Dynamic Podcast Buddies

DPB Season 4 Episode 4: Building RFPs and Fit gaps

Wed, 06 May 2026 13:38:52 -0400

ERP RFPs are getting longer, more detailed, and more complex, but that doesn’t mean they’re more effective. In this episode, we unpack why today’s RFPs often miss the mark, despite the growing use of consultant templates and AI-generated requirements. The core issue? Organizations are confusing volume with clarity. Massive requirement lists may look thorough, but they’re often built on assumptions rather than a true understanding of business processes, leading to vague proposals, unrealistic expectations, and costly surprises down the line.

We explore why traditional requirement-driven approaches fall short and what organizations should be doing instead, shifting the focus to early decision-making and fit-gap analysis before procurement begins. We also discuss where AI can add value (and where it can create risk) in the RFP process. The takeaway is simple: a longer RFP doesn’t equal a better outcome. Success comes from investing in clarity upfront, because you’ll pay to understand your complexity eventually, the only question is when.

DPB Season 4 Episode 3: "ERP in Action in the Public Sector"

Tue, 28 Apr 2026 12:46:05 -0400

DPB Season 4 Episode 2: "Change Management and Training - Getting Your Team On Board"

Tue, 28 Apr 2026 12:44:40 -0400

DPB Season 4 Episode 1: "Citizen Experience and the Future of AI and Security in Public Sector"

Tue, 28 Apr 2026 12:43:36 -0400

DPB Season 3 episode 5: "Risks, Ethics & The Human Side of AI"

Tue, 07 Oct 2025 14:37:26 -0400

AI is transforming how businesses use Dynamics 365—but with great power comes great responsibility. In this episode, we dive into what responsible AI really means in the D365 world. From ensuring strong data privacy and governance, to finding the right balance between automation and human oversight, we’ll explore how organizations can harness AI effectively without falling into common pitfalls.

Listeners will walk away with a clearer understanding of:

How to define and apply responsible AI in Dynamics 365

Best practices for protecting data and maintaining compliance

Where automation shines—and where human judgment is still critical

Risks and challenges to be aware of when implementing AI

DPB Season 3 Episode 4: AI-Powered Marketing: Predict, Personalize, Perform

Tue, 07 Oct 2025 14:35:45 -0400

Discover how AI is transforming marketing strategies in Dynamics 365 Marketing. This session will explore how artificial intelligence helps you reach the right audience, deliver personalized experiences, and streamline campaigns for maximum impact. From building smarter customer journeys to generating content suggestions, you’ll see how AI can take your marketing from guesswork to precision.

What you’ll learn:
☑️How AI segmentation helps you target the right customers at the right time
☑️Ways to personalize content using behavioral data and insights
☑️How to automate and optimize campaigns for better performance

DPB Season 3 Ep. 3: "Beyond the Buzz: Rethinking AI from the Ground Up"

Fri, 08 Aug 2025 11:08:02 -0400

AI adoption is skyrocketing, but are most businesses missing the point? In this episode we welcome Radin Mathew, new AI industry lead at Ellipse Solutions, and together we explore the critical difference between layering AI onto outdated workflows and embracing a truly AI-native mindset.

We’ll unpack why simply automating tasks isn’t enough, and how reimagining processes from the ground up can unlock the full potential of AI. From manufacturing to the public sector, we’ll spotlight industries primed for transformation, share common misconceptions holding leaders back, and dig into real examples from Dynamics 365 Finance & Operations. Think demand forecasting, fraud detection, and automated reporting, not just as features, but as enablers of smarter, predictive, self-improving processes.

Plus, we’ll explore how Microsoft’s AI capabilities, like Copilot and Power Platform—are helping businesses move from incremental fixes to intelligent design.

Season 3 Episode 2: "Tariffs & Turbulence: How AI is Reshaping Global Trade Strategy"

Mon, 21 Jul 2025 15:40:07 -0400

In this episode, we dig into one of the most complex, and critical, areas of global operations: trade compliance. From shifting regulations to data silos, compliance has become a growing challenge for today’s supply chains. But with the power of AI and Microsoft Copilot, businesses have a real opportunity to turn chaos into clarity.

We explore:

☑️ Why missing or outdated data on tariffs, country of origin, and product valuation disrupts global operations
☑️ How disconnected systems and manual processes create compliance gaps
☑️ How Copilot Agents can automate denied party screening and pull relevant documentation
☑️ The power of using SharePoint as a centralized, trainable knowledge hub
☑️ Actionable steps to start small and streamline a single compliance process with AI
☑️ And most importantly, what 'Hippie Christmas' is!

Compliance doesn’t have to be manual, reactive, or disconnected, and this conversation will help you imagine what’s possible.

