Microsoft Innovation Podcast

FULL SHOW NOTEShttps://podcast.nz365guy.com/10What are user adoption and change management?Faris Alkhaldy asks “What is it? And what is it all about?”The role of formal adoption methodologies such as ProsciFormal training programs availableWhy is adoption still such a common problem or complaint with CRMJanet Robb asks “What is the cost to a project where user adoption fails?”Common mistakes/pitfalls to avoidAdoption when staff are forced to use technology such as call centres or in retail environmentsWhat should IT or consultants do differently during implementationTop-down approach or a grassroots approachIain Wicks asks “What's the best, carrot or stick?”Bad advice about adoptionFeatures of Dynamics 365 that can help drive adoptionSantosh Jahagirdar asks “In a CRM rollout that also includes channel partners – what are some of the best practices, gotchas around adoption & on-boarding of such indirect employees?”Scott Millwood asks – “What is broken with CRM? There are still many, many more users that dislike using their corporate-mandated CRM than users that say they LOVE CRM and can't live without it. “Adoption” is fuzzy. Usage can be measured. What is the best usage metric that indicates true adoption, i.e. routine usage? What is the ONE thing that should be addressed with the product that could make it a LOVE to use vs a FORCED to use the product? Janet Robb asks – Why is it important to have a user adoption expert as part of an enterprise CRM project?Neil Parkhurst asks – “You are trying to implement Dynamics 365 into a team of field sales guys. They see little benefit in the data they need to collect as it is “just” for the managers. So, they see CRM as purely an admin overhead they don’t want. What are the top product features you’d train to help change this opinion?”Neil Benson asks – For teams using an agile framework or a slick DevOps process, we have the ability to release an update to production every week or even every day. How do we help users embrace daily changes to their Dynamics 365 apps?Shawn Tabor asks – What’s better for user adoption overall…implementing a known legacy process or providing effective organizational change management to introduce a new paradigm?Rick Chamberlain – CRM has many audiences it needs to serve. My experience has shown that marketing and sales are rarely in alignment until you ask them about the administration department. In that case, both will agree that they are “sales prevention. How do you present the value Microsoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoptionSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening 🚀 - Mark Smith

FULL SHOW NOTEShttps://podcast.nz365guy.com/9Overview of the different methodologies used in Dynamics 365 ImplementationsUsing Agile on Dynamics 365 ProjectsCommunity Question: How do you decide the right methodology for the implementation? Agile/Waterfall/Hybrid. – Andre MargonoCommunity Question: Implementation approaches for version upgrades? (E.g. like for like and enhancements)? – Andrew LyCommunity Question: Common pitfalls of certain methodology & lesson learned? – Andre MargonoCommunity Question: Can fixed fee delivery work on a Dynamics 365 project? – Joel LindstromMicrosoft Dynamics Sure StepCommunity Question: How relevant is SureStep in today’s climate? – Andrew LyCommunity Question: What is the difference between Microsoft Dynamics Sure Step and Microsoft Lifecycle Services in your view? – Mohamed GomaaCommunity Question: Can you use Microsoft Lifecycle Services for Dynamics 365 Deployments as you can for Operations? – Mohamed GomaaCommunity Question: What are the techniques have you found most successful to map business processes you get from customers? – Nadeeja BomiriyaCommunity Question: Have you used XRM Metadata tools from (https://www.xrmtoolbox.com) for Dynamics 365 and have you found it's useful for redundant entity analysis? – Prash SinhaCommunity Question: What is the best way to categories work items (tasks to be completed by the team members) for features? – Nadeeja BomiriyaCommunity Question: What are best practices when taking over a project mid-way through with incomplete documentation? – Prash SinhaCommunity Question: What have you found works from a best practice point of view when it comes to toolsets for implementations? (Visual Studio, Jira etc.) What else? – Andre MargonoCommunity Question: What best practices have you seen in change management and overcoming user resistance? – Peter SchmidtCommunity Question: Human Centred Design: A consultative approach – Muhammad Asimuddin – LinkedIn post (Empathy in implementations) https://www.linkedin.com/pulse/human-centred-design-consultative-approach-muhammad-asimuddinMicrosoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoptionSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening 🚀 - Mark Smith

