Category: CRM



Microsoft MVP Malin Martnes has spent considerable time exploring the Microsoft Dynamics 365 Customer Insights (Data) Specialist 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 explore 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/ https://www.youtube.com/watch?v=s8uGOWrAzR8



This episode is sponsored by Leapwork. Microsoft has recently adjusted the update schedule and policies for Dynamics 365 Finance and Operations apps, with the One Version strategy now driving the delivery for four service updates per year to customers, with limited pauses allowed. Given the regular cadence, the short testing windows, and the need to accept multiple updates per year, customers must reckon with the realities of testing efficiencies. As our guest, Sune Engsig, Field CTO at Leapwork, explains, manual testing against regressions for an application like D365 Finance or Supply Chain Management can take a heavy toll on an organization, adding time and cost while preventing an organization from investing in rolling out new improvements and new solutions. Sune tells us about his experiences working with Leapwork clients, how both partners and customers engage with the company on deploying automated testing for Dynamics 365, and how Leapwork thinks about the ideal ways to share responsibilities between functional testers and technical resources. Resources: Webcast recording: Navigating the Dynamics 365 One Version Policy: Automated Regression Testing for ERP Excellence Schedule time with a Leapwork test automation experts here https://www.youtube.com/watch?v=47_k_DB2Kcw



How will your organization spend its money to invest? Making smart capital investment decisions for the company is a huge decision and can be very challenging – even more so without an effective capital programming strategy to prioritize new capital requests, find the investment dollars, and manage approved capital investments through procurement and implementation. An effective capital programming strategy can help you manage and prioritize capital requests to better decide how to allocate limited capital budget. In this webinar, you’ll learn how capital-intensive clients in distribution, transportation, retail, higher-ed, and healthcare streamline capital programming from the front-line, FP&A and executives using the power of Oracle Cloud Enterprise Performance Management (EPM) Planning. And they did it quickly using our accelerator to reprogram their capital programs in just a few weeks! During the webinar, you’ll see a demo of how our cloud-based accelerator seamlessly automates key stages of the capital programming process with three easy steps to connect business leaders from different departments, manage the capital program continuously, and provide 360-visibility into the health of the capital program. https://www.youtube.com/watch?v=fr8jiLvgjbw