Tecman Talks Dynamics
Series 4
The no-nonsense podcast for businesses using Microsoft Dynamics 365.
Quoting 101: Dynamics 365 CRM vs Business Central
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 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.
Where is Business Central heading?
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.
The cost of doing nothing about EP price hike for Business Central
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 end of the year. Moving from on-premises to the cloud is only 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 so planning ahead for your business is critical.
Apprehensive about apps in Business Central?
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.
Microsoft Dynamics 365 CRM & Power Platform 2024 Wave 1 Release Plan
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.
Will Copilot change the way we work? Team Tecman put Microsoft’s AI tool through its paces
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.
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!
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.
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
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
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.
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.
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 changes to the functionality within the app itself and seeing Microsoft shift their focus to Real Time Marketing. 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.
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!
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.
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. 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. We 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!
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.
Licensing changes for Dynamics 365 Business Central have been coming thick and fast in the last few months – particularly for those transitioning from Dynamics NAV. In this podcast we get our heads around the license changes and promotions, either ending soon (so get in there quick!!) or coming soon, so you don’t have to. Discover the Cloud Migration Programme, Bridge to the Cloud 2 and Attach Licences for Business Central & CRM. Tune in today!
With Microsoft’s investment intoLearn more about what's coming in the 2023 Wave 1 Release for Microsoft Dynamics 365 CRM. We're exploring the highlights and key updates across Marketing, Sales, and Customer Service and discussing what we're particularly excited about. From improving the sales experience, having more control over your marketing and avoiding message fatigue, to the introduction of AI with Microsoft 365 Copilot to help guide your sales and marketing efforts, you can get up to date on the latest updates in this episode of Tecman talks Dynamics.
With Microsoft’s investment intoLearn more about what's coming in the 2023 Wave 1 Release for Microsoft Dynamics 365 CRM. We're exploring the highlights and key updates across Marketing, Sales, and Customer Service and discussing what we're particularly excited about. From improving the sales experience, having more control over your marketing and avoiding message fatigue, to the introduction of AI with Microsoft 365 Copilot to help guide your sales and marketing efforts, you can get up to date on the latest updates in this episode of Tecman talks Dynamics.
With Microsoft’s investment into Chat GPT and it’s integration to Dynamics 365 and Office 365, AI has really come a long way and in the future will go even further! Users will become more productive, and automate those laborious tasks and processes allowing them to do what they do best… business. In this episode explore the AI technology available now with Dynamics 365, coming soon and our own AI wish list which would really make a difference to our customers within manufacturing & distribution.
It’s that time again! Listen to the latest and greatest developments from Microsoft for Dynamics 365 Business Central in the 2023 Wave 1 Release Plan. It’s full of innovation and developments covering finance, supply chain, general administrative updates, user experience and much more. We discuss line by line what we think will make a real difference to users and what new features coming in the next 6 months we are excited to use. Tune in today!n Talks Dynamics.
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.
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!
In the first episode of Series 3 we discuss fast, fixed price, fixed outcome implementation methods for Microsoft Dynamics 365 Business Central. We compare this type of implementation with the more traditional, bespoke, tailored implementation methods and explore how we, as a partner, work out what is the right option for our clients. As well as whether the fixed method would be a good solution for NAV users looking to upgrade their system to the latest version of Dynamics 365 Business Central. Listen today! For further information about Delivered! click here.
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.
Get up to speed with the latest updates and changes coming to Microsoft Dynamics 365 CRM and the Power Platform in the Wave 2 Release Plan. Changes to Microsoft Dynamics 365 Sales, Customer Services and Marketing are discussed by Liam and CRM expert Jason.
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.
In the latest episode we discuss the recent Directions EMEA Conference held in Hamburg. We reflect on the key takeaways of the 3 days, such as the Power Platform boom and its positives and negatives, and the useful Microsoft Teams & Dynamics 365 Business Central integration to allow even those without a licence to see data within Teams. As well as the telemetry journey, reporting within Excel and the all-important permissions.
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.
Whether you’re looking to move Dynamics 365 partner or wanting to implement #MSDyn365CRM and 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.
