The MSDW Podcast
The MSDynamicsWorld.com (MSDW) podcast explores news, ideas, and events in the Microsoft Dynamics ERP and CRM community.
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How to turn Dynamics data into marketing wins
06/03/2025
How to turn Dynamics data into marketing wins
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, technical integration requirements, and organizational scenarios, she explains. We also explore advanced marketing tactics that Dynamics users can adopt to drive engagement, optimize campaigns, and boost business growth. More from Emfluence: Want to see what smarter marketing with Dynamics really looks like? Check out for tools, tips, and a closer look at the platform.
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Bringing Empathy and Innovation to AP Automation, with Ora Goldman of Mekorma
05/30/2025
Bringing Empathy and Innovation to AP Automation, with Ora Goldman of Mekorma
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 explains, and she shares some examples and stories about client experiences. We also discuss some of the company's experiences as an ISV in the Microsoft ecosystem, first working with Great Plains and Dynamics GP, and how they have modernized their offerings and expanded to Dynamics 365 Business Central. We also learn more about Ora's outlook on the Dynamics community and her approach to fostering relationships and partnerships. More from Mekorma: If you want to see how we can help your business, to Ora and our expert team today and take the first step toward transforming your AP experience!
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What Dynamics 365 Business Central Users Need to Know about Embedded vs External AP Automation
05/26/2025
What Dynamics 365 Business Central Users Need to Know about Embedded vs External AP Automation
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 that delivers both greater efficiency and better operating conditions like improved security, integration, and consistency for user experiences. The partnership between SignUp Software and Next365 is providing unique results in areas like process assessment and optimization, executive-level advisory scenarios, and implementation acceleration. For example, David shared a case study from the energy sector where Next365 helped a client replace an outdated industry-standard system with SignUp's ExFlow, achieving a lower total cost of ownership while improving functionality and reducing vendor lock-in. Our guests also discuss some of the key market drivers that will propel their partnership forward, specifically around the needs of CFOs building more complex and constrained organizations. They also offer BC users some ideas for the future around financial performance and how to start making measurable steps forward in modernizing AP. More from SignUp Software: To learn more about ExFlow, the only fully embedded AP automation solution for D365 Finance & Supply Chain Management, visit . To learn more about their partner Next365, visit
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Live at DynamicsCon 2025 with Dynamics 365 F&O experts
05/16/2025
Live at DynamicsCon 2025 with Dynamics 365 F&O experts
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 customers related to licensing.
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CRM and the evolution of buyer behavior, with Thomas Manders
05/09/2025
CRM and the evolution of buyer behavior, with Thomas Manders
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 and what the Coffee + Dunn team is watching for in Microsoft's D365 road map. More from Coffee + Dunn: Download the white paper: () Schedule your complimentary envisioning session with Coffee + Dunn: ()
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What Dynamics ERP users should know about use tax compliance obligations
05/06/2025
What Dynamics ERP users should know about use tax compliance obligations
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 Avalara: See how Avalara’s integrations with Microsoft Dynamics GP, BC, and Finance help improve accuracy, reduce manual effort, and minimize audit risk: 👉 Watch the demos: 👉 Get started with Avalara:
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Industry Trends and Insights from Directions NA 2025 with Brendan Coffey of Mekorma
04/28/2025
Industry Trends and Insights from Directions NA 2025 with Brendan Coffey of Mekorma
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 representative of a broader mindset among SMBs to adopt Business Central as the heart of business operations, not just for bookkeeping or data management. More from Mekorma: Don’t let your business fall behind—stay ahead and ensure you're fully compliant. Want to learn more? with us today or reach out to us at
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MVP Journey and Event Preview with Alicia King (Keener)
04/28/2025
MVP Journey and Event Preview with Alicia King (Keener)
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 she prefers to consume 5:45 - Alicia's history with the product, starting with AX 8:45 - On working with a system that has added so many feature areas and specializations 11:00 - Working with D365 F&O in the life sciences industry 16:45 - Alicia's DynamicsCon 2025 session plans related to the D365 tax engine 18:45 - On building and nurturing an audience in the Microsoft community More information: Alicia's site: LinkedIn: YouTube: MSDW article:
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How Yooz builds strong Microsoft Dynamics channel partnerships
04/16/2025
How Yooz builds strong Microsoft Dynamics channel partnerships
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 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: To learn more about Yooz and their partner program, visit (and spell it). And if you'd like to discuss further, please reach out to Jennifer Andreas: , to discuss further.
