Ep 13 - Implementing A Sales Process Into Dynamics 365 Dynamics Hotdish podcast

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Ep 13 - Implementing a sales process into Dynamics 365

לפני 3 שנים 33:25

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תוכן מסופק על ידי Dynamics Hotdish. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Dynamics Hotdish או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Our episode this week brings us back into slightly more technical territory with a discussion on implementing sales processes into Dynamics 365 Sales. We cover the importance of starting at the process and bringing technology later, as well as considering the broader picture of what a process looks like outside of the CRM tool. Have any best practices you'd like to share? Leave a comment! Visit https://www.dynamicshotdish.com for more information.

… continue reading

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Ep 13 - Implementing a sales process into Dynamics 365

Dynamics Hotdish

published לפני 3 שנים

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M4A•בית הפרקים

תוכן מסופק על ידי Dynamics Hotdish. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Dynamics Hotdish או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Our episode this week brings us back into slightly more technical territory with a discussion on implementing sales processes into Dynamics 365 Sales. We cover the importance of starting at the process and bringing technology later, as well as considering the broader picture of what a process looks like outside of the CRM tool. Have any best practices you'd like to share? Leave a comment! Visit https://www.dynamicshotdish.com for more information.

… continue reading

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#Tech #Dynamics Hotdish

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Ep 14 - Trends in the Dynamics Job Market with Eric Leeger 47:36

לפני 37 weeks47:36

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In this episode, the meet with Eric Leeger and discuss his background in the Dynamics space and his role as a niche-focused boutique staffing firm owner. They also explore the trends in the Dynamics job market, including the high demand for functional consultants and the slowdown in developer roles. They touch on the impact of AI on recruitment and the potential for AI to streamline development processes. Connect with Eric on LinkedIn: https://www.linkedin.com/in/eric-legeer-01ba81165 Looking for a job? Reach out to Dynamics Door: https://dynamicsdoor.com/ Takeaways The demand for functional consultants in the Dynamics job market is growing, while the demand for developers is slowing down. AI has the potential to streamline development processes and increase productivity, but it won't replace the need for human skills in analyzing business requirements and building solutions. Business Central is experiencing high demand, especially for small and mid-sized businesses transitioning from QuickBooks. AI can be a valuable tool in upskilling individuals and assisting in the job search process. The impact of AI on recruitment is still evolving, with the potential for AI to automate certain tasks and improve efficiency. The future of recruitment will involve a user-friendly UI and customer experience, similar to sales processes. Gen Z's digital experiences will shape the recruitment process. Effective communication is crucial in the recruitment process. Recruiters face challenges in finding candidates with specific skills. Building relationships with clients is important in the recruitment industry.…

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Ep 13 - Interview with Eden Wilson, Founder of Lemonerdy 42:24

לפני 40 weeks42:24

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Eden Wilson, Founder of Lemonerdy, is a visionary, young entrepreneur and joins us on the podcast this week to talk about her company, Lemonerdy, her love of lemons, and pineapple on pizza. She started the company when she was in 6th grade and launched her YouTube channel in 8th grade to begin teaching younger people about Scratch and introduce them to the world of coding. Show Notes: Learn more about Eden’s company, Lemonerdy, that she started when she was in 8th grade: https://lemonerdy.com/web/ Follow Lemonerdy on YouTube: https://www.youtube.com/c/lemonerdy Eden became a certified Scrum Master – see what that means and learn how to become one: https://www.scrumalliance.org/get-certified/scrum-master-track/certified-scrummaster Another certification mentioned is a Certified Product Owner: https://www.scrumalliance.org/get-certified/product-owner-track/certified-scrum-product-owner Explore Scratch to learn how block-based coding can help develop games quickly: https://scratch.mit.edu/ Scratch Jr. Can be used by younger kids to begin learning how to code by using block-based coding: https://www.scratchjr.org/ Eden’s all-time favorite book is Sway with Me: https://www.goodreads.com/book/show/57370401-sway-with-me Eden’s favorite game on PlayStation: https://en.wikipedia.org/wiki/LittleBigPlanet Microsoft Student Ambassador Program: https://learn.microsoft.com/en-us/training/student-hub/become-a-student-ambassador Did you catch the Rhythmic Gymnastics during the Olympics? Eden is also a Rhythmic Gymnast! https://olympics.com/en/paris-2024/sports/rhythmic-gymnastics…

