The MSDW Podcast

The (MSDW) podcast explores news, ideas, and events in the Microsoft Dynamics ERP and CRM community.
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Jun 6, 2022

This episode is sponsored by KwikTag by enChoice. To learn more about KwikTag and the benefits of SimplyAP, the cloud AP automation solution, visit

The Dynamics 365 Business Central ecosystem has seen drastic changes in the last few years, thanks in large part to the product's rapid evolution. That greater maturity means the product can now address the needs of more organizations, and that has also drawn in more ISVs willing to invest in integrating their solutions.

Our guests from KwikTag by enChoice, director of marketing and channel Mary Miller and VP of product Mike Fernandes, share their observations on the changes in the Business Central ecosystem, from buyer attitudes to ISV priorities. Solutions of the future will be easier to deploy (like through AppSource), provide more pre-built AI capabilities, and generally do more for less.

Mary and Mike discuss the importance of enChoice's acquisition of AI-driven OCR platform provider Sypht and the launch SimplyAP for Business Central, KwikTag's new solution for BC that is designed for rapid deployment and uptake.

Show Notes:

  • 1:30 - Where do Mike and Mary see the Business Central market today?
  • 5:00 - Important advances in Business Central that help ISVs publishing integrated products
  • 7:00 - Improvements in Business Central APIs and solution publishing
  • 9:00 - Why younger workers are changing expectations around making business solutions easier to find, deploy, and use
  • 10:30 - How Kwiktag have adapted their product strategy to meet market demands
  • 13:45 - Adjusting pricing and technology to meet the needs of growing organizations that need AP automation
  • 15:00 - Opportunities to add intelligence to the AP process  in KwikTag's product roadmap via the Sypht acquisition
  • 17:00 - The launch of SimplyAP for Business Central
  • 18:30 - Planning for the second half of 2022
May 31, 2022

While often out of the spotlight, hundreds of Microsoft Dynamics professionals in Ukraine have worked for years with customers and partners around the world. Like the rest of their country, they saw their lives upended by the Ruissian invasion in February with some fleeing the country and others heading to bunkers or into military service.


To understand more about the current situation for Ukrainians in the Dynamics community, we asked the leaders of three partner organizations to tell us about how their Ukrainian employees are doing today. Volodomyr Svyrydenk, CEO of OntargIT, Charlotte McCormick president of ArganoArbela, and Thomas Ajspur, CEO of Enavate, share their experiences, both managing from abroad and, in the case of Volodomyr, returning to Ukraine as the war continues. They discuss the need to understand the trauma their employees were experiencing, the logistics of working amid the upheaval, and the need to come together as a community.


Partners have banded together to raise money for the Dynamics community. You can donate to support them at:


Show Notes:

  • 2:45 - The latest conditions for Ukrainians at our guests' organizations
  • 6:30 - Helping relocate some employees and support others who have stayed
  • 8:30 - The challenges of leading in a wartime situation\
  • 11:00 - What support to their Ukrainian workers need?
  • 12:30 - How partners are coming together to help each other with work and logistics
  • 15:00 - Estimating how many people are impacted in the Dynamics community overall
  • 17:00 - Expectations for the future: Rebuilding and beyond
  • 20:00 - How to help -
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:

May 13, 2022

Microsoft revealed its plans to revamp its partner model recently, replacing the Partner Network with the Cloud Partner Program. In the Dynamics 365 and Power Platform space, veteran partners have already started to take measure of the impact of the changes - how Microsoft will score their performance in the channel and what benefits they will gain, lose, or keep as a result.

Our guests, AJ Ansari of DWSi and Peter Wolf of Azamba, tell us that, on the whole, the early signals from Microsoft about the new program have been discouraging. They cite a number of reasons, from the details of the new scoring system to Microsoft's lack of outreach. Neither AJ nor Peter believes that Microsoft engineered the new program to hurt healthy and growing business applications-focused partners, but their concern is real and they believe Microsoft will begin hearing a rising chorus of questions and criticisms as the program nears the planned implementation date.

AJ and Peter discuss this issue from range of perspectives, including the new scoring, the business value of different benefits like IURs, and the realities of trying to run a Microsoft partner business under the new program.

See also:

May 3, 2022

Microsoft partner organizations, especially those fully committed to the Dynamics 365 and Power Platform channel, should not be surprised to hear that managing their Microsoft relationship is an important element of their business success.


