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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Building a Secure Future for Dynamics 365 F&O, with Executive Automats
11/25/2025
Building a Secure Future for Dynamics 365 F&O, with Executive Automats
This episode is sponsored by . On this episode we are discussing security and compliance in Dynamics 365 F&O and what advances in these areas could mean for the future of the product. Since we last talked to our guest, Bartosz Szpiech, VP of Product at XPLUS, Microsoft has advanced its support for user security governance, or USG, which means users must adapt to evolving license enforcement policies. Bartosz discusses how understanding licensing policy relates to the broader concept of observability in D365. As roles evolve to conform to security and license requirements, customers have the opportunity to begin achieving better insights, he explains. We explore how new tools that offer better insights into activity within F&O could accelerate the identification of high-value AI scenarios that will evolve ERP. He also provides an update on the latest Executive Automats security training for F&O customers. More from XPLUS Dynamics 365 F&SCM Security Masterclasses -
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A Successful Path to Automation in Dynamics ERP, with Yooz
11/19/2025
A Successful Path to Automation in Dynamics ERP, with Yooz
This episode is sponsored by . Dynamics ERP customers take different approaches to evaluating investments in invoice automation technology, but the decision ultimately comes down to a few key decisions around cost, fraud, and productivity. Our guests on this episode, John Parisi of Yooz and Mark Munson of Ace Micro, have helped organizations of all sorts improve their financial management with Dynamics and AP automation, and in this conversation they reflect on some of the challenges of manual processes and how to overcome them, from data entry to approvals to security. John and Mark share their unique perspectives on the AP-related conversations they are having with GP and Business Central customers today related to fraud and error prevention, evaluating the cost of investing in AP automation, and planning to make it a reality. More from Yooz: Yooz: The Ultimate Guide to Accounts Payable Fraud: Calculate your savings: Yooz on MSDW: Yooz on the MSDW Podcast:
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Directions EMEA 2025 Recap
11/13/2025
Directions EMEA 2025 Recap
MSDW was a media partner of , and in addition to covering news and announcements at the event, we also caught up with a few attendees to learn more about their experiences and impressions. In addition to major announcements like reaching 50,000 customers of Dynamics 365 Business Central, Microsoft pushed hard on their AI vision for the ERP solution. For the Microsoft partner audience, that focus is sending strong signals about not just about how they should advise customers but also how they will prioritize their own business initiatives. On this podcast episode, we present interviews done on-site at the Poznan Congress Center during Directions EMEA with , , and . Our guests shared perspective on how Microsoft's vision will impact customers, the push for greater diversity in the channel workforce, and the priorities of partner marketers in a changing landscape.
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Murray Fife on Building Dynamics 365 F&SCM Wisdom
10/23/2025
Murray Fife on Building Dynamics 365 F&SCM Wisdom
, is a true Microsoft ERP veteran, having worked in the partner channel, at Microsoft, and independently. His latest projects include multiple series of educational guides providing a complete view of Dynamics 365 Finance and Supply Chain Management as a product suite, as well as work with Microsoft on developing their latest official demo database for F&SCM. Murray's work on these projects has also informed his outlook on F&SCM as a product, he says. For anyone looking to become a solution architect, a product owner for a Microsoft customer, or another senior role, F&SCM requires both a broad and a deep education, perhaps beyond one's comfort zone or day-to-day role and responsibiliies. Being an ERP leader today also requires a perspective on the state of AI in enterprise software, and Murray explains why he believes some of the big initiatives from Microsoft, specifically MCP and AI Agents, have the potential to reshape the ERP story in the future. Where to find Murray:
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Preparing for the impact of Visa's CEDP, with PayTrace
10/08/2025
Preparing for the impact of Visa's CEDP, with PayTrace
This episode is sponsored by . Visa's Commercial Enhanced Data Program (CEDP) goes into effect this month, and there are some key differences from the previous Level 2 and Level 3 interchange program that merchants will need to understand. Jeremy Boogaart and Sam Johnson of PayTrace join us on this episode to help make sense of CEDP's timeline, enforcement model, and other implications for merchants. There are benefits to achieving and maintaining "verified" status under the program, and for non-verified merchants, consequences could include higher costs and downgrades. We discuss data elements of Level 3 transactions under CEDP, different types of data quality management, and how it all relates to payment processing integrated with ERP systems. Jeremy and Sam explain how PayTrace has been supporting its clients through this transition and offer tips on how merchants can understand if they have been affected. More from Paytrace: Connect with them at Subscribe to the PayTrace and
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HSO at Community Summit NA 2025
09/29/2025
HSO at Community Summit NA 2025