Dynamic Podcast Buddies Season 3 Episode 1: "Welcome to the Intelligent Era"

Thu, 03 Jul 2025 10:14:30 -0400

🎙️ Welcome to a brand-new season of Dynamic Podcast Buddies!

This season, we’re diving headfirst into one of the most transformative forces in tech: Artificial Intelligence. In this kickoff episode, Bobby and Savanna wade into the wide world of AI—exploring where it all began, where Microsoft is headed, and how real businesses are already putting AI to work.

But that’s just the beginning. Throughout the season, we’ll cover intelligent, thought-provoking topics like:

☑️AI Agents and their impact on productivity

☑️AI-Powered Marketing and personalized customer experiences

☑️The risks, ethics, and human implications of artificial intelligence

☑️And so much more

Whether you’re an AI skeptic, enthusiast, or somewhere in between—this season is for you. Tune in and take the journey with us!

Dynamic Podcast Buddies: Season 2 Episode 5 ‘Navigating Ongoing Licensing Changes’

Fri, 13 Jun 2025 09:47:51 -0400

☑️ Big shifts are happening in the world of Dynamics 365 licensing—are you ready?
In this episode, we’re joined by licensing guru Bill Davies as we unpack everything you need to know to stay ahead of the curve, including:
🟣 The latest October 2024 updates
🟣 License management improvements you should be using
🟣 Key changes you might’ve missed
🟣 Expert tips to stay compliant and cost-effective
With so much evolving in the past year and more changes on the horizon—this episode is your go-to guide for navigating the future of D365 licensing with confidence.
🎧 Tune in now so you're not caught off guard.

Important Links:

Upcoming License Management Information: https://www.microsoft.com/en-us/dynamics-365/blog/it-professional/2025/03/28/simplifying-license-management-dynamics-365/

Licensing Workshop: https://ellipsesolutions.com/dynamics-365-licensing/workshop/

October 2024 Licensing Changes: https://ellipsesolutions.com/webinar-navigating-the-october-2024-dynamics-365-licensing-changes/

Dynamic Podcast Buddies: Season 2 Episode 4: 'Modern ERP Moves: The GP User’s Guide to What’s Next’

Thu, 22 May 2025 11:59:09 -0400

Still running on Dynamics GP? It might be time to consider your next move. In this episode, we explore the real risks of staying on a legacy system—from rising support costs to integration challenges—and why so many organizations are making the shift to Dynamics 365 Business Central or Finance & Operations.

We’ll cover:

Modern functionality you’re missing with GP
How to choose between BC and F&O
Licensing options and how to minimize costs during migration
The role of a partner in assessing, planning, and executing your transition
Tips for a smooth migration path with less disruption

Whether you're already planning your next step or just exploring, this episode will help you map out a smart, cost-effective transition strategy.

Important dates for GP users: https://community.dynamics.com/blogs/post/?postid=468f615b-fe79-ef11-a671-7c1e521674d3

Additional article on migrating from GP to FO: https://ellipsesolutions.com/migrating-from-dynamics-gp-d365-business-central-vs-enterprise-apps-finance-supply-chain/

Dynamic Podcast Buddies Season 2 Episode 3 "Small Biz, Big Power: Unlocking Business Central Licensing & Integration"

Fri, 09 May 2025 12:08:04 -0400

Dynamic Podcast Buddies Season 2 Episode 2: "The F&O Formula: Getting Smart with Your Licensing Spend"

Fri, 09 May 2025 12:00:07 -0400

Dynamic Podcast Buddies Season 2 Episode 1: "Introduction to D365 Licensing"

Thu, 10 Apr 2025 10:42:43 -0400

In this episode, we’re taking a quick look back at our favorite Season 1 moments, then giving you a sneak peek at what’s ahead—deep dives into Microsoft Dynamics 365 licensing across Finance & Operations (FO), Business Central (BC), GP, and more.

We’ll break down what’s changing, what it means for your business, and how to stay ahead of the curve in a sea of updates, and most importantly - how to save some cash!

Whether you’re a seasoned pro or just starting out, this season is packed with insights you won’t want to miss. Tune in and get ready to navigate D365 Licensing like a champ!

Dynamic Podcast Buddies Bonus Episode: Unlocking the Power of Events with Dynaway Connect and DynamicsCon

Thu, 27 Mar 2025 10:50:38 -0400

🎙️ BONUS Episode Alert: The Power of Events in the Dynamics Community!

💜Before we dive into season two, the Buddies decided to do a bonus episode where we discuss all things events - why they matter, how they can benefit you, and what exciting conferences are on the horizon!

☑️ Why Attend Events? We break down the key benefits, from networking with like-minded professionals to gaining valuable education that can transform the way you work.
☑️ DynamicsCon 2025 – A sneak peek into what’s in store for this must-attend event!
☑️ Spotlight on Dynaway Connect – We dive into how Dynaway Connect is making waves in the Dynamics space.
☑️ Final Thoughts – Our takeaways and why you should start planning your next event now!

