Dynamics 365 Episodes

#141. On this episode of Amazing Apps, podcast host Neil Benson is joined by Allan de Castro, a senior technical consultant for the Power Platform at Avanade France.They discuss their experience applying Scrum to recent projects, including the role of an architect in the Scrum framework. The episode covers key challenges such as the importance of ensuring clarity in the backlog, prioritization of sprints, and addressing technical requirements while focusing on business and added value.[00:06...

132. Today’s guest is Andrew Ly, a Microsoft Business Applications Solutioning Lead at IBM Consulting in Australia.Andrew shares his 22 years of experience in the Microsoft space, including the type of work he does and the clients he works with.Andrew also gives his two cents on the low-code, no-code approach and talks about the demand of in a day trainings like App-in-a-Day sessions, Figma, and Power Platform applications.Show Highlights[02:48] Andrew’s background and what it’s like livi...

131. Today’s guest is Magnus Gether Sørensen, a Dynamics 365 Field Service expert at Delegate in Denmark.Magnus shares with us some of the Field Service projects he has worked on, as well as the interesting challenges that his customers have encountered using the application.Plus, Magnus talks about what’s new and next for Field Service and gives a few tips for teams implementing the application.Episode Highlights[0:30] Magnus’ background and his career in business applications[03:29] M...

#116. Dani Kahil interviews Andrew Bibby about a pivotal, multi-year Dynamics 365 business transformation project in financial services.Dani Kahil and Andrew Bibby are both Microsoft Business Applications MVPs. Dani is an independent consultant and online trainer specialising in requirements analysis and solution envisioning. Andrew Bibby is a founder of Proximo 3, a Microsoft training and advisory partner based in the UK.Dani and Andrew discuss:How Andrew's client engaged him as an adviso...

#114. I'm joined by Microsoft MVPs Guro Faller and Tricia Sinclair. Guro and Tricia are presenting at Scottish Summit in Glasgow in June.Their presentation is "Personalize Your Customer Experience with Dynamics 365". It's going to be a showcase of the art of the possible with Dynamics 365 Marketing, Customer Insights, and Omni-channel for Customer Service.GuestsTricia Sinclair is a customer service lead at Avanade, and she's based in London in the UK.Tricia Sinclair on LinkedInTricia Sin...

#113. Vivian Voss joins me to discuss her upcoming Scottish Summit session, From the Basement to the Cloud - Your Journey from CRM on-premises to Dynamics 365 CE.Register today for Scottish Summit.Congratulations to Yacob Shenkute from Power Platform School for achieving his Scrum.org PSM1 certification.ResourcesVivian Voss on LinkedInVivian Voss on TwitterVivian's blogCustomer Experience Platform user groupI've just registered for Microsoft Power Platform Conference in Las Vegas fro...

103. The Microsoft FastTrack Success by Design implementation guide was first published in May 2021 and has refreshed this month (October 2021) in the 2021 Wave 2 update .What is Success by Design? Is it the latest incarnation of the Dynamics SureStep methodology or is it a new framework that all Dynamics 365 partners should consider adopting for their enterprise projects?To find out, I'm joined by Seth Kircher. He's the Principal FastTrack Solution Architect Manager for Microsoft FastTrack'...

#86. Join me with Paul Heisterkamp, a Dynamics 365 Finance and Operations solution architect and developer at GWS in Germany.Paul shares with us his story of a multi-country Dynamics 365 Finance and Operations project for an international automotive parts supplier.Our discussion covers:Phasing long-term international enterprise projects.Adopting an agile approach to ERP.Dealing with the challenges of remote working.How they bet on the first version of Dynamics 365 Finance and Operati...

#79. Bonus extended interview with CJ Brooks, a Fundraising and Engagement Architect at Mission CRM as we talk about how Mission CRM closed the doors on their consulting practice to focus on building the Mission CRM fundraising and engagement application for nonprofit organizations. In this bonus episode, CJ and I try to solve the Elon Musk problem in data verse.ResourcesCJ Brooks on LinkedInMISSION CRM on LinkedInMISSION websiteDemo: Dynamics 365 Fundraising & EngagementSupport the showC...

#78. Join me with CJ Brooks, a Fundraising and Engagement Architect at Mission CRM as we talk about how Mission CRM closed the doors on their consulting practice to focus on building the Mission CRM fundraising and engagement application for nonprofit organizations.Make sure you stick around until the end of this episode to find out how you can get access to the bonus episode with Neil Benson and CJ Brooks extended interview.Our discussion covers:How Mission CRM took a step back and pivote...

#73. Daryl LaBar and Jonas Rapp, co-hosts of the XrmToolCast join Neil Benson to answer the questions about how to document complex systems when asked to "devise a roadmap for migrating a Dynamics CRM 2013 and a CRM 2016 environment into a single Dynamics 365 online environment ."A documentation tools masterclass from two experts in the field who discuss what tools to use for on-premise implementations when Snapshot! for Dynamics 365 can’t be used.ResourcesDaryl LaBar on LinkedInJonas Rapp...

#66. Matt Venamore, scrum master at RACQ, asks about how to handle data migration on agile Dynamics 365 projects.My recommended approach is for the data migration team to conduct a proof-of-concept or prototyping exercise (just like many business apps teams do) to uncover challenges, test their assumptions and learn as much as possible about the data.Then work closely with the business applications team to iteratively and incrementally prepare the data and the migration procedures.Resource...

