Tecman Talks Dynamics

The Dynamics 365 CRM and Power Platform 2023 Wave 2 Release is coming and Tecman Talks Dynamics is here to get you up to speed with everything you need to know about the latest features and functionality updates. Jason, Kelly and Zak explore their favourite features across Dynamics 365 Sales, Customer Service, and Marketing – now known as Dynamics 365 Customer Insights – Journeys, as well as some exciting features for Dataverse, Power Apps, Power Pages and Power Automate.

You can expect a lot of discussion around Copilot and how Microsoft’s new AI assistant will support you and your team in each of these areas. But it's not all Copilot! There's also some great updates around how you manage your Flows when people who have managed them leave the company, an update to the tech behind Power Pages and new ways of staying organised in Dynamics 365 Sales. If you’re a Dynamics 365 CRM or Power Platform user, you don’t want to miss this one

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Microsoft Dynamics 365 Marketing has changed its name to Microsoft Dynamics 365 Customer Insights – Journeys. Whilst not the snappiest of titles, it is bringing some interesting changes to the functionality within the app itself.

So, whether you’re currently using the app previously known as Dynamics 365 Marketing, about to implement it, or just exploring the market, Jason and Zak are here to help you navigate what this change means in this episode of Tecman Talks Dynamics. With a big push on Real Time Marketing and an emphasis on highly personalised marketing, this is far more than just a name change. So listen today and find out what changes are coming.

Please note that this podcast was recorded on Tuesday 12th September. All content is correct at the time of recording.

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You’ll know by now that we love the functionality Microsoft Power Platform can bring to your business solutions. But without a proper strategy for Power Platform uses, you can hit some issues. In this episode of Tecman Talks Dynamics Jason and Liam are exploring how the products have matured over the years, and with 36 million active users its clear value is being noticed in its functionality. 

Get a run down on some of the key Microsoft Power Platform products and the real-life business uses they bring. Liam and Jason both agree it’s a pretty powerful solution when used correctly. But as Liam explains, much like with DIY projects, you can get the right tools for the job but if you don’t know what you’re doing things can go downhill pretty quickly! The good news is, with a good foundation of technical know-how Power Platform can transform your business processes.  

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Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 CRM can individually bring a lot of great functionality, helping improve and streamline business processes. But how well do they integrate with each other? Both being Microsoft products you’d expect seamless integration, however, that hasn’t always been the case. We’ll be exploring what integration challenges we’ve come up against previously and what limitations users could expect, as well as how integration has moved on with more recent software updates.

Learn more about what out-of-the-box integration is available with Dynamics 365 Business Central and Dynamics 365 CRM and what you’ll need developer help with. We’ll explain what functionality you can expect and what licences you’ll need to get your integration set up. Listen today and get started with Dynamics 365 CRM and Dynamics 365 Business Central integration.

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Microsoft Power Platform is a great way to do more with less, as Microsoft themselves state. The low code solutions it offers allow users themselves to become their own “Citizen Developer” and plug gaps in their solutions by building apps, flows, reports and more. Now, while this all sounds very exciting and the low/no code aspect makes it sound like a piece of cake, is it really as simple as it sounds to get started? That’s exactly what we’ll be looking at in this episode of Tecman Talks Dynamics.

We’re exploring everything you need to know about getting started with the Power Platform and what skills you’ll need to get the most out of it. But don’t worry, whilst you will need some technical know-how to get going, the Power Platform really is low code and you might already have what you need to get stuck in. Listen today!

If you’d like more information on Microsoft Power Platform, how it works with Microsoft Dynamics 365 Business Central and CRM, and how you can do more with less, get in touch today. One of our Power Platform experts will be happy to chat through any questions you have.

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What exactly is Microsoft Power Automate? How does it work? What does it do? And how exactly does it fit with my existing business software? These are the questions that we’ll be answering in this episode of Tecman Talks Dynamics. Our Power Automate experts are here to give you the ins and outs of Power Automate, demonstrating how it’s your key to maximising efficiency in your business. Whether you’re working with Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 CRM, or a third-party business solution, we’ll explain how different connectors can work to bring your systems together. Listen today! 

For more information on how Microsoft Power Automate get in touch. We’ll happily talk you through how Power Automate can work for your business and take away those mundane and repetitive tasks. 

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Do we need ‘Women in Dynamics’? And no, I don’t mean it like that! In this episode we discuss the reasons why women aren’t attracted to working within the tech industry and what changes have already been made. As well as what more can do done to really entice women to want to work in the industry. Liz also discusses her own experiences and what businesses can do to make tech (and Dynamics 365!) a more attractive career path.

