The MSDW Podcast
The MSDW Podcast covers the latest news and events in the Microsoft Dynamics ERP and CRM community. Produced by the editors of MSDynamicsWorld.com, it features interviews and discussions on issues confronting Dynamics AX, GP, NAV, and CRM users and professionals.
Episodes
Keeping Your Dynamics 365 Business Central System Healthy Over Time
Long-running Microsoft Dynamics 365 Business Central environments are at risk for becoming complicated and causing pain for users. But don't rush to blame such issues on bad decisions or mistakes. A BC system can easily accumulate a mix of inefficiencies, workarounds, and issues as a result of many small and innocent-seeming decisions that accumulate over time, say our guests, Microsoft MVPs Cynth
Previewing EPPC 2026 with Sean Astrakhan
EPPC 2026 begins soon, and MSDW is a media partner of the event with on-site coverage planned. To prepare, we talked to one speaker who will be presenting two sessions at the event, Microsoft MVP Sean Astrakhan. Sean tells us about his two session, one on building accurate AI with Azure tools, and another focused on building better integrations with Power Automate and more advanced tools. We dis
How Microsoft Partners are advancing their Copilot and AI Agent Offerings
This episode is sponsored by Stratos Cloud Alliance. As Microsoft expands the capabilities of M365 Copilot, Copilot Studio, and surrounding tools, partners must work to understand the updates and translate them into meaningful guidance for their clients. That ability to mature AI skills in a rapidly evolving marketplace requires partners to bring a combination of skills to bear, according to our g
Autonomous agents and AI priorities, with Steve Mordue
Steve Mordue joins us to talk about the AI landscape that SMBs are facing today and how that led to his team's launch of a new AI offering, RapidClaw, an OpenClaw-based agent framework that made it to market before the reveal of Microsoft's latest autonomous offering category, Autopilot, and the first of its agents, called Scout. Steve explains how he has made sense of some of the big choices to
New guidance on modernizing legacy systems, with Velosio
This episode is sponsored by Velosio. Organizations are feeling increasing urgency to make decisions about the future of their legacy solutions. Demands around security and sustainability become more challenging to meet over time, and as cloud solutions continue to evolve, IT and business leaders may see uncertainty in their path toward modernization. Our guests on this episode are Velosio's Carol
Jeremy Vyska on AI-accelerated coding, quality, and community for Business Central at DynamicsMinds 2026
In this episode we are talking with Jeremy Vyska, he's a Microsoft MVP as well as a solution architect, developer, and community leader who recently started an article series with MSDW, Field Notes on Agentic Development. The first piece discusses BCQuality, a community project focused on Business Central development best practices. We discuss some of Jeremy's experiences and observations from
Loveable at DynamicsMinds 2026
In this episode we look back at DynamicsMinds 2026 with two guests representing a new sponsor of the event, Loveable. Olof Hedin joined Loveable's go-to-market effort, and if you recognize his name, it's probably because he was an executive in the Microsoft partner channel until quite recently. He also has an interesting family connection to the startup, which he explains. You'll also hear a bit f
Stop firefighting and start controlling your Dynamics 365 F&SCM performance
This episode is sponsored by XPLUS. In this episode, we explore how teams can move from reactive firefighting to proactive, evidence-based control. We cover why SQL, AOS, and Batch need to be seen as one correlated system, how custom metrics bridge the gap between technical data and real business activity, and what a structured performance optimization cycle actually looks like in practice - from
Navigating CSP changes, with Stratos Cloud Alliance
This episode is sponsored by Stratos Cloud Alliance. In this episode, we dive into the evolving Microsoft partner landscape and what it means for growth-minded organizations navigating CSP changes, AI adoption, and cloud strategy. The conversation explores how partners can adapt their go-to-market approach, build sustainable recurring revenue, and take advantage of new opportunities across Microso
Truvio at Directions North America 2026
MSDW was on-site at Directions North America 2026 as a media partner, and we took some time to chat with participants about the event and their outlook on the Microsoft channel. In this episode, three product leaders from Truvio join us to discuss the team's plans, their experiences at Directions North America, and how they are working with SMB ERP partners. Our guests, Tim Kahne, Ari Liukko, and
IAMCP Leader Elena Baeva at Directions North America 2026
MSDW was on-site at Directions North America 2026 as a media partner and we took some time to chat with participants about the event and their outlook on the Microsoft channel. In this episode, IAMCP international president Elena Baeva joins us to discuss her work with the organization, some of her priorities as president of the organization, what makes this volunteer organization so effective as
From Regression Overload to Autonomous Testing in Dynamics 365 F&O
This episode is sponsored by XPLUS. Traditional regression testing in Dynamics 365 Finance & Operations breaks down as complexity and test volume grows, but the causes can be hard to identify. Our guest, Bartosz Spiech from XPLUS, discusses how XPLUS's new software introduces a more effective approach based on smoke testing, autonomy, and observability. We also discuss how emerging concepts like
Previewing Directions North America 2026 with Trish Boccuti
Directions North America 2026 begins on April 27. MSDW is a media partner of the event, and in preparation for the event, we sat down with event organizing team vice president and content chair Trish Boccuti to learn more about what attendees can expect throughout the week. This year's event builds on past Directions North America experiences, Trish tells us, but also expands the agenda. The organ
How Flywire Is Rethinking A/R for Dynamics 365 Business Central
