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The (MSDW) podcast explores news, ideas, and events in the Microsoft Dynamics ERP and CRM community.
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Mar 27, 2024

This episode is sponsored by Leapwork.


Microsoft has recently adjusted the update schedule and policies for Dynamics 365 Finance and Operations apps, with the One Version strategy now driving the delivery for four service updates per year to customers, with limited pauses allowed. Given the regular cadence,  the short testing windows, and the need to accept multiple updates per year, customers must reckon with the realities of testing efficiencies.


As our guest, Sune Engsig, Field CTO at Leapwork, explains, manual testing against regressions for an application like D365 Finance or Supply Chain Management can take a heavy toll on an organization, adding time and cost while preventing an organization from investing in rolling out new improvements and new solutions.


Sune tells us about his experiences working with Leapwork clients, how both partners and customers engage with the company on deploying automated testing for Dynamics 365, and how Leapwork thinks about the ideal ways to share responsibilities between functional testers and technical resources.



Mar 12, 2024

This episode is sponsored by Paymerang.


The world of invoice and payments automation continues to evolve, and our guests on this episode, Tiffany Allen and Brian Cook of Paymerang, join us to discuss their team's vision for serving the needs of organizations running Microsoft Dynamics 365 Business Central.


Paymerang's recent acquisition of KwikTag has created new opportunities for the company to advance their product roadmap, our guests explain. And with the buzz around AI and the company's focus on automation software, Brian and Tiffany also share their outlook on continuing to innovate in a competitive space.


We also discuss their perspective on industry specialization, share an update on fraud protection, and explain how Paymerang has gained a competitive advantage in the payments space.


Visit for more details, and check out our Paymerang overview for Dynamics:

Jan 31, 2024

Microsoft just released their plans for 2024 Release Wave 1 of Dynamics 365 and Power Platform, and the Finance and Operations suite will be adding a range of process and data-themed capabilities. Generative AI is part of that roadmap too, of course, but our guest on this episode, Microsoft VP Georg Glantschnig, shares that his broader focus is on improving automation, solution composability, and data-centric capabilities.


Georg discusses some of the highlights of the current release wave and, while this is not an "all AI" conversation, he explains that Copilot will continue to be a priority for the Dynamics 365 team in the future. His team's approach of bringing customers and partners into preview and GA cycles should help Microsoft launch new AI-based capabilities that users want, he believes. And he shares his outlook on how Copilot could become more advanced over time, from today's productivity tools toward a future where autonomous systems handle end-to-end processes, asking users for help only in exceptional cases. 


Show Notes:

  • 1:30 - Georg's background in the ERP space going back to the 1990s
  • 3:30 - Microsoft's ERP position (and dividing Finance & SCM) at the time Georg joined the team in 2019 and how priorities have evolved
  • 5:15 - How Georg positions Microsoft's ERP progress over the years
  • 7:45 - Setting priorities in product planning
  • 9:30 - Top level themes of 2024 Release Wave 1 plans
  • 13:45 - What to expect from the launch of the D365 Finance Premium license option
  • 15:30 - One Version updates for the product and what it means for customers
  • 18:00 - How have customers adapted to the cloud, especially those who have been on D365 in the cloud for several years
  • 19:15 - Automation and composabilty scenarios in the new release wave
  • 22:30 - Domino's UK story: Inventory planning at scale with D365 and AI-driven demand planning
  • 26:00 - Looking ahead to F&O product planning priorities:  operational process improvement and generative AI
  • 29:00 - The journey for AI advancements - low stakes to high stakes
  • 31:30 - Microsoft's product management approach to approach planning for future AI-related scenarios for F&O products
  • 35:30 - How much will D365 F&O AI capabilities cost users?
  • 38:30 - How is the One Dynamics One Platform (ODOP) initiative progressing?
  • 41:30 - How F&O scenarios will expand their use of Power Platform
  • 43:30 - Approaching concerns over cost of Dataverse usage
  • 45:30 - The trend of building custom capabilities on Power Platform
  • 46:00 - Other 2024 plans for Georg's team
Dec 21, 2023

This episode is sponsored by Vertex.


