from Integrity Data: Recent Blog post AI+HR 101: How to Use AI for the Best Results - Integrity Data (integrity-data.com) Recent webinar: Microsoft Copilot + Integrity Data HRP: Maximize your HR Software with AI” Information about Integrity Data HRP for GP & BC Information about our BC-embedded payroll and HR solution…
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1 Biz Apps Classroom, Ep. 18: Making events inclusive by design, with Ana Inés Urrutia 34:21
34:21 나중에 재생 나중에 재생 리스트 좋아요 좋아요34:21
나중에 재생 나중에 재생 리스트 좋아요 좋아요Running better events means making them accessible to more people, and our guest on this episode, Microsoft MVP and HR expert Ana Inés Urrutia , joins us in the Biz Apps Classroom to discuss how conferences can do more to be inclusive by design. Both Ana Inés and BAC co-host Julie Yack will be participating in Scottish Summit 2024 in October, and they share some of ways that event's organizers have been improving both inclusivity and accessibility. We also discuss what it's like to build a career in enterprise software for someone with a non-conventional professional history. Both Ana and Julie share some of their professional background and what it's meant for their time in the Dynamics and Power Platform space. Before her work with Dynamics 365 and Power Platform, Ana was a psychologist, while Julie started her software career after years as an educator and a stay at home parent. Julie and Ana also share some experiences in getting the most out of education and how in-conference experiences are evolving to accommodate more attendees. Resources: See all Biz Apps Classrooms episodes here: https://msdynamicsworld.com/biz-apps-classroom Support the podcast and get a discount on an annual plan for 365.training by visiting https://365l.ink/MSDW . Keep up with community content at https://mydigest.365.training/…
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The MSDW Podcast
1 Biz Apps Classroom, Ep. 17: Power Platform Community Conference 2024 Preview with Lisa Crosbie 31:16
31:16 나중에 재생 나중에 재생 리스트 좋아요 좋아요31:16
나중에 재생 나중에 재생 리스트 좋아요 좋아요MSDW is a media sponsor of Power Platform Community Conference 2024. Get $100 off your registration with the code MSDW100. Microsoft MVP Lisa Crosbie has spent plenty of time and effort understanding Microsoft's rapidly expanding set of Copilot offerings for Dynamics 365 and Power Platform. While she has documented many of those discoveries and insights on her popular YouTube channe l, she has also been developing new in-person presentations and workshops for the upcoming event season. Lisa joins us in the Biz Apps Classroom on this episode to preview the AI-centric session and full-day workshop she will be presenting at the upcoming Power Platform Community Conference 2024 . Lisa has historically focused a lot of her presentations on model-driven Power Apps, but for #PPCC24 she wanted to do something different, she explains. A lot of questions from the community are about the broad concept of Copilot within Microsoft solutions. Her workshop aims to look at the Copilot experiences across the various business apps and how different people can use them in their roles. Topics will include prompting skills, hands-on demos, interactive questions, and more. She wants people to come away understanding the range of possibilities and the skills they will need to use those. Resources: See all Biz Apps Classrooms episodes here: https://msdynamicsworld.com/biz-apps-classroom Support the podcast and get a discount on an annual plan for 365.training by visiting https://365l.ink/MSDW . Keep up with community content at https://mydigest.365.training/…
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1 Biz Apps Classroom, Ep. 16: George Doubinski on Power Platform Interns and Apprentices 42:47
42:47 나중에 재생 나중에 재생 리스트 좋아요 좋아요42:47
나중에 재생 나중에 재생 리스트 좋아요 좋아요Microsoft MVP and founder of AlexaCRM George Doubinski joins us in the Biz Apps Classroom to talk about his recent experiences hiring an intern to learn what Power Platform services and solutions development are all about. As this person's internship experience nears an end, George shares several lessons and observations that others may want to consider if they set up a similar program. George talks about the importance of insulating an apprentice from customer scrutiny, finding the balance between teaching and discovery, catching and correcting bad habits, and how to know when a new learner is ready to become a true working professional. Other topics discussed include: What skills do students need coming into the Microsoft channel workforce? Why interns and apprentices have trouble focusing on the right challenge or task. The role of writing code as a Power Platform consulting intern Why a mentor must provide an environment where apprentices are safe to make mistakes Links & Resources: George on LinkedIn: https://www.linkedin.com/in/georgedoubinski/ George's Power Platform Community Conference discount code: ENABLER100 Julie's Power Platform Community Conference discount code: JYACK100 See all Biz Apps Classrooms episodes here: https://msdynamicsworld.com/biz-apps-classroom Support the podcast and get a discount on an annual plan for 365.training by visiting https://365l.ink/MSDW . Keep up with community content at https://mydigest.365.training/…
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1 Why CTI is a customer service game-changer, with Upland Software 30:48