#62. Anand Kushalnagar, a project manager at Nexon Asia Pacific in Sydney, asks, "At the moment, we are using a hybrid implementation approach for our projects. How can you deliver Dynamics 365 business central projects in a fully agile methodology when there are so many dependencies between the various modules?"You can transition to Scrum gradually by introducing one or two agile practices to your team each sprint.ERP teams working on Dynamics 365 Business Central, Finance & Operations, Sup...

#57. Join me with Ana Inés Urrutia de Souza, a Dynamics 365 HR consultant at FourVision and a rising star in our Power Platform community. Ana shares the story behind the amazing Dynamics 365 for Talent application her team deployed at Centria, in Lima, Peru.Ana came from an HR administrator role and today is an HR application functional consultant at FourVision.Ana's project team created a Dynamics 365 for Talent companion app using Power Apps to enhance the recruiting process at Centria....

#55. In this second episode on estimating Microsoft Business Applications we answer your financial sponsor's two favourite questions:How long is it going to take?How much is it going to cost?If you're a Dynamics 365 or Power Platform project manager, business analyst, solution architect, pre-sales consultant, developer, or in business development, you'll find out how to answer those key questions in this in-depth episode.For full show notes and transcript, visit https://customery.com/004...

#53. If you're building Microsoft Dynamics 365, Power Apps, Power BI, Power Automate or Power Virtual Agent applications, when and how should you be estimating your requirements, releases and applications?Check out part 2, Estimating how long and how much, to discover more about forecasting how long it's going to take and how much it's going to cost.For full show notes and transcription, visit: https://customery.com/002We need to estimate our requirements for two reasons: time and moneyWe...

#50. Chris Kendrick is the founder and CEO of Mercury xRM, who develop recruitment software on Dynamics 365 Sales. We discuss parsing resumes (and fine-tuning your own resume), as well as entity model designs, ISV product development, implementation approaches, remote training and user adoption incentives.I've just registered for Microsoft Power Platform Conference in Las Vegas from 3-5 October. I'd love to see you there. Visit customery.com/mppc for a $150 discount voucher to register.Suppo...

#47. Is Scrum the best approach to use for every Microsoft Business Application?No!Join me, as we explore the Stacey and Cynefin models that help us make judgements about which types of applications are suited to a Scrum approach and which aren't.Support the showCONNECT🌏 Amazing Applications🟦 Customery on LinkedIn🟦 Neil Benson on LinkedInMY ONLINE COURSES🚀 Agile Foundations for Microsoft Business Apps🏉 Scrum for Microsoft Business Apps📐 Estimating Business AppsKeep sprinting 🏃‍♂️...

#37. Steve Books is the Chief Technology Officer of Bam Boom Cloud (previously known as Cooper Parry IT Solutions), 2020 winner of the Microsoft Partner of the Year award for Dynamics 365 Business Central.Bam Boom Cloud is a mid-market accounting firm based in the UK. They've had a lot of success with the partner-to-partner business model that has eluded so many other Microsoft partners.Steve also shares his insights into Bam Boom Cloud's innovative business development process for qualifyin...

#36. David Conti surprised me with the size of Velrada's project that was a finalist in the 2019 Microsoft Partner of the Year for Dynamics 365 Field Service awards.I had always assumed that PotY awards were a recognition of complex, enterprise projects successfully delivered by Microsoft's finest.Listen in as David reveals the size of Velrada's project at engineering maintenance company, Monadelphous. He also shares with us Velrada's agile approach, the tools that his team used to deliver t...

#35. Mohamed Mostafa is the Solutions Director at TechLabs London, best known for iPropertyCloud, a suite of business applications for property companies.In this episode, Mohamed joins me to discuss the successful implementation of iPropertyCloud at Eagle Housing*. Eagle Housing is a rapidly-growing social housing organisation that manages 11,000 properties across the UK.Eagle Housing was referred to TechLabs London by another customer when their original Dynamics 365 project wasn’t deliveri...

#34. I chat with Andrew Bibby about his successful Dynamics 365 project at Devon Financial Services*.Andrew is a Microsoft Business Applications MVP with over 12 years’ experience implementing Dynamics CRM and Dynamics 365 Customer Engagement for several Microsoft partners and through his own company as an independent project advisor.The CRM project at Devon Financial Services was a five-year business transformation programme to improve the efficiency of their financial advisors by digitisin...

#33. I'm joined by Johan Adenmark and Carolina Edvinsson from NAB Solutions.NAB Solutions was a finalist in the 2019 Microsoft Partner of the Year awards for the innovative work migrating 25 Dynamics NAV customers to Dynamics 365 Business Central within just a few months.Johan and Carolina share their experience undertaking so many cloud migrations and how they've had to transform how NAB Solutions works in order to migrate or deploy one customer every couple of days.We also learn their ad...

#32. Have you ever been asked:"How much have you customised Dynamics 365?""Is our CRM system customised more or less than average?""Have we customised our system too much?"I've heard this question lots of times from IT leaders who want to know whether our Dynamics 365 system will continue to be supportable, extensible, updateable and performant.But how should we answer it?Winning Agile ProjectsWinning Agile Projects is a five-week program for 10 partner professionals involved in Dyn...