Our guest on this episode, Joe Corigliano, understands the importance and complexity of these relationships between Dynamics partners and Microsoft. Joe joined Microsoft as part of the Great Plains acquisition of the early 2000's and has worked both as an employee and as a member of the channel ecosystem in the years since. Now working with Microsoft ISVs from the outside, he shares his perspective on what top performing Dynamics 365 ISVs are doing well today and what he foresees in Microsoft's ongoing partner engagement efforts and broader community planning.


Show Notes:

  • 1:30 - Joe's history in the business apps ecosystem, dating back to Great Plains
  • 3:30 - Observations on the current state of partners
  • 5:00 - Why it is so challenging for partners to manage their Microsoft relationship
  • 6:30 - What it means to be a globally managed ISV and how to achieve that level of attention
  • 10:00 - Why ISVs should pursue a globally managed status
  • 12:30 - Observations from Inner Circle and the ISVs who were invited this year
  • 15:30 - Themes coming out of both Inner Circle and Directions North America 2022
  • 17:30 - How should ISV IP align with Microsoft's goals?
  • 20:00 - The benefits of tying into a Microsoft industry cloud
  • 22:00 - Are partners getting enough from Microsoft in terms of strategic guidance?
  • 26:00 - Microsoft channel leadership and the future of Microsoft's own conference strategy
  • 28:00 - What does Microsoft's goal of Business Apps becoming a $10 billion segment mean for their public image, including their events roadmap?
Apr 28, 2022

We wrap up a busy April with a news roundup edition of the podcast. We begin with a dive into some performance details from Microsoft's Q3 2022 earnings, including a miss on Dynamics revenue, strength in Power Platform, and stabile and healthy Azure growth. From there we discuss recent news about Dynamics SMB strategy and leadership, industry partnerships, Azure in Africa, HR, and more.

Show Notes

Apr 22, 2022

This episode is sponsored by Avanade.


Ecolab, a leading provider of water, hygiene, and infection prevention solutions and services, has undergone major business transformation initiatives using Microsoft Dynamics 365 and Power Platform. On this episode we hear from Ecolab's Rachel Hart, program manager for Industrial sales and service applications, in conversation with leaders from Avanade's North American sales and service team. They discuss Ecolab's organizational and technical accomplishments and how the investments in digital transformation have been executed in a way that benefits the organization.


Rachel explains that the work is much more than just technology and platforms, it’s innovating to enable the right user experience and ensuring your users are setup for success.


From Avanade:

If your organization is on a similar journey and you want to learn more, you can reach out to Abi Sridhar by email or on LinkedIn.

Apr 19, 2022

This episode is sponsored by Versapay.

From the rise of remote work to the inconveniences of paper checks, it’s no surprise that a recent survey indicated that 93% of CFOs are already digitizing accounting operations. But not all digitization efforts are created equal. This is especially true when integrating solutions with ERPs like Microsoft Dynamics.

In this episode, we speak with Versapay senior product manager Meredith Mitchell and national partner manager David Gersten about the state of AR in 2022, including their experiences building new and improved integrations to Dynamics ERPs, how improved maturity in AR technology aligns with broader goals of the CFO, and their view on evaluating AR solutions.

Show Notes

  • 1:00 - Trends and CFO sentiment around accounting modernization related to Dynamics 365
  • 7:30 - Global conditions that are motivating businesses to modernize AR: pandemic changes, inflation pressures, security
  • 12:00 - The benefits of building a network between vendors and buyers
  • 18:00 - Recommendations for modernizing finance with Dynamics ERPs
  • 23:00 - Launching Versapay's newer Dynamics 365 Finance & SCM integration
  • 26:00 - Microsoft tools and technology that show promise for CFO needs
  • 30:00 - Why e-commerce integration shows so much promise
  • 32:00 - Looking to the future at Versapay for product development and new partner opportunities

A message from Versapay:

Put what you learned here about Versapay's integrated payment solution for Microsoft Dynamics 365 into action. Book and attend a meeting with Versapay and you’ll get a complimentary $15 gift card to Starbucks or Uber Eats.



  • To receive a $15 Starbucks or Uber Eats gift card, you must book and attend a meeting with a Versapay Sales Development Representative.
  • This offer is only available to people located in North America (USA and Canada)
Apr 11, 2022

This episode is sponsored by Binary Stream Software.

