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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 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 - https://www.erpmechanics.com/ -
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 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 emfluencemarketingplatform.com to learn more! -
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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 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 a discovery call with a Mekorma expert 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) -
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 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: https://www.nmbsolutions.ca/contact-us
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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, 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 (https://www.signupsoftware.com/book-demo/) and request a product demo today.
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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 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 k-ecommerce.com or try their interactive demo here. Catsports: How k-ecommerce transformed this online sports business: https://k-ecommerce.com/success-stories/catsports -
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 Jolla Torrey Pines in San Diego.
MSDW is a media partner for the event (register with our link for a $150 discount), 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: https://copilot.summitna.com/ Register with MSDW discount: https://www.eventbrite.com/e/ai-agent-copilot-summit-na-tickets-936091594157?discount=MSDW150 Our event preview article: https://msdynamicsworld.com/story/event-preview-ai-agent-copilot-summit-na-2025-spotlight-future-microsoft-enterprise -
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 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: https://www.resco.net/next/
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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 Mekorma, 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: [email protected] or by phone: +1 612.293.8558
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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 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 Evenica.com.
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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 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 Evenica.com.
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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, 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 demandsMore from enVista:
www.envistacorp.com Are You Getting the Most Out of Your Mobile Devices? - https://envistacorp.com/blog/are-you-getting-the-most-out-of-your-mobile-devices/ Benefits of Voice Automation in the Warehouse - https://envistacorp.com/blog/benefits-of-voice-automation-in-the-warehouse/ The Power of Voice Automation with Microsoft D365 - https://envistacorp.com/blog/leveraging-the-power-of-voice-automation-with-microsoft-dynamics-365/ -
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 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 - https://www.erpmechanics.com/
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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 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: https://more.emarketingplatform.com/msdw
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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 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: https://msdynamicsworld.com/white-paper/fyisofts-technology-advantages-optimize-your-companys-microsoft-investment To request a demo of FYIsoft's reporting software for Microsoft customers, visit the company's website: fyisoft.com. -
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 Project Service Automation (PSA) to Project Ops and the rapidly approaching deadline set by Microsoft for that transition.Show Notes:
1:00 - About Kuldeep 3:00 - What Copilot in D365 Project Operations is all about 6:00 - Task Plan Generation Copilot 9:30 - Risk Assessment 13:30 - Project Status Report 17:20 - Resource Recommendation 25:00 - Blending assistance and automation scenarios 27:00 - Time entry agent 29:30 - Outlook on the Project Operations roadmap 38:30 - Kuldeep's course on migrating Project Service Automation to Project Operations -
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 second year exhibiting at the user-focused event. Their team heard from booth visitors about goals like increasing automation, decreasing complexity of multi-solution architectures, and planning for cloud ERP.
Mary and Sam also reflect on how different roles within a Dynamics customer organization are approaching their future technology needs. And they offered updates on what is coming next from PayTrace.
More from PayTrace:
The PayTrace blog: https://paytrace.net/blog B2B Insights: Understanding the Credit Card Process - https://msdynamicsworld.com/white-paper/b2b-insights-understanding-credit-card-process -
When today's guest, Guus Krabbenborg, talks to Dynamics 365 partners and their customers, he likes to ask them about some of the more challenging topics in a typical ERP project: what does success really look like when each party is being honest about their goals and motivations? And why do so many projects fail to meet those goals?
Guus shares his perspective with us on customer project preparation, some of the continuing challenges of cloud ERP projects, and the role he believes Microsoft should be playing in today's Business Central partner channel. He also shares customer anecdotes and his outlook on Directions EMEA 2024.
Show Notes:
4:00 - What does project success really mean and why does the "on-premises way" still pervade partner perspectives? 11:00 - Why customer happiness should be a driving metric of partner success 13:30 - Presenting a direct message to customers and prospects - how Guus does it and why partners should get better at it 15:45 - The real guidance that partners need to give clients for success 19:30 - A story of an AX/F&O customer executive's mistakes 29:00 - Why partner success at Microsoft is still largely focused on sales and revenueMore information
More on ERP Masterclasses: www.erpmasterclasses.com A related customer story from Guus -
This episode is sponsored by NMB Solutions.
For businesses involved in exporting from the US, AES has become a key program that spans multiple government entities and enforces key regulations. Our guest, Michelle Frenier, a strategic consultant for NMB Solutions in the aera of global trade, introduces us to the role of AES in global trade, with a focus on the key role that technology like Dynamics 365 plays in managing the rules and staying compliant.
We discuss:
Common mistakes when filing export data in AES Consequences of incomplete filings How to prepare for potential audits Country-specific requirements for AES filing information Technology within Dynamics 365 Finance and Supply Chain Management that can address AES, and where it falls short NMB's solution to supporting AES filings in D365, including their partnership with AEBMore from NMB:
Get the AES Buyers Guide from NMB Contact NMB Solutions to learn more -
Learning new technology skills requires full concentration, but the task is even more challenging when it is being carried out in a learner's non-native language. Often in the business world, that training language is going to be English, and Microsoft MVP George Doubinski has seen firsthand the struggles that learners can face. George has had recent experiences training non-native speakers in an English language classroom. He explains why this is a common scenario and offers a range of suggested tools and techniques to help overcome typical headaches. We discuss vocabulary, pronunciation socio-political angles, and ways to gain comfort communicating in a business setting.
Resources:
See all Biz Apps Classrooms episodes here: https://msdynamicsworld.com/biz-apps-classroom Support the podcast and get a discount on an annual plan for 365.training by visiting https://365l.ink/MSDW. Keep up with community content at https://mydigest.365.training/ - Visa fler