30:48 나중에 재생 나중에 재생 리스트 좋아요 좋아요30:48
나중에 재생 나중에 재생 리스트 좋아요 좋아요This episode is sponsored by Upland Software . In a world where the next revolutionary contact center technology is always just around the corner, the reality is that agents still need real solutions today. Computer-telephony integration (CTI) is the real game-changer, says this episode's guest, Denis Francoeur, Director of Product from Upland Software, and he explains why. The contact center needs better connections between systems and people, Francoeur says, and CTI holds a fascinating place among IT assets. It has proved its worth over the years as an evolving technology, and the latest generation of tools, like InGenius from Upland, shows its relevance by serving as both a productivity tool for agents and as a vector for AI-driven insights, recommendations, call routing, and more. We discuss what trends in AI messaging have meant for positioning CTI, recent feedback Upland has had from Dynamics 365 customers and partners, and what users can do today to cut through the noise when deploying CTI in their organizations. InGenius customers see an average of 50% uplift in agent call handling when integration D365 with their telephony system. Schedule a 1:1 product demo by clicking here: https://bit.ly/3M7ttW8…
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This episode is sponsored by insightsoftware . The rapid increase in attention on AI has generated lots of new conversations at insighsoftware, a global provider of comprehensive solutions for the Office of the CFO. Their customers in the Microsoft ecosystem want to bring AI and ML to bear for better performance, but challenges around data often become a hurdle. Our guests, Warwick Leitch and Caria Collins of insightsoftware, follow up their recent MSDW webcast to talk in more detail about delivering AI-related features and planning for the data-related challenges that their clients are talk about today. Beyond data preparation and forecasting, consumers of financial and operational analytics want speed, accuracy, and the ability to configure AI models for their needs. Our guests explain why advances in forecasting, helped by AI and ML models, could prove to have the biggest impact on businesses and why new tools for anomaly detection and report suggestions could also add value. Warwick and Caria tie these trends back to insightsoftware solution Jet Analytics and explain where AI and ML capabilities align with it. They also provide some insight into what other AI-related topics customers are thinking about for the future. More from insightsoftware: insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. Learn more about Jet Analytics and Microsoft Fabric.…
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The MSDW Podcast
1 Previewing TechBayanihan 2024, a new Microsoft community event in the Philippines 32:45
32:45 나중에 재생 나중에 재생 리스트 좋아요 좋아요32:45
나중에 재생 나중에 재생 리스트 좋아요 좋아요The 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. TechBayanihan 2024 takes place on August 2 and 3 and promises a full schedule of sessions and activities, from Microsoft product updates to customer panels to plenty of networking opportunities. Our guests on this episode, Microsoft MVPs Kris Ruyeras, Doher Drizzle Pablo, Ahmed Salih, and Cecile Dinh, are all part of the globe-spanning organizing committee for the event. They explain how they came together along with the rest of the team to conceive of and plan the event. They discuss the event's priorities, the organizing process, and interesting characteristics of the Microsoft tech community in the Philippines. And listeners can help sponsor the attendance of more students. Learn more about purchasing low-cost registrations on behalf of local students.…
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The MSDW Podcast
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 organizations are reaping the benefits. Payment requirements in B2B scenarios are unique compared to the B2C world, and our guests discuss some of the goals that PayTrace clients seek when they invest in embedded payments. Mary and Sam tell us about the experiences of their customers that have expanded payments capabilities and insights into areas like AR, cash management, and analytics. And we discuss how conversations in the Dynamics channel between partners and customers are changing based on payments-related requirements. In short, partners need trustworthy tools that they can rely on to deliver supported solutions that meet client needs. A message from PayTrace: The B2B payment experts, PayTrace specializes in payment processing and automation that enables businesses to accept payments anywhere and increase cash flow. They provide solutions for accounts receivable, interchange optimization, surcharging, and more, all built on the solid foundation of a B2B payment gateway that’s trusted by 40,000 merchant businesses.…