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Recapping Directions North America 2025 with ERP veterans
04/16/2025
Recapping Directions North America 2025 with ERP veterans
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 Dynamics GP customers to Business Central. As our guests explain, that pathway remains complex.
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An update on embedded payments for D365 Business Central with PayTrace
04/01/2025
An update on embedded payments for D365 Business Central with PayTrace
This episode is sponsored by . Security and automation are top of mind for most CFOs and finance teams this year, especially when it comes to payments and accounts receivable. For Dynamics Business Central users, embedded payments can solve both pain points. Our guests, Jeremy Boogaart and Carlton Ortega of PayTrace, share the latest enhancements to Trace AR for Business Central. We talk feature updates, the team's collaboration with early adopter customers of Trace AR, and a bit about the product roadmap. And the PayTrace team will be at upcoming events, including Directions North America 2025 and DynamicsCon. They tell us more about what you can expect to learn from them in-person. If you're interested in hearing more about what's new with Trace AR for Business Central and how it can help your team, contact or stop by one of PayTrace's two booths at Directions NA, Premier Sponsor Exhibit Booth: 115 and Expo Booth: 224
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Delivering Record-to-Report in Business Central
03/29/2025
Delivering Record-to-Report in Business Central
This episode is sponsored by . What does it really takes to control content in Business Central? Taking the perspective of Record to Report and the needs of office of the CFO, Business Central customers have key challenges they will need to account for. Our guests, Patrick Nguyen and Bob Monio of SignUp Software, take us through typical requirements they see related to auditability, accounting, and analysis. We also discuss how to best understand what Business Central can do out of the box and when an organization needs to look for more specialized capabilities. And we discuss the importance of SharePoint Online for most BC customers. The platform has continued to grow in popularity as a strategic component of more BC solutions, and Bob and Patrick explain the launch of SignUp Software's ContentGate for BC and how it works with SharePoint Online. Finally, we discuss SignUp Software's plans for Directions North America 2025, including their pre-event and the educational content they will be providing there. More from SignUp Software: If you want to learn more about SignUp Software, their products such as Content Gate for Business Central, and strategies for winning in the Office of the CFO - join them for their upcoming . For more information you can also check out their website at .
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Previewing Resco Next 2025 with Sam Bush
03/25/2025
Previewing Resco Next 2025 with Sam Bush
This episode is sponsored by Resco and their event. Resco's annual event focused on advanced mobility, Resco Next, will be in Valencia on May 20 and 21 this year. The team has a variety of experiences planned, including a live podcast episode of , the popular marketing-focused podcast series hosted by marketing consultant and NetStock partner marketing lead Sam Bush, our guest on this episode. Sam has established herself in the Microsoft channel as voice for thoughtful marketing and demand generation, with a focus on impactful, people-to-people campaigns and strategies. She also tells us about her focus on bringing B2B marketing to younger generations and the challenges and opportunities of that effort. And since MSDW is a media partner for the event, this episode offered a good opportunity to talk about some of the broader event themes we will be covering including advanced mobility software and services in the context of Microsoft Business Applications.
