Episoder
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The Dynamics 365 CRM and Power Platform 2024 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 Jon explore new and upcoming features across Dynamics 365 Sales, Customer Service, and Customer Insights (aka Marketing), as well as what's coming to the Power Platform. Of course, it wouldn't be a Tecman Talks Dynamics episode without talking about Copilot, so you can expect to learn a lot about how updates to Microsoft's AI tool will further enhance user experience across Dynamics 365 CRM and Power Platform to help you work more efficiently.
If you’re a Dynamics 365 CRM or Power Platform user, you don’t want to miss this one.
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We take you through the Microsoft Dynamics 365 Business Central 2024 Wave 2 Release Plan. With lots of exciting new features and some bigger Power BI updates, we talk about the changes and features that are going to have a positive impact on your business operations.
The update includes new report demos, purchase order improvements and the integration of field service with service management. Developmental changes in Word now make reporting a lot more functional and the ever-developing Copilot is now helping with sales orders and bank reconciliation. Listen now for all the latest updates and to see how it can help our business today.
Learn more about Clever Data Validation with Copilot and download your free trial today.
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Working in an ever-evolving industry means staying up to date with the latest product updates. Something incredibly important when it comes to supporting our customers. Which is why we sent several members of our CRM & Power Platform team to the European Power Platform Conference in Brussels, to hear from leading experts in the field and bring back even more knowledge and information ready to further support our customers.
In this episode of Tecman Talks Dynamics Jason is joined by Jon, Ellie and Zak to reflect on their key takeaways from the conference. Covering everything from streamlining Power Automate workflows, exploring design possibilities in Power Apps, as well as the questions we put to Power Pages specialists, how Microsoft Copilot fits into the Power Platform, and much more. Listen today and see what key takeaways your business could use.
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When it comes to quoting, both Microsoft Dynamics 365 Business Central and Dynamics 365 CRM offer great capabilities – but which one should you use (or even both!), how should it all be integrated and what are the pros, cons and best practices to be taken into consideration. It can
can feel a little confusing, especially when there’s no “one-size-fits-all" quoting process that every business uses. The types of products and/services you're quoting for can also add additional complexities to navigate.
In this episode of Tecman Talks Dynamics we’re exploring the quoting functionality and integration between both Dynamics 365 CRM and Dynamics 365 Business Central, discussing the various aspects of quoting, such as pricing, look and feel, electronic signatures, tax, payment terms, and more. We’ll also be delving into the advantages and disadvantages of quoting in both systems, helping you choose the best tool for your business needs and processes.
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The rise and rise of cloud computing has accelerated the evolution of Microsoft Dynamics 365 Business Central with integrations becoming faster thanks to the advent of apps that extend functionality fast.
However, expectations are rising too, with customers needing accurate real time data to help them stay ahead of the competition. Team Tecman predicts a future with customers wanting more advanced features to help them maximise their investment and keep ahead of the competition. Add AI into the mix and choosing the right partner will be critical. For the full story listen in:
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Everything you need to know about Enhancement Plans for on-premises customers
The latest price increase for Enhancement Plans (EPs) for Microsoft Dynamics on-premises products will take effect in the autumn and could end up costing your business more in the long run if you opt to do nothing.
Prices are set to rise in real terms by 6% from October 2024, whilst substantial discounts attached to moving to the cloud under the Bridge to the Cloud promotion are predicted to disappear at the close of the year. Moving from on-premises to the cloud is only one part of the story, as many on-premises systems (earlier than v22 for Dynamics 365 Business Central, or any version of Dynamics NAV) are now out of mainstream support and increasingly exposed to the risk of encountering software problems that can’t be fixed. It’s tempting to let your plan lapse, but there are potential pitfalls, from being unable to add items to your licence through to no longer having access to promotional prices for moving to SaaS. Doing nothing and absorbing the cost could seem like the easy option but planning ahead for your business is critical and the longer you delay decisions the higher the potential costs in time and money.
Tecman recognises that every business is different and that the finer details around licenses will vary. Start the conversation with your partner now about the best options for your business in the longer term.
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Are you hesitant about integrating apps into Microsoft Dynamics 365 Business Central or struggling to see the benefits for your business? Listen in to get the lowdown from Team Tecman on why apps can offer fast, flexible, and cost-effective solutions with some great options available helping to extend the power of Business Central. Many apps are created as a response to customer feedback and need, meaning that there are some great solutions out there developed by experts in specific industries. But, as ever, Team Tecman have also looked at the potential pitfalls for the uninitiated and highlighted what to watch out for when considering the options. Tap into our take on why apps are the smart way to add functionality fast and then take a look at what’s out there.
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It’s that time of year again, the Microsoft Dynamics 365 CRM 2024 Wave 1 Release Plan is here! You can expect a few new features, functionality and updates in the first major update of 2024, but in this episode, we’re talking about the features that we think will be most beneficial to our customers.