The thinking around service-based business models has moved far beyond traditional scenarios. Today, forward-thinking businesses in a range of industries are taking service-oriented (or XaaS) approaches that require all corners of the organization to embrace changes in process and technology.

Our guest, Khaled Nassra of Binary Stream Software, a global software and services firm focusing on subscription management, consolidation accounting, and lease administration, helps us unpack some of the reasons why subscription-based business models are succeeding today. We discuss recent research on the performance of forward-thinking firms compared to their traditional counterparts, regulatory pressures, and the technical fundamentals that make new subscription and service models possible.

Show notes:

  •  1:30 - Describing the origins and concepts around a service-oriented approach to business
  • 4:00 - What does the market really want in terms of a pivot to a service mindset?
  • 5:30 - Research on subscription-based models and their growth potential
  • 7:00 - The legacy vs new market potential for innovation around services and subscriptions
  • 9:30 - Technical fundamentals of new business models
  • 11:45 - The organizational support required for services-focused execution
  • 15:30 - Key regulations for revenue recognition and financial management
  • 18:45 - Microsoft's message on subscription-oriented models to the market and to partners
  • 21:00 - How are partners adapting to offer more subscription-focused offers to clients?
  • 23:00 - Recommendations on getting started with digital tools to support transformation

From Binary Stream:

Binary Stream is a global solution provider for Microsoft Dynamics 365 ERPs with over 20 years of experience supporting over 2500 customers. The company recently cemented its status as an expert in subscription management and completed a licensing agreement with Microsoft for its Subscription Billing Suite solution for Dynamics 365 Finance; and continues to develop leading services and solutions in the space. You can learn more about Binary Stream or get in touch with the team here.

Mar 31, 2022

This episode is sponsored by Formpipe.


Despite all the investment in digitization of paper, organizations still face huge volumes of paper documents and manual processes. That's according to Lennart Garbarsch, CEO of Tabellae. He speaks with Formpipe's Ben Saxton on this special MSDW Podcast episode about Tabellae's efforts to help organizations expand their document and output automation across more departments and more core business processes. He also offers feedback on the human side of the automation, both in terms of project execution and user adoption.


  • Show Notes:
    1:45 - Why so business document automation still remains today
  • 4:45 - Accelerating automation projects that had been slated for the future
  • 7:30 - How to help make people more comfortable with the move to cloud document management
  • 10:30 - The future of industry-specific document needs in retail, logistics, and other areas
  • 12:30 - The demand for a single view of content and documents across internal and customer-facing processes


For more information on Formpipe, please visit or contact them at

Mar 15, 2022

This episode is sponsored by Resco.


There is an important deadline looming for Dynamics 365 Field Service customers and the future of their mobile application strategy. Ivan Stano, COO of Resco joins us to discuss that change in direction and customers' options. We also discuss some of the broader mobile technology challenges faced by Microsoft customers today, interesting future-looking tech, and Resco's plans in the Dynamics 365 space beyond field service.


Show Notes:

  • 2:00 - Understanding the Dynamics 365 Field Service mobile app transition
  • 5:00 - Evaluation criteria when deciding between Resco's field service solution and Microsoft's new Power Apps-based solution
  • 7:15 - Reco's deeper mobility history with Microsoft
  • 9:30 - Observations on the recent growth of D365 Field Service overall
  • 13:00 - The future of service industry investments at Microsoft
  • 14:00 - New capabilities developed by Resco in areas like augmented reality, guides, and more
  • 16:30 - The new mobility landscape with field services - how will organizations make the decision between their options
  • 20:00 - Why offline remains such a big challenge
  • 24:00 - Resco's plans in other parts of the Dynamics 365 space like Business Central
  • 25:00 - Resco's presence at DynamicsCon 2022


More information:

Mar 11, 2022

On this episode, the MSDynamicsWorld and MSCloudNews editorial team discuss recent news coverage and popular expert articles. Topics range from Ukraine to executive changes in the Microsoft Business Applications organization to ISV alignment strategies to the conference outlook.

Show Notes:

Mar 7, 2022
Mar 1, 2022

This episode is sponsored by DBSync.


Data integration challenges remain at the center of today's IT modernization efforts. From common ERP and CRM modernization scenarios to complex hybrid strategies with legacy applications, some of today's most important real-life enterprise software projects rely on reliable integration capabilities.


