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Dynamics Talk Episodes

Dynamics Talk is where we explore the business applications engine at the heart of Microsoft’s enterprise stack. This is the space for Dynamics 365 Sales, Customer Service, Field Service, Finance & Operations, Marketing, Commerce, Project Operations — and every scenario where process, application logic, data, and front-line work come together to shape how organisations actually run.

We don’t talk about Dynamics as isolated apps. We talk about it as an end-to-end operational fabric. We dig into Dataverse as the shared foundation, cross-system process design, platform extensibility, low-code and pro-code fusion patterns, embedded AI, Copilot experiences, real-time customer context, and the critical difference between “we configured screens” and “we modelled our business for insight and scale”.

Dynamics Talk is also about the human and organisational reality of CRM and ERP. Implementation patterns, change management, process ownership, continuous improvement, business agility, product ownership mindset — and how these platforms succeed or fail based on governance, not features. It’s where business meets platform engineering.

Dynamics Talk is for people who treat business applications as strategic capability, not software licenses. If it steers customer relationships, manages operations, aligns sales and service outcomes, connects finance to execution, or delivers the connected enterprise — it belongs in Dynamics Talk.
Dec. 14, 2025

The Knot in the Cloud - Document Management in Dynamics with M365 (Part 2 - Echoes at the Edge)

Most data leaks do not start with hackers. They start with kindness, convenience, and one small decision to “just share it.” In Part 2 of The Knot in the Cloud, we move to the edge of the system, where documents leave their birthplace and chaos either multiplies or stops cold. This episode explains…
Dec. 14, 2025

The Knot in the Cloud - Document Management in Dynamics with M365 (Part 1 - The Origin of the Loop)

Every organization has lost a document it desperately needed. A contract, a decision, a version marked “final” that was never truly final. This episode exposes why that chaos is not accidental, but structural. In Part 1, we explore how document sprawl silently fractures sales, projects, and complia…
Dec. 11, 2025

Autonomous Agents & Dynamics 365 Customer Service: The Night the Emails Died

The podcast features a discussion among experts focused on optimizing project management processes using Dynamics. The speakers emphasize the importance of transitioning from traditional, cumbersome workflows to more efficient systems that prioritize speed and clarity. They argue that merely implem…
Dec. 10, 2025

The Dynamics 365 Lie That Kills Your Business Impact

Dynamics 365 can be a filing cabinet or a growth engine—and most teams unknowingly build the cabinet. This episode shows how to turn Dynamics into a system that drives progress by removing friction, not adding features. Instead of treating go-live as the finish line, we focus on clarity, constraint…
Dec. 10, 2025

Dynamics 365 Sales Is Not CRM (It's Your Membership Hub)

What if Dynamics 365 Sales was your membership engine, not just a sales CRM? In this episode, we show how to repurpose Dynamics 365 Sales and Dataverse to run memberships, committees, and partner programs without custom software. Instead of leads and pipeline, you model organizations, members, comm…
Dec. 9, 2025

Stop Customer Service Chaos: The Dynamics 365 AI Fix

You feel the chaos, inbox overflow, tickets vanish, customers rage. In this episode, we show how to tame that chaos with autonomous agents inside Dynamics 365 that standardize email-to-case intake, classify intent, and route every ticket with honest math instead of guesswork. You’ll see how AI read…
Oct. 5, 2025

Dynamics 365 Sales Isn’t Just CRM—It’s Your Sales HQ

In this episode, we explore Dynamics 365 Sales, Microsoft’s powerful CRM solution designed to help organizations manage customer relationships, streamline sales processes, and drive revenue growth. We break down what Dynamics 365 Sales is, how it fits within the broader Dynamics 365 suite, and why …
Oct. 3, 2025

Survive Your First D365 API Call (Barely)

In this episode, we walk through how to integrate with Microsoft Dynamics 365 using its powerful API capabilities, focusing on the REST-based Web API that provides secure and flexible access to CRM data. We start with an introduction to Dynamics 365 as a suite of intelligent business applications a…
Sept. 30, 2025

You're Flying Blind Without Business Central Telemetry and howto fix it with Power BI

In this episode, we explore how organizations can turn Dynamics 365 Business Central telemetry into powerful insights using Microsoft Power BI. Telemetry is one of the most valuable—and often underused—capabilities in Business Central. It captures performance data, user behavior, errors, and system…
Sept. 30, 2025

Go Beyond the Demos—Make Copilot Do What You Need in Business Central

In this episode, we take a deep dive into Microsoft Copilot inside Dynamics 365 Business Central and explore how AI is transforming day-to-day business operations. We start by grounding listeners in the essentials of Business Central—a comprehensive ERP for small and midsized organizations that con…
Aug. 17, 2025

Dynamics 365 Copilot for Field Service

Field techs lose 15–30 minutes per job on paperwork—creating hidden costs, bad data, and delayed billing. Dynamics 365 Field Service + Copilot turns spoken updates into structured work orders (parts, labor, photos, signatures) and pushes them into scheduling, inventory, and invoicing in real time. …
Aug. 16, 2025

