Category: CRM



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 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 https://www.youtube.com/watch?v=KIcmCxM2GpU



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 https://www.youtube.com/watch?v=m4s09M3zJCE



Welcome back to the Biz Apps Marketing Minute! In this episode, host @Adam Berezin sits down with @Amiee Keenan, founder of @The ISV Society. Amiee shares how The ISV Society supports Microsoft Business Applications ISVs through collaborative marketing efforts, events, and strategic initiatives. With decades of experience in the Dynamics space, Amiee provides unique insights into navigating industry changes and building partnerships that drive real impact. More MSDW Marketing videos: https://msdwmarketing.com/videos/
The ISV Society: https://theisvsociety.com/ https://www.youtube.com/watch?v=tPEWndfjgsA