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Jukka Niiranen on Power Platform licensing, AI, and career changes
03/24/2025
Jukka Niiranen on Power Platform licensing, AI, and career changes
Jukka Niiranen is a former Microsoft MVP and a current Power Platform expert, offering his services through his own firm and sharing his views regularly on social media and in his newsletter. On this episode, Jukka joins us to talk about how his career has evolved, his current work, his technology outlook, and a few hints at his upcoming licensing session at (where MSDW is a media partner). Jukka's career has evolved in the last decade from a consulting role with a Microsoft partner to founding a services firm to now opening his own consultancy. He also recently made the decision to end his 11-year streak as a Microsoft MVP and we discuss that experience. And Jukka shares some context on how the evolution of Microsoft Business Applications has shaped his advice to clients regarding AI, Power Platform, D365 apps, and more. Show Notes: 1:00 - Jukka's professional history, including his newest venture and the transition from CRM to Power Platform and low code advisory Clients in the low-code world are not exactly the same as CRM decision makers 4:30 - The emergence of Microsoft's low-code vision with the components that became Power Platform 7:30 - The ongoing separation in the Power Apps community between CRM-based and dev-based 15:15 - What Jukka has learned from looking at Microsoft's Ideas sites 17:15 - Experience after retiring his MVP status 26:30 - How Jukka's views in writing and advisory work overlap 28:00 - Jukka's presentation on Power Platform licensing at DynamicsMinds 2025 34:30 - What kind of AI conversations is Jukka having with customers today 43:45 - Security and governance issues as it relates to AI in enterprise software 49:00 - About Jukka's newsletter, Perspectives Plus Where to find Jukka: Newsletter: Company: LinkedIn: Bluesky: Mastodon:
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The Impact of New Tariffs on Supply Chains and the Role of ERP Solutions
03/20/2025
The Impact of New Tariffs on Supply Chains and the Role of ERP Solutions
This episode is sponsored by . ERP solutions have evolved to support global supply chains, and they are put to the test each time new disruptions arise. Our guest on this episode is Luciano Cunha, CEO of Staedean, and he joins us to discuss his outlook on ERP solutions for manufacturers managing complex and changing supply chains. Luciano shares industry examples of Staedean's experiences and offers advice on how supply chains could evolve further in response to ongoing trade tensions. He tells us about why he recently wrote about the potential impact of tariffs in today's global economy, and we talk about how individual organizations can adapt and where they can find more optimization opportunities. More from Staedean: If you would like to understand what the weak links are in your ERP data processes in your supply chain, take STAEDEAN's . Luciano's article: Staedean:
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Unlock the Unknown Potential of Your Document Management System
03/18/2025
Unlock the Unknown Potential of Your Document Management System
This episode is sponsored by . Document management is an essential element of any enterprise solution, and our guest on this episode, Roger Cruz of ERP Mechanics, has worked with document management systems for many years, with a particular focus on Lasernet. Roger tells us about his years of experience deploying document management solutions. He shares some of the typical project execution techniques businesses have used and what has proven the most effective in different circumstances. We also discuss out of the box and unique use cases Roger has encountered, and how document management systems have evolved over time. And Roger reviews some of the ways Lasernet has differentiated itself from other solutions available to Dynamics 365 customers. More from ERP Mechanics: Whether it’s a new or existing project, ERP Mechanics is here to minimize risks, reduce costs and deliver your project on time. We offer a free consultation and trial of our services. Learn more about how we can help -
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5 Tactical Ways to Strengthen Sales with Marketing Automation
03/11/2025
5 Tactical Ways to Strengthen Sales with Marketing Automation
This episode is sponsored by . Bringing marketing automation to life requires alignment between executives and the teams they lead. In this episode, we break down how different roles like CMOs, marketing directors, and marketing managers work together to turn strategy into action. Our guest is emfluence President and CEO David Cacioppo, and he joins us to talk about tactical ways to get more out of your marketing technology investment. We discuss steps that marketing teams can take to improve lead management, customer retention, and tracking ROI. More from emfluence: If you’re ready to optimize your marketing automation strategy, check out to learn more!
