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AP automation success from the Dynamics 365 F&SCM customer and partner perspective

Release Date: 08/25/2025

How Flywire Is Rethinking A/R for Dynamics 365 Business Central

The MSDW Podcast

This episode is sponsored by . A/R teams running on Business Central are dealing with more invoices, more complexity, and less time to manage it. In this episode, we sit down with Caroline Broms from Flywire — the company behind Invoiced by Flywire — to discuss the company's recent work in the Microsoft ecosystem and learn about their outlook on continuing to improve the invoice-to-cash process for organizations. We discuss the origins of their new offering, Integration Studio, and what it means when a finance team finally owns is ERP integrations rather than relying on IT. Caroline also...

What Equipment Rental Companies Really Need From ERP - Why Industry Depth Matters

The MSDW Podcast

This episode is sponsored by . The unique business process requirements of the equipment rental industry present real challenges when planning for investments in IT systems to improve for financial and operational management. Assets are under heavy use, but also changing hands frequently as demand for rental over ownership grows, customer service expectations change, and financial pressures grow. In this conversation with STAEDEAN's Anastasia van der Wielen and Michiel Toppers, we discuss some of the factors driving the ERP needs of the rental industry. The requirements of these firms in areas...

AI Agent & Copilot Summit 2026 Recap

The MSDW Podcast

On this episode we are recapping last week's conference, which brought together Microsoft officials, partners, and customers for three days of customer education and education. MSDW was a media partner of the event and in addition to we have already covered, we talked to industry veterans for more perspective on how their work with Microsoft customers is evolving as the solutions and technology options evolve for them. We discuss the theme of headless commerce, new user sentiment data around AI adoption, investments in development projects, user adoption challenges, and scenarios presented...

New data on AI confidence in finance teams, with Yooz

The MSDW Podcast

This episode is sponsored by . Efforts by finance teams to make productive use of AI still vary widely, but a growing number of organizations could be progressing toward establishing use cases for their core processes. New data from Yooz finds that the momentum appears to be real, and that confidence is trending upward as familiarity grows. To learn more about these findings, which Yooz will be releasing soon, we speak with Michael Newman, North America marketing leader at the company. He tells us about how Yooz is approaching AI priorities through the lens of their customers' requirements,...

From Close to Confidence with Velixo

The MSDW Podcast

This episode is sponsored by . Year‑end pain in Dynamics 365 Business Central environments stems less from effort and more from weaknesses in the close process. Our guest, Velixo senior product manager and CPA Jim Norton, shares his latest views on the implications of a challenging year-end close, its link to audit friction, and the issues that arise when teams are rebuilding reports, relying on exports, maintaining offline roll‑forwards, or tightening controls only in January. For Business Central customers, the risk of audit friction is very real, Jim says, and he shares...

Understanding 2026 Tax Changes with Avalara's Scott Peterson

The MSDW Podcast

This episode is sponsored by . Every year brings tax changes at the local, state, and national level, and Avalara has captured the latest updates in their newest , which is available now. Avalara's vice president of government relations, Scott Peterson, joins us to discuss some of the report's findings and major themes, including what Scott calls 'off the charts' levels of change in terms of transaction taxes in the US. At the federal level, income tax changes are set to have a direct impact on state income taxes ,and Scott explains how states will react based on own funding needs. And...

Why D365 Leaders Are Aligning Commerce & AP Automation

The MSDW Podcast

This episode is sponsored by . Enterprise systems bring order and control to complex organizations, but in the most challenging business processes like AP and commerce experiences, friction can persist. On this episode we are discussing how Truvio, the new brand representing SignUp Software and multiple Dynamics 365 solutions, works with partners to deliver real-world improvements to ERP customers. Our guests are Kris Marcus, Director of Partnerships at Truvio and Rob Ashe, chief revenue officer at SJS Dynamics. They share customer stories, market challenges, and decisions that partners must...

Recapping PartnerIn's Vibe January 2026 Event

The MSDW Podcast

As 2026 rolls along, Microsoft partners understand that they operate in an ecosystem dominated by AI ambitions. But the channel story goes a lot deeper, and attendees at conference brought a broad range of ideas, experiences, and stories with them. The event did not ignore AI, and some sessions dove into topics around how partners are incorporating it into end-to-end business processes, data mining, agent development, and security. But when Microsoft isn't overpowering the conversation, partners also enjoy opening up about other topics like business process standardization, managing...

Moving to Business Central: A CTO’s Perspective on Cloud Security, Partners, and Change

The MSDW Podcast

In this MSDW podcast episode, Mariano Gomez Bent, Chief Technology and Product Officer at Mekorma, shares a technology leader’s perspective on moving to Business Central. Drawing from Mekorma’s own transition from GP to Business Central, Mariano discusses key considerations around cloud security, selecting the right implementation partners, and managing change across teams. The conversation highlights real-world lessons, common pitfalls, and what organizations should prioritize to successfully navigate a move to the cloud. Considering a move to Business Central? Tune in to hear firsthand...

Understanding Enterprise Project Management with PlanAutomate

The MSDW Podcast

This episode is sponsored by . Enterprise Project Management (EPM) is not the typical project management that most people have experienced at work. EPM brings projects out of their silos and into the fold of business by integrating functions and processes with finance, supply chain, production, HR, and other key workloads. In other words, EPM is all about putting projects at the core of critical enterprise systems, says our guest Matt Mong of PlanAutomate. For companies that derive their revenue from projects, EPM integrated with ERP is critical to staying competitive and in control of...

More Episodes

This episode is sponsored by SignUp Software.

The experience of deploying and managing a Dynamics 365 F&SCM solution can look quite different for the customer compared to their Microsoft partner. But as these two counterparts on an ERP project make decisions to move a project forward, they must contend with a series of key decisions related to ISV solutions including vendor selection, architecture decisions, and user adoption plans.

To understand more about ISV selection challenges specific to AP automation for D365 F&SCM, our guests, Rachel Ackerman of Microsoft partner Caf2Code and Josh Torres of SignUp Software join us to talk both real world experiences and recommendations for organizations considering their next move.

Ackerman brings a particularly unique perspective, having spent several years working for D365 F&SCM and AX customer organizations to deploy and administer their ERP solutions, including their AP automation add-on solutions. Now working for a Microsoft partner, she is helping a range of D365 customers across industries with both their D365 deployments and their ISV selection.

Rachel and Josh discuss what real AP automation selection and deployment looks like including considerations like whether to go with an embedded solution, the importance of reliable and accurate data capture for invoices, and the outcomes customers should expect from their AP automation investments.

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