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

This episode is sponsored by Delinea. Security and compliance concepts related to Dynamics 365 Finance and Supply Chain Management are constantly evolving, and our guest, Delinea principal software development engineer Alex Meyer, continue to work to help the community make sense of their options. Alex, a Microsoft MVP, recently presented a new webcast to the MSDW audience on native controls in D365 applications, and he joins the podcast to provide more perspective on the gaps that still exist. Auditors have become more familiar with D365 F&O solutions, Alex explains, and that means they know where to look for verification of segretation of duties. We also discuss another hot topic right now, D365 licensing and the new policies Microsoft is trying to finalize related to technical enforcement for users. Alex shares his experiences and observations thus far, including the latest known delays to Microsoft's implementation of this plan. More from Delinea: For all the latest expertise on D365 F&SCM security and compliance, as well as information on the Fastpath suite of solutions from Delinea, check out their page on MSDW: https://msdynamicsworld.com/vendor/fastpath-now-part-delinea https://www.youtube.com/watch?v=9-ieixYvatQ