🎧🤔 If you’ve ever wondered whether attending community events is worth it, this episode is for you! Listen now and get ready to make the most of your event experience.

Dynamic Podcast Buddies: Season 1 Episode 3: ‘Red Flags to Watch For: Avoiding Common Pitfalls in Partner Selection’

Thu, 13 Mar 2025 11:29:56 -0400

🏁 🎙️ Start your engines – it’s time for the Season 1 finale of Dynamic Podcast Buddies! In this episode, we’re joined by the Ricky to our Bobby – Rick Wood of Ellipse Solutions! 🚩🚩We’re shifting gears to talk about red, green, and even yellow flags when searching for a Microsoft Dynamics partner. We cover: 🏎️ The key factors to consider when choosing a partner 🚦 The warning signs that should make you pump the brakes 💸 The real cost of choosing the wrong partner ✍️This episode is packed with expert insights (and a little bit of fun) that you won’t want to miss! And since this is the Season 1 finale, we’re leaving you with something extra - a partner guide filled with everything we’ve covered and more! Check it out here: https://ellipsesolutions.com/ultimate-guide-to-microsoft-dynamics-partners/

Dynamic Podcast Buddies: Season 1 Episode 2: "What to Look for in a Dynamics Partner: Key Criteria for Success"

Thu, 27 Feb 2025 12:32:21 -0500

🎙️ Episode 2 of the Dynamic Podcast Buddies is LIVE! And this time, we’re chatting with a close buddy of ours – Reed Houston from TrueCommerce!

💜 Reed spills the tea on what really matters when working with partners from an ISV’s perspective – because let’s be honest, a great partner relationship is worth its weight in gold!

We dive into:

✔️ How to pick the perfect Microsoft Partner

✔️ Traits of top-tier partners

✔️ The do’s and don’ts of ISV-partner relationships

Oh, and did we mention some good old-fashioned trash talk? But don’t worry – it’s all in good fun 😉 You won’t want to miss this hilarious, insightful, and downright entertaining episode! Tune in now! 🎧

Dynamic Podcast Buddies: Season 1 Episode 1: "The Perfect Match: Aligning Your Business Goals with Your Dynamics Partner"

Tue, 25 Feb 2025 15:32:36 -0500

🎉In our very first 'official' episode, we’re kicking things off with a special buddy—Beau Schwieso! Here, we’re diving into: ✨ Career aspirations and the path to success ✨ What makes a great Dynamics partner (and how to keep the relationship strong!) ✨ A little Swifty talk for all the fellow fans 🎶 ✨ And just in time for Valentine’s Day, some relationship advice (with a Dynamics twist, of course 😉) 💜Join us for love, laughs, and plenty of entertainment!

Dynamic Podcast Buddies: Intro Episode

Tue, 25 Feb 2025 15:31:07 -0500

🎙️ Hey there, Buddies! 🎙️ Bobby and Savanna are back with a brand-new podcast adventure, joined by all our favorite friends! This is your go-to space for fun, lighthearted conversations about exciting educational topics—just like chatting with your BFFs over coffee. ☕️ In our very first episode, we’re keeping it strictly bus—scratch that, we mean FUN! We’ll be diving into our plans for 2025, exploring the wild world of AI image generation, and, of course, getting into a few unexpected shenanigans along the way. But the only way to find out what happens is to tune in and join the ride! 🎧 So grab your favorite drink, hit play, and let’s have some fun together! 🎉

Ellipse Unsealed Episode Fourty Eight: D365 Tech Connect: Insider Perspective

Wed, 06 Nov 2024 14:53:47 -0500

🎧Tune in to this episode of Ellipse Unsealed with Ellipse Solutions’ very own Denis Guryev! Denis shares his journey at Ellipse, along with memorable moments from past D365 Tech Connect conferences.

💡Get an insider’s perspective on all things D365 Tech Connect, including a sneak peek into Denis’s upcoming session and other standout topics, from Copilot to machine learning. Plus, hear Denis’s take on what makes Tech Connect truly special. Don’t miss this behind-the-scenes look into the event—listen now!

Ellipse Unsealed Episode Fourty Seven: Tech Connect & DynCon Virtual

Thu, 31 Oct 2024 12:36:03 -0400

🎙️ In this episode, we’re thrilled to be joined by Brianna Sierra, Member Manager at Dynamics User Group! Brianna gives us a sneak peek at this year’s DynCon Virtual—why you should register, the sessions you won’t want to miss (especially for D365 FO users), and all the exciting things to look forward to.

🌟We also explore what makes D365 Tech Connect unique and why both events are must-attend for anyone eager to expand their Dynamics knowledge. Huge thanks to DUG, our community sponsor for D365 Tech Connect, for their continued partnership!