Dynamics 365 Embedded Analytics with Fabric & Power BI

Stop exporting Dynamics 365 data to Excel. Connect Dataverse to Microsoft Fabric, build an analytics model once, and embed Power BI directly inside Dynamics 365 (CRM/ERP) screens. With live, role-aware metrics (RLS), sales and ops teams act on fresh data without tab-switching, stale snapshots, or v…
Aug. 15, 2025

Zero Trust by Design in Microsoft 365 & Dynamics 365

MFA isn’t Zero Trust. If Microsoft 365 and Dynamics 365 don’t enforce the same identity, device, and session checks, attackers walk through the side door. “Zero Trust by Design” treats M365 + D365 as one system: align Conditional Access and risk signals, apply just-in-time roles, segment identities…
Aug. 15, 2025

Copilot in Dynamics 365: Extending AI for CRM & ERP

Out-of-the-box Copilot in Dynamics 365 is a smart generalist. To make it an expert in your business, feed it your domain data—securely—via Dataverse, curated connectors, and Azure data pipelines. Map fields to clear schemas, apply role-based access and conditional access, and label sensitive column…
Aug. 13, 2025

Integrating Dynamics 365 Sales Data into Microsoft Teams

Stop context-switching. Embed Dynamics 365 Sales directly into Microsoft Teams so reps update opportunities, trigger approvals, and log notes where they already work. Layer Power Automate and Adaptive Cards to turn chats into actions (create/update/approve) and keep CRM as the single source of trut…
Aug. 10, 2025

Deploying Dynamics 365 Customizations with ALM Pipelines

Dynamics 365 deployments fail less because of code and more because of packaging gaps: hidden dependencies, unmanaged/managed mix-ups, missing environment variables and connection references, and un-migrated configuration data. In this episode, we show how to ship reliably by mapping dependencies u…
Aug. 8, 2025

Predictive Lead Scoring with Dynamics 365 Insights

Turn Dynamics 365 lead scoring into a revenue engine. This guide shows how D365’s AI turns behaviors (opens, replies, page views, meetings), firmographics, and sales outcomes into predictive scores—then converts those scores into next-best actions. You’ll get a clean, step-by-step rollout plan, dat…
Aug. 7, 2025

Dynamics 365 Marketing Automation: Real Journeys, Real ROI

This episode shows how to turn Dynamics 365 Marketing from a linear “set-and-forget” email engine into a responsive system that reacts to real user behavior. You’ll learn how to capture high-signal actions—like pricing-page visits, form starts and abandons, and in-app feature usage—and convert them…
Aug. 7, 2025

Segmenting Customers with Dynamics 365 Customer Insights

This episode shows how to supercharge targeting in Dynamics 365 Customer Insights by moving beyond demographics to behavior- and transaction-driven segmentation. You’ll learn how to unify web, CRM, commerce, and support data; build dynamic segments using calculated measures and intent signals; and …
Aug. 6, 2025

Supply Chain Visibility Using Fabric and Dynamics 365 SCM

This episode shows how Microsoft Fabric + Dynamics 365 Supply Chain Management (SCM) turn fragmented dashboards into a real-time, end-to-end control system. We connect purchase orders, production, inventory, transport, and delivery into one model that surfaces delays early, triggers automated respo…
Aug. 6, 2025

HR Analytics with Microsoft Fabric + Dynamics 365 Human Resources

This episode shows how to unify Dynamics 365 HR, payroll, time/leave, and survey data in Microsoft Fabric to create a single, trustworthy HR analytics layer. You’ll see a practical lakehouse blueprint (Dataflows Gen2 → OneLake/Lakehouse → semantic model → Power BI) that eliminates spreadsheet recon…
Aug. 5, 2025

Exposing Dynamics 365 APIs via Custom Connectors in Power Platform

This episode shows how to beat the limits of the standard Dynamics 365 connector in Power Automate using custom connectors. You’ll learn a repeatable path: find the right Dataverse/Dynamics Web API endpoints (including custom tables), test them in Postman, secure them with Azure AD OAuth (least-pri…
Aug. 5, 2025

Automating Month-End Close with Power Automate + Dynamics 365 Finance

This episode shows how to automate month-end close by wiring Power Automate + Dynamics 365 Finance + Microsoft Teams into a single approval and posting workflow. You’ll learn the exact connector, permissions, triggers, conditional approval logic, Teams adaptive cards, and resilient error-handling (…
Aug. 5, 2025

Using Dynamics 365 Finance Data in Fabric for Financial Forecasting

Rolling forecasts miss the mark when D365 F&O actuals, sub-ledgers, and budgets live in silos. This episode shows how Microsoft Fabric unifies GL, AP/AR/FA and budget data into a single, governed model—so forecasts refresh with reality, variances reconcile themselves, and finance stops babysitting …