This episode is sponsored by . Attendees at Summit NA 2025 can learn more about the solutions they already use, but the event also offers opportunities to expand their knowledge and perspective on investing in business applications. Our guest on this episode, HSO VP of Managed Services Hilary McLaughlin, works with clients after they go live on Microsoft solutions, and she tells us that she encourages Summit attendees to think about the areas they may be overlooking today. Attendees can use their time to learn the latest in data management and integration capabilities, research complementary technology, and get new insights into support and user management scenarios. HSO will have a major presence at Summit NA 2025, including not just a booth but several educational sessions, a solution showcase, and more. They will be showing off their team's breadth and depth, from solutions to data to support and beyond. Hilary tells us more about one of their sessions looking at hidden gems within Power Platform Admin Center and she shares her advice on how to make the most of your next conference experience, from research to session selection. More from HSO: HSO's PPAC session: Everything about HSO's presence at Summit NA 2025: Session preview: Solving Customer Master Data Challenges at Community Summit NA 2025 -
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Flywire at Community Summit NA 2025
09/24/2025
Flywire at Community Summit NA 2025
On this quick episode we are looking ahead to Community Summit NA 2025 to learn more about how and why to connect with the team at Flywire, the sponsor of this episode. Flywire's Caroline Broms tells us about the team's plans at the event (you can find them at booth 2332), where attendees can learn the latest about Invoiced by Flywire for AR automation and how it aligns with both Dynamics 365 and the company's well-known international payments expertise. The team will also be ready to discuss digital transformation from the perspective of AR automation, with a focus on integration challenges, compliance, customer success stories, and performance metrics. Finally, Caroline offers a few tips on how to get the most out of Summit as an attendee from both a product and community perspective. More from Flywire: Learn more about Invoiced by Flywire: Learn more about Flywire at Summit:
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A Framework for Better Vendor Management
09/16/2025
A Framework for Better Vendor Management
This episode is sponsored by . Vendor management is the foundation of payment processing and a critical step in ensuring your business isn’t exposed to unnecessary risk, but for many teams operating in Microsoft Dynamics GP and D365 Business Central, it’s still manual, time-consuming, and error-prone. In this podcast episode, Mekorma’s Director of Revenue Brendan Coffey explores the realities of vendor management today, the compliance challenges of IRS TIN checks and OFAC sanctions, and what happens when vendor validation is overlooked. Listeners will walk away with a clear framework of "Now → Next → Later" for strengthening vendor management maturity in Business Central and Dynamics GP. From easing year-end 1099 reporting to embedding vendor validation and finally automating compliance checks in the payment run, this conversation shows how AP teams can save time, reduce risk, and scale with confidence. From Mekorma: If you’d like to learn more about vendor validation and management from Brendan and the Mekorma team, visit to explore resources, blogs, or schedule a product demo.
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AP automation success from the Dynamics 365 F&SCM customer and partner perspective
08/25/2025
AP automation success from the Dynamics 365 F&SCM customer and partner perspective
This episode is sponsored by . 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. More from Signup Software: If you’d like to learn more about AP automation in Dynamics 365, visit or connect with them on . You can also reach out to their partner Caf2code at for implementation insights and support.
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A Leader's Guide to AI Transformation Failure
08/12/2025
A Leader's Guide to AI Transformation Failure
This episode is sponsored by the , taking place September 18-19, 2025 On this episode we are discussing the business leader's perspective on AI transformation, including a theme that people aren't talking about as much: failure. Our guests on this episode, Prachi Mishra of Microsoft and Geoff Ables of C5 Insight, talk both the risks and the potential benefits of the AI offerings that are emerging almost in real time from Microsoft in 2025. Prachi and Geoff both explain their reasons for viewing AI as key to the future of business, and the conditions that will lead organizations to successful investments. They share case studies from their own clients, AI adoption advice, and how to build an achievable roadmap. And Geoff helps us understand one of the key risks that he foresees, the emergence of AI shelfware and the loss of excitement or momentum within an organization. More about the 365 Leadership Summit: Taking place September 18-19, 2025 at The Ritz-Carlton, Denver, CO the 365 Leadership Summit is THE Non-Technical AI & Digital Transformation Event for Business Leaders & Change Influencers. Learn more at:
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How SignUp and SKsoft are Reimagining Finance in Microsoft Dynamics 365 Business Central
08/08/2025
How SignUp and SKsoft are Reimagining Finance in Microsoft Dynamics 365 Business Central
This episode is sponsored by . On this episode we are discussing the opportunity to solve sophisticated finance challenges with Microsoft Dynamics 365 Business Central. My guests are Bob Monio of SignUp Software and Morgan Prengler of Sksoft. Their organizations have partnered for years, and they say the newest phase of their alliance will lead to new and improved solutions and programs to address the needs of finance teams in areas like AP, payments, reconciliation, and reporting. Bob and Morgan both share use cases from recent customers and some of the emerging patterns that they have observed in the last twelve months around advanced financial solutions and modernization initiatives. They also explain why they are using the strategic narrative of the CFO stack and the value of bringing audit, spending, and control under one roof. More Resources: • To learn more about embedded solutions for D365 BC, visit • To learn more about SKsoft's toolbox, visit