Ready to register? Check out the links below! 👇

💜D365 Tech Connect – https://ellipsesolutions.com/d365-tech-connect/

💜DynCon Virtual - https://dynamicscon.com/virtual/

Ellipse Unsealed Episode Fourty Six: Summit Stories & Tech Connect Glories

Fri, 25 Oct 2024 12:03:25 -0400

Welcome to this special episode, where we dive into the excitement of Community Summit NA and look ahead to D365 Tech Connect! Join special guest Rachel Profitt as she shares her personal experiences, favorite moments, and takeaways from Summit—from standout sessions to unforgettable encounters. We'll discuss what makes Tech Connect unique and why it’s a must-attend event for the Dynamics 365 community. Listen in as Rachel reveals her top reasons for coming back to Tech Connect year after year, including the invaluable networking and learning opportunities. We will also share how this year’s Tech Connect brings something fresh to the table.

Ellipse Unsealed Episode Fourty Five: D365 Tech Connect: Attendee Experience

Fri, 25 Oct 2024 11:58:56 -0400

In this episode, we’re taking you inside D365 Tech Connect from the attendee’s perspective! 🎙️ We’ve brought on past attendees Jody Cronk and Chris Kean to share their experiences, what they love most about the event, and why they keep coming back year after year. From invaluable takeaways to personal highlights, they’ll give you the scoop on what makes this event a can’t-miss. Whether you’re still thinking about registering or you’ve already signed up, tune in to find out what you can look forward to at this year’s D365 Tech Connect!

Ellipse Unsealed Episode Thirty Nine: The EDI Edge True Commerce, D365, and Beyond

Tue, 01 Oct 2024 09:57:44 -0400

🗝Discover how businesses can leverage EDI for success, the advantages over competitors, and insights into when it's time for a business to implement EDI. Plus, Reed shares the benefits of working with partners, specifically why he loves working with Ellipse Solutions!💜

🌟We also share our opinions on the city of hills, AKA the “Steel City”, aka Pittsburgh, share our favorite moments from UG events and wrap up with some fun questions!

Ellipse Unsealed Episode Fourty Four: Ghosts, Ghouls, & Summit Goals

Tue, 01 Oct 2024 09:56:11 -0400

Get ready for a spine-tingling special episode of Ellipse Unsealed as we dive into the world of the paranormal with spooky guests Mary Myers from WorldMax and Rebekah Black, co-host of the Haunted AF podcast. Based in Texas, Rebekah and her co-host share eerie personal stories of the supernatural, setting the perfect scene as we approach Summit just weeks before Halloween!

In this episode, we blend the supernatural with Summit prep, tying in Rebekah’s spooky tales with some real-life conference and speaking horror stories. But don’t worry, there’s no need for Summit scaries—Mary is here to share her expert tips and tricks to help you navigate the conference and make your speaking engagements smooth and successful. Tune in for the frightful fun and Summit insights!

Ellipse Unsealed Episode Fourty Three: Inside Tech Fluent: Building a Community

Thu, 26 Sep 2024 16:08:43 -0400

In this episode, we sit down with Mo from Tech Fluent to dive deep into the vision and mission behind the organization. We discuss the history of Tech Fluent, its role in fostering a supportive community, and the exciting future plans for growth. From office hours to the upcoming Summit, get an inside look at how Tech Fluent is empowering individuals in the tech space. Plus, learn more about the diverse backgrounds of the people involved and how you can connect with this thriving network! If you'd like to learn more about TechFluent or become a volunteer, please visit their website - https://www.techfluentacademy.org/vol...

Ellipse Unsealed Episode Fourty One: D365 Retro Rewind

Wed, 04 Sep 2024 15:13:00 -0400

🎧 Tune in to this groovy episode of Ellipse Unsealed! We’re hanging with Monica Hoyer from Emfluence and Steve Chinsky from Accelerynt, who are totally amped to sponsor our "D365 Retro Rewind" Networking Party at Summit, alongside Netstock and Sana who are also sponsoring!

🪩We’re throwing the ultimate throwback bash on October 16th, from 8-11 PM at Be Kind and Rewind, just around the corner from the Riverwalk Fiesta.

🌟Interested in vibing at this part-ay?! RSVP and check out all the deets here - https://ellipsesolutions.com/summit-party-2024/#party-registration

Ellipse Unsealed Episode Fourty: Summit Spotlight: Your Guide to Summit NA 2024

Wed, 21 Aug 2024 09:54:29 -0400

🎉 There’s truly no better way to celebrate our 40th podcast episode than with our first ever guest, Cam Sessinger!! 🎙️ It was a pleasure having her back on the pod, where she gives us the what’s what for the 2024 Summit NA in San Antonio, Texas. Cam shows us an insider's look at the new activities on the agenda and highlights all the exciting events you won’t want to miss!