FULL SHOW NOTEShttps://podcast.nz365guy.com/8Mergers and acquisitions. Tectura –>Acquired by UXC Eclipse –>Acquired by CSC –>CSC Merged with HPE to create DXC acquired TribridgeRecommendations for people finding themselves in a company that has been acquiredAdvice for men and women with regards to addressing equality and unconscious bias in the workplaceThe importance of People that make up the practiceMillennials and the part they play in a modern workforceGeneration Z soon to be entering the workplaceInspiring loyaltyBalance competing priorities when it comes to billable work and ongoing staff trainingGrad programs and mentoringBooks MentionedLean In: Women, Work, and the Will to Lead by Sheryl Sandberg http://amzn.to/2i2uwsvDaring Greatly: How the Courage to Be Vulnerable Transforms the Way We Live, Love, Parent, and Lead by Brené Brown http://amzn.to/2AfenKJResourcesFacebook https://www.facebook.com/mobile/LinkedIn https://mobile.linkedin.com/SmartThings https://www.smartthings.com/Amazon https://www.amazon.com/gp/feature.html?docId=1000625601ibotta https://ibotta.com/get-the-appMicrosoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoptionSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening 🚀 - Mark Smith

FULL SHOW NOTEShttps://podcast.nz365guy.com/7Jerry’s career so far and CRM InnovationsCreating the right type of cultureRelationship with MicrosoftLeadership and ManagementBeen an implementation partner and an ISVMicrosoft AppSourceUsing 3rd party tools in the practiceMicrosoft community and the benefit to a Dynamics practiceThe biggest challenge as a business ownerThe future for Dynamics 365The future for Dynamics 365 partnersBooks MentionedNever Split the Difference: Negotiating As If Your Life Depended On It – Chris Voss & Tahl Raz http://amzn.to/2ikrGirResourcesCRM Innovation https://www.crminnovation.comCRM Innovation ISV Products https://www.crminnovation.com/crm-solutionsYouTube https://www.youtube.com/user/crminnovationXRM Toolbox https://www.xrmtoolbox.comClickDimensions http://clickdimensions.comWaze https://www.waze.com/download?from=getOffice Lens https://www.microsoft.com/en-us/store/p/office-lens/9wzdncrfj3t8Music CreditsI dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, MorusqueMicrosoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoptionSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening 🚀 - Mark Smith

FULL SHOW NOTEShttps://podcast.nz365guy.com/6Johns Dynamics careerLife post the sale of ClickDimensionsWhy he focused on Marketing with ClickDimensionsRole of the ISV in Dynamics ecosystemOpportunities for ISV's with DynamicsBuilding blocks to becoming a successful ISVHow to market an ISVDynamics partners and the ISVMicrosoft and the ISVEvents and the ISVISV competition from other companiesThe working relationship between an ISV and MicrosoftTipping point with ClickDimensionsThe ClickDimensions Team and the role they place in ClickDimensions successTeam cultureAdvice for people considering becoming an ISV in the Dynamics ecosystem?Books MentionedThe New Rules of Marketing and PR: How to Use Social Media, Online Video, Mobile Applications, Blogs, News Releases, and Viral Marketing to Reach Buyers – David Meerman Scott http://amzn.to/2z4ZAj6Sailing Alone Around the World – Joshua Slocum http://amzn.to/2h3zp7JResourcesClickDimensions http://clickdimensions.comC360 Solutions http://www.c360.comScribe Software https://www.scribesoft.comAirbnb https://www.airbnb.com/mobileGoogle Maps https://get.google.com/apptips/apps/#!/allCreditsMusic CreditsI dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, MorusqueMicrosoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoptionSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening 🚀 - Mark Smith

FULL SHOW NOTEShttps://podcast.nz365guy.com/5Lessons learned from successful Dynamics 365 projectsLessons learned from unsuccessful Dynamics 365 projectsCustomer Engagement best practiceTurning around failed projectsPicking up someone else’s failed projectDealing with difficult customersWhen the customer just wants to implement software to solve their business problemsHandling scope creepSix months after go-live, what does customer engagement look likeCustomer differences between, Public Sector, Not for Profit and CommercialResourcesIntergen http://www.intergen.co.nzThe Air NZ mobile app https://www.airnewzealand.co.nz/air-nz-appTED App https://www.ted.com/about/programs-initiatives/ted-talks/ways-to-get-ted-talksOscar https://www.airnewzealand.co.nz/press-release-2017-oscar-airnz-chatbot5 Whys https://en.wikipedia.org/wiki/5_WhysBlog https://www.intergen.co.nz/blog/Steve-Scarbrough/CreditsMusic CreditsI dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, MorusqueMicrosoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoptionSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening 🚀 - Mark Smith

