Category: CRM



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. https://www.youtube.com/watch?v=tdQ98YqcYao



Meet Beatrice Cannon, a Digital Specialist for Security solutions at Microsoft, who shares her experience using Copilot and Sales Agent to streamline her workflow, prioritize high-value opportunities, and enhance her productivity. Discover how AI tools are revolutionizing the way sellers work, enabling them to focus on what they do best—connecting with customers and closing deals. Learn more: https://www.microsoft.com/en-us/microsoft-365/blog/2025/03/05/new-sales-agents-accessible-in-microsoft-365-copilot-help-teams-close-more-deals-faster/?msockid=308b57a669e16d2c29ff43a968cc6c56 #MicrosoftDynamics365 #Microsoft #AgenticCRM https://www.youtube.com/watch?v=aYUBW6-4km4



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: Explore SignUp Software’s native D365 solutions at signupsoftware.com, and discover how Velosio can support your business at velosio.com. https://www.youtube.com/watch?v=08USz3enGs8