Dynamics 365 for Financials – Microsoft Interview Series – Part 3

Dynamics 365 for Financials – Microsoft Interview Series – Part 3

  1. Why should customers invest in Dynamics products today vs. waiting for Dynamics


The core of Dynamics 365 is built upon the proven business processes offered by our existing Microsoft Dynamics applications. Customers investing in Dynamics solutions today get the best solution to run their businesses today and are able to leverage all the power and capability the Microsoft cloud has to offer.  When they are ready to move to Dynamics 365, we will have a clear path for them to get to the new offering. 

  1. Does xRM provide the consistent app platform and a common data model? 

The technology referred to as xRM is the current application platform technology that support our customer engagement workloads. With new Microsoft Common Data Model we’ve taken extensive learnings from xRM as well as other application platform technologies from our Dynamics applications such as Dynamics AX and Dynamics NAV. Based on these learnings we have developed a new data framework that is natively built on the Azure platform services and provides a rich set of standard business entities for our customers and partners.

  1. Is xRM going away? 

No, the xRM technology is not going away. We will continue invest in this technology to support core extensibility scenarios required for our customer engagement solution. 

  1. What does Dynamics 365 offer for Small and Midsize Businesses?

At launch, Dynamics 365 will include Dynamics 365 Financials for Business, a comprehensive accounting and business management solution for SMBs. That offering is currently in preview in the US and Canada today as Microsoft Project “Madeira.” In the months following general availability of Dynamics 365, we plan to rapidly expand the number of countries where Dynamics 365 for Financials is available.

Why is Microsoft introducing AppSource? Don’t you already have the Azure

Marketplace and other destinations for apps? How is this different – and is another marketplace really needed?

SaaS apps help organizations improve agility across business process categories. However, for business users, sourcing apps tailored to them, their business and their industry can be challenging. Microsoft AppSource helps business users discover and try apps, add-ins and content packages from Microsoft-certified partners, including those built on top of Microsoft Dynamics, Office, Cortana Intelligence and Azure 

The Azure Marketplace is Microsoft’s destination for IT professionals and developers to discover, trial, and acquire IaaS implementations, APIs, data, and developer services.

High-level Microsoft marketplace positioning: 

AppSource  Line of business SaaS apps

Office Store Extensions to Office



Services for building apps on Azure

IT solutions templates for Azure



Windows 10 apps and games 

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Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.