Ever wondered how to ensure your Dynamics 365 projects hit the mark every time? Join us as we dive into an enlightening discussion with Jeremy Freid, a Senior Solution Architect from Microsoft's FastTrack team. Jeremy unveils the inner workings of the FastTrack program and its innovative framework, Success by Design, which plays a crucial role in de-risking projects. Learn how early intervention and comprehensive planning can prevent those dreaded last-minute escalations and guarantee a smooth go-live experience.

In this episode, we explore the secret ingredients that contribute to project success, far beyond just the technical aspects. Jeremy and I delve into the significance of user adoption, effective training, and ongoing post-production refinement, emphasizing that a project's true success is multi-faceted. Hear real-life insights and experiences that highlight the importance of early and thorough involvement, comprehensive project design, and governance. We also underscore the necessity of treating each project as unique, considering specific nuances and collaborative efforts to preemptively identify and address potential issues.

We also discuss the practicalities of how the FastTrack program operates and the tangible benefits it offers. From the moment a licensing deal closes, to the nomination of projects through the implementation portal, Jeremy explains how customers receive proactive guidance and telemetry to enhance project management. Discover the importance of transparency and early collaboration, plus practical tips for leveraging FastTrack to its fullest. We'll also look to the future, discussing how methodically addressing changes can lead to successful and accurate project delivery. Don't miss this chance to gain invaluable insights into the dynamics of project success with Microsoft’s FastTrack program!

Links as promised
Microsoft Fast Track: https://www.microsoft.com/en-us/fasttrack
Success By Design:  https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-guide/success-by-design

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Unlock the future of ERP systems with us as we welcome Bryan Barton, senior manager and technical architect at Ludia Consulting. Discover how Dynamics 365 Finance and Supply Chain serve as the backbone of transactional finance and inventory management. Get a sneak peek into Bryan’s upcoming sessions at the Community Summit, where he’ll share strategies on improving system efficiency with data archiving and optimizing e-invoicing and tax localization. These insights are not only practical but also aimed at enhancing your business operations, making this episode a must-listen for anyone in the field.

Curious about the latest in data management and cloud solutions? We explore the challenges of large-scale databases and the cost-saving efficiencies of new Power Platform functionalities. From cloud-based data lakes to the transformative possibilities of AI and co-pilot features, our discussion is filled with cutting-edge advancements that could redefine your approach to data handling. Plus, get ready for an exciting preview of the Summit in San Antonio, where networking and camaraderie take center stage. And don't miss our fun chat about coffee and seasonal drinks, adding a personal touch to our tech talk.

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Is AI a job killer or a productivity booster? Join us as we unravel this and more with Lucas Diaz, the innovative CEO and co-founder of Ludia Consulting. Lucas reveals how AI is revolutionizing operations both within his company and for their clients, enhancing agility and efficiency rather than replacing jobs. We get the scoop on the upcoming Community Summit, spotlighting the AI pre-conference and sessions designed to guide organizations through mastering the AI maturity model. Lucas dispels myths surrounding AI, focusing on its role as a transformative tool in the modern workplace.

Ever wondered how AI can be seamlessly integrated into field service operations? We've got you covered. Drawing from experiences at conferences like Field Service USA, we outline practical strategies for moving from AI concepts to real-world applications. This episode underscores the importance of interactive and relatable AI sessions, while also delving into avoiding common pitfalls in technology deployment. Lastly, get a sneak peek at the Community Summit, where you can expect vibrant networking opportunities and deep dives into AI, Dynamics 365, and other emerging technologies. Don't miss out on the insightful discussions and invaluable takeaways!

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Unlock the future of field service with AI and IoT in this enlightening episode of Innovate with Ludia! Join our conversation with Kevin "Raz" Razavi, Ludia’s solution architect, as we uncover the evolution from traditional maintenance to lucrative service streams that customers are eager to invest in. We'll explore how predictive maintenance and proactive service, driven by smart data and AI, are setting new standards for speed and reliability in the market. Kevin shares his expertise on overcoming data management challenges, making the right technological investments, and driving cultural change within organizations to enhance decision-making and service quality.