💜Ellipse Solutions is proud to be a sponsor once again! You can find us at booth #917, in our sessions (listed below), or dancing the night away at our epic party on Wednesday—more details to come soon! 👀

Session Lineup:

🟣 October 14: Let Microsoft Pay for Your Assessment! Overcoming Barriers to Your Dynamics 365 Upgrade or Implementation
🟣 October 15: How to Climb the Ladder Without Leaving Your Company
🟣 October 16: Future-Proofing Dynamics 365: Beyond RSAT into Automated Testing Triumphs
🟣 October 16: Dynamics 365 Licensing
🟣 October 17: Co-Piloting Dynamics 365 - AP Automation

🌟Learn more about Summit by visiting their website - https://www.summitna.com/ AND listen to the full pod episode here - https://youtu.be/OqFU-osBqig

Ellipse Unsealed Episode Thirty Eight: D365 Recruiting: Connecting with Clients and Trends

Wed, 17 Jul 2024 13:03:05 -0400

Join hosts Savanna Ball and Bobby Small as they introduce Zak Marklew of Nigel Frank to the Ellipse Unsealed podcast, where he shares his valuable experience in the recruiting world.

In this episode, we explore how to collaborate effectively with end-client CFOs, CTOs, and IT managers, align resources, and discuss post-COVID market trends in the Microsoft Customer Solutions landscape. Zak shares his thoughts on enhancing talent strategies in the ever-evolving work from home era, and we wrap up with what upcoming events you can find Zak at and some fun questions!

Ellipse Unsealed Episode Thirty Seven: Customer Story: Jacob Stern

Wed, 03 Jul 2024 11:03:27 -0400

🎙Join us as we welcome David Geier from Jacob Stern and Mikko Hytönen of Dooap to the Ellipse Unsealed Podcast!

✍In this insightful episode, we dive into the world of Accounts Payable (AP) automation. Discover the story of Jacob Stern and their journey toward financial efficiency and the unique challenges they faced along with how AP automation transformed their business processes

Ellipse Unsealed Episode Thirty Six: The Scoop on MSDW

Thu, 20 Jun 2024 12:27:28 -0400

In this episode we sit down with Adam Berezin of MS Dynamics World where he chats about how he and his partner, Jason Gumpert, first thought of this company, the growth it has seen in the past 16 years, the role of subscribers, sponsors, and contributors, his favorite thing about MSDW and so much more!

Ellipse Unsealed Episode Thirty-five: Experts on Experlogix and Elevate

Thu, 30 May 2024 16:44:06 -0400

🌟In this episode we welcome our guest expert, Jordan Martinez of Experlogix! Here, we dive into what Experlogix does, the importance of ISV and Partner relationships, and the upcoming Elevate conference hosted by Experlogix that Ellipse Solutions will be sponsoring!

✍Register for Elevate - https://elevate.experlogix.com/products/tickets.html

👀Past Virtual Session: ‘The Art of Engaging an ISV’ that Jordan mentions - https://attendee.gotowebinar.com/recording/5196890523981683456

Ellipse Unsealed Episode Thirty-four: Josh Knox, Microsoft MVP

Fri, 24 May 2024 08:37:00 -0400

In this episode we welcome Josh Knox to the podcast where he chats about his beginnings in D365 consulting along with many of his endeavors including:

🟣His new book - https://a.co/d/cUyo5Rv

🟣Living abroad

🟣Blog posts - https://iamjoshknox.com/

🟣And more!

Ellipse Unsealed Episode Thirty-three: Chris Winstanley - TMS

Fri, 24 May 2024 08:35:00 -0400

In this episode, we welcome back Ellipse Unsealed veteran, Chris Winstanley of NMB Solutions! This is Chris' THIRD time on the pod (we obviously love to chat with this guy!)

Here, we talk about what NMB Solutions is truly all about and dive into subjects including:🟣How ISV's bring value to the community🟣NMB Solutions Transportation Management niche & how they excel🟣& more!

Ellipse Unsealed Episode Thirty-two: Tad Dockstader Conference - Tips and Tricks

Fri, 24 May 2024 08:33:00 -0400

This week on the Ellipse Unsealed podcast we are joined by Microsoft community enthusiast, Tad Dockstader of Kurt J. Lesker Company.

Here, Tad shares with us some tips and tricks for speakers and first time attendees at DynamicsCon Live, including:

⭐Creating a session schedule

⭐Organizing a plan with your group

⭐Speaker protocol

⭐And more!

Ellipse Unsealed Episode Thirty-one: DynCon Live Preview

Fri, 24 May 2024 08:32:00 -0400

In this episode we are joined by Denise Johnson and Ryan Harris of Dynamics User Group! With DynamicsCon Live being less than 20 days away, it seems like the event is all the buzz! We're excited to have had the opportunity to sit down with the lady behind all of the planning and hard work for this wonderful event!