This episode is sponsored by Flywire. 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, an award-winning A/R platform trusted by finance teams worldwide — to discuss the company's recent work in the Microsoft ecosystem and learn about their
What Equipment Rental Companies Really Need From ERP - Why Industry Depth Matters
This episode is sponsored by STAEDEAN. 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 pressure
AI Agent & Copilot Summit 2026 Recap
On this episode we are recapping last week's AI Agent & Copilot Summit 2026 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 event news and announcements we have already covered, we talked to industry veterans for more perspective on how their work with Micros
New data on AI confidence in finance teams, with Yooz
This episode is sponsored by Yooz. 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 b
From Close to Confidence with Velixo
This episode is sponsored by Velixo. 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, relyin
Understanding 2026 Tax Changes with Avalara's Scott Peterson
This episode is sponsored by Avalara. Every year brings tax changes at the local, state, and national level, and Avalara has captured the latest updates in their newest tax changes report, 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 o
Why D365 Leaders Are Aligning Commerce & AP Automation
This episode is sponsored by Truvio. 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 cus
Recapping PartnerIn's Vibe January 2026 Event
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 PartnerIn's inaugural Vibe 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 bus
Moving to Business Central: A CTO's Perspective on Cloud Security, Partners, and Change
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 highli
Understanding Enterprise Project Management with PlanAutomate
This episode is sponsored by PlanAutomate. 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 o
MSDW Podcast: Vibe 2026 Event Preview
Microsoft partners have a new event experience to consider in early 2026: PartnerIn's Vibe 2026. Note: MSDW is a media partner of Vibe 2026. Register with code FeeltheVibe15 for 15% off your registration. The conference takes place January 28 to 30 on South Padre Island. And while it is new, the founders and event organizers, Molly Fuchsel and Liz Hallen, bring years of work in the Microsoft eco
E-Invoicing in Business Central across North America
This episode is sponsored by SignUp Software. The e-invoicing landscape is evolving in North America with increasing regulatory pressure and growing customer demand for automation and efficiency. Our guests on this episode, Johan Niedomysl, COO of NAB Solutions Inc. and SignUp Software's product manager Tomás Navarro and director Bob Monio, set the scene for the growing role of e-invoici
Modernizing Payments with e4Payment for Dynamics 365, from Friction to Flow
This episode is sponsored by Evenica. On this episode, Evenica's Gustavo Oliveira help us unpack the fundamentals of creating a seamless, secure, and consistent checkout experiences in Microsoft Dynamics 365 Commerce. He explains how a payment connector acts as the communication bridge between POS systems, online stores, and financial institutions to handle the orchestration that makes modern paym
Solving for AI success, with Andrew Welch
Microsoft MVP Andrew Welch is the founder of the AI-focused consultancy Cloud Lighthouse, where he and his team now help organizations begin or evolve their AI strategies. He joins us to discuss some of the ways organizations are trying to gain confidence with AI today and the challenges they face in terms of strategy, technology, and organizational change management. Andrew shares examples and an
Building a Secure Future for Dynamics 365 F&O, with Executive Automats
This episode is sponsored by XPLUS. 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 p
A Successful Path to Automation in Dynamics ERP, with Yooz
This episode is sponsored by Yooz. 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
Directions EMEA 2025 Recap
MSDW was a media partner of Directions EMEA 2025, 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 partne
Murray Fife on Building Dynamics 365 F&SCM Wisdom
Murray Fife, 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
Preparing for the impact of Visa's CEDP, with PayTrace
This episode is sponsored by PayTrace. 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 fo
HSO at Community Summit NA 2025
This episode is sponsored by HSO. 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 enc
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
A Framework for Better Vendor Management
This episode is sponsored by Mekorma. 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 t
AP automation success from the Dynamics 365 F&SCM customer and partner perspective
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, archite
A Leader's Guide to AI Transformation Failure
This episode is sponsored by the 365 Leadership Summit, 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 offerin
How SignUp and SKsoft are Reimagining Finance in Microsoft Dynamics 365 Business Central
This episode is sponsored by SignUp Software. 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 prog
Preparing for Licensing Enforcement in D365 Finance & Supply Chain Management, with XPLUS
This episode is sponsored by XPLUS. 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 m
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 bu
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 Summit North America Roadshow 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 Platf
Exploring Accounts Receivable Process & Performance with Invoiced by Flywire
This episode is sponsored by Invoiced by Flywire. 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 fin
Closing the Digital Gaps: Embedded vs Integrated Solutions, with Mekorma
This episode is sponsored by Mekorma. 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
Navigating the Invisible IT Department - CIO Corner
In this kickoff episode of our new podcast series focused on IT leadership, we sit down with Tom Doran and Tony Darden of VCIO Global 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 businesse
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
A Partner's Perspective on the Office of the CFO
This episode is sponsored by SignUp Software. 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 prioritiz
