Dynamics 365 Shot First

Digital transformations sound great on paper, until they fail.   In this episode of D365 Shot First, Charlie sits down with Ben, a seasoned data architect and former end user turned consultant, to break down why so many digital transformation projects go wrong (and how to stop yours from joining the list).   They dig into:   - The #1 reason transformations fail: poor user buy-in - The hidden cost of bad data (and why cleansing it early saves millions) - How consultants can balance C-suite goals with real end-user needs - Why “shiny” Power BI reports aren’t always the win you think they are - The underrated power of quick wins in Business Central & Dynamics 365 If you’re in the middle of a CRM or ERP rollout, or even thinking about one, this is the episode to hear before you go live.   🎧 Listen to more FormusPro Podcasts:https://www.youtube.com/@formuspro/podcasts 🔗 Connect with us: LinkedIn: https://www.linkedin.com/company/formuspro/ Facebook: https://www.facebook.com/FormusPro YouTube: https://www.youtube.com/@formuspro/ Instagram: https://www.instagram.com/formuspro/ Spotify: https://open.spotify.com/show/72ICkcQZ9iieagf1rcKocC?si=xu5yTJZ1TCG-N_TCDkf9gw Apple Podcasts: https://podcasts.apple.com/us/podcast/dynamics-365-shot-first/id1802607903   #dynamics365 #businesscentral #powerplatform #consultinglife #microsoftcommunity #ERP #CRM #agile #devops #projectdelivery #coding #newepisode #podcast

Progress over perfection – the debate every Dynamics 365 consultant and developer knows too well. In this episode of D365 Shot First, Cam Dry and Charlie Rodgers dive into why chasing perfection can stall delivery – and how small, incremental progress is often the smarter route in both Business Central and Customer Engagement projects. From real-world developer styles and deployment pipelines, to how workshops actually shape client systems, they share what works, what doesn’t, and how different approaches can affect outcomes. We also explore how to balance scope creep, value for money, and the ever-present tension between technical consultants and project managers when “perfect” comes at a price. 🔥What you’ll learn in this episode: - Why “progress is best” in Dynamics 365 projects - The difference between dev styles: fast + exact vs exploratory + adaptive - Real-life examples from Business Central and CE projects - How automated pipelines vs manual config change delivery - The role of agile vs waterfall in ERP & CRM implementations - Why UAT looks different for managers vs end-users - The ROI question: when is “nice-to-have” really worth it? - Why incremental workshops create better client buy-in Whether you’re in Business Central, CE, or Power Platform, this episode will help you rethink how you balance speed, quality, and value in project delivery. 🎧 Listen to more FormusPro Podcasts: https://www.youtube.com/@formuspro/podcasts 🔗 Connect with us: LinkedIn: https://www.linkedin.com/company/formuspro/ Facebook: https://www.facebook.com/FormusPro YouTube: https://www.youtube.com/@formuspro/ Instagram: https://www.instagram.com/formuspro/ Spotify: https://open.spotify.com/show/72ICkcQZ9iieagf1rcKocC?si=xu5yTJZ1TCG-N_TCDkf9gw Apple Podcasts: https://podcasts.apple.com/us/podcast/dynamics-365-shot-first/id1802607903 #Dynamics365 #BusinessCentral #PowerPlatform #ConsultingLife #MicrosoftCommunity #ERPProjects #CRMProjects #AgileDelivery #DevOps #ProjectDelivery #Coding #NewEpisode

In this episode, Charlie Rodgers and Cam Dry dig into one of the biggest debates in consulting: should you go for the quick fix, or take the time to build something that lasts? 👉 From vibe coding “shortcuts” to designing solutions that clients actually adopt, they unpack the reality of what works in the long run, and why trust, communication, and planning matter way more than plastering over problems. Along the way, they get into: - How Cam went from musician in Johannesburg to Dynamics consultant in the UK 🎶 - The surprisingly big overlap between writing code and writing electronic music - Lessons from building houses and negotiating with landlords that translate directly into consulting life - Why honesty with clients, even when it’s bad news, always pays off   This episode is equal parts tech talk, career growth, and real-life stories from two consultants figuring it out. If you’ve ever wondered how to balance quick fixes with lasting solutions, this one’s for you. 🎧 Listen to more FormusPro Podcasts: 🔗 Connect with us: LinkedIn: https://www.linkedin.com/company/formuspro/ Facebook: https://www.facebook.com/FormusPro YouTube: https://www.youtube.com/@formuspro/podcasts Instagram: https://www.instagram.com/formuspro/  