#MSDyn365CRM #MSDYN365Sales #msdyn365

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With four main licensing options to choose from when it comes to Microsoft Dynamics 365 Sales (AKA Microsoft Dynamics 365 CRM), how do you make sure you’re picking the best one for your business? In this episode of Tecman Talks Dynamics, that’s exactly what Liam, Jason and Kelly are discussing. Learn more about the key differences between the subscription options, what the costs are and what limitations you need to weigh up when making your decision. 

From storage limits and offline use to integration with other Microsoft products, we’ll be venturing through everything you need to know. Get the Microsoft Dynamics 365 Sales licence that’s right for your business. 

#MSDyn365CRM #MSDYN365Sales #MSDyn365

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In this episode of Tecman Talks Dynamics, we’re discussing how the world of CRM has changed over the years. From the challenges faced historically, why we think the product is changing, and how to make sure your Microsoft Dynamics 365 CRM set up is a success from the very beginning.

Head of CRM here at Tecman, Jason, sits down with Sales & Marketing Director, Liam, to find out what steps you need to be following to make sure your CRM solution “sticks”. A CRM solution should be an integral part of any business, providing the opportunity for your team to develop and grow as professionals and your business to seek out trends and reach that next level. Find out everything you need to know in this episode of Tecman Talks Dynamics.

#MSDyn365CRM #MSDYN365Sales #MSDyn365Marketing #MSDyn365CustomerService #MSDyn365

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Get up to speed with the latest updates and changes coming to Microsoft Dynamics 365 CRM and the Power Platform in the 2022 Wave 2 Release Plan. Changes to Microsoft Dynamics 365 Sales, Customer Services and Marketing are discussed by Liam and CRM expert Jason.

With new integration options with Microsoft To Do and Teams and improved Omnichannel functionality, to just mention a couple of updates, there are some exciting changes coming. So tune in today and discover what’s coming in the Wave 2 Release Plan for Microsoft Dynamics 365 CRM.

If you’d like to read the Microsoft 2022 Wave 2 Release notes, follow the link below and get started with the Wave 2 Release.

https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/get-started-with-this-release

#MSDyn365CRM #MSDYN365Sales #MSDyn365Marketing #MSDyn365CustomerService #PowerPlatform

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Whether you’re looking to move Dynamics 365 partner or wanting to implement #MSDyn365CRM or the Microsoft #PowerPlatform solution from scratch, there are some important points to consider when deciding on your choice of partner.  

Discover how to ensure the partner is up to the job, how to check their knowledge, credentials and experience plus whether you should choose a single partner business systems partner or go for different partners for different products. Learn about what green flags to look for that will mean your CRM or Power Platform solution is set up to work for your industry and your business.

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Explore the under-utilised, out of the box reporting functionality within Microsoft Dynamics 365 Business Central that you can start using TODAY. Best of all there’s no development required just some simple setup! Learn about ‘role centres’ and how the in-your-face display information can help you to achieve your KPI’s, how the new ‘company hub’ can make inter-company reporting a breeze and how Liz changed a customer’s life by showing them ‘filters and saved views’. As well as, ‘statistics screens’, ‘GL registers’ and George’s best picks of the 100’s of standard reports you probably didn’t even know existed. It’s a good one – tune in today!

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Explore the features, competitor comparisons, costs, product gaps and upcoming new features of Microsoft Dynamics 365 Marketing - as well as how it integrates with Dynamics 365 Sales (aka Dynamics 365 CRM) - to help you decide if it’s the app is for you.

In this podcast Liam, Jason and Zak are getting brutally honest, discussing everything you need to know about Dynamics 365 Marketing and how it stands up to its competitors. By the time you’ve finished listening you’ll have an excellent overview of the Marketing app, how we use it here at Tecman, and how you can implement it to bring added-value to your business.

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The first major Microsoft Dynamics 365 Business Central release for 2022 has been rolled out to all SaaS users. As with any cloud-based update (not just Microsoft’s!) there’s both positives and negatives to be found in the process.

During this episode find out why having a managed service plan, whether in-house or with your partner can completely eliminate disruption caused by glitches within updates and make the process as smooth as possible. As well as the extension of licencing promotions (plus changes to the Microsoft Dynamics Enhancement Plan) to encourage those not on SaaS to move to the cloud. Tune in today!