A Dynamics 365 F&O security, audit, and compliance update with Alex Meyer
This episode is sponsored by Delinea. 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 D3
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 thei
How to turn Dynamics data into marketing wins
This episode is sponsored by Emfluence. 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 market
Bringing Empathy and Innovation to AP Automation, with Ora Goldman of Mekorma
This episode is sponsored by Mekorma. 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 t
What Dynamics 365 Business Central Users Need to Know about Embedded vs External AP Automation
This episode is sponsored by SignUp Software. 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 Ameri
Live at DynamicsCon 2025 with Dynamics 365 F&O experts
MSDW was a media sponsor of this week's DynamicsCon 2025 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 Alicia King (Keener) of RSM, James Cook, director with enVista, and Joe Christensen, founder
CRM and the evolution of buyer behavior, with Thomas Manders
This episode is sponsored by Coffee + Dunn. 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 processe
What Dynamics ERP users should know about use tax compliance obligations
This episode is sponsored by Avalara. 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
Industry Trends and Insights from Directions NA 2025 with Brendan Coffey of Mekorma
This episode is sponsored by Mekorma. 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, Brendan Coffey 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 de
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 community participation, how she has extended her expertise into specific i
How Yooz builds strong Microsoft Dynamics channel partnerships
This 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 need
Recapping Directions North America 2025 with ERP veterans
We're wrapping up our Directions North America 2025 coverage with more perspective from channel veterans who were listening and presenting. Robert Jolliffe, Andrew King, and David Laster 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 Mi
An update on embedded payments for D365 Business Central with PayTrace
This episode is sponsored by PayTrace. 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 f
Delivering Record-to-Report in Business Central
This episode is sponsored by SignUp Software. 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,
Previewing Resco Next 2025 with Sam Bush
This episode is sponsored by Resco and their Resco Next 2025 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 Ambush on Air, the popular marketing-focused podcast series hosted by marketing consultant and NetStock partner marketing lead Sam Bush,
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 DynamicsMinds 2025 (where MSDW is a me
The Impact of New Tariffs on Supply Chains and the Role of ERP Solutions
This episode is sponsored by Staedean. 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
Unlock the Unknown Potential of Your Document Management System
This episode is sponsored by ERP Mechanics. 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 exe
5 Tactical Ways to Strengthen Sales with Marketing Automation
This episode is sponsored by emfluence. 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 g
Mekorma's evolution in the Dynamics 365 Business Central channel
This episode is sponsored by Mekorma. 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 migr
2025 Supply chain trends with NMB Solutions
This episode is sponsored by NMB Solutions. 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
ERP Transformation and AP Automation Delivery Success, with SignUp Software
This episode is sponsored by SignUp Software. 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
Automation, e-commerce, and ERP integration with k-ecommerce
This episode is sponsored by k-ecommerce, 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 th
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 AI Agent & Copilot Summit North America takes place from March 17 to 19, 2025 at the Hilton La J
Previewing Resco NEXT 2025
This episode is sponsored by Resco, hosts of Resco NEXT 2025. 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 even
Why companies are investing in Procure to Pay, with SignUp Software and Mekorma
This episode is sponsored by SignUp Software. 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 Mekor
Key Commerce Takeaways from NRF 2025
This episode is sponsored by Evenica. 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 t
Evaluating Headless and Composable Commerce Options
This episode is sponsored by Evenica. 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
Empowering The Connected Worker with Purpose-Driven Frontline Tech
This episode is sponsored by enVista. 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, en
Deploying better Dynamics 365 F&O solutions, with Karolis Aleknavičius of ERP Mechanics
This episode is sponsored by ERP Mechanics. 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 pro
Expanding the marketing automation landscape with emfluence CEO David Cacioppo
This episode is sponsored by emfluence. 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
Meeting the financial reporting needs of Microsoft customers with FYIsoft
This episode is sponsored FYIsoft. 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 organizationa
Kuldeep Gupta's favorite Copilot features in Dynamics 365 Project Operations
Microsoft MVP Kuldeep Gupta returns to the MSDW Podcast to help us understand some of the latest Copilot features coming to Dynamics 365 Project Operations. Kuldeep has a list of favorites and honorable mentions that he dives into, including an extra preview feature (they're all linked below). He also tells us about his newly released digital course for organizations planning a move from D365 P
PayTrace Recaps Community Summit 2024 Experience
This episode is sponsored by PayTrace. Community Summit North America 2024 offered Microsoft customers and partners a mix of education, networking, and the chance to contemplate the future of entertise software and solutions. Our guests on this episode, Mary Miller and Sam Johnson of PayTrace, share their own highlights, observations, and experiences from Summit. This was PayTrace's secon
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