Larry Mellon , Tax Director – Chief Tax Office at Vertex, joins us to shed light on potential risks that businesses grapple with when they rely on their ERP's native tax functionality rather than a dedicated tax engine.


Larry tells us about his history with Vertex, working both internally and with both customers and jurisdictions on tax matters. He discusses some of the reasons why tax accuracy is so important to an organization and how any shortcomings can interfere with compliance, lead to audit risk, and affect staff allocation. He also explains the role a trusted tax engine can have in improving the auditor's role and optimizing staff allocation.


Show Notes:

  • 1:00 - Larry's professional history at Vertex, in their tax office and working on the software
  • 1:45 - Why does tax automation software differ from native ERP tools?
  • 2:45 - Common challenges of accurate taxation
  • 3:45 - Changing rules for sales and use tax assessment
  • 5:30 - Top challenges in staying compliant
  • 6:15 - How reporting to tax jurisdictions works with a tax engine
  • 7:10 - Have tax jurisdictions adapted to receiving data from tax engines?
  • 8:30 - Reporting for auditors
  • 9:45 - How tax engine deployment improves staff allocation


Vertex integrates with Dynamics 365 F&O, Business Central, Sales, and  Commerce. To learn more about Vertex’s integrations with Dynamics 365, visit


Email: to discuss your specific tax needs.  Vertex integrates with F&O, Business Central, Sales & Commerce.

Oct 3, 2023

This episode is sponsored by KwikTag by Paymerang.

KwikTag recently joined the Paymerang family, bringing together the firms' AP and payment automation services. Their combined solutions streamline invoice and payment automation to extract and match data, eliminating manual processes to reduce the risk of fraud.

On this MSDW Podcast episode, Sierre Lindgren and Tiffany Allen of Paymerang join us to discuss how Dynamics GP and D365 Business Central customers use finance technology to fight fraud in AP automation. 66% of businesses have dealt with some sort of AP fraud event, they report, whether that be email, check, or wire fraud. Listen to this episode to understand what security measures you can take to fight AP fraud, from identifying top threats to adding layers of protection.

Show Notes:

  • 1:15 - What the acquisition of KwikTag by Paymerang means for customers
  • 2:45 - Ways to safeguard sensitive financial information for Dynamics ERP customers
  • 5:15 - Biggest consequences of ransomware attacks today
  • 6:30 - The differences between business email compromise and vendor impersonations
  • 9:30 - Departments that are most impacted by business email compromise attacks
  • 11:30 - Other key threats related to AP fraud
  • 12:45 - Layers of fraud protection that Paymerang supports
  • 14:45 - Biggest trends over next two years in security


Visit for more details, and check out notes from this session at:

Sep 12, 2023

This episode is sponsored by Argano.


The team at Microsoft partner Argano attended the first Microsoft Power Platform Conference in 2022 and they are returning for the 2023 event in Las Vegas starting on October 3. In this event preview episode of the podcast,  Jon Rastia, senior director of innovation and technology at Argano joins us to discuss the team's experiences last year, the Power Platform roadmap, the evolution of the community, and more. He also shares a preview of a customer case study Argano will be presenting at MPPC 2023.


Learn more about Argano's presence at MPPC 2023 here.

Aug 18, 2023

Microsoft Dynamics 365 Business Central veterans Robb Delprado and Steve Chinsky of Accelerynt attended Cavallo's recent PANELS'23 event and joined us as the event was winding down to discuss their impressions. We discuss Cavallo's Business Central product roadmap, the role of ISVs more generally in today's BC ecosystem, today's balance between investing in custom development (including Power Platform) and add-on solutions, and what an ISV like Cavallo, with its existing GP customer base, can teach NAV and BC veterans about the future of Business Central projects for organizations with on-prem ERP today.


