Episode 343: Dynamics Corner ISV Chair: Business Process Automation and Time-Saving Solutions

🍗🍂🏈 Which is better -- Canadian Thanksgiving or American Thanksgiving? Join hosts Brad Prendergast and Kristoffer Ruyeras in this latest episode of the Dynamics Corner as they sit down with Jenn Claridge to settle this debate, once and for all!But that's not all we talked about. We tackled the real challenges of ERP implementations, covering the critical need for effective communication, understanding client requirements, and collaboration. We also highlight the importance of clear terminology to avoid requirement misunderstandings as you plan and execute an implementation.  Jenn also shares her expert insights on:🔑 Understanding current business processes for ERP success.💡 Why subject matter experts are key to identifying essential features.🔄 Carefully considering modifications to prevent ERP complications.🔁 The role of feedback loops in successful implementations.🕒 Involving the right people at the right time.🌱 Not overwhelming users with too many options.🤝 Using collaborative workshops and managing change from the start of a project.🏫 The key difference between training and consulting. Watch here and see who won the Thanksgiving debate: 🇺🇸 or 🇨🇦?Send us a text#MSDyn365BC #BusinessCentral #BC #DynamicsCornerFollow Kris and Brad for more content:https://matalino.io/biohttps://bprendergast.bio.link/

🦃 We have a lot to be thankful for, especially payment solutions for Business Central, like UST Pay, which make our lives a whole lot easier! Join Kris and Brad in their enlightening conversation with Wade Tetsuka, CPA, and Kate Coffey-Bacon as they engage in a lively discussion on personal experiences, community networking, and the ins and outs of payment processing with U.S. Transaction Corp. 🌐 👂🏽Keep an ear out for these highlights: 💳ACH vs. Credit Cards: Discover why ACH payments are the better option in payment solutions, offering lower fees and greater efficiency.  💰Business Central Integration: Learn how UST Pay's seamless integration with Business Central can save time and reduce errors.  👨🏽‍🏫Specialized Teams: Understand the power of having a team that knows the Microsoft Dynamics platform inside out. 🫂Client Engagement: Learn about the importance of direct client interaction and the flexibility of supporting multiple payment gateways.  🏩Community & Entrepreneurship: Wade shares his passion for community engagement and fostering entrepreneurship, emphasizing the value of workforce development.  Join the conversation here and tell us what you think!Send us a text#MSDyn365BC #BusinessCentral #BC #DynamicsCornerFollow Kris and Brad for more content:https://matalino.io/biohttps://bprendergast.bio.link/

👩‍💻We have Nelly Jebran back in the Dynamics Corner chair with us on this episode — this time in an enthusiastic discussion with Patrick Johnson on the importance of #ChangeManagement in successful implementations. 👨‍💼 ⛵Join Kris and Brad along with our two guests as we navigate the waters of #BusinessCentral implementations from both the partner and end user perspectives.🚤 What you don't want to miss: 👥Why talking to representatives of each business function early in the implementation is critical in an integrated #ERP like Business Central. 🙋‍♀️Why user acceptance of the solution is just as important as user acceptance testing. 😱How the fear of change can stall go-live decisions and how psychology anchors implementation success. 👑The vital role of leadership in launching an implementation project and sustaining it throughout, and post go-live. ✳️The need for thorough requirements gathering in ensuring user satisfaction. 🧗‍♀️How a phased approach can help manage user expectations and keep your project within scope. 🗣🗨How two-way communication and ongoing dialogue between users and partners drives continuous improvement. 🌱"Don't let 'perfect' be the enemy of 'good enough'" and help your teams "grow" through implementations instead of just "going" through them.🌻 Join the conversation here and tell us what you think!Send us a text#MSDyn365BC #BusinessCentral #BC #DynamicsCornerFollow Kris and Brad for more content:https://matalino.io/biohttps://bprendergast.bio.link/

