Category: CRM



Andrew King of WebSan Solutions joins us once again to talk building and selling Microsoft business solutions to SMBs. Andrew and his team have been working with clients on a range of the latest Microsoft technology, from the Business Applications suite to Power BI, Office 365, SharePoint, Teams, and Azure products. On this episode we cover a range of topics including what types of solutions are resonating with new and existing clients, the technology on which his team is building expertise, the types of conversations he is having with NAV and GP customers these days, and WebSan's upcoming webcast for MSDW on November 20 about moving GP solutions to the cloud. Show notes: 1:30 – Introducing D365 Business Central to the market 3:45 – What it takes to blend Microsoft technology together for a full vision when talking to prospects 5:15 – Top scenarios with today's tech (Building AI chatbots, PowerApps, and more) 8:45 – The bot, customer service, and field service opportunity 12:00 – Why PSA and Field Service capabilities must integrate more comprehensively with Business Central. 14:00 – Using Flow, Teams, Power BI, SharePoint, and more in solutions today. 19:45 – Why Business Central is not sold by itself, and why competition doesn't allow for it. 21:00 – Investing in PowerApps development services 22:00 – The GP cloud migration opportunity (webcast) 27:00 – The personnel challenges of ERP upgrades 29:00 – Communicating the contrast between GP and Business Central and offering realistic guidance 36:00 – Microsoft Tech Summit in Halifax https://www.youtube.com/watch?v=7aqKauXlEtw



For companies adopting Dynamics 365 Customer Engagement (CRM) solutions, struggling with report development in SQL Server Reporting Services (SSRS) can feel like being trapped in the past. But there is a more user-friendly, modern alternative! Watch this recorded webcast to see a reporting solution that reduces your dependence on IT. Learn how Xpertdoc Smart Flows for Dynamics 365 eliminates the struggle of dealing with SSRS reports. https://www.youtube.com/watch?v=GXGtbDFD1tU



Discover how Campus Management is using the Microsoft Power platform and Dynamics 365 to build solutions to address the unique needs in Higher Education. Campus Management’s Engage solution allows Higher Education Institutions to gain insights across the student lifecycle and drive actions based on the holistic view of the student. In this video, you will learn how Campus Management used the Microsoft Power platform and the new Dynamics 365 Higher Education Accelerator in their Engage solution. Learn more: https://dynamics.microsoft.com/en-us/microsoft-power-platform/ https://www.youtube.com/watch?v=mUGyp_lrNGg