Explore the underutilised, 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’.
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.
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.
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.
Discover how you can upgrade to Microsoft Dynamics 365 Business Central from Microsoft Dynamics NAV. Learn how to get bang up to date with the new technology (and functionality!), about what’s changed since the last episode on upgrading, our app ready process for your system’s custom code & modifications and the ins and outs of upgrading and testing. Listen today!
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.
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!
Listen in to the latest changes to Dynamics 365 Business Central with the 2022 Wave 2 Release Plan. The relentless innovation and improvements cover finance, system administration, localisation, development, onboarding, the Power Platform, reporting and the user experience. James, Liz and Matt have done the hard work for you and gone through the improvements line by line, picked out the best ones and reviewed how they will best help you, the user.
Check out what’s in the upcoming 2022 Wave 1 release plan for Microsoft Dynamics 365 Business Central. There’s a brand-new Shopify to Business Central connector, an important Microsoft security update to action, a whole host of improved integrations, better ways to deliver management reporting, plus much, much more new functionality to discover!
In this episode James & Liam discuss the challenges faced in 2021 plus their predictions for 2022. They delve into the explosion of SaaS and how it increases your ability to manage the performance of your system as well as better protect it from security breaches like Ransomware attacks. They also cover the AppSource boom and what to look out for when downloading apps from there, as well as a new eCommerce integration coming in the new year.
An introduction to Microsoft Dynamics 365 CRM and how it both compares to, and compliments, Microsoft Dynamics 365 Business Central. Our CRM expert gives his honest opinions on the two systems and shares how we at Tecman ensure you are using the right tool for you. In this podcast, we discuss everything from managing customer relationships right through to learning from lost opportunities.
If you are using Microsoft Dynamics 365 Business Central, then you’ll need to know about the new licensing changes that have now been introduced. Microsoft are calling it the ‘Bridge to the Cloud’, where they offer you more payment flexibility whilst starting your journey to the CSP or SaaS environment. If you’re confident you’ll be moving to SaaS in the next four years, this podcast is for YOU.
Want to understand what kind of person you need to implement, manage and evolve your core, business-critical software, like Microsoft Dynamics 365? The traditional IT Manager role of managing networks, hardware and local software installs is long gone with the move to the cloud.
Time flies when you’re transforming your business with Dynamics 365 Business Central, but it’s already time for the Wave 2 Roadmap for 2021. Our four Tecman Directors discuss all the many, small – but significant – changes that are coming this October.
Did you know there’s now over 1400 apps that plug into your Microsoft Dynamics 365 Business Central? With a lot of them being free to download and explore, with no need to build a dedicated server for or make customisations to?
In this episode of Tecman Talks Dynamics, you’ll get an easy-to-understand, non-technical exploration of Power BI and how it can help your business based on it’s features and functionalities.
If you're in the process of migrating to Microsoft Dynamics 365 Business Central (or planning to do so soon!), then you need to know about the Web Client. In the Web Client, there's a whole heap of benefits...
We have all been forced to work more independently than usual. Hear from our Dynamics experts about some valuable resources that help you to continue that self-service, self-learning and self-sufficient streak in a way that works for YOU.
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.
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.
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?’
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!).
Considering upgrading from Dynamics NAV to Dynamics 365 Business Central and worrying about how you’re going to move all your custom developments? Discover all the answers right here.
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.
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.
Tecman Directors 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.
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.
Tecman Talks Dynamics is a regular podcast aimed at businesses that use Microsoft Dynamics 365 Business Central/Dynamics NAV as their everyday business system.
In each episode, the Dynamics experts at Tecman will discuss the most frequently asked customer questions and explore areas of the system that you may not have unlocked before.
They will also be sharing their top tips in maximising your usage, performance and productivity within Dynamics 365 Business Central/Dynamics NAV (as well as Dynamics 365 Sales, Marketing & Service, previously CRM), based on their wealth of experience.
The purpose of these podcasts is to inform and educate Dynamics 365 users and ensure you are fully maximising your business system and continue to be efficient & agile as possible.
So, tune in to our no-nonsense podcast for businesses using Microsoft Dynamics and start learning today!