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Explore the ins and outs of the all-important relationship with your Microsoft Dynamics 365 Business Central partner in this essential new episode. Discover why moving to another partner might not be as easy as you think and what to look out for when signing a new partner agreement. Plus get to grips with related Dynamics 365 Business Central licencing & technical considerations. Listen now! 

#MSDyn365BC

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Discover the challenges that come with developing Microsoft Dynamics 365 Business Central and how to manage them. This jam-packed episode is for business decision-makers that oversee and control the budgets for the development of Dynamics 365 Business Central to meet their specific organisational needs. Find out why “writing the code” is now just a small part of the process and how a more planned approach will make it easier for future upgrades and changes. 

#MSDyn365BC

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Explore the latest, brand-new features in the 2022 Wave 1 release plan for Microsoft Dynamics 365 Sales, Marketing & Customer Service (aka CRM) and the Power Platform. There’s the capability to generate and join Microsoft Teams calls direct from within CRM, exciting new personalisation functionality and automation to add to your marketing emails, the ability to see marketing insights  on a contact’s activity timeline and lots more for you to get your teeth into! 

#MSDYN365Sales #MSDyn365Marketing #MSDyn365CustomerService #PowerPlatform 

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The world of customising Microsoft Dynamics has changed massively over the last few years, making it easier than ever to tailor and extend the solution to meet your business requirements – even for those that aren’t trained developers aka Citizen Developers.

In this podcast, we explore the role of the Citizen Developer and why it’s so important, plus both the pitfalls and advantages of the new ways of developing Dynamics.

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This year's Wave 1 Release is finally here, and it's even better than we thought, with particular focus on the SaaS platform for Microsoft Dynamics 365 Business Central and how subtle – yet powerful – changes can make a huge impact.

From additional data allowances that make the SaaS environment even more cost effective for larger companies with lots of data, to significant performance improvements, greater control over cumulative updates plus a whole load of small functional changes it's all covered in this short 30-minute Tecman Talks Dynamics podcast.

#MSDyn365BC

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When you hear the word ‘training’, what do you think of?   

Instead, what if we told you that with the right training with a Dynamics expert, you could unlock 90% of your business system functionalities to significantly improve your processes?  

In this episode, we are ‘Dispelling the myths of Dynamics training’, because with manageable, affordable (or even free!) sessions, the question isn’t ‘why should I?’ but ‘how come I didn’t do this sooner?’ 

Training resources:

https://docs.microsoft.com/en-gb/learn/

https://www.edx.org/

https://www.youtube.com/c/Inecta-Dynamics-NAV/playlists?view=1&sort=dd&shelf_id=0

https://www.youtube.com/c/TecmanCoUkPlus/playlists?view=1&sort=dd&shelf_id=0

https://www.gov.uk/guidance/grants-to-help-small-and-medium-sized-businesses-new-to-importing-or-exporting

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Taking the jargon out of technical terminology by explaining the differences between SaaS vs PaaS vs On Prem for Microsoft Dynamics users in ways we can all understand. (Pizza being just one example!).

Get a full understanding of the three different deployment options – SaaS, PaaS and On Premises – from the Dynamics experts that live and breathe it. From listening to Ep. 6 of Tecman Talks Dynamics, you will discover everything from the data limits and security, to the implications for cost and productivity, as this podcast is all about the pros and cons of all options.

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Considering upgrading from Dynamics NAV to Dynamics 365 Business Central and worrying about how you’re going to move all your custom developments? Do you re-develop them all or re-implement again from scratch? Discover all the answers right here. 

Understand why Dynamics 365 Business Central 14 is the both the bridge that links it all together and the platform that gives you time to transition smoothly. Learn why this upgrade is the opportunity for a good “spring clean” and how Tecman helps existing clients (and those transferring from other Microsoft Dynamics partners) to make the move to #MSDyn365BC. 

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The time has come for the latest Microsoft Dynamics 365 Business Central updates with the Wave 1 2021 roadmap having been released. The Tecman Directors are here to shed some light on what those are.

From the benefits to end-users, as well as developers and what you should expect from partners who manage Dynamics 365 Business Central systems, the 4 Directors at Tecman have an open and honest 30-minute discussion on how these changes will impact your business.

Whether that’s from a finance point of view, with Liz sharing that Microsoft has “gone to town on the bank reconciliation again”, or as a developer’s perspective with the new roadmap including report extensibility. This podcast has a new feature that almost every department can take advantage of.

