This episode is sponsored by PayTrace. Community Summit North America 2024 offered Microsoft customers and partners a mix of education, networking, and the chance to contemplate the future of entertise software and solutions. Our guests on this episode, Mary Miller and Sam Johnson of PayTrace, share their own highlights, observations, and experiences from Summit. This was PayTrace's second year exhibiting at the user-focused event. Their team heard from booth visitors about goals like increasing automation, decreasing complexity of multi-solution architectures, and planning for cloud ERP. Mary and Sam also reflect on how different roles within a Dynamics customer organization are approaching their future technology needs. And they offered updates on what is coming next from PayTrace. More from PayTrace: The PayTrace blog: https://paytrace.net/blog B2B Insights: Understanding the Credit Card Process – https://msdynamicsworld.com/white-paper/b2b-insights-understanding-credit-card-process https://www.youtube.com/watch?v=m4s09M3zJCE

Welcome back to the Biz Apps Marketing Minute! In this episode, host @Adam Berezin sits down with @Amiee Keenan, founder of @The ISV Society. Amiee shares how The ISV Society supports Microsoft Business Applications ISVs through collaborative marketing efforts, events, and strategic initiatives. With decades of experience in the Dynamics space, Amiee provides unique insights into navigating industry changes and building partnerships that drive real impact. More MSDW Marketing videos: https://msdwmarketing.com/videos/
The ISV Society: https://theisvsociety.com/ https://www.youtube.com/watch?v=tPEWndfjgsA

Watch the audio description version: https://youtu.be/4ZigWfNr23s Copilot for Service unlocks an organization’s trusted knowledge to accelerate onboarding and case resolution, improve efficiency, and automate tasks for agents in their flow of work. Without costly development time, organizations can simply point to their data and, in a few minutes, unlock generative AI-powered conversations across their knowledge bases. And for agents, they can tap into this knowledge from the tools they use every day like Outlook and Teams, as well as other desktop software of choice. • In the Microsoft Copilot chat experience, use Copilot to ask questions over cases and contacts, as well as summarize cases—all from CRM data. • In Outlook, use Copilot to summarize and draft emails, access case summaries, browse and update CRM records, and schedule meetings informed by case summaries and other relevant information from CRM records. • In Teams, use Copilot to browse and update CRM records during a meeting, as well as recap meetings, suggest follow-up action items, and create tasks that can all be saved to CRM systems directly from Teams. • Embedded in agent desktops, enable generative AI-powered conversations across knowledge sources with pre-built integrations for Salesforce, ServiceNow, and Zendesk, as well as public websites, SharePoint, knowledge base articles, and offline files. Learn more: https://msft.it/6052WRVUr #Microsoft #MicrosoftDynamics365 https://www.youtube.com/watch?v=L6ws_hzdOJ8