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The MSDW Podcast

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The MSDW Podcast dives into the latest news and events in the Microsoft Dynamics ERP and CRM community. Produced by the editors of MSDynamicsWorld.com, the podcast features interviews and discussions on the latest issues confronting Dynamics AX, GP, NAV, and CRM users and professionals.
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Episodes

Evaluating Headless and Composable Commerce Options

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, innovativ...

Jan 14, 202511 min

Empowering The Connected Worker with Purpose-Driven Frontline Tech

This 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 ...

Dec 19, 202429 min

Deploying better Dynamics 365 F&O solutions, with Karolis Aleknavičius of ERP Mechanics

This 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 a...

Dec 15, 202420 min

Expanding the marketing automation landscape with emfluence CEO David Cacioppo

This 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 w...

Dec 04, 202418 min

Meeting the financial reporting needs of Microsoft customers with FYIsoft

This 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. Sch...

Nov 25, 202419 min

Kuldeep Gupta's favorite Copilot features in Dynamics 365 Project Operations

Microsoft 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 fo...

Nov 21, 202441 min

PayTrace Recaps Community Summit 2024 Experience

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 increasin...

Nov 20, 202427 min

Advocating for customers and partners, with Guus Krabbenborg

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 sho...

Oct 30, 202434 min

Understanding AES for export with NMB Solutions

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 exp...

Oct 23, 202420 min

Biz Apps Classroom, Ep. 19: Tips for tech training in English for non-native speakers with George Doubinski

Learning 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 suggeste...

Oct 22, 202441 min

Community Summit 2024 Preview with Velosio

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 fra...

Oct 08, 202422 min

Community Summit 2024 Preview with Aqueducts Consulting

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...

Oct 03, 202422 min

Community Summit 2024 Preview with PayTrace

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...

Oct 03, 202415 min

Community Summit 2024 Preview with KingswaySoft

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...

Oct 01, 20247 min

Community Summit 2024 Preview with Formpipe

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 Wa...

Sep 27, 20246 min

Community Summit 2024 Preview Podcast with Leapwork

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 softw...

Sep 25, 20249 min

Community Summit 2024 Preview Podcast with Nodus Technologies

MSDW 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 increasin...

Sep 23, 202421 min

Community Summit 2024 Preview Podcast with Integrity Data

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. P...

Sep 23, 202410 min

Biz Apps Classroom, Ep. 18: Making events inclusive by design, with Ana Inés Urrutia

Running 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 caree...

Sep 05, 202434 min

Biz Apps Classroom, Ep. 17: Power Platform Community Conference 2024 Preview with Lisa Crosbie

MSDW 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 join...

Aug 22, 202431 min

Biz Apps Classroom, Ep. 16: George Doubinski on Power Platform Interns and Apprentices

Microsoft 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 betw...

Aug 20, 202443 min

Why CTI is a customer service game-changer, with Upland Software

This 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 a...

Aug 19, 202431 min

Preparing Data for AI Governance with insightsoftware

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 deliv...

Aug 01, 202419 min

Previewing TechBayanihan 2024, a new Microsoft community event in the Philippines

The 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 p...

Jul 10, 202433 min

The Rise of Embedded Payments for Dynamics ERP

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 g...

Jul 03, 202426 min

Biz Apps Classroom, Ep. 15: Derik Bormann

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 empl...

Jun 17, 202426 min

Biz Apps Classroom, Ep. 14: Joe Griffin at DynamicsMinds 2024

After 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 Custo...

Jun 05, 202418 min

Biz Apps Classroom, Ep. 13: Joe Corigliano at DynamicsMinds 2024

The 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 abo...

Jun 03, 202418 min

Biz Apps Classroom, Episode 12: Nick Doelman at DynamicsCon Live 2024

Julie 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-learn...

May 20, 202423 min

Biz Apps Classroom, Episode 11: Exploring Copilot (with video)

What 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 ...

May 10, 202428 min
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