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Mekorma's evolution in the Dynamics 365 Business Central channel
03/06/2025
Mekorma's evolution in the Dynamics 365 Business Central channel
This episode is sponsored by . On this episode, Brendan Coffey, Director of Revenue at Mekorma, dives into the company’s evolution within the Microsoft Dynamics 365 Business Central ecosystem and discusses how businesses are modernizing their accounts payable (AP) processes. The company's years of experience working with on-premises ERP technology and with the technical aspects of ERP migration give them unique insights into the growing adoption of Business Central, Brendan explains. But modernization and migration initiatives are not without their challenges, and we discuss trends and guidance for organizations planning for their ERP future. Brendan also provides an update on Mekorma's v1.0 product launch for Business Central. He tells us what makes their solution unique, shares customer stories, and explains the company's approach to partnering in the BC ecosystem. More from Mekorma: Schedule today to discover how we can optimize your Accounts Payable process, tailor solutions to your unique business needs, and help you overcome current challenges. (https://mekorma.com/linked-webpages/book-an-ap-automation-software-demo)
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2025 Supply chain trends with NMB Solutions
03/03/2025
2025 Supply chain trends with NMB Solutions
This episode is sponsored by . Dynamics 365 Finance and Supply Chain Management users will be thinking about global challenges in 2025. Our guests on this episode, Michelle Frennier and Chris Winstanley of NMB Solutions, help us understand some of the biggest risks businesses are facing this year and how to adapt. Shipping cost management will demand particular attention, Chris tells us, as faster deliveries add more pressure to businesses. Labor shortages, rising costs for transportation, and auto-fulfillment demands will all color the picture. Global trade compliance is another area of continued uncertainty, and Michelle helps break down some of the key risks and challenges. We also discuss data visibility concerns, the latest in supply chain automation opportunities, and some of the solutions that NMB is bringing to bear to help teams improve compliance, shipping, and transportation. Contact NMB Solutions to learn more:
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ERP Transformation and AP Automation Delivery Success, with SignUp Software
02/28/2025
ERP Transformation and AP Automation Delivery Success, with SignUp Software
This episode is sponsored by . When Tina McGrath first encountered ExFlow from SignUp Software, she was working as the finance lead in an ERP transformation project for a Dynamics AX customer moving to D365. Their older invoice automation software presented a range of challenges, including integration issues, lost information, usability, and customization complexity. On this episode, Tina takes us through some of the critical requirements, priorities, and guiding principles that led her to select SignUp as part of that project and how it benefited that organization. We then discuss how, years later, Tina came to lead SignUp's consulting services for Dynamics 365 Finance & Operations in North America. Rob Ashe, head of North America at Signup, also joins us and to talk about future plans for ExFlow that D365 customers can look forward to. More from SignUp Software: · To learn more about ExFlow, the only fully embedded AP automation solution for D365 Finance & Operations, or to explore the full suite of solutions offered by SignUp Software, visit their website () and request a product demo today.
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Automation, e-commerce, and ERP integration with k-ecommerce
02/21/2025
Automation, e-commerce, and ERP integration with k-ecommerce
This episode is sponsored by , powered by MDF Commerce. On this episode we are talking about automation and e-commerce with Patrick Fusarini and Rich Fowler of k-ecommerce. B2B organizations face complex requirements in their commerce decisions, and Rich and Patrick tell us about what the requirements they are hearing from Dynamics 365 customers today. Many scenarios are driven by the D365 user's own clients, they explain. In a B2B context, those organizations want to be able to make their purchases with greater velocity and lower friction. Our guests provide some examples of D365 customers that are making that happen with k-ecommerce. We also discuss the relationship between automation and better data insights, and how partners can use that connection to improve outcomes further. Rich and Patrick share suggestions on how D365 customers can prioritize commerce needs, improve automation, and create a meaningful commerce execution plan. To learn more about k-ecommerce, check out or try their interactive demo . Catsports: How k-ecommerce transformed this online sports business:
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Previewing the AI Agent and Copilot Summit North America 2025 event with DCI's John Siefert