Show Notes:

  • 3:30 - Reaction to Cavallo's roadmap, focused on both Dynamics GP and D365 Business Central
  • 8:00 - The challenge of planning for a Business Central implementation project
  • 12:00 - The importance of exposing GP customers to a future with BC
  • 14:30 - Customization versus packaged solutions for Business Central
  • 22:30 - More about the BC 3 Amigos podcast
  • 23:45 - Other impressions of the PANELS'23 experience


See also:

Jun 29, 2023

This episode is sponsored by Experlogix.


Configure price quote (CPQ) technology  is notoriously versatile, and while its early use cases focused on a few prime sectors of the economy, today's CPQ solutions regularly reach a broad swath of industries and business scenarios. On this episode, Peter Willemse, VP of product management at Experlogix, shares his latest views on why CPQ capabilities continue to expand and how the evaluation process for enterprise technology continues to change. He also explains his latest thinking on how to model ROI, taking into account the full spectrum of costs, benefits, and opportunities to improve business processes.


A podcast episode about CPQ wouldn't be complete without hearing about some interesting new scenarios that puts the technology to use. And Peter gives an update on Experlogix's product lineup, which is evolving to incorporate their newer document management and commerce capabilities.


Show Notes:

  • 2:30 - How to understand and explain today's opportunity for CPQ technology
  • 7:30 - Why CPQ capabilities are gaining a foothold in more industries
  • 10:30 - How Experlogix customers evaluate the benefits of an investment in CPQ or any enterprise technology
  • 13:30 - One company's quoting requirements and CPQ business case
  • 15:30 - Evaluating the cost side of ROI and how Experlogix's product portfolio now  addresses that across three business areas - CPQ, commerce, and documents.
  • 19:30 -  How an ISV works together with an ERP partner to prepare integrated demos when working with Microsoft partners
  • 21:00 - Areas of the Microsoft technology roadmap that Peter is watching closely
  • 25:00 - How services delivery tie into CPQ use cases
  • 27:00 - Experlogix product and company update: Acquisitions and product priorities across solutions

From Experlogix: 

Jun 27, 2023

This podcast episode is sponsored by NMB Solutions.


Chris Winstanley, VP of solutions management at NMB Solutions, joins us to talk about how the company's solution offerings in transportation, shipping, and third party screening have evolved over their 25 years in business. Staying competitive as an ISV in the Microsoft Dynamics 365 channel has required NMB to both broaden their range of offerings while also focusing on areas of specialization. Partnerships and strategic investments in integrations have been important decisions for the company in recent years, Chris explains. And he tells us why he believes the future of supply chain solutions in the Microsoft channel will lean heavily toward platform and connectors.


Show Notes:

  • 1:30 - NMB's experience at the spring Dynamics conferences
  • 3:30 - The company's evolution over 25 years: How customer needs have changed and how supply chain demands have broadened
  • 7:00 - The ISV landscape from a competitive perspective: relationship-building vs competition
  • 8:30 - Cloud technology bets for the future
  • 10:30 - Looking to the future
May 17, 2023

This episode is sponsored by Cavallo.

Microsoft has provided a wealth of Dynamics 365 Business Central product and channel guidance in 2023 that is sure to impact strategic planning across the ecosystem. Our guests on this episode, Matt Abbott and Bob McAdam of Cavallo, share their views on what the future holds for customers, VARs, and ISVs. Coming out of Directions North America 2023, they discuss their unique perspective on going to market with advanced capabilities that augment Business Central. In a specialized area like advanced workflow capabilities for order management, Cavallo must stay aligned with Microsoft's process automation capabilities, they say, while continuing to differentiate their advanced out of the box offering.

Bob and Matt also offer a preview of their team's conference plans for the near future.

