Are you struggling with ERP modernization or wondering how AI is actually changing the finance landscape? In this episode of the M365 FM podcast, we dive deep into the world of Dynamics 365 with Alicia King, a pre-sales engineer director at RSM US LLP and Microsoft MVP who has led over 100 ERP transitions across 40 countries.

Alicia joins the show to share her unique perspective on why ERP implementation is a people business rather than just a technology project. We explore the critical importance of executive alignment, the real-world impact of Microsoft Copilot on supply chains, and the common pitfalls organizations face during large scale digital transformations. Whether you are a CFO, CIO, or a technology consultant, this conversation provides actionable insights on change management, data quality, and global implementation strategies.

You will learn why 50 percent of ERP projects fail and how to ensure yours is in the successful half by focusing on user adoption and psychological safety. Alicia also breaks down the evolution of the Microsoft ecosystem from the days of AX to the modern AI powered era of Finance and Supply Chain Management.

Chapters
0:00 Introduction to Alicia King and RSM
2:25 The journey from supply chain to Microsoft MVP
5:10 Why ERP is a people business first
7:45 The evolution of Dynamics 365 from AX
10:30 Executive alignment and mitigating project risk
13:55 Change management and driving user adoption
17:15 Business process redesign and reporting
20:05 The critical role of data quality and costing
23:30 Managing resources and avoiding team burnout
27:20 Transparency in project management
31:00 Bridging the gap between IT and business leadership
35:35 Navigating cultural challenges in global ERP projects
39:50 Localization and international tax complexities
43:15 How AI and Copilot are transforming D365
46:40 The future of autonomous agents and governance
49:05 Rapid fire round and career advice
51:34 Closing remarks

If you found this discussion helpful, please subscribe for more insights on the Microsoft ecosystem and leave a comment with your biggest ERP challenge!

#Dynamics365 #MicrosoftCopilot #ERP #FinanceTransformation #DigitalTransformation