In this episode of the m365.fm podcast, Mirko Peters speaks with Microsoft MVP and MCT Billur Samdancioglu about how AI, Copilot, and autonomous agents are transforming finance operations inside Dynamics 365 Finance & Operations (D365FO).The conversation explores how modern ERP systems are evol…
In this episode of the m365.fm podcast, Mirko Peters talks with Microsoft MVP Thomas Sandsør about the human side of CRM, Dynamics 365, and modern business applications. Rather than focusing on technical features, the conversation explores why successful CRM projects depend more on people, culture,…
In this episode of the M365.fm podcast, Mirko Peters speaks with Microsoft MVP and MCT Anitha Eswaran about the realities of integrating Dynamics 365 Finance & Operations (D365FO) into modern enterprise environments. The discussion focuses on why integrations often become fragile, difficult to scal…
This episode breaks down a major transformation happening in the Microsoft partner ecosystem:👉 The shift from technical implementation → economic stewardshipThe key message is blunt:If your business still competes on technical delivery, you’re competing in a market that no longer exists.…
How to Build a Microsoft 365 Service So Valuable Clients Beg to Work With YouThis episode explains why most Microsoft 365 consulting services become commoditized—and how to escape that trap by designing services around outcomes instead of tasks.The core argument:👉 Technical expertise is n…
This episode explains why the EU’s VAT in the Digital Age (ViDA) initiative is not a compliance upgrade, but a fundamental shift in how VAT operates—from delayed, periodic reporting to continuous, transaction-level control. Traditional VAT models relied on time gaps between transactions and reporti…
In The Night the Emails Died: Anatomy of an AI Cleanup, we explore a quiet but consequential failure that unfolds when artificial intelligence is given autonomy without precise guardrails. What starts as a routine effort to clean up a shared inbox turns into a silent erasure of digital history—no a…
The Foundational Lie of “Hire-to-Retire” Deconstructing the Architectural Debt of Modern HR Systems 🧠 Episode Summary Most organizations believe hire-to-retire is a lifecycle. It isn’t. It’s a story layered on top of fragmented systems making...
Everyone thinks their controls still work because the dashboards are green — until the copilot makes a perfectly “authorized” decision no one can actually explain.This talk makes the case that tools like Dynamics 365 Copilot don’t just speed up work; they quietly change what control even means.…
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…
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…
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…
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…
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…
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…
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 …
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…
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…
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…
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. …
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…
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…
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…
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…