Welcome to D365 Shot First, the podcast from FormusPro exploring the Microsoft tech stack and the community behind it.
From Dynamics 365 and Power Platform to Azure AI, data strategy, and beyond, each episode breaks down the tools, trends, and innovations shaping the Microsoft ecosystem.
Hosted by the experts at FormusPro, D365 Shot First shares practical insights, hidden features, and honest conversations about how Microsoft technology drives real impact for organisations.
Episode #14: What Clients Really Need: Fixing Pain Points
Every business has pain points, but many are trying to solve them with AI, big features or new systems, when the real answer is simpler: fix the process first.
In this episode of D365 Shot First, Ben and Charlie dig into common day-to-day user problems across BC and CE, from bad data and manual entry to duplicated information across SharePoint, spreadsheets and inboxes.
They share practical ways to solve these issues with automation, Copilot Studio, OCR and forecasting, without selling big AI dreams.
As they put it: most businesses don’t need artificial intelligence, they need intelligent use of what they already have.
The conversation then shifts to how consultants should approach these problems.
Do we specialise deeply? Learn everything? Or just become strong problem-solvers with enough technical grounding to ask the right questions?
Their answer: understand people, understand process, and don’t pretend to know what you don’t.
🔥 What you’ll learn:
- Why most pain points come from process, not missing features
- Practical fixes using automation, Copilot Studio, Power Platform & OCR
- Where AI forecasting helps… and where exact finance work needs humans
- How consultants should balance broad knowledge with specialism
- Why asking questions beats pretending to know everything
- The real skills that make clients trust you (hint: it's not coding alone)
- Why “go learn everything” is terrible advice for new consultants
- How to build confidence without knowing every answer
Whether you work in Business Central, CE, Power Platform or consulting, this episode is a reminder that the real value we bring isn’t technology, it’s clarity, problem-solving, and honest delivery.
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Apple Podcasts: https://podcasts.apple.com/us/podcast/dynamics-365-shot-first/id1802607903
8 Jan 2026
Episode #13: CRM vs ERP: Do Clients Even Care What System They Use?
Hosts Charlie and Ben discuss how clients prioritize business outcomes like accuracy and efficiency over specific technology labels such as CRM or ERP systems, focusing on solving real problems.
5 Dec 2025
Episode #12: Is AI Replacing Consultants… or Making Us Better? The Truth About The Next 10 Years
Hosts Ben and Charlie explore the evolving role of Dynamics 365 consultants, discussing AI's impact, the importance of soft skills, and future changes in project delivery, highlighting the enduring value of human connection.
10 Nov 2025
Episode #11: Why Digital Transformations Fail (and How to Actually Fix Them)
Host CHARLIE interviews data architect BEN about why digital transformations often fail due to poor user buy-in and bad data, emphasizing the need to balance executive goals with end-user needs.
Cam Dry and Charlie Rodgers explore why striving for perfection delays project delivery, suggesting incremental progress is a more effective approach for Business Central and Customer Engagement projects.
5 Sept 2025
Episode #9 - More Than Code: The People Side of Consulting
Charlie Rodgers and Cam Dry discuss the crucial people side of consulting, emphasizing lasting solutions over quick fixes and sharing career insights in this interview.
11 Aug 2025
Episode #8 - Future-proofing Your Tech Career
Charlie and Phil share essential strategies for future-proofing tech careers in Dynamics 365 and the Microsoft ecosystem, offering insights into skills and mindset for long-term success in this interview.
11 Jul 2025
Episode #7 - What's Real In AI & What's Just More Hype?
Hosts Charlie and Phil discuss the realities versus the hype surrounding AI and Copilot within the Microsoft ecosystem, exploring practical applications across various platforms and tools.
16 Jun 2025
Episode #6 - The Delivery Debate: Agile, Waterfall & Everything In Between
Hosts Charlie and Phil explore Agile and Waterfall project delivery methodologies, weighing the pros, cons, and real-world challenges within the Microsoft ecosystem.
16 Jun 2025
Episode #5 - Sync or Swim: Power Platform Without the Panic
Hosts Phil and Charlie discuss the challenges of syncing CRM and Business Central, exploring when Power Automate succeeds or fails, and how AI impacts development habits.
11 Apr 2025
Staying Ahead in Tech Without Burning Out | Dynamics 365 Shot First – Episode 4
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. From Power Platform and CoPilot to Business Central extensions and the overwhelming pace of updates, they dig into how consultants (and anyone in tech) can stay informed without sacrificing their sanity.
They also get real about what it means to be part of the Microsoft community, the pressure to constantly contribute, and how to find balance in tech that never stops moving...
In this episode, we cover:
What’s actually worth paying attention to in the latest release wave
Power Platform, low-code tools, and the rise of CoPilot in BC and CE
Managing the noise of constant updates (without FOMO)
Real talk on work-life balance, burnout, and community expectations
Why being visible online isn’t the only way to grow your career
If you’re deep in the Microsoft ecosystem or just trying to navigate your way through it, this episode offers honest perspectives, practical advice, and a few custard creams.
17 Mar 2025
Episode #3 – Why Community Matters More Than You Think
If you’re in the Microsoft space, you’ve probably heard the word community thrown around a lot. But what does it actually mean? And why does it matter? In this episode of Dynamics 365 Shot First, Phil Kermeen and Charlie Rodgers sit down to talk about why getting involved in the Microsoft community can completely change the game - whether you’re just starting out or deep into your career. They share stories from Scottish Summit, Power Platform user groups, and AI meetups, breaking down what makes these events worth your time. It’s not just about the tech - it’s about connections, opportunities, and growing your career in ways you wouldn’t expect. So how do you find your people? In this episode, we cover:- Why user groups and events are worth showing up for- Power Platform, AI, and Business Central and where they overlap- How a community can actually help your career (even if you’re an introvert)- Certifications, hands-on experience, and the best ways to level up. Whether you’re a seasoned pro or just finding your footing, this one’s packed with real talk and solid advice.
12 Feb 2025
Attack of the LLMs
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
14 Jan 2025
Dynamics Awakens
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.
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Spotify
5.0 / 5
5 ratings
Podcast Authority Score: 12 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
11
Social presence
0
YouTube
0
Engagement
32
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