Category: CRM



This episode is sponsored by NMB Solutions. Dynamics 365 Finance and Supply Chain Management users will be thinking about global challenges in 2025. Our guests on this episode, Michelle Frennier and Chris Winstanley of NMB Solutions, help us understand some of the biggest risks businesses are facing this year and how to adapt. Shipping cost management will demand particular attention, Chris tells us, as faster deliveries add more pressure to businesses. Labor shortages, rising costs for transportation, and auto-fulfillment demands will all color the picture. Global trade compliance is another area of continued uncertainty, and Michelle helps break down some of the key risks and challenges. We also discuss data visibility concerns, the latest in supply chain automation opportunities, and some of the solutions that NMB is bringing to bear to help teams improve compliance, shipping, and transportation. Contact NMB Solutions to learn more: https://www.nmbsolutions.ca/contact-us https://www.youtube.com/watch?v=cH2hdD67I8E



This episode is sponsored by SignUp Software. When Tina McGrath first encountered ExFlow from SignUp Software, she was working as the finance lead in an ERP transformation project for a Dynamics AX customer moving to D365. Their older invoice automation software presented a range of challenges, including integration issues, lost information, usability, and customization complexity. On this episode, Tina takes us through some of the critical requirements, priorities, and guiding principles that led her to select SignUp as part of that project and how it benefited that organization. We then discuss how, years later, Tina came to lead SignUp's consulting services for Dynamics 365 Finance & Operations in North America. Rob Ashe, head of North America at Signup, also joins us and to talk about future plans for ExFlow that D365 customers can look forward to. More from SignUp Software: · To learn more about ExFlow, the only fully embedded AP automation solution for D365 Finance & Operations, or to explore the full suite of solutions offered by SignUp Software, visit their website (https://www.signupsoftware.com/book-demo/) and request a product demo today. https://www.youtube.com/watch?v=YOgxJ7sC4cI



This episode is sponsored by k-ecommerce, powered by MDF Commerce. On this episode we are talking about automation and e-commerce with Patrick Fusarini and Rich Fowler of k-ecommerce. B2B organizations face complex requirements in their commerce decisions, and Rich and Patrick tell us about what the requirements they are hearing from Dynamics 365 customers today. Many scenarios are driven by the D365 user's own clients, they explain. In a B2B context, those organizations want to be able to make their purchases with greater velocity and lower friction. Our guests provide some examples of D365 customers that are making that happen with k-ecommerce. We also discuss the relationship between automation and better data insights, and how partners can use that connection to improve outcomes further. Rich and Patrick share suggestions on how D365 customers can prioritize commerce needs, improve automation, and create a meaningful commerce execution plan. To learn more about k-ecommerce, check out k-ecommerce.com or try their interactive demo here. Catsports: How k-ecommerce transformed this online sports business: https://k-ecommerce.com/success-stories/catsports https://www.youtube.com/watch?v=faJMlYzg68M