Some more features that the Directors were incredibly excited about were:

·      Default dimensions for reducing errors and improving reporting accuracy

·      Automatic creation of lot and serial number cards

·      Defining lot sizes for various stages of production

·      Assisted setups to speed up the process of getting up and running with Microsoft Dynamics 365 Business Central

·      Improving the reliability of data export operations – helpful if you want to create your own backups or move an Dynamics 365 Business Central instance into a different Azure Active Directory when on the SaaS platform

·      Better performance to reflect the need for instant data in today’s faster moving world

·      The ability to access contact data in Microsoft Dynamics 365 Business Central, from Teams, to make phone calls directly

and a whole load more!

#MSDyn365BC

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Episode 3 is here, and it’s a time-sensitive topic that explores the changes that have happened around Brexit and how it’s affecting Microsoft Dynamics 365 Business Central and Microsoft Dynamics NAV users.

Tecman’s Director, James, and our VAT/Brexit specialist, George, discuss – in considerable detail – everything you need to know about the recent Brexit changes in this short 20-minute podcast.

As George mentions, businesses have been up against it trying to find out the relevant facts around Brexit. But because things change so rapidly the information that was once correct and put out by HMRC has since been revised, or in some cases, completely withdrawn. To quote George “People have done their research to find out what they need to do, for it to have been completely changed.”

Listen to the podcast to also get free access to an exclusive portal that houses all of the latest Brexit resources. The portal help includes numerous downloadable PDF guides, from how the new posting set-up could look in Microsoft Dynamics 365 Business Central/Microsoft Dynamics NAV, to how to deal with open documents following the transition.

The pair also share their expert knowledge on the EU’s VAT regime and how purchasing from the EU needs to be reflected in your system set-up (and how to do this!) and they even share how Brexit can actually benefit your cash flow.

So, tune in to this special edition of Tecman Talks Dynamics today, to learn all of the up-to-date and accurate Brexit information now.

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In this second episode of Tecman Talks Dynamics, Directors James and Matt discuss how projects have significantly evolved due to the current times, which has made a considerable impact on how they are delivered to Microsoft Dynamics 365 Business Central/Microsoft Dynamics NAV customers.

In this 20-minute conversation, the duo explains how the last 12 months have seen the biggest shift. They explain how the pandemic, as it has in many other areas, accelerated the change to remote project delivery - a move many Tecman customers had already started on in recognition of the sometimes-prohibitive time and costs associated with always having consultants on-site.

As you delve into the podcast with James and Matt, you will hear their views on why remote working can be more valuable for your business. As Matt says, it’s all about giving clients “the right person, for the right project, for the right amount of time, rather than sending a busload of experts to one location for a whole day”

James and Matt also discuss:

How the 1000+ Dynamics apps from AppSource have changed the way projects are delivered - and paid for! As Matt puts it: “There’s an app for everything nowadays and if you decide you don’t need it anymore, you just cancel the subscription”.

The age-old question of whether to upgrade or re-implement when moving from an older version of Dynamics NAV to Dynamics 365 Business Central and how the right licensing can help

How can we use Teams to improve project delivery and training (spoiler alert: lots of tips to help you maximise Teams for your business and improve communications around projects!).

So, tune in to this second episode of Tecman Talks Dynamics, on your podcast player of choice, to understand how the world of Dynamics projects is transforming:

https://www.tecman.co.uk/podcasts

Disclaimer – all information shared in this podcast is accurate for that time. However, due to the frequent changes within Microsoft, some facts may become outdated.

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This podcast explores the best ways for Microsoft Dynamics 365 users to fully maximise their business system by taking advantage of the most suitable licensing plan for them. 

In this podcast episode, two Tecman Directors, James and Liz, discuss all things licensing within Microsoft Dynamics 365 Business Central/NAV, from the most cost-effective options, to how you should be selecting the right route to protect you in the future. 

As you delve into the podcast with James and Liz, you will discover more about enhancement plans and the advantages of trying the SAS platform; you’ll listen to the duo break the stigma around ‘difficult’ upgrades that “cause a lot of hassle” (as we don’t believe they do!) and you might even start to think about the loyalty benefits that Microsoft are providing customers with add-on licenses; for the first time ever. 

When hearing James and Liz discuss the benefits, explore the different opportunities and map out how to get the most for your money, it’s important to remember that licensing needs to support what your organisation demands from its business system. 

As Liz says: “Licensing is a minefield, but Tecman can help you to ensure your money is being used in the most effective way.” 

Disclaimer – all information shared in this podcast is accurate for that time. However, due to the frequent changes within Microsoft, some facts may become outdated. 

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