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Ep 12 - New Training Program for Ukrainians with special guest Julie Yack 37:48

לפני 49 weeks37:48

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Julie Yack joins Dynamics Hotdish this week to chat about a new training program she’s championing for skilling up Ukrainians on Dynamics 365 and the Power Platform. Julie is an expert in training on Dynamics 365 and the Power Platform so we also discuss some training tips and tricks in this episode, along with several resources to help you level up your training. You’ll also find out some fun facts about Julie, like how she’s been to over 80 countries! This episode was recorded on-site at DynamicsCon LIVE. If you’re interested in attending next year, keep an eye on their website: https://live.dynamicscon.com/ . There’s also a FREE virtual event this fall ( https://dynamicscon.com/ ), and tons of local user groups you can join. Connect with Julie on LinkedIn: https://www.linkedin.com/in/julieyack Need help with implementation of a Microsoft product or training? Reach out to Julie’s company Colorado Technology Consultants: https://www.coloradotc.com/ Learn more about Julie’s company focused on training on Dynamics 365 and the Power Platform: https://365.training/ Training can be end-user focused or to help train consultants Tips on Training: Know your user personas and teach them how to use the software in the way that’s best for them When delivering initial system training, don’t teach several ways to do something – pick the best way for that job role and train on that method Identify the influencers who will be impactful to others on the project and work to alleviate their concerns or promote the positives Identify the person who will be your champion and find something that will make them happy Dynamics 365 and Power Platform Training for Ukrainians: Julie and other passionate Microsoft MVP’s have started a program to skill-up Ukrainians on Dynamics 365 and the Power Platform in a 6-week program This programs helps Ukrainians learn a new skill that can transfer to technology implementation and is particularly helpful for people who can no longer do their traditional jobs due to displacement A new program starts every 2 months and each has about 250 participants Learn more about Microsoft’s AI Builder tool: https://learn.microsoft.com/en-us/ai-builder/overview As discussed in this episode, one thing you can use this for is translating documents If you’re looking to learn more about how to work in the Microsoft Business Applications space, or what it would be like to be a consultant, check out the Microsoft Business Applications Skilling program: aka.ms/bapskilling For even more information about getting a career in Dynamics 365 or the Power Platform, look at the Microsoft Power Up Program: https://powerup.microsoft.com/ The Pivot Program was started to help others transition into a career in technology. Looking to switch? Check it out! https://www.thepivotprogram.org/ If you’re in Europe or want to travel to Europe for a fantastic, newer Dynamics 365 conference, check out Dynamics Minds! https://www.dynamicsminds.com/ What’s Julie’s favorite hotdish? She doesn’t have one because she LOVES food! That’s our kinda of lady! If you want to travel the world virtually, check out Airbnb’s Online Experiences: https://www.airbnb.com/s/experiences…

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Ep 9 - An Introduction to Business Central and CRM Integrations with Mary Myers 45:44

לפני 49 weeks45:44

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45:44

In this conversation, Mary Myers, an expert in Dynamics 365 Business Central and the Power Platform, discusses her involvement in the Dynamics community and her passion for Business Central. She emphasizes the importance of community support and shares insights on integrating Business Central with the Power Platform. Mary also highlights the benefits of integrating CRM with Business Central, the challenges of using the Dataverse connector, and her favorite Power Platform applications.…

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DynamicsCon LIVE 2024 Recap with TechFluent Graduates 46:15