Check out the pod for just a short minute snippet of what Denise has to share about what will be happening in Denver from May 13-16, and make sure to listen to the entire episode to get the full scoop here!

Ellipse Unsealed Episode Thirty: Elif Item

Fri, 24 May 2024 08:29:00 -0400

In our THIRTIETH episode, we welcome Elif Item, MCT, MVP back to the Ellipse Unsealed podcast!

During our time together we chat about why ongoing training is important and its affordable ROI, along with upcoming events such as DynCon Live, Summit, TechFluent, and more!

Ellipse Unsealed Episode Twenty-nine: Quintin Hunkin Discusses D365

Fri, 24 May 2024 08:27:00 -0400

In this episode, we welcome Quintin Hunkin, former Hoosier, music enthusiast, and Technical Specialist at Microsoft, onto the Ellipse Unsealed stage!

During our time together we were able to have a fun chat discussing items including:

🟣Dynamics 365 Updates

🟣Some of the best ways to utilize Copilot

🟣Hidden gems and Microsoft resources for users

Ellipse Unsealed Episode Twenty-eight: Candyce Edelen’s Guide to LinkedIn Marketing

Fri, 24 May 2024 08:24:00 -0400

In this episode of Ellipse Unsealed we talk about all of the benefits LinkedIn has to offer in the marketing world, along with optimizing your experience as a company and individual.

Candyce. Edelen, Marketing expert and CEO/President of PropelGrowth offers some tips and tricks including:

🟣How to best curate your feed

🟣Increasing your reach

🟣Quality over quantity

🟣And more!

Ellipse Unsealed Episode Twenty-seven: The Mystery of Nostra-Gonzalo

Fri, 24 May 2024 08:22:00 -0400

In this episode, we are joined by our very own Gonzalo Garcia, AKA 'GG' 😉

Here, he tells the tale of how his passion for programming began with a video game, his first jobs in IT/Dynamics, as well as his journey at Ellipse Solutions.⭐

Fun fact: Gonzalo has a history of predicting the future of Ellipse, so make sure to listen 'til the end to see what he thinks is in store for our perfectly purple company!

Ellipse Unsealed Episode Twenty-six: Digging into DynCon Live

Fri, 24 May 2024 08:21:00 -0400

In this episode of the Ellipse Unsealed podcast, we are joined by Ryan Harris, Marketing Manager at Dynamics User Group (DUG), where we dig into what to expect at the upcoming DynamicsCon Live in Denver, Colorado this May!

From our conversation, it sounds like DUG has a lot of fun things stashed up their sleeves, including the new virtual swag bag that can be found here - https://live.dynamicscon.com/virtual-..., and are very excited about the exponential growth they are seeing for this conference.

Learn more about what to expect in Denver by listening to this episode!

Ellipse Unsealed Episode twenty-five: Who is Netstock?

Fri, 24 May 2024 08:18:00 -0400

In our 25th podcast episode, we sit down with Karen Wainwright of Netstock. During our time together we discuss:

🟣Karen's Dynamics journey

🟣Who Netstock is, what they do, and why Karen is so passionate about them

🟣Upcoming events

🟣And so much more!

This is a jam-packed episode you won't want to miss out on!

Ellipse Unsealed: Episode Twenty-four- Marketing Mania

Wed, 28 Feb 2024 11:41:00 -0500

In this episode, we are joined by Marie Wiese, CEO of Marketing CoPilot, where she shares with us her expertise and knowledge on all things Marketing.
In the era of artificial intelligence, we might forget just how important the human touch is in marketing and how to integrate that skillset with tools such as Copilot. We also discuss the importance of targeting generational audiences and so much more!

Ellipse Unsealed: Episode Twenty-three- The Recruiters Paybook

Wed, 28 Feb 2024 11:38:00 -0500

On this episode, we welcome ⁠Ryan Carolan⁠ from across the pond where we start off the discussion with some football chatter... or is it soccer? Then we dive into the playbook that Ryan uses as an owner of his own recruitment company, Bond Patrick.

We also focus on:

🟣State of recruiting in Dynamics: History bad to good

🟣LinkedIn profile level-ups

🟣Bond’s approach to recruiting

Ellipse Unsealed: Episode Twenty-two - Public Sector/SLG and D365

Tue, 27 Feb 2024 17:49:00 -0500

Tune into our recent podcast episode with Ryan Dorrheim, Technical Specialist at Microsoft, where we dive into all things Public Sector. Ryan’s early career as a police officer shaped his passion for the public sector and he brings some valuable insight to the conversation.
Join us as we discuss how artificial intelligence is continuously enhancing this industry and what the future holds for it.
P.S – stay til the end for some bloopers! 😉

