This episode is sponsored by SignUp Software.

The experience of deploying and managing a Dynamics 365 F&SCM solution can look quite different for the customer compared to their Microsoft partner. But as these two counterparts on an ERP project make decisions to move a project forward, they must contend with a series of key decisions related to ISV solutions including vendor selection, architecture decisions, and user adoption plans.

To understand more about ISV selection challenges specific to AP automation for D365 F&SCM, our guests, Rachel Ackerman of Microsoft partner Caf2Code and Josh Torres of SignUp Software join us to talk both real world experiences and recommendations for organizations considering their next move.

Ackerman brings a particularly unique perspective, having spent several years working for D365 F&SCM and AX customer organizations to deploy and administer their ERP solutions, including their AP automation add-on solutions. Now working for a Microsoft partner, she is helping a range of D365 customers across industries with both their D365 deployments and their ISV selection.

Rachel and Josh discuss what real AP automation selection and deployment looks like including considerations like whether to go with an embedded solution, the importance of reliable and accurate data capture for invoices, and the outcomes customers should expect from their AP automation investments.

More from Signup Software:

• If you’d like to learn more about AP automation in Dynamics 365, visit signupsoftware.com or connect with them on LinkedIn. You can also reach out to their partner Caf2code at caf2code.com for implementation insights and support.

This episode is sponsored by the 365 Leadership Summit, taking place September 18-19, 2025

On this episode we are discussing the business leader's perspective on AI transformation, including a theme that people aren't talking about as much: failure.

Our guests on this episode, Prachi Mishra of Microsoft and Geoff Ables of C5 Insight, talk both the risks and the potential benefits of the AI offerings that are emerging almost in real time from Microsoft in 2025. Prachi and Geoff both explain their reasons for viewing AI as key to the future of business, and the conditions that will lead organizations to successful investments.

They share case studies from their own clients, AI adoption advice, and how to build an achievable roadmap. And Geoff helps us understand one of the key risks that he foresees, the emergence of AI shelfware and the loss of excitement or momentum within an organization.

More about the 365 Leadership Summit:

• Taking place September 18-19, 2025 at The Ritz-Carlton, Denver, CO the 365 Leadership Summit is THE Non-Technical AI & Digital Transformation Event for Business Leaders & Change Influencers. Learn more at: www.c5in.co/leader

This episode is sponsored by SignUp Software.

On this episode we are discussing the opportunity to solve sophisticated finance challenges with Microsoft Dynamics 365 Business Central.

My guests are Bob Monio of SignUp Software and Morgan Prengler of Sksoft. Their organizations have partnered for years, and they say the newest phase of their alliance will lead to new and improved solutions and programs to address the needs of finance teams in areas like AP, payments, reconciliation, and reporting.

Bob and Morgan both share use cases from recent customers and some of the emerging patterns that they have observed in the last twelve months around advanced financial solutions and modernization initiatives.

They also explain why they are using the strategic narrative of the CFO stack and the value of bringing audit, spending, and control under one roof.

More Resources:

•        To learn more about embedded solutions for D365 BC, visit signupsoftware.com

•        To learn more about SKsoft's toolbox, visit sksoft.com

This episode is sponsored by XPLUS.

On this episode we are diving into key changes in license enforcement in Dynamics 365 F&SCM with Bartosz Szpiech, vice president of product at XPLUS.

We begin by discussing what has changed in the licensing model from AX 2012 to Dynamics 365 and how it is changing in the coming months in ways that will have important implications for customers still planning a move from on-premises to cloud, as well as for existing D365 customers.

And while many customers will be able to adapt without too much disruption, there will be scenarios in which organizations could face a major impact to license costs and user management.

We also discuss how security setup projects have evolved and how user security governance, or USG, can support license optimization and compliance going forward.

Resources:

• D365 Licensing Guide - https://www.microsoft.com/en-us/licensing/product-licensing/dynamics365
• USG - YouTube 1 hour walkthrough -  https://www.youtube.com/watch?v=7XOugnAmFi8
• USG Masterclass - 2 hours material with registration from Executive Automats -  https://www.executiveautomats.com/dynamics-365-fscm-security-masterclasses
• Technet -  https://learn.microsoft.com/en-us/
• Contact Bart - [email protected] 

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: 

• Luciano Cunha, CEO of STAEDEAN
• Khaled Nassra, Founder of Enki Consulting
• JC Quintana, author and Microsoft alliance director at Experlogix

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.

More from Flywire:

• Learn more about Invoiced by Flywire: https://www.invoiced.com/accounts-receivable-software-msdw

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:

• The historical evolution of IT ownership challenges
• Real-world examples of failed or misdirected technology initiatives
• The lingering trauma (and myths) from legacy system upgrades and Y2K-era thinking
• Transitioning from legacy ERP systems to modern platforms
• The generational shifts and employee tech expectations are reshaping the IT roadmap
• The changing interface of systems based on the influence of AI

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.