לפני 51 weeks46:15

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46:15

Liz and Ali chat with some graduates from the TechFluent training program about their experiences at DynamicsCon LIVE 2024. You’ll get advice on what you should (and shouldn’t do) at Dynamics and Power Platform conferences, and you’ll hear what to expect. This episode features interviews with Christabell Tita, Tafessech Beyene, Phil Mahuwe, Erika Romero, Maryam Umar, and Siham Said. Learn how you can contribute to or participate in TechFluent: https://www.techfluentacademy.org/ Interested in attending DynamicsCon LIVE next year? Check out the agenda from 2024: https://live.dynamicscon.com/ Find your local Dynamics community through Dynamics User Group: https://www.meetup.com/pro/dynamics/ Find Yulia Kuklina’s blog post that was mentioned in this episode about things she’s learned as a consultant: https://dynamicscommunities.com/news/embarking-on-a-new-chapter-my-journey-as-a-microsoft-dynamics-consultant/ Advice for attending your first conference: Wear comfortable shoes Bring something to take notes with Ask questions to get the most value out of the sessions you attend Be yourself – wear whatever makes your comfortable Look through the agenda before the event and plan which sessions you want to go to in advance – there are a ton of sessions! Plan in your primary areas of interest Follow the presenters on LinkedIn for more content Come prepared with your resume and LinkedIn updated if you are looking for work! It’s a great way to find potential employers. Don’t be shy and be resilient – “you may need to knock on 100 doors until one opens” - Sahim Don’t be intimidated by the sessions! You may know more than you think Pack Band-Aids and Advil (to deal with your blisters if you wear uncomfortable shoes) Go talk to people at the booths – everyone is there to network, so don’t be afraid to go talk to people Find a partner to walk around with if you’re nervous to do it by yourself Visit our podcast website: https://dynamicshotdish.com/…

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Ep 10 - Microsoft Dynamics Finance & Supply Chain Management Discussion with Anne Krupke Senior Product Marketing Manager at Microsoft 1:01:55

לפני 1 year1:01:55

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1:01:55

Tune into this special guest episode with Anne Krupke, Senior Product Marketing Manager at Microsoft to learn about all things F&SCM. Connect with Anne Krupke on LinkedIn: https://www.linkedin.com/in/annekrupke/ This show was recorded on site at DynamicsCon LIVE in Denver, Colorado! It's a great community event that happens every year in the spring. Next year it will be in Chicago, Illinois! Click this link to learn more and view all the sessions that took place this year: https://live.dynamicscon.com/# Find out about the Dynamics 365 ERP Solutions: https://dynamics.microsoft.com/en-us/erp/enterprise-resource-planning-system/ What is Dynamics 365 Finance? https://www.microsoft.com/en-us/dynamics-365/products/finance What is Dynamics 365 Supply Chain? https://www.microsoft.com/en-us/dynamics-365/products/supply-chain-management The Dynamics 365 Demand Planning model-driven app is available as of April 1, 2024. https://learn.microsoft.com/en-us/dynamics365/supply-chain/demand-planning/install-demand-planning Get started with model-driven apps on the Power Platform: https://learn.microsoft.com/en-us/training/modules/get-started-with-model-driven-apps-in-powerapps/ Learn about integrating your Dataverse apps with Finance & Supply Chain Management using dual-write: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/dual-write-overview Learn more about our podcast here: Dynamics Hotdish - Exploring Dynamics 365 & Power Platform…

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Ep 8 - CRM & ERP Better Together 26:49

לפני 1 year26:49

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26:49

Begin your exploration of CRM and ERP integration with the first episode of our engaging 3-part series, offering invaluable insights for business leaders and analysts alike. Gain valuable insights into essential tools such as Dual-Write in Finance & Supply Chain and also the innovative Dataverse Connector. Tune in to learn the significance of CRM and ERP integration. Make sure to subscribe to notified of parts 2 and 3 of this series! Visit us at our website: https://dynamicshotdish.com/…

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Tech Saving Pets in Ukrainian War 1:20:07

לפני 1 year1:20:07

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1:20:07

This episode features special guest Dan Fine from the Ukrainian War Animals Relief Fund (UWARF) where we discuss how the Power Platform and Dynamics 365 has enabled their efforts. UWARF is a non-profit organization that partners with veterinarians, nonprofits, and animal shelters in Ukraine. They organize missions to the region and facilitate clinics to sterilize, vaccinate, and microchip dogs and cats. They also focus on reuniting, rehoming, and sheltering the abandoned animals. CONTENT WARNING: Sensitive content about danger to animals and people during the war in Ukraine is discussed during this episode and may be harmful or triggering to some viewers.…

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Ep 6 - What's the difference between Microsoft D365 Apps & Power Apps? 28:43