My guests, Connor Evans and Avinash Rao of DBSync, share their observations about current investments in integration technology for the modernization of ERP, field service, e-commerce, and more. They share some recent project scenarios in the Dynamics space, discuss the role of Power Platform, and offer some project management tips.


Show Notes:

  • 3:00 - The landscape for integration needs in today's organizations
  • 4:30 - Having an integration plan amid ERP modernization
  • 8:00 - How to think about integration platforms alongside Power Platform
  • 10:00 - Supporting integrations long-term
  • 11:00 - Recounting a Dynamics 365 customer story - National Maintenance and Construction
  • 13:00 - Tecman's work on integrating Business Central and Shopify
  • 15:30 - Why experience with integration projects matters
  • 19:30 - The importance of post-go-live support for new integrations
  • 20:00 - How to assess your next integration with DBSync


DBSync’s Cloud Data Management Platform helps automate data integration workflows, getting everyone on the same page with the same sales and accounting information. Seamlessly connect SaaS, cloud and on-premise applications without the burden of installing and maintaining software and appliances.  

Either use our bi-directional pre-built template or go with a customized more complex, and dynamic mapping to fit your unique requirements.

Useful Links:

Feb 6, 2022

Microsoft continues to update Dynamics 365 Project Operations on a monthly basis. For those keeping a close eye on the product, new and improved features can make a big difference in how organizations use the software. Microsoft MVP Kuldeep Gupta has been keeping MSDW readers informed on key updates of the current release wave in areas like sub-contracting, approvals, and project tasks. He joins us to share more about the product's evolution, his clients' needs, and his new role since he last joined the podcast.


Show Notes:

  • 1:15 - Kuldeep's new role
  • 3:15 - Overall trends in the evolution of Project Operations
  • 5:45 - The importance of sub-contracting updates
  • 9:00 - Perspective on the introduction of modern approvals
  • 12:45 - PSA to PO upgrade status and opportunities
  • 16:00 - The difference between PO and PO Lite
  • 17:30 - The importance of the monthly update cadence
  • 19:00 - Implementation trends
Jan 24, 2022

This episode is sponsored by Mavim.

As low-code tools like Microsoft Power Platform mature, organizations see promising new options for the future of their legacy processes and systems. But when considering investments in Power Platform-enabled enhancements like new connectors, custom integrations, RPA, or custom applications, organizations shouldn't lose sight of the potential impact on managing business processes. 

Edwin Jongsma of Mavim joins us on this episode to discuss how he views low-code in relation to business process management. We discuss the impact on governance, how these issues intersect in Microsoft's industry cloud strategy, and what the Mavim team are seeing in the Microsoft channel related to legacy application replacement.

Show Notes:

  • 1:30 - How low code trends and vendors are evolving
  • 2:45 - What complexity in low-code apps means for traditional enterprise apps like Dynamics 365
  • 4:00 - Supporting governance for organizations making big bets of Power Platform
  • 7:30 - The maturity levels around low code governance
  • 9:00 - Process implications of Microsoft's push for industry cloud solutions
  • 12:15 - The Microsoft partner journey to industry solutions: Building a process repository
  • 14:45 - What does the growth of low code mean for legacy applications?
  • 16:15 - The challenge of understanding and transcending as-is processes defined by legacy apps

More from Mavim:

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.

Dec 7, 2021

This episode is sponsored by Beanworks.

The twelve months from March 2020 to March 2021 were an important year for financial automation vendor Beanworks for a few key reasons. The pandemic made their tools indispensable, both for existing clients and those companies scrambling to get away from paper-based financial processes. The company was also acquired by Quadient, which marks the next phase in the company's history.

Beanworks CEO Catherine Dahl joins us to talk about some of the key moments in her company's history, from their challenging start picking up the pieces of a previous firm to their product development roadmap, post-acquisition plans, and more. The company operates with the current and future needs of finance department workers in mind, Dahl says, and their product portfolio, from managing purchase orders to invoices to expenses to payments, reflects that worldview.

