Category: CRM



This episode of the MSDW Podcast is sponsored by Stratos Cloud Alliance. Microsoft continues to forecast significant growth in Dynamics 365 business, but to achieve it more partners will have to get involved. But building a practice focused on business solutions is quite different from cloud, productivity, or other specialties. Our guests are Len DiCostanzo, Principal Consultant at MSP Toolkit, and Scott May, Director of Channel Development Stratos Cloud Alliance. We discuss Dynamics 365 as an opportunity for partner growth in the Microsoft channel. They lay out research on the market opportunity, the options partners have when it comes to building a D365 practice, and some of the factors that firms should look for in a prospective distribution partner. https://www.youtube.com/watch?v=5DGWb1CGM2s



In the first part of this session, our manufacturing industry experts will guide you through: 1. Configurating and Quoting Complex Products & Services: See how CPQSync can allow your sales team to generate faster and more accurate quotes, improve profitability control on deals quoted, and get new and updated products to market faster.  2. 360-Degree Contact View: Follow your sales activities through Dynamics 365 to simplify the sales process, automate lead management, and boost sales.   3. Dashboards and Reporting: Watch how we create internal reports for important metrics that you can use to improve forecasting, empower pipeline management, and maximize your sales team's results.   Increase revenue and profitability by enabling sales teams with CPQSync & Microsoft Dynamics 365. https://www.youtube.com/watch?v=arM2lHy8UCw



The session will discuss a library of solutions implemented at clients for transferring between applications in separate pods. Each configuration has its own merits and use case. The four main categories that will be discussed are – 1. Trickle Feed – uses a combination of inter-pod REST API connection, data management load rule, groovy scripting and scheduled EPM Automate job on a jump server to pick-up the files from source and push to target. 2. Focused On-save Push – pushes an intersection from source to target using inter-pod REST API connection, data management load rule and groovy scripting. 3. Scheduled Push- uses a combination of windows or Linux job, inter-pod REST API connection, groovy scripting, data management load rule and EPM Automate commands to extract and push data en masse from source to target. 4. Json Extract and Load – uses a combination of groovy scripting and inter-pod REST API connection to extract and push an intersection on-save. The audience will walk-away with learnings and understanding of inter-pod configurations, mainly for EPM Cloud planning applications. Snippets of code will form the "gold dust" takeaway from the session. Hosted by Vatsal Gaonkar and recorded on 2/19/21 https://www.youtube.com/watch?v=aemHuDAFM3s