Ever wondered how AI can solve common field service headaches like incorrect part orders and repeated technician visits? This episode answers that question by showcasing the transformative power of AI in improving data quality and providing smart tools for technicians. We discuss the hidden costs and logistical issues of operational errors and how AI can streamline workflows without replacing human roles. Emphasizing the importance of proper data entry and change management, we highlight the necessity of a robust technology stack and reliable partners in elevating field service efficiency.

Get ready for the Community Summit in San Antonio! We're excited to connect with industry experts and share our insights on how AI can enhance the technician's experience and improve service delivery. This episode captures our anticipation for face-to-face interactions, the thrill of presenting, and the collaborative spirit of the summit. Join us as we thank our listeners and encourage you to stay connected by subscribing to our podcast and following us on LinkedIn. Don’t miss out on this opportunity to stay at the forefront of AI and field service innovation!

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Unlock the secrets of mastering DualWrite with insights from Nick Talsma, head of Ludia Consulting's CE technical team. In this episode of Innovate with Ludia, Nick takes us through the evolution of DualWrite, sharing essential best practices for configuring and troubleshooting this vital integration tool. Learn how to maintain synchronization between systems and minimize errors effectively, drawing from Nick's extensive experience and lessons learned. This episode is a treasure trove of tips that will elevate your DualWrite implementations to new heights.

We then switch gears to discuss the excitement of the upcoming Community Summit. Nick and I reflect on the invaluable networking opportunities, the camaraderie among industry peers, and the joy of supporting fellow presenters. We delve into the balancing act of managing project work and event participation while highlighting the evolving, yet crucial, role of AI and Copilot in our industry. Despite technological advancements, the need for human expertise in understanding and troubleshooting remains paramount. Tune in for an engaging conversation that perfectly blends technical know-how with the vibrant spirit of community events.

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Ever wondered why AI implementations can be so hit-or-miss? Unlock the mysteries of generative AI and Microsoft's Co-Pilot with insights from my esteemed colleague Murray Fife, as we tackle the excitement and confusion surrounding AI technologies. We break down the differences between tools like Microsoft's Co-Pilot and Azure OpenAI, offering practical advice on setting up guardrails and structured prompts to ensure your AI initiatives are both advanced and reliable. Learn firsthand the strategies for managing AI projects from defining clear inputs and outputs to navigating the iterative nature of AI development, ensuring your projects align with expected results.

From achieving consistency in AI responses to balancing flexibility, we cover it all in this episode. Hear about the importance of early planning, preprocessing data, and structured test cases to achieve cleaner inputs and better outcomes. Our conversation offers valuable lessons on maintaining reliability and contextual appropriateness in AI outputs, making this episode an indispensable resource for anyone involved in AI project management. Whether you're at the start of your AI journey or looking to refine your existing projects, this episode promises actionable insights and real-world experiences to guide you through the complexities of AI implementation.

Don't forget to take a look at the book:  Quick Start Guide to Large Language Models by Sinan Ozdemir

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Welcome to the Innovate with Ludia podcast, hosted by Ludia's Scott LeFante. In this episode, Scott LeFante interviews Michelle Albright, Marcio Decat and Murray Fife, who are Microsoft Field Service Experts and Global Black Belts. The team discusses the challenges faced by today's field service technicians, such as lack of data, instructions, tools, and more. They also talk about how the field service landscape is evolving to provide technicians with the necessary information at their fingertips, thanks to AI and Copilot.

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In this episode, Scott and Dian speak to the one and only Hector Garcia Tellado, Principal Group Product Manager of Field Service at Microsoft.  We discussed:

How Hector started at Microsoft and eventually become THE MAN!
Microsoft's current and future investment in the Platform and Field Service
How Dan Gittler doesn't show Scott any more love.  
The upcoming deprecation of the D365 Field Service Mobile (Xamarin) App
and much more

In this episode Scott & Dian discuss all the cool ways they've configured or customized D365 Field Service to meet prospect and customer requirements over the years. Specifically, they discuss:

1) Warranty Management
2) Using the Power Platform to send reports/invoices automatically to customers
3) Approval Processes, such as NTEs, Internal Approvals, etc.

and so much more.  You don't want to miss this episode. 

In this episode, Scott & Dian meet with F&SC expert and extraordinaire Peter Ramer to discuss:

1) How holidays should be longer than they are in the US 
2) Dual Write
3) Enterprise Asset Management vs. Customer Assets
and much more.  

Check out Peter's Blog for many great tips on F&SC: https://dynamics365musings.com