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-invoicing in the US, Canada, and Mexico. While e-invoicing has advanced much more quickly in other parts of the world, our guests explain why North American businesses already pay attention to the technology enabling e-invoicing and what Business Central customers are doing today to strengthen their functional capabilities.

We discuss the reality in North America compared to e-invoicing in other parts of the world, what BC customers in North America can learn from experiences elsewhere, and what it takes to build a scalable, future-ready e-invoicing setup for BC.

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 payments work.

We also discuss how solutions like Evenica's e4Payment streamline the "last mile" of the customer journey, reduce friction at checkout, support loyalty and gift card systems, and unlock transaction data inside Dynamics 365.

From tokenization and modern tender types to unified data for better decision-making, Gustavo highlights why payment connectors have become essential for retailers looking to modernize, scale, and differentiate.

From Evenica:

• See how e4Payment can transform payment orchestration inside Dynamics 365. Check out the solution on Microsoft's Azure Marketplace and explore what it can do for your business. https://marketplace.microsoft.com/en-us/product/dynamics-365-for-operations/evenicacorp1582838632446.e4payment?tab=Overview

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 anecdotes from his team's work, including ways different kinds of companies are building on past progress or fixing bad habits to prepare themselves for success with AI-driven solutions.

We also discuss topics including how to measure outcomes for AI investments today, Andrew's community efforts, Cloud Lighthouse's participation in the Center for Trustworthy AI, and the Center's upcoming event in the spring, the Brasov Forum.

Show Notes:

• 3:00 - Founding and growing Cloud Lighthouse
• 7:45 - Where client conversations start regarding AI investment
• 11:30 - What help organizations need today in building and executing a strategy for deploying AI-based tools
• 17:00 - How to understand and prevent AI failures
• 22:45 - The relationship between AI for personal productivity and for the enterprise
• 26:30 - What constitutes a customer win in this world?
• 30:30 - About the Center for Trustworthy AI

Links:

• Andrew on LinkedIn: https://www.linkedin.com/in/andrewdwelch
• Center for Trustworthy AI https://www.centerfortrustworthyai.com/
• Brasov Forum: https://www.brasovforum.com/
• Cloud Lighthouse https://cloudlight.house/about

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 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 - https://www.executiveautomats.com/dynamics-365-fscm-security-masterclasses

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 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: https://getyooz.com
• The Ultimate Guide to Accounts Payable Fraud: https://www.getyooz.com/accounts-payable-fraud?utm_source=msdw_pod&utm_medium=web
• Calculate your savings: https://www.getyooz.com/pricing?utm_source=msdw-pod&utm_medium=web
• Yooz on MSDW: https://msdynamicsworld.com/vendor/yooz
• Yooz on the MSDW Podcast: https://msdynamicsworld.com/story/msdw-podcast-how-yooz-builds-strong-microsoft-dynamics-channel-partnerships

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 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 Marie Wiese, Andrew Good, and Rick McCutcheon. 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.

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

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