Category: CRM



MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with Mike DeGeeter and Sabrina Zimara from Velosio. With the recent end-of-life update for Dynamics GP, the Velosio team has ramped up their planning services and guidance for GP customers and will be offering Summit attendees 15 minute one-on-one consultations with specialists at booth 1452. The team will also be showing off their Sales Velocity framework to provide comprehensive, pre-built integration of Dynamics 365 Customer Engagement apps and Business Central at no cost. Mike and Sabrina also reminded us of some of the firm's other recent news. Their new CEO, Robbie Morrison, has set a new vision for the firm focused on partnering with clients to create raving fans. The firm also has some new recognitions: they are once again Microsoft Inner Circle due to their sales success and they were named as a finalist in Microsoft's Partner of the Year award for Dynamics 365. More information: ClearPath Migration Consultation at Summit Booth #1452 – Schedule here: ClearPath Consultation at Microsoft Summit Free BC + CE integration for Summit attendees who visit us at our booth! Mention the free integration to get signed up! https://www.youtube.com/watch?v=qQM2jPr7hxM



MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with Joe Christensen, founder of Aqueducts Consulting. The team at Aqueducts thinks a lot about how to help Dynamics 365 F&O and AX customers find success in their reporting and data management efforts, Joe tells us. He has seen plenty of pain and frustration among customers over the years, and there are many good reasons why, from the technology to project planning to user adoption and organizational change. Reporting challenges often come down to a solution's reliability, Joe explains. When there's no reliability, a company’s reporting system often reverts to becoming little more than key people and tools, rather than something designed to deliver reports to everyone. We also discuss the evolution of the Dynamics 365 F&O data strategy, first with the introduction of Export to Data Lake and now Synapse Link. The Aqueducts Consulting booth at Summit will give attendees as unique "data factory" experience, and Joe explains what that will look like, blending concepts, technology, and operational process. More information: See the Aqueducts Consulting teaw at Booth 1817 Partner Solution Showcase: Tuesday October 15th, 10:45-11:45 AM Come by to cover reporting out of D365F&O. Hear from your peers on how they designed their reporting out of F&O, with a special focus on Synapse Link, and the lakehouse/data warehouse approaches. And ask me about Report Factory! It's our new way of making sure your team can survive when any of your key people leave the BI / reporting team. Demo Zone: Wednesday Oct 16th, 4:45-4:55 PM Where we run through how to get the most progress on F&O reporting, from 14 years of reporting in the field. Connect with Joe on LinkedIn: https://www.linkedin.com/in/joe-christensen-aqc/ https://www.youtube.com/watch?v=nnUUANFqO7o



MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with returning guests Mary Miller and Sam Johnson of PayTrace. Mary and Sam update us on their preparations for Community Summit, running October 13 to 17 in San Antonio, and the types of conversations and connections the PayTrace team are planning for at the event at booth 1027. One theme they expect to discuss with attendees is the way that payment technology is moving across organizations today. As they explain, PayTrace customers often deploy their technology in a specific point scenario first and then move into more structured Business Central use cases like invoicing. Sam and Mary also tell us about some of the attractions you can enjoy at their booth and offer tips on getting the most out of the event. See also: MSDW Podcast: The Rise of Embedded Payments for Dynamics ERP https://www.youtube.com/watch?v=otdPtmQEWuE