FULL SHOW NOTEShttps://podcast.nz365guy.com/4How can a partner create a great relationship with Microsoft?Who should a partner connect within MicrosoftWhat frequency rhythms workDynamics partner of the futureHow does a partner need to evolve?What new skills are neededWhat’s limiting Dynamics partnersPartner mistakesDynamics landscape and opportunitiesDifference between successful partners and not so muchAdvise to partners getting considering building a Dynamics practiceBooks MentionedThe Fiefdom Syndrome: The Turf Battles That Undermine Careers and Companies – And How to Overcome Them – by Robert Herbold http://amzn.to/2xZADXbQBQ! The Question Behind the Question: Practicing Personal Accountability at Work and in Life – by John G. Miller http://amzn.to/2xZRwkSCrucial Conversations Tools for Talking When Stakes Are High, Second Edition – by Kerry Patterson, Joseph Grenny, Ron McMillan & Al Switzler http://amzn.to/2yZAP7tLet's Get Real or Let's Not Play: Transforming the Buyer/Seller Relationship – Mahan Khalsa & Randy Illig http://amzn.to/2fSo3mFResourcesCrucial Conversations Tools for Talking When Stakes Are High (Training) https://www.vitalsmarts.com/crucial-conversations-training/Microsoft Pix https://www.microsoft.com/en-us/research/product/microsoftpix/Linkedin – https://mobile.linkedin.com/Blind – Anonymous Work Talk – https://us.teamblind.com/CreditsMusic CreditsI dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, MorusqueMicrosoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoptionSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening 🚀 - Mark Smith

FULL SHOW NOTEShttps://podcast.nz365guy.com/3In this interview with Jim, we discuss the Dynamics delivery team. Jim Sheehan is a partner and executive of PowerObjects based in Minneapolis Minnesota. Jim has been with PowerObjects since July 2001 and has over 18 years of management experience in the financial and IT industries. He has directed PowerObjects down the path to becoming a top-performing Microsoft partner with a Gold Competency in CRM. Jim is currently driving the growth of the cloud Microsoft CRM practice and managing partnering opportunities.Books MentionedTraction: Get a Grip on Your Business – Gino Wickman http://amzn.to/2whsD4ZResourcesPowerObjects http://www.powerobjects.comPOTV http://www.powerobjects.com/videosCreditsMusic CreditsI dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, MorusqueMicrosoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoptionSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening 🚀 - Mark Smith

FULL SHOW NOTEShttps://podcast.nz365guy.com/2Chuck Ingram has been at Tribridge for 4 years where he currently serves the CRM practice as Senior Director. The practice has seen nearly 4x growth during those 4 years while increasing quality and customer satisfaction.He started working with Microsoft CRM in its very earliest days while working at Microsoft where he worked for 9 years. He had a chance to work with many of the strategic projects as the new product developed into a true enterprise-ready CRM solution. Chuck also worked as Practice Director at Tectura and at HP whereas a part of DXC.Technology.Chuck is hyper-focused on digital disruption and the accompanying customer shifts. He works with his team on developing business models and practices that deliver customer experiences and outcomes – – not just projects.Books MentionedDisrupting Digital Business: Create an Authentic Experience in the Peer-to-Peer Economy – Ray Wang http://amzn.to/2vA9eGSBlue Ocean Strategy, Expanded Edition: How to Create Uncontested Market Space and Make the Competition Irrelevant – W. Chan Kim http://amzn.to/2geUBXOThe Membership Economy: Find Your Super Users, Master the Forever Transaction, and Build Recurring Revenue – Robbie Kellman Baxter http://amzn.to/2wzW6pQTools of Titans: The Tactics, Routines, and Habits of Billionaires, Icons, and World-Class Performers – Tim Ferris http://amzn.to/2wfwOusResourcesTribridge http://www.tribridge.comCreditsMusic CreditsI dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, MorusqueMicrosoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoptionSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening 🚀 - Mark Smith

FULL SHOW NOTEShttps://podcast.nz365guy.com/1Guus Krabbenborg is a seasoned professional who works with Microsoft partners to drive success, he has:Over 30 years experience in this business and over 15 years in Microsoft DynamicsDeep understanding of the marketing, sales, delivery and support of ERP and CRM solutionsGood knowledge of Dynamics AX, CRM, NAV and Dynamics 365Strong ‘out-of-the-box-thinking’ capabilitiesBusiness trainer/coach in different cultures, delivering in the Dutch, English and German languagesBooks MentionedConsumption Economics: The New Rules of TechResourcesQBS – http://www.qbsgroup.comBecome a QBS Partner – http://www.qbsgroup.com/gl/become-a-partner.aspxPartner2Partner – http://www.dynasource.com website for Partner2Partner cooperation. Can help partners find the Microsoft skills and capacities that they are missing to win (additional) deals. But also, to offer their own superfluous skills and capacities to other partners to maintain an elevated level of billability.CreditsMusic CreditsI dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, MorusqueMicrosoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoptionSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening 🚀 - Mark Smith