🚨⚠️ In this engaging conversation, Shawn Dorward, the "World's Okay-ist Shawn," shares his journey in the dynamic space of ERP solutions. He discusses his transition from Great Plains (GP) to Business Central, the importance of effective speaking, and the future of Microsoft technologies. ⚠️🚨 🎧 Listen as we discuss:✅ Advice for transitioning from GP to Business Central✅ Lifehacks for public speaking✅ The Role of AI (Artificial Intelligence) in the workplace✅ The efficiency behind Copilot and practical applications✅ How AI can help businesses identify and engage with valuable clients✅ Where AI can enhance personal and professional developmentSend us a text#MSDyn365BC #BusinessCentral #BC #DynamicsCornerFollow Kris and Brad for more content:https://matalino.io/biohttps://bprendergast.bio.link/

👨‍💻Join hosts Kristoffer Ruyeras and Brad Prendergast in the latest episode of the Dynamics Corner Chair, where they pick Steve Endow's brain on risk mitigation and source code management in the #BusinessCentral ecosystem. From the essentials of training to the key responsibilities of partners and customers in implementations and documentation, get ready for some must-know insights for all BC enthusiasts.💻 You don't want to miss: 🏅The ERP COE: Learn about Steve's groundbreaking center of excellence initiative in El Salvador and the critical need for top-tier training in Latin America. ⌨Source code management: An in-depth discussion of the importance of source code maintenance and documentation for Business Central extensions and the risks of improperly managed code. 💰Tech debt: Why and how technical debt can lead to significant business risks. 🥊Real-world challenges: Engage in the complexities faced by partners and customers alike, and how continuous learning and effective documentation can make or break your implementation. 🔌Customer empowerment: Learn why it's essential that customers take charge of their ERP systems, questions to ask of your partner, and why ERP success is ultimately owned by the customer. 🤝Partner accountability: Explore why partners must uphold high standards of service & support, while maintaining policies and ethics around code management.Send us a text#MSDyn365BC #BusinessCentral #BC #DynamicsCornerFollow Kris and Brad for more content:https://matalino.io/biohttps://bprendergast.bio.link/

🚀Join us for an inspiring chat with Shannon Mullins, Microsoft MVP and CEO of A BC Consulting Group! In this lively conversation, Shannon shares her incredible journey from being a #DynamicsGP end user to becoming a #BusinessCentral consultant with hosts Kris Ruyeras & Brad Prendergast. We dive into insights from the recent #SummitNA conference, the crucial role of data cleansing during migration, and how businesses can gear up to prepare for the transition from GP to Business Central. 🔑Key Takeaways: 1️⃣Prepare for the big move: Understand the differences between GP & Business Central and why re-implementation is often better than migration. 2️⃣Master the tools: Take advantage of Business Central's robust features and automation tools to supercharge your business processes. 3️⃣Documentation, documentation, documentation! Learn why proper documentation and customer education are vital for managing inherited code and ensuring smooth transitions. 4️⃣Training FTW: Consider the importance of continuous training & learning for both partners and users to maximize Business Central's full potential. 5️⃣Community is everything: Reflect on the power of community at events like the recent #BCBash at Summit NA and the opportunities that come from taking career risks. ⏰Don't miss out on this thought-provoking discussion with practical tips and Shannon's personal insights. Tune in now and make way for the bright BC future! 🎧🌞 Send us a text#MSDyn365BC #BusinessCentral #BC #DynamicsCornerFollow Kris and Brad for more content:https://matalino.io/biohttps://bprendergast.bio.link/