Want to build a long, successful career in the Microsoft Dynamics 365 world? In this episode of FormusPro's D365 Shot First, Charlie and Phil share proven tips for future-proofing your career in Dynamics 365, Power Platform, Business Central, and the wider Microsoft ecosystem. They cover the skills, mindset, and strategies that help consultants, solution architects, and developers stay relevant, even as technology changes. Drawing on decades of real-world project delivery experience, we get into what really matters in consulting and how to stand out in the Microsoft community. 🔥 What you’ll learn in this episode: - How to balance technical skills with soft skills for long-term success - Why balance, passion, and networking are critical to career growth - The importance of certifications, qualifications, and provable knowledge - Building your professional profile through user groups and Microsoft events - How to gather accurate requirements and avoid common data quality mistakes - The role of solution architecture in creating sustainable, supportable solutions - Real consultant stories about delegation, problem solving, and client engagement - Why being “a nice human” is an underrated but powerful career strategy Whether you work in Dynamics 365 Business Central, Dynamics 365 CE, Power Platform, or DevOps, this episode will help you stay relevant, in-demand, and future-ready. 🎧 Listen to more FormusPro Podcasts: https://www.youtube.com/@formuspro/podcasts 🔗 Connect with us: LinkedIn: https://www.linkedin.com/company/formuspro/ Facebook: https://www.facebook.com/FormusPro YouTube: https://www.youtube.com/@formuspro/ Instagram: https://www.instagram.com/formuspro/ Spotify: https://open.spotify.com/show/72ICkcQZ9iieagf1rcKocC?si=xu5yTJZ1TCG-N_TCDkf9gw Apple Podcasts: https://podcasts.apple.com/us/podcast/dynamics-365-shot-first/id1802607903   

Welcome back to D365 Shot First! In Episode 7, Charlie and Phil return with a packed conversation about one of the hottest topics in the Microsoft ecosystem: AI and Copilot. From CE to BC, Power Platform to DevOps, they unpack what’s actually useful in Microsoft’s AI tooling — and what might just be marketing noise. Expect takes on: - Whether Copilot is actually saving time in delivery - The real-world use cases for Power Automate, Dataverse, and managed environments - Why “citizen developer” might be the most frustrating phrase in tech - The dangers (and brilliance) of vibe coding - And why governance still rules the world of innovation - Plus: they share their top five tools they’d take to a desert island project build, from third-party BC add-ons to the underrated joy of structured “no's” in consultancy. Insightful, sarcastic, and grounded in actual delivery experience, this one’s a must-listen for anyone figuring out what Microsoft AI can actually do for your business. 🎧 Catch up to the Formus Pro Podcasts on demand here: https://www.youtube.com/@formuspro/podcasts Connect with us online:  LinkedIn: https://uk.linkedin.com/company/formuspro  Facebook: https://www.facebook.com/FormusPro/  YouTube: https://www.youtube.com/channel/UCGevqznHMorzWt6A1AoVU-g  Instagram: https://www.instagram.com/formuspro/ Spotify: https://open.spotify.com/show/72ICkcQZ9iieagf1rcKocC?si=xu5yTJZ1TCG-N_TCDkf9gw

In Episode 6, Charlie and Phil dive into one of the most hotly debated delivery topics: Agile vs Waterfall. Whether you’re deep in CE, BC, or just trying to get your head around delivery methodologies, this episode breaks down the pros, cons, and real-life challenges of both approaches. From cost and risk to compliance and user adoption, nothing’s off limits. Insightful, honest, and full of lived experience, this one’s a must-listen for anyone navigating project delivery in the Microsoft ecosystem.

In this episode, Phil and Charlie cut through the noise. We talk about the real-world mess of syncing CRM and BC. When Power Automate works, and when it doesn't, and how AI is shaping (or breaking) dev habits. You’ll hear: Why functional and technical teams need to talk, when custom code beats no-code, the true cost of "quick fixes", what real consultants do when deadlines hit. This one’s for the builders, the integrators, and the tired-but-determined.

Working in the Microsoft space means constant change – new releases, new tools, new acronyms. But how do you keep up without burning out? In this episode of Dynamics 365 Shot First, Phil and Charlie talk all things release waves – and the reality of staying on top of it all.

Episode #3 – Why Community Matters More Than You Think

Welcome to episode number 2 of the FormusPro podcast, where we dive into the Microsoft Technology stack with expert insights and lively discussions. Phil and Charlie discuss the uses of AI in Business Central, data syncs between D365CE and D365BC, and how Copilot should be used in both.   #MicrosoftDynamics365 #DynamicsCRM #CustomerEngagement #FormusPro #Podcast #TechTalks

Welcome to the brand-new podcast from FormusPro, where we dive into the Microsoft Technology stack with expert insights and lively discussions from our Technical Architect, Phil Kermeen and software developer Charlie Rodgers. In todays episode we  explore the key differences between D365 CE and Business Central.