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.
On this episode we are talking to some of the experts who presented at the Summit North America Roadshow event in Seattle this week, where members of the Dynamics 365 community came together to hear from Microsoft and their peers about D365 applications, Power Platform, and the broader technology landscape that they face.
Microsoft kicked off the event with a tour of some of the latest Power Platform AI features in their plan designer, which recently reached GA, as well as the latest preview feature, generative pages.
That focus on AI-driven capabilities became a theme of the day, woven in with other functional and technical topics. To better understand what Microsoft's product evolution and efforts mean, we spoke with three enterprise software veterans for more perspective on topics like user adoption, sharing lessons about early AI solution development efforts, the impact on people's jobs, individual vs organizational solutions, and how to focus on outcomes.
Our guests for this episode are:
This episode is sponsored by Invoiced by Flywire.
Advances in AR software are re-shaping financial management in ERP systems. Our guest on this episode, Flywire product lead Chris Couch, discusses the evolution of the invoice to cash story from an AR and payments perspective and how his team's solution for Dynamics 365 Business Central, Invoiced by Flywire, improves the work experience of finance teams.
Chris is a veteran of the AR automation space, and he shares his perspective on how the technology and business case have evolve in recent years. We also discuss what's new with Invoiced by Flywire, including its D365 integrations.
Chris also discusses some real-world use cases and tells us what the Microsoft community can expect in the near future from the solution.
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This episode is sponsored by Mekorma.
On this episode we are examining the persistent digital gaps plaguing Accounts Payable teams, despite widespread adoption of AP software. Our guest is Mekorma's Director of Revenue Brendan Coffey, and we explore why disjointed workflows still exist, what those inefficiencies look like in practice, and how they impact everything from compliance to cost-per-invoice.
Brendan explains some of the fundamental differences between embedded and integrated AP automation solutions within the Microsoft Dynamics ecosystem, and how each approach affects user experience, security, IT overhead, and ROI.
Whether you're trying to simplify your AP tech stack or reduce manual touchpoints, this episode will help you assess which approach aligns with your operational needs and long-term goals.
Visit Mekorma.com to find out if an embedded Accounts Payable solution is the right fit for your business.
In this kickoff episode of our new podcast series focused on IT leadership, we sit down with Tom Doran and Tony Darden of VCIO Global to explore the concept of the "invisible IT department". We start by describing some of the common trends in the evolution of IT management and its ability to be a strategic asset rather than just a cost center. Tom and Tony share stories of the challenges businesses are facing when it comes to software selection, accountability, technology project expectations, and how to tie the CIO responsibilities to business successes.
Key topics we discuss include:
In this episode, our guests from SignUp Software and Eftsure use AP automation as an entry point into a bigger story: how finance leaders are becoming cybersecurity leaders.
Our guests, Rob Ashe of SignUp and Gabe Garcia of Eftsure, discuss the organizations' strategic partnership, why it will help Dynamics 365 Finance & Operations users, and the role of financial
automation in fortifying against modern threats.
Framed by insights from Eftsure's 2025 Cybersecurity Guide for CFOs, this conversation dives into why today’s fraud landscape demands adversarial thinking, how practices like red teaming are reshaping finance functions, and what it takes for CFOs to lead their organizations into a new era of digital resilience.
This episode is sponsored by SignUp Software.
On this episode, we explore the challenges that CFOs, controllers, and other decision-makers are managing today.
Our guests, SignUp's Bob Monio and Velosio's Chris Wheeler, are here to discuss market conditions and trends that are driving priorities for companies using Dynamics 365 Business Central.
When it comes to automation, executives are prioritizing investments based on the end-to-end business processes, Bob explained. That type of big picture strategic planning requires committed partners with industry and technology expertise. And with their ExFlow suite, SignUp also counts on partners like Velosio to set the context for technology investments. Chris shares some of Velosio's recent experiences, as well as plans for the future of the partnership between the firms.
More from SignUp Software:
This episode is sponsored by Delinea.
Security and compliance concepts related to Dynamics 365 Finance and Supply Chain Management are constantly evolving, and our guest, Delinea principal software development engineer Alex Meyer, continue to work to help the community make sense of their options.