🌟 Straight from the source! Get ready for an exciting episode with Kennie Nybo Pontoppidan, Principal Program Manager at Microsoft! 🌟 🏄‍♂️Join Kennie, Brad, and Kris as the sit down at Community Summit North America 2024 in beautiful #SanAntonio, #Texas, where they explore the fantastic new of features in #BusinessCentral 2024 Wave 2! From enhanced reporting capabilities to #PowerBI integrations, this episode is packed with new features and insights you don't want to miss. Learn:✨Why Community Summit NA is the place to be for learning and connecting with like-minded folks.✨How BC 2024 Wave 2 is brimming with new reporting tools.✨How enhanced Word layouts will offer more customization and unique theming options.✨Why RDLC reports are future-proof with evolving usage patterns.✨The whopping 75 — yes, you read that correctly — 75 new PowerBI reports for Business Central!✨The ability to make DIY reports and customize without a designer.✨Improved UX in BC, focused on improving discoverability of existing reports.✨And much more! 🎧 Tune in now and stay ahead of the BC curve (or wave)! 🚀💼Click here to listen and elevate your Business Central game! 🎙️🔗#MSDyn365BC #BusinessCentral #BC #DynamicsCornerSend us a text#MSDyn365BC #BusinessCentral #BC #DynamicsCornerFollow Kris and Brad for more content:https://matalino.io/biohttps://bprendergast.bio.link/

Why should everyone in a team participate in code reviews? Because it's more efficient than doing it ALone! 😄 🚀Join us in this episode with Natalie and Stefan as we explore the ins and outs of code reviews, the art of clean code, and the transformative power of automation and AI tools like Copilot. 🧩 Key Takeaways:🌟How to leverage code reviews to maximize collaboration and learning.🌟Why you should strive for the holy grail of clean code, even if it's out of reach.🌟How automation can tidy up your code, but why manual reviews remain crucial.🌟Why it's important that everyone participates in code reviews, regardless of experience.🌟Yes, documentation remains a challenge, but what can we do about it?🌟Programming languages are evolving fast. Are you keeping up?🌟How community resources like #Discord can be a source of support and learning.🌟Last, but not least, why it's critical to engage with the developer community to maintain best practices. 🎧💡Are you ready to develop your development journey?Send us a text#MSDyn365BC #BusinessCentral #BC #DynamicsCornerFollow Kris and Brad for more content:https://matalino.io/biohttps://bprendergast.bio.link/

𝐖𝐡𝐚𝐭'𝐬 𝐭𝐡𝐞 𝐜𝐨𝐦𝐦𝐨𝐧 𝐝𝐞𝐧𝐨𝐦𝐢𝐧𝐚𝐭𝐨𝐫 𝐢𝐧 𝐚𝐥𝐥 𝐄𝐑𝐏 𝐢𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧𝐬? 📐 If you guessed, "people", you get a free Dynamics Corner T-shirt (maybe; we'll see).💃🕺 Jokes aside, if you've ever struggled with a Business Central implementation, or any ERP implementation — whether you're a partner or an end user — you need to tune in to this episode. Kristoffer Ruyeras and Brad Prendergast sit down with Nelly Jebran in the Dynamics Corner chair (quite literally — watch to the end and see for yourself) to talk about all things change management and why people are at the heart of a successful implementation. Some topics we cover: 🎯 𝘞𝘩𝘢𝘵 𝘪𝘴 𝘤𝘩𝘢𝘯𝘨𝘦 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘢𝘯𝘥 𝘸𝘩𝘺 𝘴𝘩𝘰𝘶𝘭𝘥 𝘸𝘦 𝘤𝘢𝘳𝘦?🎯 𝘏𝘰𝘸 𝘥𝘰𝘦𝘴 𝘤𝘩𝘢𝘯𝘨𝘦 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘩𝘦𝘭𝘱 𝘺𝘰𝘶 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘪𝘮𝘱𝘭𝘦𝘮𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘫𝘰𝘶𝘳𝘯𝘦𝘺?🎯 𝘏𝘰𝘸 𝘥𝘰 𝘸𝘦 𝘭𝘪𝘯𝘦 𝘶𝘱 𝘵𝘩𝘦 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘴𝘰𝘭𝘶𝘵𝘪𝘰𝘯 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘮𝘦𝘯𝘵𝘴 𝘸𝘩𝘪𝘭𝘦 𝘬𝘦𝘦𝘱𝘪𝘯𝘨 𝘱𝘦𝘰𝘱𝘭𝘦 𝘢𝘵 𝘵𝘩𝘦 𝘤𝘰𝘳𝘦 𝘰𝘧 𝘤𝘩𝘢𝘯𝘨𝘦𝘪𝘯𝘪𝘵𝘪𝘢𝘵𝘪𝘷𝘦𝘴?🎯 𝘞𝘩𝘢𝘵 𝘪𝘴 𝘵𝘩𝘦 𝘷𝘢𝘭𝘶𝘦 𝘰𝘧 𝘢𝘯 𝘦𝘹𝘤𝘦𝘭𝘭𝘦𝘯𝘵 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘴𝘰𝘭𝘶𝘵𝘪𝘰𝘯 𝘪𝘧 𝘯𝘰 𝘰𝘯𝘦 𝘦𝘮𝘣𝘳𝘢𝘤𝘦𝘴 𝘪𝘵?🎯 𝘏𝘰𝘸 𝘥𝘰 𝘸𝘦 𝘨𝘦𝘵 𝘪𝘮𝘱𝘭𝘦𝘮𝘦𝘯𝘵𝘦𝘳𝘴 𝘢𝘯𝘥 𝘶𝘴𝘦𝘳𝘴 𝘢𝘵 𝘢𝘭𝘭 𝘭𝘦𝘷𝘦𝘭𝘴 𝘵𝘰 𝘢𝘭𝘪𝘨𝘯 𝘢𝘳𝘰𝘶𝘯𝘥 𝘢 𝘤𝘩𝘢𝘯𝘨𝘦 𝘪𝘯𝘪𝘵𝘪𝘢𝘵𝘪𝘷𝘦?🎯 𝘞𝘩𝘰 𝘪𝘴 𝘢 𝘤𝘩𝘢𝘯𝘨𝘦 𝘭𝘦𝘢𝘥𝘦𝘳? 𝘞𝘩𝘰 𝘪𝘴 𝘳𝘦𝘴𝘱𝘰𝘯𝘴𝘪𝘣𝘭𝘦 𝘧𝘰𝘳 𝘤𝘩𝘢𝘯𝘨𝘦? Get ready to challenge the way you approach your next implementation project. Tune in to the full episode.Send us a text#MSDyn365BC #BusinessCentral #BC #DynamicsCornerFollow Kris and Brad for more content:https://matalino.io/biohttps://bprendergast.bio.link/

