MSDW Podcast: Document management in today's Dynamics 365 projects

March 30 2023

This episode is sponsored by Formpipe.

Microsoft Dynamics 365 projects have the potential to impact organizations both in terms of the quality of internal operations and their customer-facing activities. On this episode, Formpipe’s Commercial Director Mike Rogers and Business Solutions Consultant Soren Hjorth join us to share their recent real world experiences working with Dynamics 365 customers. As they explain, solving business document challenges can deliver Dynamics ERP and CRM users with a range of benefits that not only achieve immediate goals but also position them for future needs.

We also discuss some news of the day: Microsoft's recent announcements of Copilot capabilities for Dynamics 365 apps, Power Platform,  Microsoft 365, and beyond. As AI tools scour an organization's content and data, proper access to business documents will be a critical pre-requisite.

Show Notes:

  • 2:00 - Why so many Dynamics clients are focusing on deploying connected business systems
  • 6:15 - First impressions of Microsoft's Copilot previews and what an AI engine means for document management and structured data
  • 11:30 - Why automation is such a popular topic for vendors and customers
  • 14:30 - Why integrating Formpipe Lasernet with other ISV solutions that work with Dynamics
  • 17:00 - The influence of Power Platform on business application strategy
  • 19:00 - Recent industry-related customer stories, including
  • 24:30 - A brief update on Formpipe's document management platform

For more information on Formpipe and its document management solutions for Dynamics, please visit: www.formpipe.com or please check out Formpipe content on MSDW.

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