Category: CRM



This episode is sponsored by Mekorma. It may be hard to believe, but many partners are still unaware of the Accounts Payable compliance best practices. On this episode, Mekorma’s Director of Revenue, Brendan Coffey joins us to highlight regulatory updates impacting AP teams and explains how those changes tie into partner observations and feedback at Directions NA 2025. We discuss the increasing demand for advanced security and compliance solutions and how Mekorma’s check printing solutions handle fraud prevention and compliance. Brendan explains that tackling these challenges with technology solutions is representative of a broader mindset among SMBs to adopt Business Central as the heart of business operations, not just for bookkeeping or data management. More from Mekorma: Don’t let your business fall behind—stay ahead and ensure you're fully compliant. Want to learn more? Book a meeting with us today or reach out to us at info@mekorma.com https://www.youtube.com/watch?v=8Xsl6soRxjI



Learn about the powerful transformations seen with Dynamics 365 Sales and Microsoft 365 Copilot, such as improved sales performance, enhanced customer interactions, and increased productivity. Learn more https://msft.it/6056qSlZk #Microsoft #Microsoft365 #CRM https://www.youtube.com/watch?v=x6zLv5V0eC0



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: New Event on April 22: Maximize Profits with Yooz: AP Automation That Pays Off To learn more about Yooz and their partner program, visit getyooz.com/partners (and spell it). And if you'd like to discuss further, please reach out to Jennifer Andreas: jennifer.andreas@getyooz.com, to discuss further. https://www.youtube.com/watch?v=D0XcdgexpLA