This episode is sponsored FYIsoft.

In the Microsoft customer ecosystem, companies with complex financial structures often struggle to give their finance professionals the tools they need to create, deploy, and use effective reporting.

Requirements like multiple locations, companies, currencies, or ledgers can quickkly put extra burdens on both finance and IT teams that impact organizational performance and increase risk , says our guest, Jeremy Schaab, VP of software development at FYIsoft.

Schaab tells us about some of the common requirements the FYIsoft team hears from Microsoft users today and what the Microsoft product roadmaps will mean for both customers and ISVs. And he explains how his team has solved key technology challenges in order to offer elegant solutions for customers of different sizes and with different levels of complexity.

And we also discuss FYIsoft's product roadmap, which has important details that align with Dynamics 365 ERP applications, both functionally and technically.

More from FYIsoft:

• Download this whitepaper to learn more about the technology behind FYIsoft's solutions, and how your company benefits: https://msdynamicsworld.com/white-paper/fyisofts-technology-advantages-optimize-your-companys-microsoft-investment
• To request a demo of FYIsoft's reporting software for Microsoft customers, visit the company's website: fyisoft.com.

Microsoft MVP Kuldeep Gupta returns to the MSDW Podcast to help us understand some of the latest Copilot features coming to Dynamics 365 Project Operations. Kuldeep has a list of favorites and honorable mentions that he dives into, including an extra preview feature (they're all linked below).

He also tells us about his newly released digital course for organizations planning a move from D365 Project Service Automation (PSA) to Project Ops and the rapidly approaching deadline set by Microsoft for that transition.

Show Notes:

• 1:00 - About Kuldeep
• 3:00 - What Copilot in D365 Project Operations is all about
• 6:00 - Task Plan Generation Copilot
• 9:30 - Risk Assessment
• 13:30 - Project Status Report
• 17:20 - Resource Recommendation
• 25:00 - Blending assistance and automation scenarios
• 27:00 - Time entry agent
• 29:30 - Outlook on the Project Operations roadmap
• 38:30 - Kuldeep's course on migrating Project Service Automation to Project Operations

This episode is sponsored by PayTrace.

Community Summit North America 2024 offered Microsoft customers and partners a mix of education, networking, and the chance to contemplate the future of entertise software and solutions.

Our guests on this episode, Mary Miller and Sam Johnson of PayTrace, share their own highlights, observations, and experiences from Summit. This was PayTrace's second year exhibiting at the user-focused event. Their team heard from booth visitors about goals like increasing automation, decreasing complexity of multi-solution architectures, and planning for cloud ERP.

Mary and Sam also reflect on how different roles within a Dynamics customer organization are approaching their future technology needs. And they offered updates on what is coming next from PayTrace.

More from PayTrace:

• The PayTrace blog: https://paytrace.net/blog
• B2B Insights: Understanding the Credit Card Process - https://msdynamicsworld.com/white-paper/b2b-insights-understanding-credit-card-process