Ellipse Unsealed: Episode Twenty-one - Summit Roadshows

Wed, 14 Feb 2024 13:44:00 -0500

We welcome back Cameron Sessinger of Dynamics Communities to the podcast! In this episode, we dive into the newfound world of Summit Roadshows. If you haven't heard - these are free educational meetings that will be happening throughout the US in 2024.
The first roadshow will be in Tampa Florida where our very own Bobby Small and Rick Wood will be giving a presentation on the Art of Managing ISV's. You can register here - https://lnkd.in/gAiEqpeV
If you'd like to learn more about Summit Roadshows, visit their website - https://lnkd.in/g4EUY7DK

Ellipse Unsealed: Episode Twenty - AI and D365

Wed, 14 Feb 2024 13:43:00 -0500

Join us in our TWENTIETH PODCAST EPISODE as we dive into the realm of Artificial Intelligence - featuring hot topics including:
🌟Artificial Intelligence governance
🌟AI in Dynamics 365
🌟Why AI adoption is important
Guest star Anthony Rucker, Principal Technical Specialist at Microsoft, provides a unique perspective in this discussion that you won’t want to miss!

Ellipse Unsealed: Episode Nineteen - Ellipse Solutions Spotlight

Tue, 23 Jan 2024 16:02:00 -0500

You all know him, you all love him – Mr. Bobby Small! This time, we will go through his career journey & and learn about his beginnings in the technology world, how he made his way into the Microsoft Community, and more!

Ellipse Unsealed: Episode Eighteen - Tech Fluent

Tue, 23 Jan 2024 15:46:00 -0500

On this episode of Ellipse Unsealed, we are joined by the lovely Liz McGlennen, founder of TechFluent! During our time together we dive into the backstory of TechFluent, the challenges faced along the way, and the goals they are setting for 2024. If you’re interested in supporting TechFluent, you can donate or volunteer at the below links.
Volunteer: https://www.techfluentacademy.org/volunteer
Donate: https://www.techfluentacademy.org/donate

Ellipse Unsealed: Episode Seventeen- New Years Resolutions

Fri, 19 Jan 2024 12:37:00 -0500

🎉🍾Happy New Years Ellipse Unsealed Listeners! In our FIRST episode of 2024, we sit down with business coach, Mark Musselman, where he shares his strategy on setting effective goals, how to keep up with them, as well as some inspiration to kick off the year. Https://www.meetup.com/blog/make-your-new-years-resolution-a-habit-that-sticks/

Ellipse Unsealed: Episode Sixteen - Happy Holidays

Fri, 19 Jan 2024 12:35:00 -0500

🎄❄Happy Holidays from all of us at Ellipse Solutions! In our recent podcast episode, we welcome our very own Kelly Murphy, SHRM-CP on to talk about planning our holiday party, traditions, and some fun!

Ellipse Unsealed: Episode Fifteen - Test, Testing, 123!

Fri, 19 Jan 2024 12:32:00 -0500

In our latest podcast episode, we are joined by James Farrier and Scott Boedigheimer of TheTestMart where we discuss the origin story of the company, how Microsoft supports them, and all things testing, including how to test the PERFECT cookie recipe! Sounds delicious, right?!

Ellipse Unsealed: Episode Fourteen - Commerce, AI, & Stuff!

Fri, 19 Jan 2024 12:19:00 -0500

In this episode, we welcome Richard Lee of Pillar Support to the pod as we dive into Artificial Intelligence and discuss how we are utilizing it in our own lives, as well as what it looks like in the Commerce landscape.
AI has been on the rise in the past year, and it's important to stay on top of it now and into 2024 as it continues to improve and evolve. Tune into our latest episode to learn about all of this and MORE! 👀👠

Ellipse Unsealed: Episode Thirteen - Taxes and Allies

Fri, 19 Jan 2024 12:10:00 -0500

Just when you think you know everything about taxes... wait nobody knows anything about taxes! Hopefully this episode will help as we chat with Michelle Talada from Avalara. Learn about

⭐5 steps of managing sales tax compliance

⭐Details regarding nexus and exemptions

⭐And SO much more!

At just under forty minutes we promise this episode will not be taxing on your day!

Ellipse Unsealed: Episode Twelve - Tech Connect Recap

Fri, 19 Jan 2024 12:06:00 -0500

We are excited to be joined by Jody Cronk from the City of Columbus to talk all about the recent Ellipse sponsored Tech Connect in Dayton Ohio. Tech Connect has been a mainstay at Ellipse Solutions for years and we most recently opened it up to end users to join for a few days of Microsoft Dynamics 365 technical education and networking!

Ellipse Unsealed: Episode Ten - Tech Connect Microsoft

Fri, 19 Jan 2024 12:05:00 -0500

In this podcast episode we sit down with the wicked smart developer ⁠Ian Jensen⁠ of Microsoft, where he gives a sneak peek of what he will be discussing during his session at this year’s D365 Tech Connect as well as our favorite roller coaster stories.