From a new customer service admin centre, and easier email sending within Dynamics 365 CRM, to creating multiple opportunities from one lead, automated lead assignment, the option to classify sensitive data within Omnichannel, and much more. Plus, it’ll be no surprise that Copilot, gets a few mentions throughout the episode. Get up to speed on the latest updates today.
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Team Tecman put Microsoft’s AI tool through its paces.
One of these descriptions was written by Copilot, the other was written by a human. But which is AI?
Version one
Team Tecman have been putting Copilot, Microsoft’s AI tool through its paces for a few days within the business and the results have been surprising. Describing Copilot as the most radical improvement to Microsoft Office in ten years, the team have already seen how it will change the way we work. From summarising lengthy email chains through to bringing in natural language Copilot is set to become a huge time saver and is now available to all users for additional annual payment.
Watch the podcast to find out more about why you should be trying out Copilot but listen carefully to advice around data permissions in your organisation.
Listen now
Version two
In this episode of the podcast, Liam, Matt, Liz, and James discuss Microsoft's AI tool, Co-pilot. They explore its features, benefits, cost, and availability. Co-pilot can generate text, summaries, suggestions, and formulas across various Microsoft products, helping users save time and improve productivity. However, it may require some tweaking and pose some security risks. The podcast hosts are pleasantly surprised by Co-pilot and recommend that every customer should try it out. They also warn that users who are not in the cloud may be missing out on its benefits.
Tune in to learn more about Co-pilot and its potential applications.
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Listen to the latest and greatest developments from Microsoft for Dynamics 365 Business Central in the 2024 Wave 1 Release Plan. With the first major release for 2024, there's plenty to get excited about!
From name changes for jobs, exciting developments with Shopify for B2B through to service management improvements and Copilot starting to appear across Business Central there’s a raft of new capabilities coming up. We look at the highlights and the areas to watch and there’s even a cheeky invite for Microsoft to take part in a Tecman talk in the future!
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Are you looking for a rewarding and exciting career helping businesses achieve excellence? Do you want to learn from the best and join a leading Microsoft partner? Then you don’t want to miss this special episode of Tecman Talks Dynamics where we’re discussing our Tecman Academy.
The Tecman Academy, now in its ninth year, has helped 30% of Team Tecman launch their Microsoft Dynamics careers, whether that’s in developer roles or in our business-focused roles for not wanting to be a techie. In this episode, you’ll hear from Luci and Ben, two successful alumni of the Academy, who share their stories, insights, what they get up to day-to-day and how their jobs are far more focused on business knowledge and building relationships rather than technical know-how.
Whether you’re a recent graduate (or a parent of a graduate), or someone who wants to switch careers, this episode will explain why the Tecman Academy is an incredible option when it comes to starting your business career.
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Businesses invest heavily in Microsoft Dynamics 365 Business Central but once in place they can often miss out on key opportunities to improve - whether that’s taking advantage of the latest updates, other areas of the Microsoft ecosystem like Teams/Power Automate or just making sure they are exploiting every area of the standard functionality (that they have already paid for!).
With uncertain economic conditions, tight margins and changing ways of working in your own business, you need to be constantly reviewing, refreshing and revisiting your business processes and the systems that support them.
Listen today to find out what tools and areas of functionality are rapidly becoming game changers for businesses like yours.
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Multi-company Microsoft Dynamics 365 Business Central implementations would have struck fear into partners (and users) a few years ago. In older versions, and its predecessor Dynamics NAV, it was difficult to duplicate processes internationally meaning it would take years, involve multiple partners and be very expensive to complete. However, the modern SaaS world is very different and now multi-company implementations are a breeze, are way more cost-effective and can be deployed in just a few months. Discover the ins and outs in the latest episode of Tecman Talks Dynamics.
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We all know the importance of car insurance; if the worst should happen you know you are covered and can get your car fixed and back on the road ASAP. It’s the same for your Microsoft Dynamics 365 Business Central system! It’s at the core of your business and should a problem occur during one of the twice-yearly major updates and your system goes down, it could cause chaos within your business. You want to know your partner has you covered and will make sure the updates go smoothly and that there is no break-down of your Business Central system - that’s where a Cloud Managed Service comes in! Discover more in the latest episode.
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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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Tune in and explore all the new features expected in the next few months in the Microsoft Dynamics 365 Business Central in the 2023 Wave 2 Release Plan. It’s jam packed with exciting supply chain & warehousing functionality, reporting updates, financial tweaks and much more. We have gone through the plan line by line and picked out the functions which will make a real difference to users. It’s not one to miss!
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Discover how you can keep your Microsoft solutions safe. This doesn’t just cover Microsoft Dynamics 365 Business Central, CRM and the Power Platform but also Teams, Microsoft 365 (aka Office) and much more. Recently Microsoft have upped their game and introduced brand new security protocols. Not only will they keep your solutions safe but also limit who has access to them. Listen to the episode to understand more about the new security methods and if you haven’t already actioned them why you need to move fast.
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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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