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Preparing for Licensing Enforcement in D365 Finance & Supply Chain Management, with XPLUS
08/06/2025
Preparing for Licensing Enforcement in D365 Finance & Supply Chain Management, with XPLUS
This episode is sponsored by . On this episode we are diving into key changes in license enforcement in Dynamics 365 F&SCM with Bartosz Szpiech, vice president of product at XPLUS. We begin by discussing what has changed in the licensing model from AX 2012 to Dynamics 365 and how it is changing in the coming months in ways that will have important implications for customers still planning a move from on-premises to cloud, as well as for existing D365 customers. And while many customers will be able to adapt without too much disruption, there will be scenarios in which organizations could face a major impact to license costs and user management. We also discuss how security setup projects have evolved and how user security governance, or USG, can support license optimization and compliance going forward. Resources: D365 Licensing Guide - https://www.microsoft.com/en-us/licensing/product-licensing/dynamics365 USG - YouTube 1 hour walkthrough - USG Masterclass - 2 hours material with registration from Executive Automats - Technet - Contact Bart -
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How partners are preparing for Microsoft's FY2026 strategy, with Joe Corigliano
08/05/2025
How partners are preparing for Microsoft's FY2026 strategy, with Joe Corigliano
Early in Microsoft's FY26, managers in the sales and channel organizations have worked to explain important program changes that will impact partners in the Dynamics 365 and Power Platform space. At the recent Biz Apps Partner Executive Summit 2025 event, attendees heard from a variety of Microsoft representatives who presented sales strategy and the reorganized structure that attempts to blend business applications with modern work. Partners also heard about Microsoft's new and updated incentives, vision for AI agent sales in the enterprise, and revised sales plays across industries and segments. was one of the key organizers of the event from Dynamics Communities and he joined us after the event ended to recap some of the highlights like memorable insights from speakers, some of the , and partner reactions to Microsoft's outlook on selling AI agents.
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Defining successful AI experiences, live from UG Summit Roadshow Seattle
07/24/2025
Defining successful AI experiences, live from UG Summit Roadshow Seattle
On this episode we are talking to some of the experts who presented at the event in Seattle this week, where members of the Dynamics 365 community came together to hear from Microsoft and their peers about D365 applications, Power Platform, and the broader technology landscape that they face. Microsoft kicked off the event with a tour of some of the latest Power Platform AI features in their plan designer, which recently reached GA, as well as the latest preview feature, generative pages. That focus on AI-driven capabilities became a theme of the day, woven in with other functional and technical topics. To better understand what Microsoft's product evolution and efforts mean, we spoke with three enterprise software veterans for more perspective on topics like user adoption, sharing lessons about early AI solution development efforts, the impact on people's jobs, individual vs organizational solutions, and how to focus on outcomes. Our guests for this episode are: , CEO of STAEDEAN , Founder of Enki Consulting , author and Microsoft alliance director at Experlogix
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Exploring Accounts Receivable Process & Performance with Invoiced by Flywire
07/14/2025
Exploring Accounts Receivable Process & Performance with Invoiced by Flywire
This episode is sponsored by . Advances in AR software are re-shaping financial management in ERP systems. Our guest on this episode, Flywire product lead Chris Couch, discusses the evolution of the invoice to cash story from an AR and payments perspective and how his team's solution for Dynamics 365 Business Central, Invoiced by Flywire, improves the work experience of finance teams. Chris is a veteran of the AR automation space, and he shares his perspective on how the technology and business case have evolve in recent years. We also discuss what's new with Invoiced by Flywire, including its D365 integrations. Chris also discusses some real-world use cases and tells us what the Microsoft community can expect in the near future from the solution. More from Flywire: Learn more about Invoiced by Flywire:
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Closing the Digital Gaps: Embedded vs Integrated Solutions, with Mekorma
07/11/2025
Closing the Digital Gaps: Embedded vs Integrated Solutions, with Mekorma
This episode is sponsored by . On this episode we are examining the persistent digital gaps plaguing Accounts Payable teams, despite widespread adoption of AP software. Our guest is Mekorma's Director of Revenue Brendan Coffey, and we explore why disjointed workflows still exist, what those inefficiencies look like in practice, and how they impact everything from compliance to cost-per-invoice. Brendan explains some of the fundamental differences between embedded and integrated AP automation solutions within the Microsoft Dynamics ecosystem, and how each approach affects user experience, security, IT overhead, and ROI. Whether you're trying to simplify your AP tech stack or reduce manual touchpoints, this episode will help you assess which approach aligns with your operational needs and long-term goals. Visit to find out if an embedded Accounts Payable solution is the right fit for your business.