02/17/2025
Previewing the AI Agent and Copilot Summit North America 2025 event with DCI's John Siefert
Microsoft is taking an AI-first stance to its Business Applications portfolio, but what does that really mean for customers, system integrators, and consultants? Dynamic Communities (DCI) is launching a new event next month that aims to take on the full scope of the Microsoft-centric AI discussion. The takes place from March 17 to 19, 2025 at the Hilton La Jolla Torrey Pines in San Diego. MSDW is a media partner for the event (), and John Siefert, CEO of DCI, joins MSDW editor Jason Gumpert on this episode to talk more about how his team has envisioned and curated this event based on earlier experiences and community feedback. John discusses some of the key opportunities for learning and networking and how the sessions and tracks are optimized for various roles and scenarios. He also shares the latest news about Microsoft leaders speaking at the event, including CVP Bryan Goode, VP Ray Smith, and Senior Director Cecilia Flombaum. We also touch on the beautiful setting of this event, Torrey Pines in San Diego, and how participants can get the most out of their time on site. References: Event site: Register with MSDW discount: Our event preview article:
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Previewing Resco NEXT 2025
02/10/2025
Previewing Resco NEXT 2025
This episode is sponsored by Resco, hosts of . Resco has recently announced their upcoming Resco NEXT 2025 event, taking place in Valencia, Spain from May 19-21 2025. Our guest, Trevor Metcalfe, takes us through some of the plans for the event including speakers and hints at the agenda, which continues the focus on field workers and mobile, deskless scenarios This year's event is free to attend, and we discuss the history of the Resco NEXT dating back to year one in Boston and other memorable locations where the community has gathered in the past. Learn more here:
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Why companies are investing in Procure to Pay, with SignUp Software and Mekorma
01/30/2025
Why companies are investing in Procure to Pay, with SignUp Software and Mekorma
This episode is sponsored by . On this episode, we are exploring how companies approach Procure to Pay and why the concepts, process and technical capabilities surrounding it have gained so much traction. Procure to pay typically includes accounts payable processes, but that's only part of the story. My guests on this episode, Bob Monio of SignUp Software and Brendan Coffey of , explain more about the business case for payment services working together with AP automation software and how that broader vision offers benefits like reduced fraud and improved cash management. Bob and Brendan share their views on investing to improve procure to pay , including the recently announced joint partnership between Mekorma and SignUp. And they share their experiences working with companies looking to both better automate and optimize financial capabilities. More from Mekorma: For more information on how your organization can take advantage of the integrated Procure to Pay system discussed today, add payment processing to your AP environment, or if you’d like to discuss further the solutions offered by SignUp and Mekorma for D365, contact Bob Monio. You can reach him by email: or by phone: +1 612.293.8558
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Key Commerce Takeaways from NRF 2025
01/23/2025
Key Commerce Takeaways from NRF 2025
This episode is sponsored by . On this episode, Kelly Mazur, Marketing Director at Evenica, shares her biggest takeaways from this year's NRF Retail Big Show conference. Mazur details what Microsoft Dynamics 365 Commerce capabilities she and others demo'd for the retailers in attendance, and she shared the two major themes showcased across the Microsoft booth. She also discusses commerce trends from the expo floor and shares retail predictions for 2025. AI was no doubt a hot topic again this year, but in this podcast episode we give specific use cases that were prominent across the event. For more information about working with Evenica, please visit .
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Evaluating Headless and Composable Commerce Options
01/14/2025
Evaluating Headless and Composable Commerce Options
This episode is sponsored by . In this episode, Evenica's Kelly Mazur dives into the world of modern e-commerce technology, breaking down the key differences between Headless Commerce and Composable Commerce. She unpacks these buzzwords, explaining what they mean, how they work, and which strategy might be the best fit for your business. Mazur also shares real-world examples of third-party applications that integrate with Microsoft Dynamics 365 Commerce to help create tailored, innovative solutions. Whether you're an e-commerce novice or a seasoned pro, this episode provides actionable advice to level up your commerce game. Tune in to explore the future of e-commerce architecture and learn how to build a solution that works for you! For more information about working with Evenica, please visit .
