As we shift into 2025, we're going to be diving deep into the world of AI and its impact on the Business Applications space. On today's episode, we'll be joined by Robbie Morrison, the visionary CEO of Velosio. Robbie is a renowned technology leader and expert system architect, celebrated for his innovative solutions that drive efficiency and growth. With a profound expertise in Microsoft Dynamics 365, cloud technologies, and infrastructure, Robbie is adept at navigating complex business environments and addressing critical challenges. His strategic implementation of scalable solutions has consistently transformed business operations.

• What are some of the common business challenges you see organizations trying to solve with Dynamics & AI?
• The end customer can be considered a major driving factor when it comes to organizations taking on a business transformation process. What are some of the ways you've seen adoption D365 impact the end customer experience, and how do you see AI tying into that impact?
• How can organizations ensure a smooth transition and adoption of D365 and its AI capabilities?
• How do you see the role of AI evolving in business operations over the next few years?

Microsoft Dynamics 365 Implementation and Support | Velosio

https://www.velosio.com/go/tech-trends-executive-roundtable/

Robbie Morrison is a visionary technology leader and expert system architect known for developing innovative solutions that enhance efficiency and growth. As CEO of Velosio, his deep expertise in Microsoft Dynamics 365, cloud technologies, and infrastructure uniquely positions him to navigate complex business environments. Robbie excels at addressing critical challenges, particularly for mid-market companies, by implementing scalable solutions that transform business operations.

Prior to leading Velosio, Robbie founded and steered multiple pioneering technology enterprises, including the inaugural Internet Service Provider in Northwest Georgia. His forward-thinking leadership and strategic foresight have consistently propelled transformative advancements and robust growth.

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In today’s fast-paced digital landscape, organizations are leveraging AI to fundamentally transform customer service operations. This shift is not just about adopting new technologies; it’s about enhancing how businesses interact with their customers. By utilizing AI-driven solutions, companies can streamline processes, provide personalized experiences, and proactively anticipate customer needs, paving the way for more efficient and responsive service.

On Today's episode, we’ll be joined by Jon Rastia, Argano’s Senior Director of Strategy, to delve into the concept of “Service Anywhere.” This innovative approach emphasizes the implementation of comprehensive AI-driven solutions designed to enhance customer service departments. We’ll explore current trends in customer service transformation, identify common pitfalls to avoid during these changes, and discuss the substantial business value that these AI-driven initiatives can bring.

Episode Topics:

• Who is Argano?
• What is Service Anywhere?
• What are 3 Key trends you're customers are requesting?
• What are some common pitfalls to avoid when considering a Contact Center/Customer Service transformation?
• What's the business value customers are achieving with deploying Microsoft Dynamics CS/FS?
• What's the #1 takeaway you'd like to share with the audience regarding AI in the Contact Center?

Useful Resources:

• https://argano.com/
• https://www.microsoft.com/en-us/dynamics-365/topics/customer-service/customer-service-software?msockid=218959fa313a647b28994cc230d465e6

About our Guest:

Jon Rastia brings 25+ years of designing and implementing CX solutions, coupled with a record of outstanding leadership and success resulting in reduced costs, increased efficiencies, and improved ROI. Jon brings a deep knowledge of successfully applying modern technology in several industries; his experience includes the retail, manufacturing, insurance, and financial services.

As a former Chief Information Officer, he has provided technology vision and leadership developing and implementing large-scale, complex enterprise information systems supporting distributed and centralized business operations. His efforts leading teams have achieved more effective and cost-beneficial enterprise-wide business solutions.

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No KJ, here's Kayla, and D365 Customer Service changes... oh my! We're back with a new season, new co-host, but with the same, great, digestible tidbits for Dynamics 365. This episode, we formally welcome Kayla as our new co-host, wish KJ goodbye and good luck. Kayla also shares what the big updates are for D365 CS for the Wave 2 Release.

• Welcome Kayla!
• What's new with CS

• Blog release - 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform
• Product documentation 2024 Wave 2 Release
• Microsoft Release Planner for Customer Service

Welcome to Digestible Dynamics! I'm Kayla Rohde, a Microsoft Business Applications Technical Specialist with a decade of experience in supporting business applications. Born and raised in the Midwest, I've lived in Nebraska, Iowa, and now call Minnesota home.

With an educational background in Business Systems Analysis, my passion lies in helping organizations understand and overcome their business challenges using innovative Microsoft solutions. The endless possibilities for solving business problems with technology is what excites me the most about my work.

When I'm not diving into the world of business technology, I'm a proud dog mom to two wonderful dogs, Diesel and Xena. I also love indulging in hobbies like reading, writing, painting, and learning new things—from ancient history to playing the guitar. I cherish spending time with family and friends and enjoy traveling. I'm thrilled to share insights and stories with you on this podcast. Let's explore the dynamic world of business applications together!

Connect with Kayla - Kayla Rohde | LinkedIn

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