Ellipse Unsealed: Episode Eleven - Marketing to Millennials

Fri, 19 Jan 2024 12:05:00 -0500

Join us and superstar guest, ⁠Sam Bush⁠, Senior Partner Marketing Manager at ⁠FloQast⁠, as we discuss marketing concepts for today’s buying groups. Sam is extremely passionate about this topic and we learn a great deal about how buyers have evolved, where Millennials fit in, and if the professional MEME is dead. It is a swirl of purple and green branding that you do not want to miss!

Ellipse Unsealed: Episode Nine - Tech Connect ISV

Fri, 19 Jan 2024 12:04:00 -0500

In our recent podcast episode, we are joined by ⁠Chris Winstanley⁠ of NMB Solutions to tell us all about what it’s like being a sponsor at D365 Tech Connect. This will be the third year in a row that ⁠NMB Solutions⁠ will be joining us as an event sponsor! Sponsors play such a large role for our event and we couldn’t do it without them! We can’t wait to welcome NMB Solutions, along with our other sponsors. ⁠DynamicWeb⁠, ⁠Avalara⁠, ⁠Tipalti⁠, and ⁠Vertex Inc.⁠ on the big stage this year.

Ellipse Unsealed: Episode Eight - Tech Connect Origins

Fri, 19 Jan 2024 12:03:00 -0500

We’re here to present you with some fun facts on this fine Friday with our latest podcast episode! We welcome one of Ellipse Solutions' founders, Mikhail Roytman, to the pod, where he shares with us the origin story and ‘why’ behind D365 Tech Connect.

Mikhail is also a BIG history buff who loves Dayton, Ohio, so tune in to learn some interesting tidbits about this great town!

Ellipse Unsealed: Episode Seven - Summit Recapped

Fri, 19 Jan 2024 12:02:00 -0500

Summit 2023 may be done, but we’re not finished podcasting! Listen to our recent episode for our personal re-caps on sessions, parties, venues and more!

Ellipse Unsealed: Episode Six- EXPO HALL Demystified

Fri, 19 Jan 2024 12:00:00 -0500

Our last podcast of the Summit Series. Here, we sit down with ⁠Michelle Tallada⁠ and dive into what to expect at an EXPO HALL, along with discussing some advice to make your experience a little less overwhelming. This is a translatable conversation for ANY large convention. EXPO HALL be EXPO HALL!

Ellipse Unsealed: Episode Five - Conference Experiences

Thu, 18 Jan 2024 17:02:00 -0500

This is a must watch episode if you are headed to Charlotte NC next week for Summit! We are joined by Sarah Lyons of DynamicWeb, a true experience GURU, to chat about all the fun activities happening day and night at Summit! Join us on for a lively discussion that is sure to quell your FOMO!

Ellipse Unsealed: Episode Four - Things to do in Charlotte

Thu, 18 Jan 2024 17:01:00 -0500

In October of 2023, we diehard Dynamics 365 enthusiasts will be flying, driving, skipping gleefully into Charlotte, North Carolina for Summit NA. Whether it is this conference or the next one on your schedule, visiting a new city can be a cool adventure. Join us as we interview NC native and CE marketing guru, Monica Hoyer on things to do in Charlotte or any new city! If you are attending Summit NA, you will not want to miss this episode of Ellipse Unsealed!

Ellipse Unsealed: Episode Three - Speaker Tips & Tricks

Thu, 18 Jan 2024 17:00:00 -0500

It is minutes before your session at "The Big Conference" and suddenly you realize, you don't have a HDMI cable, your Power Point presentation won't load, your coffee cup is empty, and you are in your PJ's... oh the humanity. {POOF} It was only a dream, but that does not mean it cannot become reality! Join us, along with a seasoned superhero speaker, Mary Myers, CEO of World Max, Microsoft MVP, as we unseal a few tips and tricks for delivering a successful session at a conference.

Ellipse Unsealed: Episode Two - First Time Attendees

Thu, 18 Jan 2024 16:59:00 -0500

Is this your first-time attending Summit NA? Your first conference ever?!? If so, check out our podcast focused on preparing you for the Summit NA in Charlotte, North Carolina, October 15th-20th 2023! We are joined by Elif Item, CEO of Item by Item to discuss how to make your first time at a conference a success!

Ellipse Unsealed: Episode One - Summit NA Session Planning

Thu, 18 Jan 2024 16:58:00 -0500

Are you one of the thousands of folks attending Summit NA in October? If so, check out the first of a series of podcasts focused on preparing you for the Summit NA in Charlotte, North Carolina, October 15th-20th 2023! We are joined by Cam Sessinger of DCI and we chop up the topics of how to navigate the Summit website and create a roadmap for your sessions!