Alex, a Microsoft MVP, recently presented a new webcast to the MSDW audience on native controls in D365 applications, and he joins the podcast to provide more perspective on the gaps that still exist. Auditors have become more familiar with D365 F&O solutions, Alex explains, and that means they know where to look for verification of segretation of duties.
We also discuss another hot topic right now, D365 licensing and the new policies Microsoft is trying to finalize related to technical enforcement for users. Alex shares his experiences and observations thus far, including the latest known delays to Microsoft's implementation of this plan.
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MSDW was a media partner at May's Resco Next 2025 event, and we had the chance to chat with a range of the event's presenters. Resellers, customers, and Resco's own team brought news, perspective, and fresh ideas to the event. We heard how partners have developed unique industry solutions atop Resco's mobile tools, how customers have pushed their field scenarios forward, and where Resco sees their product roadmap going, both for their own vision and in alignment with Microsoft's technology vision.
Guests you will hear from in this episode are:
You can see all our Resco Next 2025 coverage here:
This episode is sponsored by Emfluence.
On this episode, we look at some of the specific ways that the data from a Dynamics 365 CRM system can help marketers get the best results for their sales teams. Our guest, Monico Hoyer of emfluence, explores some of the scenarios in which marketers can leverage Dynamics data more effectively, along with practical ways they can integrate it with their marketing automation solutions.
Monica breaks down the first steps every Dynamics customer should take to enhance their marketing efforts, ensuring they're making the most of their data. The challenges span process, technical integration requirements, and organizational scenarios, she explains.
We also explore advanced marketing tactics that Dynamics users can adopt to drive engagement, optimize campaigns, and boost business growth.
More from Emfluence:
This episode is sponsored by Mekorma.
Mekorma has been helping the Dynamics community streamline AP for over 30 years, and one way they have differentiated their brand is through their focus on empathy and client care. To learn more about the company's roots and core values, we spoke with founder and CEO Ora Goldman. Ora shared some defining moments in Mekorma's history, like their early efforts to bring the needs of financial professionals front and center in their solution development.
The company's product evolution has also been focused on understanding real pain points of customers, Ora explains, and she shares some examples and stories about client experiences. We also discuss some of the company's experiences as an ISV in the Microsoft ecosystem, first working with Great Plains and Dynamics GP, and how they have modernized their offerings and expanded to Dynamics 365 Business Central. We also learn more about Ora's outlook on the Dynamics community and her approach to fostering relationships and partnerships.
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MSDW was a media sponsor of this week's DynamicsCon 2025 event, live in Chicago. In our travels, we met up with some Dynamics 365 Finance and Supply Chain Management experts to get their perspective on Microsoft announcements, customer feedback, and other plans.
In this episode, we hear from Microsoft MVP Alicia King (Keener) of RSM, James Cook, director with enVista, and Joe Christensen, founder of Aqueducts Consulting. All three work with Dynamics 365 F&O solutions, and we talked about new features, how customers are learning about Microsoft's AI offerings like pre-built agents and Azure AI Foundry, and some of the pressing needs for F&O customers related to licensing.
This episode is sponsored by Coffee + Dunn.
As buyer behavior has evolved, sales and marketing teams have tried to keep pace. Understanding buyer behavior remains key, says our guest, Thomas Manders, CEO of Microsoft partner Coffee + Dunn, but data gathering and contextualizing insights for sellers have proved a challenge for some firms.
In this episode, Thomas shares examples of business processes that Dynamics 365 users can execute on today, including steps that can bring sales and marketing teams closer together. We also discuss some of the latest Dynamics 365 Customer Insights marketing capabilities and what the Coffee + Dunn team is watching for in Microsoft's D365 road map.
More from Coffee + Dunn:
This episode is sponsored by Avalara.
The complexities and challenges of use tax compliance only seem to grow as a business expands its operations and customer base. Our guest, Avalara use tax product solution consultant Myles Metzger, explains some of the most common misconceptions about use tax and why it is so tricky for finance teams to comply.
Myles also explains some of the common challenges that Dynamics ERP customers face and how Avalara's latest integrations with Dynamics GP, D365 Business Central, and D365 Finance improve tax accuracy and reduce the risks of under- or overpayment.