Show Notes:

  • 2:30 - Our guests' impressions of the Dynamics SMB channel after Directions North America 2023
  • 7:00 - Is Microsoft encouraging Business Central customers toware ISV solutions and away from customization?
  • 10:45 - How VARs are transitioning to embrace ISV solutions
  • 14:30 - The importance of building successful partnerships between ISVs and VARs
  • 16:00 - Thoughts on the Business Central team's AI roadmap
  • 20:30 - Digital commerce opportunities around Business Central today
  • 24:30 - The importance of workflow automation tailored to an industry
  • 29:30 - Update on Cavallo's community activities: DynamicsCon Live, Innovia's customer event, and more

For more information or to see a demo of Cavallo, reach out to Matt Abbott:

Apr 11, 2023

This episode is sponsored by emfluence.


Following a recent webcast on data-driven email marketing, we speak with Monica Hoyer, marketing director at emfluence, to get her views on different ways to use business data in digital marketing.  For Dynamics ERP and CRM users, it should come as no surprise that their systems offer a bounty of valuable data that marketers can incorporate into their planning and analysis if they have access to it. Data from sales interactions, customer service, orders, and other touch points can all factor into crafting more effective email marketing campaigns. We discuss different types of  B2B and B2C scenarios where Monica has seen Dynamics and emfluence customers find new levels of marketing results by putting data to work.


Show Notes:

  • 1:45 - Top observations from the recent webcast with Jessica Best and Rick McCutcheon
  • 3:00 - Guiding companies from basic to sophisticated email marketing
  • 4:00 - What customer journeys are all about and understanding the key touchpoints
  • 5:45 - How do organizations tie end goals back to marketing technology investments around data access
  • 7:30 - Why Microsoft partners are in a unique position to bring better data to the marketing team
  • 9:45 - Building effective email campaigns, and how one B2C firm evolved its approach
  • 13:30 - The complexity of the online-offline interaction in marketing and sales journeys
  • 15:30 - Technology that can enable more sophisticated scenarios


For more on this theme from emfluence, check out the recording of the conversation Rick McCutcheon had with Jess Best on MSDW

Mar 30, 2023

This episode is sponsored by Formpipe.


Microsoft Dynamics 365 projects have the potential to impact organizations both in terms of the quality of internal operations and their customer-facing activities. On this episode, Formpipe’s Commercial Director Mike Rogers and Business Solutions Consultant Soren Hjorth join us to share their recent real world experiences working with Dynamics 365 customers. As they explain, solving business document challenges can deliver Dynamics ERP and CRM users with a range of benefits that not only achieve immediate goals but also position them for future needs.


We also discuss some news of the day: Microsoft's recent announcements of Copilot capabilities for Dynamics 365 apps, Power Platform,  Microsoft 365, and beyond. As AI tools scour an organization's content and data, proper access to business documents will be a critical pre-requisite.


Show Notes:

  • 2:00 - Why so many Dynamics clients are focusing on deploying connected business systems
  • 6:15 - First impressions of Microsoft's Copilot previews and what an AI engine means for document management and structured data
  • 11:30 - Why automation is such a popular topic for vendors and customers
  • 14:30 - Why integrating Formpipe Lasernet with other ISV solutions that work with Dynamics
  • 17:00 - The influence of Power Platform on business application strategy
  • 19:00 - Recent industry-related customer stories, including
  • 24:30 - A brief update on Formpipe's document management platform


For more information on Formpipe and its document management solutions for Dynamics, please visit: or please check out Formpipe content on MSDW.

Nov 3, 2022

This episode is sponsored by Enavate.

Microsoft Dynamics GP customers have a lot of consider as they plan for 2023. The product's outlook remains unchanged, despite some confusion caused by Microsoft in recent weeks. But with the move to Microsoft's modern lifecycle and the ongoing push for greater Business Central adoption, GP customers need to understand what their upgrade path looks like and how they can best navigate the decisions around it from a range of perspectives.

