Category: CRM



Learn more about printing similar GP reports such as the Trial Balance and Aging Reports in Business Central. Learn more about “How To” in Dynamics GP vs Business Central at: https://www.youtube.com/playlist?list=PLcakwueIHoT9yVFOV6_BXMVeodPq3lt3o #Microsoft #MicrosoftDYNM365 https://www.youtube.com/watch?v=VxB93twctw8



This episode is sponsored by Columbus. The data and reporting needs of Dynamics ERP customers have changed over the years, but the skills and tools have not always kept up. Preparing for the next phase of operational and financial management is largely about gaining control of business data as strategies and processes change, workers face new demands on their time, and executives envision a landscape driven by cloud technology. On this episode we are talking about the evolving challenges of data management and analysis with Michael Simms VP of digital advisory and data & analytics at Columbus. Simms is a veteran of the Dynamics AX and F&SCM space and has been on the front lines with customers for many years, working to help organizations get control of their business data with reporting and analysis. Show Notes: 2:30 – The state of traditional data warehouses 4:00 – The importance of curated data sets in today's data management landscape 5:15 – Modernizing data skills for today's demands 9:00 – The emergence of data lakes and how it relates to Dynamics ERPs 10:15 – What to do with legacy data warehouses when planning for future cloud investments 14:30 – The strengths of Azure Synapse and Mike's recent experiences helping clients 17:45 – The importance of creating authoritative data sets and the governance challenges 21:00 – Looking ahead to new reporting suites for business apps 22:00 – Advice on developing expertise as a Microsoft customer For more information about Columbus and our data and analytics solutions, visit us at https://www.columbusglobal.com/en-us/solutions/data-analytics https://www.youtube.com/watch?v=p3Q4GZh3JlQ



This episode is sponsored by HSO. Opportunities to modernize field services come in many forms. Our guests on this episode, Max Dinser and Mike Hammons of HSO, help us understand some of the scenarios and technology choices they are helping clients make and where Microsoft's cloud services fit. Some organizations need an overhaul of their field service management, which might call for the deployment of Dynamics 365 Field Service and specialized add-on solutions. Other firms are trying to enhance their field teams' capabilities by adding augmented reality solutions, providing better insight into equipment via IoT, or asking field workers to help fulfill new business models based on new types of service agreements. Max and Mike also share the new tech that they are most excited about, ranging from analytics to IoT to automation tools. And we discuss some of the unique scenarios that differentiate one organization's needs from another. Show Notes: 2:30 – Tech trends that are impacting the field service market today 5:15 – How do organizations take the steps to adopt new tech? 8:30 – A growth model for service businesses 12:00 – Why so many companies are still in a reactive state and should start small with adapting their service portfolio 14:45 – Microsoft's progress on D365 Field Service and other ways to support it 16:30 – What goes into service planning 19:30 – Using Power Platform to round out out of the box solutions 21:00 – Perspectives on servitization with Microsoft tech 25:00 – What do digital twins do for service management?30:00 – The role of IT and the business in service technology investment 33:30 – What the HSO team is excited about in the tech landscape The report mentioned: Key Drivers for Growth in Service: Research Report with Microsoft and Noventum For additional resources and workshop from HSO: Connected Field Service https://www.youtube.com/watch?v=Gid6YQJeTXA