Overview of Copilot related analytics in Dynamics 365 Customer Service and it's business impact. Learn more: https://dynamics.microsoft.com/en-us/customer-service/overview/ #Microsoft #MicrosoftDynamics365 https://www.youtube.com/watch?v=bubVIX1ywrk

Julie and Jason are talking about goals and goal setting. While neither of them is a self-described goal setter, they both acknowledge that taking a goal-oriented approach can be a helpful tool for professional development. Using the SMART(ER) model as a reference point, they talk through different ways professionals in the Dynamics 365 and Power Platform space can set goals for their own professional development. They note examples of various people in the Microsoft community who have modelled great goal-setting behaviors for the rest of us, and they identify tools and programs that listeners can look at for further guidance and inspiration. References: Lisa Crosbie – https://www.youtube.com/@LisaCrosbie Mark Smith's mentoring program – https://ako.nz365guy.com/ April Dunham – https://www.youtube.com/@AprilDunnam Reskill program for Business Central partners – https://msdynamicsworld.com/story/microsoft-launches-reskill-help-dynamics-365-business-central-partners-add-services-capacity My Digest – https://mydigest.365.training/MyFeed Julie's email: julie@365.training Jason's email: jason@msdynamicsworld.com https://www.youtube.com/watch?v=PLUUSfNoWsw

This episode is sponsored by Vertex. Larry Mellon , Tax Director – Chief Tax Office at Vertex, joins us to shed light on potential risks that businesses grapple with when they rely on their ERP's native tax functionality rather than a dedicated tax engine. Larry tells us about his history with Vertex, working both internally and with both customers and jurisdictions on tax matters. He discusses some of the reasons why tax accuracy is so important to an organization and how any shortcomings can interfere with compliance, lead to audit risk, and affect staff allocation. He also explains the role a trusted tax engine can have in improving the auditor's role and optimizing staff allocation. Show Notes: 1:00 – Larry's professional history at Vertex, in their tax office and working on the software 1:45 – Why does tax automation software differ from native ERP tools? 2:45 – Common challenges of accurate taxation 3:45 – Changing rules for sales and use tax assessment 5:30 – Top challenges in staying compliant 6:15 – How reporting to tax jurisdictions works with a tax engine 7:10 – Have tax jurisdictions adapted to receiving data from tax engines? 8:30 – Reporting for auditors 9:45 – How tax engine deployment improves staff allocation Vertex integrates with Dynamics 365 F&O, Business Central, Sales, and Commerce. To learn more about Vertex’s integrations with Dynamics 365, visit https://vertexinc.com. Email: microsoftdynamics@vertexinc.com to discuss your specific tax needs. Vertex integrates with F&O, Business Central, Sales & Commerce. https://www.youtube.com/watch?v=KK7zYAvCNl8