Our guests on this episode, Tim McHale and Pamala Turner of Enavate's GP services team, tell us about what they are working on with GP customers these days. As a team of over a dozen product experts, they are busier than ever supporting the needs of GP customers. Upgrades remain in high demand and other topics, like future support for ISV solutions and migrating to cloud infrastructure continue to challenge customers.

Show Notes:

  • 1:00 - About Enavate's GP pod
  • 6:00 - What are GP customers asking for today?
  • 7:30 - How to navigate a GP upgrade to get onto the Modern Lifecycle
  • 11:30 - Some broader Microsoft technology updates that impact GP customers
  • 13:15 - Why deprecation of Basic Authentication is so important
  • 16:30 - ISV role in upgrading their GP-related code
  • 18:00 - The real status of the GP roadmap
  • 23:30 - What staying current with GP means for planning for future technology options in ERP and beyond
  • 25:00 - Estimating costs and factors that influence it
  • 28:30 - Typical cloud migration options
  • 31:00 - Customer feedback to Enavate's GP team

More resources from Enavate:

Oct 21, 2022

We talked to Peter Wolf of Azamba and AJ Ansari of DSWi in May just after Microsoft announced the Microsoft Cloud Partner Program (MCPP) and they had a range concerns about how the early details appeared to impact SMB Business Applications partners. In short, the scoring at the time seemed geared toward enterprise-level partners and ran the risk of shutting a whole segment of partners out of the benefits they enjoy today by achieving Gold and Silver status.

Today, the story is quite a bit different. MCPP has officially launched, but it has evolved for the better, according to AJ and Peter. They've come back to the MSDW Podcast to discuss the SMB-friendly updates, to compare notes on their company's scores in the new model, and to do their best to break down some of the scoring criteria as Microsoft has explained it.

While Peter and AJ both say the program is still far from perfect, they give Microsoft credit for the improvements thus far.

Show Notes:

AJ's Links:

Peter's Links:

Oct 5, 2022

This episode is sponsored by AutoPylot Technologies.

It’s a universal complaint: the sales reps don’t use the CRM. It’s too much effort and takes too much time. As a result, the data in a system like Dynamics 365 Sales is incomplete. CRM may fail to meet expectations, yet the CRM remains the data touchpoint to a range of downstream business processes and decisions.

In this episode, we talk with Steve Shaw of AutoPylot Technologies Corp. about how and why they have entered the Microsoft Dynamics space with a new mobile app for that integrates D365 with added automation and other smart features to encourage sales reps to capture key data. Steve explains why company decided to enter this competitive market and the early results of upcoming research highlighting the impact automation can have on CRM adoption. We also discuss the complementary nature of AutoPylot and Viva Sales, and how conversational AI always starts with conversations. 

Show Notes:

  • 1:15 - AutoPylot's history and the decision to enter the Microsoft space
  • 2:45 - Why sales reps embrace automation, including new research findings
  • 4:45 - Must-have features of sales automation
  • 6:30 - The importance of tracking data to manage the sales process
  • 8:00 - What it takes to deploy an automation solution for sellers on top of CRM
  • 9:15 - How do companies tend to get started with AutoPylot? 
  • 10:30 - Engaging with the Microsoft channel
  • 11:30 - Viva Sales and how AutoPylot will complement it and contributer to conversation intelligence
  • 14:45 - Experiences as part of Microsoft for Startups Founders Hub
  • 16:00 - Why sales automation remains relevant

To learn how AutoPylot can solve for your biggest CRM frustration, visit And they will be at booth 640 at Community Summit North America 2022.

Sep 28, 2022

The first Microsoft Power Platform Conference (MCCP) 2022 has now concluded, and we catch up with Microsoft MVP Asif Rehmani to discuss what we learned at the event. We review some of the things we learned about Power Platform's position within the larger Microsoft Cloud, how SharePoint will co-exist with it, the various user roles related to Power Platform adoption, and our perception of the Microsoft product team's outlook. We also look ahead to how Power Platform events supported by Microsoft could change in the next year.