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Navigating the Invisible IT Department - CIO Corner
07/03/2025
Navigating the Invisible IT Department - CIO Corner
In this kickoff episode of our new podcast series focused on IT leadership, we sit down with and of to explore the concept of the "invisible IT department". We start by describing some of the common trends in the evolution of IT management and its ability to be a strategic asset rather than just a cost center. Tom and Tony share stories of the challenges businesses are facing when it comes to software selection, accountability, technology project expectations, and how to tie the CIO responsibilities to business successes. Key topics we discuss include: The historical evolution of IT ownership challenges Real-world examples of failed or misdirected technology initiatives The lingering trauma (and myths) from legacy system upgrades and Y2K-era thinking Transitioning from legacy ERP systems to modern platforms The generational shifts and employee tech expectations are reshaping the IT roadmap The changing interface of systems based on the influence of AI
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Think Like a Scammer: Cybersecurity Lessons for CFOs from SignUp & Eftsure
06/26/2025
Think Like a Scammer: Cybersecurity Lessons for CFOs from SignUp & Eftsure
In this episode, our guests from SignUp Software and Eftsure use AP automation as an entry point into a bigger story: how finance leaders are becoming cybersecurity leaders. Our guests, Rob Ashe of SignUp and Gabe Garcia of Eftsure, discuss the organizations' strategic partnership, why it will help Dynamics 365 Finance & Operations users, and the role of financial automation in fortifying against modern threats. Framed by insights from Eftsure's , this conversation dives into why today’s fraud landscape demands adversarial thinking, how practices like red teaming are reshaping finance functions, and what it takes for CFOs to lead their organizations into a new era of digital resilience.
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A Partner’s Perspective on the Office of the CFO
06/17/2025
A Partner’s Perspective on the Office of the CFO
This episode is sponsored by . On this episode, we explore the challenges that CFOs, controllers, and other decision-makers are managing today. Our guests, SignUp's Bob Monio and Velosio's Chris Wheeler, are here to discuss market conditions and trends that are driving priorities for companies using Dynamics 365 Business Central. When it comes to automation, executives are prioritizing investments based on the end-to-end business processes, Bob explained. That type of big picture strategic planning requires committed partners with industry and technology expertise. And with their ExFlow suite, SignUp also counts on partners like Velosio to set the context for technology investments. Chris shares some of Velosio's recent experiences, as well as plans for the future of the partnership between the firms. More from SignUp Software: Explore SignUp Software’s native D365 solutions at , and discover how Velosio can support your business at .
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A Dynamics 365 F&O security, audit, and compliance update with Alex Meyer
06/16/2025
A Dynamics 365 F&O security, audit, and compliance update with Alex Meyer
This episode is sponsored by . Security and compliance concepts related to Dynamics 365 Finance and Supply Chain Management are constantly evolving, and our guest, Delinea principal software development engineer Alex Meyer, continue to work to help the community make sense of their options. Alex, a Microsoft MVP, recently presented a new webcast to the MSDW audience on native controls in D365 applications, and he joins the podcast to provide more perspective on the gaps that still exist. Auditors have become more familiar with D365 F&O solutions, Alex explains, and that means they know where to look for verification of segretation of duties. We also discuss another hot topic right now, D365 licensing and the new policies Microsoft is trying to finalize related to technical enforcement for users. Alex shares his experiences and observations thus far, including the latest known delays to Microsoft's implementation of this plan. More from Delinea: For all the latest expertise on D365 F&SCM security and compliance, as well as information on the Fastpath suite of solutions from Delinea, check out their page on MSDW:
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Resco Next 2025 Recap: Inspections, AI, and more
06/10/2025
Resco Next 2025 Recap: Inspections, AI, and more
MSDW was a media partner at May's Resco Next 2025 event, and we had the chance to chat with a range of the event's presenters. Resellers, customers, and Resco's own team brought news, perspective, and fresh ideas to the event. We heard how partners have developed unique industry solutions atop Resco's mobile tools, how customers have pushed their field scenarios forward, and where Resco sees their product roadmap going, both for their own vision and in alignment with Microsoft's technology vision. Guests you will hear from in this episode are: Daniel Laskewitz - Microsoft - Tomas Michalek - Resco - Jonathan Taub - FIELDBOSS - Marlon Salinas - NOV - Cameron Mott - Uiltradent - You can see all our Resco Next 2025 coverage here:
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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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