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Home » Biz Apps Partner Podcast: Jeff Ney on Dynamics 365 CE, AI Innovations, Account-Based Marketing
Customer Experience (CRM)

Biz Apps Partner Podcast: Jeff Ney on Dynamics 365 CE, AI Innovations, Account-Based Marketing

John SiefertBy John SiefertOctober 8, 2024Updated:August 28, 20253 Mins Read
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Welcome to the “Biz Apps Partner Podcast,” a weekly video series designed to decentralize intelligence about how partners can scale their Microsoft practice by having short, to the point discussions with Microsoft leaders in product, engineering, marketing, partner management, programs, and more.

In episode 29, John Siefert is joined by Jeff Ney, President, New Dynamic, to discuss the modularization of Dynamics 365 CE/CRM and how it appeals to customer needs, why partners should stay at the forefront of AI developments, and he shares details on his ABM panel at the Biz Apps Partner Marketing Workshop on October 13.

Key Takeaways

  • Company overview: New Dynamic, a Microsoft partner focused on the Dynamics 365 CE platform, was founded in 2020 in Kansas. Despite being a little over four years old, the team has extensive experience, having cumulative experience of 10-15 years in the Dynamics space.
  • How the platform benefits companies: The modularization of the platform into Sales, Customer Service, and Marketing has helped clients understand New Dynamic’s offerings and allowed the company to provide clear messages tailored to various customer needs. Currently, New Dynamic’s focus is on AI, and it’s encouraging the team to explore creative ways to use AI to solve clients’ problems.
  • Partners staying ahead of AI: Jeff explains that the rapid advancements in Microsoft Copilot, showcased at the recent Power Platform Conference, are creating both excitement and challenges, as customers and partners alike are eager to understand and implement these new features. Jeff notes that as partners, it’s important to stay at the forefront to effectively introduce and utilize these innovations to solve customer problems.
  • Biz Apps Partner Marketing Workshop: At the Biz Apps Partner Marketing Workshop on Sunday, October 13, Jeff will be participating in the “ABM Outcomes Panel: Expert Tips, Tricks, & Tools.” Jeff notes that he’s passionate about Account-Based Marketing, which involves defining your ideal client, identifying target personas within those prospects, and creating personalized messaging. During the marketing preconference, the panel will delve deeper into these concepts and discuss how to effectively implement them.
  • Final tips for the community: In closing, Jeff explains that if you’re not already doing it, take a look at Account-Based Marketing, as you might be doing it without realizing it and may need to accelerate your efforts. Additionally, his advice to other partners is to get deep into a specific industry or platform to build credibility, improve closure rates, and enhance your reputation.

Stream the audio version of this episode here:


AI Partner Podcast Artificial Intelligence Biz Apps Partner Podcast Dynamics 365 CE / CRM featured Microsoft Copilot Summit NA
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