Show Notes:

  • 0:30 - The importance of 2020 for Beanworks, including the pandemic and their GP integration launch
  • 3:00 - The story of Beanworks' acquisition by Quadient
  • 4:15 - The origins of Beanworks in 2012 and earlier efforts
  • 6:00 - Competing and differentiating in the AP automation space
  • 9:45 - Building a Microsoft channel program and features for the Dynamics product line
  • 10:45 - Differentiating in the marketplace
  • 13:00 - Customer stories and needs: managing payables by exception, work from home, and more
  • 17:00 - Planning for growth
  • 18:45 - What is required to continue innovation in finance into the future
  • 21:15 - What to expect from the next generation of accounting professionals

Eliminate 83% of data entry, with AI-powered header and line item data capture, so your team can focus on higher-value tasks. Manage POs, invoices, payments and expenses from a central platform. For more information visit or email us at

Dec 3, 2021

This episode is sponsored by Columbus.

Microsoft has made some important updates to its desktop-as-a-service lineup this year, with the launches of Windows 365 and Azure Virtual Desktop (AVD). To help make sense of the differences, the strengths of each, and how they stack up in the broader marketplace, we are joined  by Jason Valenzano, senior technical solution architect for managed services at Columbus. Jason walks us through some of the  details and differentiating factors of Microsoft's virtual desktop offerings and where organizations can best apply each one today.

Factors like onboarding and the complexity of the surrounding IT environment, including security and hybrid needs should be at the top of the list, he says. But don't underestimate the employee experience benefits of the right desktop as a service offering like the flexibility of work location, streamlined IT support, and choice of the devices people can use to get work done.

Show Notes:

  • 2:00 - Defining desktop as a service
  • 3:30 - What is Windows 365 and what does it mean for Microsoft
  • 5:15 - How Azure Virtual Desktop differs from Windows 365
  • 7:45 - How does an organization figure out the right fit for one of these offerings
  • 11:15 - Pricing as a factor in the decision
  • 16:00 - How IT and other departments influence decision making on desktop technology
  • 19:30 - How heavier computing needs factor into a virtual desktop decision
  • 22:30 - Managing deployment in a growing or a distributed global workforce
  • 25:00 - Security and ransomware protection
  • 27:45 - Onboarding considerations - accounts, licensing, and more complex tools and decisions
  • 30:00 - Competitive landscape for desktop as a service

For more information on infrastructure and application management services, please visit or contacts

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 15, 2021

This episode is sponsored by Formpipe.


In this podcast, leaders of the team at Formpipe join us to discuss the challenges of viewing and accessing documents across the Microsoft Dynamics applications - and beyond.


As organizations push for more automation, more data availability, and better customer experiences, the challenges of document management and visibility continue to grow. Businesses are asking tough questions of IT in a world where user roles blur, as do expectations for interacting with document data, from ERP and CRM interfaces to portals and beyond.


As our guests explain, the future of documents is a reflection of the future of business more broadly in terms of data control, user experience, and business outcomes.


Show Notes:

  • 2:30 - The most pressing document management challenges for Dynamics customers
  • 5:15 - What it takes to meet users where they are today in terms of systems, security, and past experiences
  • 8:45 - Moving toward the world that uses core systems combined with new front-end interfaces that work in various industries
  • 10:00 - Challenges behind the scenes in document management projects today
  • 12:00 - The importance of properly indexing documents
  • 14:15 - How different are each organization's document management needs today?
  • 16:45 - How do organizations cope with the change management around modernizing document management?
  • 19:00 - How cloud based deployments of document management are different from on-prem systems of the past
  • 22:00 - The future of documents and data


For more information on Formpipe or Autoform DM, please visit or contact them at

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?

Nov 5, 2021

The Ignite Fall 2021 event has now wrapped. The virtual event was full of product updates that gave strong indications of Microsoft's plans for cloud, devices, application development, employee experiences, and collaboration. To wrap up our Ignite 2021 news coverage, veteran Microsoft MVP and new MSDW contributor Asif Rehmani joins us to break down some of the major announcements and how they could shape the future for businesses, workers, learning, and, in some cases, for society at large.


Show Notes

  • 2:00 Viva reaches GA - what are the modules available now, and what the Suite is about
  • 6:00 - Who will be championing Viva?
  • 10:00 - How Microsoft is pressing key messages: Cloud, Teams, and building atop the Microsoft Cloud
  • 13:00 - What is the real opportunity with Loop?
  • 16:30 - Microsoft betting on collaboration and maintaining context
  • 19:30 - Do we need a Teams wish list?
  • 25:00 - What does Metaverse mean to Microsoft?
  • 29:00 - Looking ahead: digital twins, VR, AR, and more
  • 34:30 - Final takeaways from Ignite messaging


More information:

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