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Empowering The Connected Worker with Purpose-Driven Frontline Tech
12/19/2024
Empowering The Connected Worker with Purpose-Driven Frontline Tech
This episode is sponsored by . The devices and applications available to frontline workers continue to evolve. On this episode, Chris Tordi and Mark Laatz of enVista join us for to explore the integration of Microsoft Teams and Dynamics 365, RFID asset tracking, voice automation, and connected worker solutions. You will learn how tools designed for frontline workers enhance productivity, ensure compliance, and drive operational excellence across industries. We discuss: The evolving role of the connected worker How D365 can be used to empower frontline workers. Advantages of using D365 on various devices, including enterprise mobile devices, tablets, and wearables. The latest advances in RFID and voice scenarios for frontline workers Meeting industry compliance and customer demands More from enVista: Are You Getting the Most Out of Your Mobile Devices? - Benefits of Voice Automation in the Warehouse - The Power of Voice Automation with Microsoft D365 -
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Deploying better Dynamics 365 F&O solutions, with Karolis AleknaviÄŤius of ERP Mechanics
12/15/2024
Deploying better Dynamics 365 F&O solutions, with Karolis AleknaviÄŤius of ERP Mechanics
This episode is sponsored by . ERP projects don't always go as planned. Project delays, technical issues, and user adoption challenges can all create serious risks to an organization. Our guest on today's episode, Karolis Aleknavičius of ERP Mechanics, tells us how his firm has become a specialist in helping organizations to navigate their way to success after a Dynamics 365 project has experienced a setback. As a specialist in Dynamics 365 Finance and Supply Chain Management and an ERP veteran, Karolis has seen projects at every scale and every phase. He shares both his personal history as a Dynamics AX and D365 F&SCM professional and his work since 2017 as the CEO of ERP Mechanics, where his team focuses on Dynamics 365 F&SCM implementations and rescuing troubled ERP projects. Karolis also explains why his team has developed a specialization in deploying document automation solutions with Lasernet by Formpipe. He explains how the capabilities of that platform align with the needs of many Dynamics 365 F&SCM customers. More from ERP Mechanics: Whether it’s a new or existing project, ERP Mechanics’ focus as expert D365FO & Lasernet developers, architects and consultants is to minimize risks, reduce costs and deliver your project on time. We offer a free consultation and trial of our services. Learn more about how we can help -
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Expanding the marketing automation landscape with emfluence CEO David Cacioppo
12/04/2024
Expanding the marketing automation landscape with emfluence CEO David Cacioppo
This episode is sponsored by . Marketers frequently lead the charge for better data and more connected systems in an organization, especially as it relates to customer journeys. On this episode, David Cacioppo, president and CEO of emfluence, joins us to share some of his team's priorities as it relates to marketing automation strategy, especially in the Microsoft ecosystem. As a firm that delivers both technology and digital agency services, emfluence has been working to align their worldview with the strengths of Microsoft Power Platform, especially Dataverse, David explains. And he discusses ways that emfluence's clients are increasingly looking for ways to bring insights from first-party data to bear across more industry scenarios and in campaigns that blur the traditional lines between B2B and B2C. More from emfluence: Sign up for a free 14-day trial of the emfluence Marketing Platform:
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Meeting the financial reporting needs of Microsoft customers with FYIsoft
11/25/2024
Meeting the financial reporting needs of Microsoft customers with FYIsoft
This episode is sponsored . In the Microsoft customer ecosystem, companies with complex financial structures often struggle to give their finance professionals the tools they need to create, deploy, and use effective reporting. Requirements like multiple locations, companies, currencies, or ledgers can quickkly put extra burdens on both finance and IT teams that impact organizational performance and increase risk , says our guest, Jeremy Schaab, VP of software development at FYIsoft. Schaab tells us about some of the common requirements the FYIsoft team hears from Microsoft users today and what the Microsoft product roadmaps will mean for both customers and ISVs. And he explains how his team has solved key technology challenges in order to offer elegant solutions for customers of different sizes and with different levels of complexity. And we also discuss FYIsoft's product roadmap, which has important details that align with Dynamics 365 ERP applications, both functionally and technically. More from FYIsoft: Download this whitepaper to learn more about the technology behind FYIsoft's solutions, and how your company benefits: To request a demo of FYIsoft's reporting software for Microsoft customers, visit the company's website: .
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