Asif has also written a LinkedIn post sharing his event experiences.


Related MSDW articles:

Sep 8, 2022

This episode is sponsored by Mavim.

An organization can invest in extensive business process modeling, but without an effective way for workers to access that information, the effort may not lead to any noticeable improvements.

Our guest on this episode, Shrikanth Balla, product lead for Mavim Portal, focuses his efforts on the challenge of helping an organization's people access process models and consume the guidance to incorporate it into their work. Shrikanth explains more about where the concepts of business process modelling and digital twins align, as well as one of the key touchpoints for process consumption, the enterprise systems like Dynamics ERP and CRM, and Power Platform solutions.

Show Notes:

  • 2:00 - What does it mean for a portal to serve as a consumption platform?
  • 5:00 - What are digital twins about in the context of business process?
  • 7:00 - The consumption perspective of a digital twin and its evolution over time
  • 9:45 - The challenge of harmonizing processes
  • 14:00 - Where a portal fits in with an enterprise system like Dynamics or Power Platform
  • 20:30 - Portals in the context of cloud migration efforts by Microsoft customers
  • 23:00 - Why Power Platform is so exciting to Mavim

More from Mavim:

May 26, 2022

The technology needs of today's deskless worker reflect the pressures they face in their day-to-day work experiences. On this episode we are looking at the mobile capabilities that deskless workers are taking advantage of today and how various tech advances suit different roles.


Our guest, Trevor Metcalf of Resco, shares his perspective on the wide range of organizations investing in new solutions for field workers and how they prioritize those requirements to deliver solutions that are optimized for different scenarios, from humanitarian work to retail to travel and leisure.


And Trevor shares some interesting perspective on the future of mobile solutions. More organizations are coming around to the idea that entire workforces can embrace mobile solutions, he says, allowing them to design a future that in some cases is completely free of desktop interfaces.


Show Notes:

  • 1:15 - What is the macro view for deskless worker experiences today?
  • 3:00 - Employers' pressure to deliver positive workforce engagement
  • 4:30 - How do you define the deskless workforce today?
  • 7:30 - Where are the next mobile tech opportunities for workers?
  • 10:30 - Why deskless workers need tailored solutions that aren't generic
  • 12:30 - Resco client stories that reflect typical needs for various types of organizations
  • 16:30 - How to design for the workers' needs
  • 18:00 - Why starting small on new mobile capabilities is a smart approach in many cases
  • 19:00 - Why today's mobile solutions can stand on their own, without a desktop interface for the back office
  • 23:45 - Planning for Resco.connect 2022


A message from Resco:


Join Resco on June 9th, 2022 in Charleston, SC at Resco.connect 2022 to share ideas & spark debates around deskless workers.


Explore the agenda and secure your tickets while they last!


We’re Resco, one of the global leaders in developing cross-platform mobile software solutions. We enable companies to collect, access, share and evaluate vital business data in the field.


Today, Resco products mobilize over 200,000 licensed users at 2000+ corporate customers worldwide and are supported by a network of 600+ partners.


If you want to learn more about Resco, visit:

Mar 7, 2022
Dec 16, 2021

When a new application changes the way a business operates, it is changing the way individual workers carry out their jobs. Our guest, Derek Lichtenwalner, a digital transformation specialist at water bottling company BlueTriton Brands, understands the impact of  changes better than your average solution developer because he made the transition to his current role after working several in roles on the company's production line.

Now a Microsoft Power Apps expert at the company, he is responsible for developing and enhancing applications that the production workers use to inspect and maintaining equipment.

Derek tells us about how Power Apps changed the trajectory of his career from production to digital transformation, and how he now interfaces with both the company's employees and management.

