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 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.
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Don’t let your business fall behind—stay ahead and ensure you're fully compliant. Want to learn more? Book a meeting with us today or reach out to us at info@mekorma.com
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 industries, and about her presentation plans for DynamicsCon 2025 in Chicago, where she will be presenting on using the built-in tax engine for D365 F&SCM.
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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 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.
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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 Microsoft partners, they were also listening for the company's updates on how Business Central-focused firms can do better in the channel. And no North American SMB-focused ERP event would be complete without an update on Microsoft's push to help partners migrate Dynamics GP customers to Business Central. As our guests explain, that pathway remains complex.
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 feature updates, the team's collaboration with early adopter customers of Trace AR, and a bit about the product roadmap.
And the PayTrace team will be at upcoming events, including Directions North America 2025 and DynamicsCon. They tell us more about what you can expect to learn from them in-person.
If you're interested in hearing more about what's new with Trace AR for Business Central and how it can help your team, contact sales@paytrace.com or stop by one of PayTrace's two booths at Directions NA, Premier Sponsor Exhibit Booth: 115 and Expo Booth: 224