Category: CRM



This episode is sponsored by Enavate. Cloud ERP and CRM migrations remain a significant but challenging opportunity for Microsoft partners. From Dynamics GP and NAV to AX and CRM, Dynamics customers are planning for the future of their enterprise solutions, but the path forward is not always clear, both in terms of understanding the technical challenges and planning for the optimal future state. Jennifer Ranz and Chad Sogge of Enavate join us on this episode to provide updates on their team's various upgrade and migration tools and programs. A significant portion of Enavate's effort is focused on working with other partners, they explain, because the demand for cloud migration projects remains high even as partner organizations remain stretched. We discuss the launch of the Dynamics 365 Business Central assessment tool developed by Enavate and its role in the channel. Chad also provides an update on enterprise migrations to F&O and CE. And we discuss what the upgrade and migration landscape looks like overall today, both for partners and for customers. Many of the challenges, risks, and opportunities of the past look very different today, they say, and we discuss how the technology and methodologies have improved. Show Notes: 2:00 – What's new in upgrade services and tools at Enavate 3:30 – The launch of the Dynamics GP to D365 upgrade & migration assessment tool 6:45 – How partners should think about using the GP to Dynamics 365 assessment tool 8:45 – What partners should do if they are not ready to support a Dynamics 365 migration 11:30 – How GP customers can get access to the assessment tool (and share the findings with their partner) 15:45 – Observations based on aggregated, non-identifiable usage metadata from the assessment tool 20:15 – What's new in standard migration assessments to Dynamics 365 F&O and CE and how partners work together on white labeled services 23:45 – Making the channel economic case on increasing the volume of enterprise migrations to the cloud 26:45 – What NAV customers need in an assessment tool for moving to Business Central More from Enavate: GP to BC Assessment Tool: enavate.com/partner-assessment Partner Services: enavate.com/partner-services https://www.youtube.com/watch?v=WxFOhJ1Oh8I



The first Microsoft Power Platform Conference (MCCP) 2022 has now concluded, and we catch up with Microsoft MVP Asif Rehmani to discuss what we learned at the event. We review some of the things we learned about Power Platform's position within the larger Microsoft Cloud, how SharePoint will co-exist with it, the various user roles related to Power Platform adoption, and our perception of the Microsoft product team's outlook. We also look ahead to how Power Platform events supported by Microsoft could change in the next year. Asif has also written a LinkedIn post sharing his event experiences. Related MSDW articles: Microsoft announces improved Power Platform governance, app coauthoring Microsoft announces Viva Sales general availability with new sales enablement integration https://www.youtube.com/watch?v=VkPlzHSC5oI



Editor's Note: This episode is sponsored by Dooap. Machine learning technology has become more common and more accessible in AP automation solutions in recent years. Our guest, Kristin Ewart of Dooap, tells us how her clients are deploying ML as part of their AP and invoice management solutions today and how the experience has transitioned from one of training and modelling to one of passive learning and rapid deployment. But all ML capabilities are not created equal, and Kristin offers guidance on what to expect in areas like predictive coding, three way matching, and workflow automation alongside a Dynamics 365 solution. She also shares her observations on what the addition of ML capabilities has done to improve the experiences of workers involved in AP approvals and those responsible for managing those processes. Show Notes: 1:30 – How much and how often is ML used today in AP scenarios? 4:00 – ML capabilities that are adding value in AP automation solutions 7:30 – The relationship between automation and ML training 8:45 – Capturing data based on invoice history with OCR and other ML tools 10:00 – Benefits realized from transitioning from rules-based solutions to ML 14:30 – How ML predictive models work in Dooap today and what passive learning really means 18:00 – What's next for ML in automation scenarios Book a demo with Dooap at www.dooap.com/book-a-demo https://www.youtube.com/watch?v=JEFR16X0CBY