𝐖𝐡𝐚𝐭 𝐜𝐚𝐧 𝐰𝐞 𝐚𝐥𝐥 𝐮𝐬𝐞 𝐦𝐨𝐫𝐞 𝐨𝐟? It's a no-brainer: 𝘛𝘪𝘮𝘦! 🧠⌛ 𝐀𝐧𝐝 𝐰𝐡𝐚𝐭 𝐜𝐚𝐧 𝐰𝐞 𝐝𝐨 𝐰𝐢𝐭𝐡𝐨𝐮𝐭? I'm sure you can all agree: 𝘛𝘩𝘰𝘴𝘦 𝘵𝘦𝘥𝘪𝘰𝘶𝘴, 𝘳𝘦𝘱𝘦𝘵𝘪𝘵𝘪𝘷𝘦, 𝘢𝘯𝘥 𝘪𝘯𝘦𝘧𝘧𝘪𝘤𝘪𝘦𝘯𝘵 𝘥𝘢𝘪𝘭𝘺 𝘱𝘳𝘰𝘤𝘦𝘴𝘴𝘦𝘴. 😥😴 Join hosts Kristoffer Ruyeras and Brad Prendergast in the latest episode of the Dynamics Corner as they learn how to automate financial processes and become more productive from former wannabe astronaut and 𝘵𝘩𝘦 time-saving master himself, Mark Rhodes! 💡👩‍🚀 Find out how Mark's team at Continia Software solves for: ✔️AP automations✔️Expense management✔️Document capture✔️Sustainability reporting✔️Seamless integrations with Business Central 🚨Don't miss the best part though — we get deep and philosophical in this episode, contemplating the concept of time itself, how our perceptions change as we age, and the impacts of life transitions. 🏠Send us a text#MSDyn365BC #BusinessCentral #BC #DynamicsCornerFollow Kris and Brad for more content:https://matalino.io/biohttps://bprendergast.bio.link/