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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 Customer Service, Field Service, Sales, and Customer Insights. He explained why that particular training had to be tailored to the needs of Microsoft employees as opposed to other styles like classroom training. But while he has been training others to get their certs some of Derik's own certifications have lapsed. He tells us about his work to prepare to re-certify on PL-200 and PL-600. PL-200 is one of the hardest certifications to get, Julie and Derik say, due to its broad range of knowledge across Power Apps, Power BI, and other services. We also discuss some of the other Power Platform certifications that people can choose from, how Derik recommends people prepare to pass a cert, how quickly the Microsoft exams change over time, and the benefits of Applied Skills, which Derik says are challenging but offer a good way to prepare by testing understanding in real world scenarios. Links & Resources: Derik on LinkedIn: https://www.linkedin.com/in/derikbormann/ See all Biz Apps Classrooms episodes here: https://msdynamicsworld.com/biz-apps-classroom Support the podcast and get a discount on an annual plan for 365.training by visiting https://365l.ink/MSDW . Keep up with community content at https://mydigest.365.training/…
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The MSDW Podcast
1 Biz Apps Classroom, Ep. 14: Joe Griffin at DynamicsMinds 2024 17:39
17:39 나중에 재생 나중에 재생 리스트 좋아요 좋아요17:39
나중에 재생 나중에 재생 리스트 좋아요 좋아요After 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 Learn. He and Julie also share their experiences with the new incremental assessment capabilities of some certs and their opinion of the new D365 Customer Experience Analyst Associate cert that serves as something of a baseline for other more specialized areas. Joe also offers a few predictions on the importance of Copilot Studio and role-based copilots and he discusses getting a broader and more diverse group of people involved with Power Platform. Links & Resources: Joe's Blog: https://crmchap.co.uk Joe on LinkedIn: https://www.linkedin.com/in/joejgriffin/ Joe on X/Twitter: https://x.com/joejgriffin See all Biz Apps Classrooms episodes here: https://msdynamicsworld.com/biz-apps-classroom Support the podcast and get a discount on an annual plan for 365.training by visiting https://365l.ink/MSDW . Keep up with community content at https://mydigest.365.training/…
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The MSDW Podcast
1 Biz Apps Classroom, Ep. 13: Joe Corigliano at DynamicsMinds 2024 17:31
17:31 나중에 재생 나중에 재생 리스트 좋아요 좋아요17:31
나중에 재생 나중에 재생 리스트 좋아요 좋아요The 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 like the partner track at DynamicsMinds, and working with firms on their Microsoft strategy via his role at Ciellos. Joe talks with Julie and Jason about his work, his experiences at DynamicsMinds 2024, and his plans for future events and projects. He explained that partners face a range of challenges today in their Microsoft businesses, from administrative hurdles like optimizing the use of Partner Center to achieving the solution designations needed for maximum channel benefits. Certifications play an important role in those Microsoft designations, along with sales, utilization, and other metrics. We also discuss other ways that partner firms are findings success with non-traditional business models that don't involve the solution designations and may not align with Microsoft's incentives. Regardless of the strategy, relationships between firms will continue to drive a lot of the success partners achieve, Joe believs. Julie and Joe also talk about how community connections have evolved in the Microsoft biz apps channel. Developing a richer set of relationships will fall to people who work in this space directly, they believe, and it will require a range of efforts. Joe's outlook for the year includes his own podcast , organizing July's Biz Apps Partner Summit , and Community Summit . More Resources: See all Biz Apps Classrooms episodes here: https://msdynamicsworld.com/biz-apps-classroom Support the podcast and get a discount on an annual plan for 365.training by visiting https://365l.ink/MSDW . Keep up with community content at https://mydigest.365.training/…
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The MSDW Podcast
1 Biz Apps Classroom, Episode 12: Nick Doelman at DynamicsCon Live 2024 22:44
22:44 나중에 재생 나중에 재생 리스트 좋아요 좋아요22:44
나중에 재생 나중에 재생 리스트 좋아요 좋아요Julie 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 training. Nick shares his perspective on the strengths and weaknesses of today's tools for creating learning plans, classroom training, and self-learning activities. His experiences point to Copilot as a tool, not a solution, and he explains why he still has trust issues with the technology. Nick also shares a recent experience of asking Copilot to develop a syllabus for a client. He had to balance the potential time saved, the skills a Microsoft consultant needs to properly review such AI output, and the risks of some people leaning too heavily on these tools. Resources: Power Platform Boost Podcast: https://powerplatformboost.buzzsprout.com/ MSDW's DynamicsCon Live 2024 coverage: https://msdynamicsworld.com/tags/dynamicscon-may-2024 See all Biz Apps Classrooms episodes here: https://msdynamicsworld.com/biz-apps-classroom Support the podcast and get a discount on an annual plan for 365.training by visiting https://365l.ink/MSDW . Keep up with community content at https://mydigest.365.training/…
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The MSDW Podcast
1 Biz Apps Classroom, Episode 11: Exploring Copilot (with video) 27:56
27:56 나중에 재생 나중에 재생 리스트 좋아요 좋아요27:56
