How Yooz builds strong Microsoft Dynamics channel partnerships
Release Date: 04/16/2025
How to turn Dynamics data into marketing wins
The MSDW Podcast
This episode is sponsored by . On this episode, we look at some of the specific ways that the data from a Dynamics 365 CRM system can help marketers get the best results for their sales teams. Our guest, Monico Hoyer of emfluence, explores some of the scenarios in which marketers can leverage Dynamics data more effectively, along with practical ways they can integrate it with their marketing automation solutions. Monica breaks down the first steps every Dynamics customer should take to enhance their marketing efforts, ensuring they're making the most of their data. The challenges span process,...
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Bringing Empathy and Innovation to AP Automation, with Ora Goldman of Mekorma
The MSDW Podcast
This episode is sponsored by . Mekorma has been helping the Dynamics community streamline AP for over 30 years, and one way they have differentiated their brand is through their focus on empathy and client care. To learn more about the company's roots and core values, we spoke with founder and CEO Ora Goldman. Ora shared some defining moments in Mekorma's history, like their early efforts to bring the needs of financial professionals front and center in their solution development. The company's product evolution has also been focused on understanding real pain points of customers, Ora...
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What Dynamics 365 Business Central Users Need to Know about Embedded vs External AP Automation
The MSDW Podcast
This episode is sponsored by . For Dynamics 365 Business Central users, the decision between embedded and external accounts payable (AP) automation solutions can have a lasting impact on the organization. To understand the topic further, we spoke with Rob Ashe, Vice President of North America at SignUp Software, and David Huether, Chief Commercial Officer at NEXT 365 for North America, about their organizations' experiences partnering on Business Central projects and what they are learning from finance leaders implementing AP automation solutions. BC customers want to invest in AP automation...
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Live at DynamicsCon 2025 with Dynamics 365 F&O experts
The MSDW Podcast
MSDW was a media sponsor of this week's event, live in Chicago. In our travels, we met up with some Dynamics 365 Finance and Supply Chain Management experts to get their perspective on Microsoft announcements, customer feedback, and other plans. In this episode, we hear from Microsoft MVP of RSM, , director with enVista, and , founder of Aqueducts Consulting. All three work with Dynamics 365 F&O solutions, and we talked about new features, how customers are learning about Microsoft's AI offerings like pre-built agents and Azure AI Foundry, and some of the pressing needs for F&O...
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CRM and the evolution of buyer behavior, with Thomas Manders
The MSDW Podcast
This episode is sponsored by . As buyer behavior has evolved, sales and marketing teams have tried to keep pace. Understanding buyer behavior remains key, says our guest, Thomas Manders, CEO of Microsoft partner Coffee + Dunn, but data gathering and contextualizing insights for sellers have proved a challenge for some firms. In this episode, Thomas shares examples of business processes that Dynamics 365 users can execute on today, including steps that can bring sales and marketing teams closer together. We also discuss some of the latest Dynamics 365 Customer Insights marketing capabilities...
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What Dynamics ERP users should know about use tax compliance obligations
The MSDW Podcast
This episode is sponsored by . The complexities and challenges of use tax compliance only seem to grow as a business expands its operations and customer base. Our guest, Avalara use tax product solution consultant Myles Metzger, explains some of the most common misconceptions about use tax and why it is so tricky for finance teams to comply. Myles also explains some of the common challenges that Dynamics ERP customers face and how Avalara's latest integrations with Dynamics GP, D365 Business Central, and D365 Finance improve tax accuracy and reduce the risks of under- or overpayment. More from...
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Industry Trends and Insights from Directions NA 2025 with Brendan Coffey of Mekorma
The MSDW Podcast
This episode is sponsored by . It may be hard to believe, but many partners are still unaware of the Accounts Payable compliance best practices. On this episode, Mekorma’s Director of Revenue, joins us to highlight regulatory updates impacting AP teams and explains how those changes tie into partner observations and feedback at Directions NA 2025. We discuss the increasing demand for advanced security and compliance solutions and how Mekorma’s check printing solutions handle fraud prevention and compliance. Brendan explains that tackling these challenges with technology solutions is...
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MVP Journey and Event Preview with Alicia King (Keener)
The MSDW Podcast
Alicia King (Keener) received her first Microsoft MVP award in 2024, but her experience with Dynamics ERPs goes back more than 15 years. She joins us to share some of the meaningful experiences in her professional journey and her perspective on the present and future of Dynamics 365 F&O. We discuss Alicia's approach to , how she has extended her expertise into specific industries, and about her presentation plans for in Chicago, where she will be presenting on using the built-in tax engine for D365 F&SCM. Show Notes: 4:00 - The types of content she creates and what...
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How Yooz builds strong Microsoft Dynamics channel partnerships
The MSDW Podcast
This episode is sponsored by . When a Microsoft reseller like Innovia considers channel partnerships, it does so in the context of strategic plans related customer needs, growth goals, and market opportunities. On this episode, we sit down with Tim Teeter from Yooz and Trish Boccuti from Innovia to discuss how their organizations have successfully collaborated by prioritizing customer needs, aligning business strategies, and setting growth goals. Tim shares insights into how their teams connected, established priorities, and achieved notable successes. Trish recounts how Innovia...
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Recapping Directions North America 2025 with ERP veterans
The MSDW Podcast
We’re wrapping up our with more perspective from channel veterans who were listening and presenting. , , and talked to MSDW during and just after the event. They shared their impressions of Microsoft's presence, the impact they expect from pre-built AI agents like the Sales Order Agent, and Power BI advances. And as Microsoft partners, they were also listening for the company's updates on how Business Central-focused firms can do better in the channel. And no North American SMB-focused ERP event would be complete without an update on Microsoft's push to help partners migrate...
info_outlineThis episode is sponsored by Yooz.
When a Microsoft reseller like Innovia considers channel partnerships, it does so in the context of strategic plans related customer needs, growth goals, and market opportunities. On this episode, we sit down with Tim Teeter from Yooz and Trish Boccuti from Innovia to discuss how their organizations have successfully collaborated by prioritizing customer needs, aligning business strategies, and setting growth goals.
Tim shares insights into how their teams connected, established priorities, and achieved notable successes. Trish recounts how Innovia found ways to align their goals related to verticals, Dynamics sales, and customer success with Yooz's strengths around delivering procure-to-pay solutions.
Tim also highlights Yooz's initiatives in AP and invoice automation, emphasizing their work with Dynamics customers and partners. The discussion includes upcoming plans for Yooz on MSDW and introduces their new YoozProtect solution.
More from Yooz:
- New Event on April 22: Maximize Profits with Yooz: AP Automation That Pays Off
- To learn more about Yooz and their partner program, visit getyooz.com/partners (and spell it). And if you'd like to discuss further, please reach out to Jennifer Andreas: [email protected], to discuss further.