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:
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:
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
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 move from on-premises to cloud, as well as for existing D365 customers.
And while many customers will be able to adapt without too much disruption, there will be scenarios in which organizations could face a major impact to license costs and user management.
We also discuss how security setup projects have evolved and how user security governance, or USG, can support license optimization and compliance going forward.
Resources:
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 business applications with modern work. Partners also heard about Microsoft's new and updated incentives, vision for AI agent sales in the enterprise, and revised sales plays across industries and segments.
Joe Corigliano was one of the key organizers of the event from Dynamics Communities and he joined us after the event ended to recap some of the highlights like memorable insights from speakers, some of the MSDW event coverage, and partner reactions to Microsoft's outlook on selling AI agents.