나중에 재생 나중에 재생 리스트 좋아요 좋아요What 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 decide to embrace AI and Copiilot in general: how to identify useful AI-enabled scenarios and how to use them effectively and responsibly. As Julie shows us in this walkthrough, great results are not guaranteed with an AI copilot interaction. Prompts matter, as does the user's critical eye toward the results. In this episode we explore not only prompts and responses, but the importance of language choices and how to adapt your approach during an AI interaction to get the ideal outcome. Resources: See all Biz Apps Classrooms episodes here: https://msdynamicsworld.com/biz-apps-classroom Support the podcast and get a discount on an annual plan for 365.training by visiting https://365l.ink/MSDW . Keep up with community content at https://mydigest.365.training/…
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The MSDW Podcast
1 Commerce Challenges and Opportunities in the Public Sector 15:35
15:35 나중에 재생 나중에 재생 리스트 좋아요 좋아요15:35
나중에 재생 나중에 재생 리스트 좋아요 좋아요This 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 Microsoft partner Evenica led a discussion about what’s possible for municipalities today when they leverage the full capabilities of Dynamics 365 and Power Platform, including commerce. Topics include: Evenica's outlook on Commerce in public sector How well Dynamics 365 Finance and Operations apps (including Commerce) fit in public sector organizations Unique commerce-related challenges of public sector and local governments Commerce in portals scenarios Easing the pain of RFPs A message from Evenica: Over the past 20 years Evenica has defined Commerce as a category and become one of the leading implementers of Dynamics 365 Commerce. They work with Microsoft customers across each major industry to create synergy between transactions and interactions. You can learn more about them at Evenica.com…
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The MSDW Podcast
1 Biz Apps Classroom, Episode 10: Applied skills and hiring with EY Kalman 34:55
34:55 나중에 재생 나중에 재생 리스트 좋아요 좋아요34:55
나중에 재생 나중에 재생 리스트 좋아요 좋아요Microsoft 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 evaluates candidates based on technology, roles, and other considerations. Why EY believes the PL-200 is a good starter exam for candidates, even if they are new to Microsoft Business Applications. Whether college matters when hiring for Business Applications consulting roles. How to interpret the completion of Applied Skills by a candidate. Why Applied Skills can be a headache for more experienced Microsoft professionals EY's recent experiences finding skilled candidates to fill his firm's open roles Tips for building your skill set without an employer Resources: https://thecrm.ninja See all Biz Apps Classrooms episodes here . Support the podcast and get a discount on an annual plan for 365.training by visiting https://365l.ink/MSDW . Keep up with community content at https://mydigest.365.training/…
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The MSDW Podcast
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 schedule highlights like the TechFluent Gala on Tuesday, May 14. And listen closely to this short episode because at the end we explain how to enter to win one of MSDW's two free passes to DynamicsCon Live.…
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The MSDW Podcast
1 Evaluating the latest Microsoft Partner Benefits offers with AJ Ansari 33:17
33:17 나중에 재생 나중에 재생 리스트 좋아요 좋아요33:17
나중에 재생 나중에 재생 리스트 좋아요 좋아요Microsoft 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 each offer, the value of different options, and how different kinds of organizations might be able to use them to their advantage. We also discuss what these offers say about Microsoft's channel engagement priorities today and how they differ from other programs and incentives. Events and resources mentioned: Comparing partner offerings Directions North America DynamicsCon Live DynamicsMinds Days of Knowledge Central BCTechDays…
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The MSDW Podcast
1 Biz Apps Classroom, Episode 9: Preparing for MB-260 with Microsoft MVP Malin Martnes 30:21
30:21 나중에 재생 나중에 재생 리스트 좋아요 좋아요30:21
나중에 재생 나중에 재생 리스트 좋아요 좋아요Microsoft 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, her efforts to cover the topics of MB-260 on her blog, as well as more general Microsoft certification exam recommendations. Show Notes 7:45 - Malin's view of with the MB-260 exam and certification: how it compares to others and whom it is for 10:30 - Who is well prepared to take it? 13:00 - How to organize your efforts toward preparing for the exam 16:00 - Why correct answers on Microsoft exams don't always seem logical 17:45 - Good entry points for this certification 23:00 - The challenge of getting customers motivated to use Customer Insights 27:30 - Malin's blogging plans for the year Resources: Malin's blog - https://malindonosomartnes.com/ MaCoTra (Malin's firm) - https://macotra.no/ Malin on LinkedIn - https://www.linkedin.com/in/malinmartnes/ Her book about D365 Customer Insights Journeys (Marketing) - https://www.amazon.com/Becoming-Microsoft-Marketing-Functional-Consultant/dp/1803234601 See all Biz Apps Classrooms episodes here . Support the podcast and get a discount on an annual plan for 365.training by visiting https://365l.ink/MSDW . Keep up with community content at https://mydigest.365.training/…
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