Show Notes:

  • 2:00 - How Power Platform was introduced at his company
  • 4:15 - Why Derek tends to look at the user's perspective first when designing apps
  • 5:00 - How a hackathon kickstarted Derek's Power Apps work
  • 8:15 - Details about the autonomous maintenance app that Derek works with.
  • 10:30 - The technology that make the app work, like Azure AD connector
  • 11:30 - Observations on app speed
  • 14:00 - Maintaining relationships with app users and getting feedback.
  • 15:30 - Getting involved in the Power Apps community
  • 16:30 - On changing career plans as a result of Power Apps work
  • 18:30 - What Derek is looking forward to in Power Platform
  • 19:30 - Why the business still needs to add automation
  • 20:30 - Lessons or advice to newcomers to Power Apps (helping others with questions, speed up dev of their applications)
Dec 7, 2021

This episode is sponsored by Avanade.

In a landscape of global competition and supply chain complexity, manufacturers are turning to some of the most interesting and newest technology offerings to help fuel their success. And our guests,

Jennifer Johnson, Avanade’s North America Manufacturing Industry lead, and Thomas Nall, Avanade’s Global Manufacturing Industry lead, share their perspective on the investments their manufacturing clients are making or planning as modern manufacturers. From big data and data transformation to disruptive technology and sustainable manufacturing, they share stories from the field and how Avanade is helping manufacturers move the needle when it comes to data, technology and innovation. 

Show Notes:

  • 2:15 - How to approach questions around getting data right for manufacturers and their supply chains
  • 6:30 - The importance of standardizing data
  • 8:00 - What do manufacturers face when they take ownership of new business systems?
  • 11:30 - Facing organizational change across many roles, from IT to the shop floor
  • 15:00 - Does more data open opportunities for new roles and responsibilities?
  • 17:00 - Trends in modernizing IoT
  • 18:30 - What do organizations need to understand about digital twins
  • 21:00 - What other new technology holds promise?  (augmented reality, predictive analytics, and more)
  • 28:00 - Do pressures of the pandemic prove instructive for future tech planning?
  • 29:30 - Are executives eager to talk about the future of their businesses, competition, and consumer habits?
  • 33:30 - Growing interest by customers in taking a technology-first approach
  • 36:30 - Reasons for optimism about technology investment in manufacturing

Connect with Jen and Tom on LinkedIn and visit for more information on Avanade - the leading digital innovator, creating great experiences and realizing results for their clients through the power of people and the Microsoft ecosystem.

Nov 22, 2021

This episode is sponsored by Vertex.

Changes in sales, use, and value added taxes around the world reflect other key shifts in economies, both local and international. As B2B and B2C commerce accelerated into digital channels starting in 2020, businesses were forced to not only reconcile their finances differently, but contend with any manual processes that would hold up their ability to levy and pay taxes. At the same time, companies have expanded geographically or digitally, making their tax burdens more complex. 

On this episode, Steve Johnston and Arun Raghavan of Vertex join us to discuss the state of tax automation and how it aligns with the ongoing shift to cloud ERP. As they explain, sales tax is not just about selling, it should be considered part of the broader customer engagement processes that touch sales, service, expense management, and more. And as regulations themselves evolve and modernize, the governments raise their expectations of businesses to comply, including the growing likelihood of the need in some places for real-time remittance and compliance.

Show Notes:

  • 2:30 - How Vertex customers have altered their approach to digital channels during the pandemic
  • 5:30 - The impact of digital channels on sales tax collection on both businesses and governments
  • 7:00 - The shift to cloud as companies see on-premises infrastructure as a greater potential risk
  • 10:30 - Roles that have been impacted by shift to digital, from CFO and compliance to procurement, sales, and more
  • 13:30 - How departments and roles are adapting: Geographic, role-based changes in today's economy
  • 16:30 - International M&A and stretching financial resources
  • 19:30 - From managing tax manually to embracing automated updates
  • 23:30 - Evolution of tax automation alongside other trends in ERP
  • 28:45 - Why companies are modernizing tax automation and Dynamics ERP at the same time
  • 31:30 - How to understand Microsoft's tax calculation engine in the context of broader tax automation
  • 33:45 - Recommendations on proper integration of tax automation software with Dynamics ERPs
  • 36:00 - How far will taxes reach into customer interaction in the future?

