Category: CRM



In this video, learn how Rockwell Automation is shaping the industrial industry by improving productivity for customers with Dynamics 365 for Sales, Power Platform, and Office 365. For more information, visit: https://dynamics.microsoft.com/en-us/ Power Platform: https://powerplatform.microsoft.com/en-us/ Office 365: https://www.office.com/ Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Content Library: https://explore.dynamics.com/h/ Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en Please note: this video was pre-recorded prior to the COVID-19 pandemic. https://www.youtube.com/watch?v=HPuZuZgga_U



In the first episode of this series about upgrade strategies for Microsoft Dynamics GP customers, Karen Riordan of Menlo Technologies and Peter Joeckel of TurnOnDynamics joined us to discuss the wide-ranging the experiences of these organizations and varied viewpoints they hold today when it comes to the much-hyped promise of moving from on-prem ERP to Dynamics 365 Business Central in the cloud. On this second episode, we go deeper on the needs of GP customers today. The tens of thousands of GP customers in the world are a diverse group. Some have watched carefully as Microsoft and other vendors have released their new generation of ERP solutions, while others need someone to come in and start from the beginning on what cloud is all about. Peter and Karen agree that GP customers should expect their partners to take a consultative approach rather than acting as an extension of their IT team. And they discuss some of the signs that a company is a good candidate for moving to pure cloud ERP as opposed to some other alternative. Show Notes: 1:00 – When talking about upgrades, why talk about the GP market's decisions? 4:30 – Why don't companies have a great understanding of what a newer ERP system can do for their businesses? 6:30 – The challenge of taking a consultative approach rather than a technical approach to ERP discussions 10:30 – Signs that an organization really needs to consider a new ERP 15:30 – What roles or groups tend to support new technology investments and why is there resistance in other areas? 19:30 – Distinguishing between different types of GP deployments and why the broad use means different future needs 22:30 – Why executive vision is the critical foundation to enterprise application investments, both for the organization and the success of an implementation partner. 24:30 – How coronavirus has impacted the ERP and broader IT priorities of organizations. https://www.youtube.com/watch?v=UUFddMmQQwA



When the full extent of the coronavirus pandemic finally became clear to businesses around the world, the falling stock markets, locked up supply chains, and panic buying were accompanied by a frenzy within marketing departments to re-calibrate both their messaging and their communication channels. For marketing automation vendor ClickDimensions, one of the results was a massive jump in message volume from customers, says the company's CEO Mike Dickerson. He also observed that the crisis has put very different demands on the customers and the Microsoft partners with which his team works on a daily basis. Dickerson talks with us about these recent experiences and his observations on changes in the Microsoft channel since he last joined the podcast, including the evolution of digital marketing more generally, the need for special skills to accompany a marketing automation deployment, and the ISV Connect program. Show Notes: 1:30 – Responding to the impact of coronavirus on customers and partners 6:30 – Modern B2B needs still reflect the digital consumer mindset 8:30 – What shutdowns did to customers' communication volume 9:30 – How the ClickDimensions services business has evolved, and the role it plays with Dynamics partners 17:00 – How marketing automation users have adapted – or failed to adapt – their engagement strategy in the midst of a crisis. 21:30 – Mike's perspective on how the pandemic is impacting the Microsoft channel more broadly 26:30 – ISV Connect and its progress from the partner perspective 31:00 – The risks of ISV Connect from the investor perspective and their influence with MIcrosoft 35:00 – How else can partners adjust for better outcomes https://www.youtube.com/watch?v=lZtajOkDshM