לפני 1 year28:43

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28:43

Dynamics 365 first party apps (Sales, Customer Service, Field Service, etc.) offer robust functionality to optimize your business. In this episode we chat about what if you're a small business and you don't need ALL of that or what if your process is entirely different and it doesn't fit into one of those classic CRM functionality scenarios? Tune in to learn about the considerations when deciding between a Microsoft Dynamics 365 First Party App vs. building your own Power App!…

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Ep 5 - Overview of the 5 Core Power Platform Applications 34:58

לפני 1 year34:58

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34:58

The Power Platform has been gaining popularity by organizations around the world because of its "low-code" capabilities. This means that both developers and non-developers alike can leverage its capabilities to build automations and custom applications. Listen to this episode to learn about Power Apps, Power Automate, Power BI, Power Pages, and Power Virtual Agents (now known as Copilot Studio).…

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Ep 4 - What is Microsoft Dynamics 365? 28:32

לפני 1 year28:32

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28:32

Curious about Microsoft Dynamics 365? This is a perfect episode for those new to Microsoft Dynamics 365 or exploring its potential. We unravel all the parts of D365, both CRM & ERP. And dive deep into its CRM functionalities: sales, marketing, project operations, field service, and customer service.…

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Ep 3 - The Future of Power Apps with Ryan Cunningham, VP of Power Apps at Microsoft 54:32

לפני 1 year54:32

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54:32

We had the privilege of sitting down with Ryan Cunningham, VP of Power Apps at Microsoft, while on site at Microsoft Ignite. Ryan shares insights about his vision for Power Apps over the next few years, including incorporating Copilot capabilities. Learn more about Microsoft Ignite: https://news.microsoft.com/ignite-2023/ Visit https://www.dynamicshotdish.com for more information.…

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Ep 2 - Uncovering the Announcements around Copilot at Microsoft Ignite with Angela Byers, Sr. Director of Product Marketing at Microsoft 33:54

לפני 1 year33:54

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33:54

Ali and Liz met with Angela Byers, Sr. Director of Product Marketing at Microsoft while at Microsoft Ignite. As a Product Marketer, Angela has the opportunity to learn about all the cool, new things Microsoft releases before the general public. She focuses on Sales and Customer Insights (formerly Marketing) and has great information to share about how Copilot will be expanding over the next several months. Learn more about Microsoft Ignite: https://news.microsoft.com/ignite-2023/ For more information, visit https://www.dynamicshotdish.com.…

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Ep 1 - Heidi Neuhauser's Insider Scoop on DynamicsCon Live 2024! 30:15

לפני 1 year30:15

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30:15

In this episode of Dynamics Hotdish, we welcome Heidi Neuhauser to discuss DynamicsCon Live 2024. Heidi, a Microsoft MVP and partner at Reenhanced, shares insights on the conference's agenda, emphasizing user adoption, Dynamics 365, and the Power Platform. The episode highlights the importance of diversity among speakers, advanced CRM topics, and cross-product sessions. Attendees are encouraged to engage in networking and explore diverse content. Tune in for invaluable tips for DynamicsCon Live and use promo code HOTDISHINVITE15 for a 15% registration discount. Register for DynamicsCon Live: https://live.dynamicscon.com/register2024/. Visit https://www.dynamicshotdish.com for show notes and more episodes.…

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Agile Insights with Neil Benson: Rethinking Azure DevOps Practices 46:28

לפני 1 year46:28

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46:28

We are THRILLED to have had the opportunity to talk with Neil Benson, Founder and CEO of Customery. Neil first reached out to us to tell us everything that we did wrong with our Azure DevOps (ADO) best practices, and we knew we had to have him on the podcast. All jokes aside, much like everything we do with technology, there are so many different ways to complete something - people have differing opinions on everything from how to build forms, when to use Power Automate, and how to run their Agile teams. Neil is an Agile expert and spends his time mentoring and coaching individuals and businesses on how to run Agile optimally for their organizations. Basically, he's an expert in the field and we wanted to hear his advice (and share it with you) on how to leverage ADO that may be a little different than what we're currently doing. Visit https://www.dynamicshotdish.com for more information…

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