Episódios

  • Murray Fife on Building Dynamics 365 F&SCM Wisdom
    Oct 23 2025

    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 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:

    • https://adnd365.com/start
    • LinkedIn
    • Blind Squirrel Publishing
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    50 minutos
  • Preparing for the impact of Visa's CEDP, with PayTrace
    Oct 8 2025

    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 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 Summit - booth 1315
    • Visit PayTrace online
    • Subscribe to the PayTrace YouTube channel and blog
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    28 minutos
  • HSO at Community Summit NA 2025
    Sep 29 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 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: https://connect.summitna.com/8_0/sessions/session-details.cfm?scheduleid=963
    • Everything about HSO's presence at Summit NA 2025: https://www.hso.com/event/community-summit-2025-in-orlando#attend-an-hso-speaking-session
    • Session preview: Solving Customer Master Data Challenges at Community Summit NA 2025 - https://msdynamicsworld.com/story/event-preview-solving-customer-master-data-challenges-community-summit-2025
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    10 minutos
  • Flywire at Community Summit NA 2025
    Sep 24 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: https://www.invoiced.com/accounts-receivable-software-msdw
    • Learn more about Flywire at Summit: https://connect.summitna.com/8_0/exhibitor/exhibitor-details.cfm?exhid=460
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    11 minutos
  • A Framework for Better Vendor Management
    Sep 16 2025

    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 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 mekorma.com to explore resources, blogs, or schedule a product demo.
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    24 minutos
  • AP automation success from the Dynamics 365 F&SCM customer and partner perspective
    Aug 25 2025

    This episode is sponsored by SignUp Software.

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

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

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

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

    More from Signup Software:

    • If you'd like to learn more about AP automation in Dynamics 365, visit signupsoftware.com or connect with them on LinkedIn. You can also reach out to their partner Caf2code at caf2code.com for implementation insights and support.
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    26 minutos
  • A Leader's Guide to AI Transformation Failure
    Aug 12 2025

    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 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: www.c5in.co/leader
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    29 minutos
  • How SignUp and SKsoft are Reimagining Finance in Microsoft Dynamics 365 Business Central
    Aug 8 2025

    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 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 signupsoftware.com

    • To learn more about SKsoft's toolbox, visit sksoft.com

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    29 minutos