For more information on how Vertex delivers sales, use, and value added tax technology for a wide range of Microsoft Dynamics platforms, visit or contact them by email:

Nov 8, 2021

This episode is sponsored by KwikTag by enChoice.


Many organizations understand the benefits of automated invoice approval but often they haven't taken the next step to automate payments processing. Our guests on this episode, Mary Miller and Tiffany Allen of KwikTag by enChoice, share their outlook on payment processing and how its role alongside AP automation has changed in the last couple years. Paper checks have always been a costly and inefficient payment method, especially at scale, but the pandemic made checks even more challenging to manage. We discuss key elements of automating payment processing like virtual cards and cash flow management. But Tiffany and Mary also explain some of the broader spend management opportunities that their customers are enjoying, like control of spend over time and optimizing contracts.


Show Notes:

  • 2:00 - How to position payment processing in the context of AP
  • 4:00 - How well do organizations assess their own payment processing needs
  • 5:30 - What are virtual cards and what purpose do they serve?
  • 9:30 - Why KwikTag offers payment processing in addition to AP automation
  • 11:00 - Choosing a payments provider and analyzing customer needs
  • 16:00 - What GP customers can expect from living with a payment processing automation
  • 18:00 - Vendor onboarding needs and challenges


KwikTag, by enChoice, leads organizational digital transformation as the one system for invoice and payment automation. KwikTag helps organizations increase efficiency and gain visibility into their invoice workflows with complete AP automation and powerful integrations with the Microsoft Dynamics ERP systems. Visit to learn how automation could benefit your business.

Learn more about KwikPayables Accelerate, the cloud-based AP and payment automation solution for Dynamics GP, watch this episode of Coffee with KwikTag: Complete the AP Cycle with Payment Processing. To read more about why AP and payment automation is so important post-pandemic, read the whitepaper: Why Automate AP and Payment Processes?

Sep 2, 2021

This episode is sponsored by BI4Dynamics.

Microsoft offers its Dynamics ERP customers a variety of ways to get started with analyzing their business data, but the BI and analytics landscape continues to evolve as data growth accelerates and industry demands change. Our guest on this episode,  Dr. Vijay Jog, the founder of CRGroup and president of Global Business Applications for CRGroup’s parent company, Quisitive, joins us to discuss the BI and reporting themes influencing Dynamics space today.

Expectations are changing for many roles, Vijay believes. Accounting teams must provide better insight that leads to a proactive outlook. IT departments must gaining new skills  in areas like data lakes, analytics, storage, and security. And teams continue to struggle with the perennial problem of data islands, Vijay says.

BI and analytics options vary by Dynamics product, and Vijay shares his views on  some of the most interesting new and upcoming capabilities, including the transition from BYOD to BYOL for Dynamics 365 Finance & Operations and advances with Power BI.

Show Notes:

  • 2:15 - What is unique about today's data challenges?
  • 4:30 - What do Dynamics customers get out of the box for BI and reporting?
  • 7:00 - BYOL and the other important competencies of BI
  • 10:00 - Building a great BI team around business systems like a Dynamics ERP
  • 14:00 - Metrics that customers are analyzing more carefully due to the pandemic
  • 16:00 - What makes an organization a top performer on BI and analytics practices
  • 18:00 - Microsoft technology to watch in the analytics and data management space
  • 21:30 - Optimism on the BYOL model for Dynamics 365 F&O

You can start a free 30 day trial of BI4Dynamics, just visit to learn more.

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