This episode is sponsored by Vertex. Tax engines have a unique role to play in the performance of mid-market businesses. Our guest on this episode, Pete Olanday, Director of Consulting, Vertical Solutions: Retail, Leasing, Telecommunications, at Vertex discusses how implementing a tax engine can help mid-market companies streamline processes, enhance scalability, and ensure compliance in the face of evolving regulations. Pete discusses some of the biggest challenges that mid-market firms face related to sales tax and how those tie into other strategic initiatives like process automation, business expansion, and managing operational costs. Pete also offers context for how he sees Vertex clients aligning tax automation with their other ERP initiatives. He offers guidance for tax executives and IT decision-makers on what to expect from an investment in a tax engine and make suggestions about how to avoid common pitfalls that companies experience when trying to scale their tax solutions. From Vertex: Vertex integrates with Dynamics 365 Finance, Supply Chain, Business Central, Sales, and Commerce. To learn more about Vertex’s tax solutions for Dynamics 365, visit https://www.vertexinc.com/partners/microsoft-dynamics-365 or email us at microsoftdynamics@vertexinc.com. https://www.youtube.com/watch?v=zR8Uz_90NLE

When Dynamics 365 Business Central and Microsoft 365 work together, small and medium-sized businesses can boost productivity and redefine how work gets done. With data delivered directly to familiar apps like Excel, Outlook, and Teams, employees get the information they need without switching between applications. Leveraging next-generation AI with Microsoft Copilot, employees can further streamline routine tasks like drafting content, summarizing meetings, providing email follow up, and quickly finding answers to questions—all within the tools where they work best. Learn more: https://www.microsoft.com/dynamics-365/products/business-central #Microsoft #Dynamics365 https://www.youtube.com/watch?v=hU5-p6MHT2o

Have you switched to Forms 2.0 yet? What are you waiting for? This is one of the best new features Oracle released in 2023! Join us for a compelling discussion and demonstration of Oracle Enterprise Performance Management Forms 2.0 and Dashboard 2.0 to help you make the switch today! We know no one wants to be “first” in adopting new features and functionality and often delay changing or implementing. But Dashboards 2.0 and Forms 2.0 are easy to enable (or disable). There is no required migration or redesign. In this webinar, will give you an idea of what Forms 2.0 and Dashboards 2.0 are all about. We will review why Oracle made improvements to Dashboards and Forms, discuss the top 5 reasons to switch, demo the switch and provide tips for working in the new interface. We will begin by introducing you to the new features and functionality in Forms 2.0 in Cloud EPM. You’ll learn about the new JET technology behind the new grids and the new application-level setting to enable the functionality. Via screenshots and a demonstration, you will see runtime and usability improvements, consistency between Web and Smart View forms, improved member selection and calc on the fly. We will highlight the usability improvements such as reduced clicks and removed popups, clean new icons and dialogs and improved line-item detail. We will continue by showing the Dashboard 2.0 key features including improved Dashboard Designer, grid write-back and edit without data. Forms 2.0 and Dashboards 2.0 are available in Planning: Custom and Modules, Freeform, Financial Consolidation and Close, Tax Reporting, Enterprise, Profitability and Cost Management and Strategic Workforce Planning. About the presenter: Carol Breyer has 25+ years of EPM/Hyperion experience including cloud E/PBCS, Data Exchange/Data Management, Reports, Smart View and on-premise Planning, Essbase, HFM, Shared Services, Financial Reporting, DRM and FDMEE. She has worked with customers to implement Oracle Hyperion applications and reporting tools by gaining and understanding customer’s business needs and technology. Presently working in Managed Services, she provides best practice guidance and support, resolve software/process issues quickly, training and enhancements. https://www.youtube.com/watch?v=wDLX2GsrBJs