More from Avalara:
See how Avalara’s integrations with Microsoft Dynamics GP, BC, and Finance help improve accuracy, reduce manual effort, and minimize audit risk:
👉 Watch the demos: msdynamicsworld.com/vendor/avalara
👉 Get started with Avalara: avlr.co/4jHtHSH
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.
Show Notes:
More information:
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.
More from Yooz:
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
This episode is sponsored by SignUp Software.
What does it really takes to control content in Business Central? Taking the perspective of Record to Report and the needs of office of the CFO, Business Central customers have key challenges they will need to account for.
Our guests, Patrick Nguyen and Bob Monio of SignUp Software, take us through typical requirements they see related to auditability, accounting, and analysis. We also discuss how to best understand what Business Central can do out of the box and when an organization needs to look for more specialized capabilities.
And we discuss the importance of SharePoint Online for most BC customers. The platform has continued to grow in popularity as a strategic component of more BC solutions, and Bob and Patrick explain the launch of SignUp Software's ContentGate for BC and how it works with SharePoint Online.
Finally, we discuss SignUp Software's plans for Directions North America 2025, including their pre-event and the educational content they will be providing there.
More from SignUp Software:
This episode is sponsored by Resco and their Resco Next 2025 event.
Resco's annual event focused on advanced mobility, Resco Next, will be in Valencia on May 20 and 21 this year. The team has a variety of experiences planned, including a live podcast episode of Ambush on Air, the popular marketing-focused podcast series hosted by marketing consultant and NetStock partner marketing lead Sam Bush, our guest on this episode.
Sam has established herself in the Microsoft channel as voice for thoughtful marketing and demand generation, with a focus on impactful, people-to-people campaigns and strategies. She also tells us about her focus on bringing B2B marketing to younger generations and the challenges and opportunities of that effort.
And since MSDW is a media partner for the event, this episode offered a good opportunity to talk about some of the broader event themes we will be covering including advanced mobility software and services in the context of Microsoft Business Applications.
Jukka Niiranen is a former Microsoft MVP and a current Power Platform expert, offering his services through his own firm and sharing his views regularly on social media and in his newsletter. On this episode, Jukka joins us to talk about how his career has evolved, his current work, his technology outlook, and a few hints at his upcoming licensing session at DynamicsMinds 2025 (where MSDW is a media partner).
Jukka's career has evolved in the last decade from a consulting role with a Microsoft partner to founding a services firm to now opening his own consultancy. He also recently made the decision to end his 11-year streak as a Microsoft MVP and we discuss that experience. And Jukka shares some context on how the evolution of Microsoft Business Applications has shaped his advice to clients regarding AI, Power Platform, D365 apps, and more.
Show Notes:
Where to find Jukka:
This episode is sponsored by Staedean.
ERP solutions have evolved to support global supply chains, and they are put to the test each time new disruptions arise.
Our guest on this episode is Luciano Cunha, CEO of Staedean, and he joins us to discuss his outlook on ERP solutions for manufacturers managing complex and changing supply chains.
Luciano shares industry examples of Staedean's experiences and offers advice on how supply chains could evolve further in response to ongoing trade tensions. He tells us about why he recently wrote about the potential impact of tariffs in today's global economy, and we talk about how individual organizations can adapt and where they can find more optimization opportunities.
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This episode is sponsored by ERP Mechanics.
Document management is an essential element of any enterprise solution, and our guest on this episode, Roger Cruz of ERP Mechanics, has worked with document management systems for many years, with a particular focus on Lasernet.
Roger tells us about his years of experience deploying document management solutions. He shares some of the typical project execution techniques businesses have used and what has proven the most effective in different circumstances. We also discuss out of the box and unique use cases Roger has encountered, and how document management systems have evolved over time.
And Roger reviews some of the ways Lasernet has differentiated itself from other solutions available to Dynamics 365 customers.
More from ERP Mechanics:
This episode is sponsored by emfluence.
Bringing marketing automation to life requires alignment between executives and the teams they lead. In this episode, we break down how different roles like CMOs, marketing directors, and marketing managers work together to turn strategy into action.
Our guest is emfluence President and CEO David Cacioppo, and he joins us to talk about tactical ways to get more out of your marketing technology investment. We discuss steps that marketing teams can take to improve lead management, customer retention, and tracking ROI.
More from emfluence: