Keith Ellis CEO Vivid Reports on Making Reporting and Budgeting Easy with Excel

Carol Livingston  interviews Keith Ellis, CEO at Vivid Reports, Inc., about how their CPM solutions have helped users simplify their financial Reporting and Budgeting needs using the familiar Excel user interface. If your clients already do reporting or budgeting in Excel,  Vivid Reports, Inc. makes it easy to “Vivid-ize” those spreadsheets turning manual spreadsheet reports into automated templates with the same familiar format.✅ Fast refresh speeds✅ Convert existing spreadsheets or Management Reporter reports✅ 60+ ERP integrations✅ 87% retention rate✅ 100% say support is easyFor multi-entity, multi-currency, complex roll-ups and report distribution, Vivid demos exceptionally well and scales when budgeting moves beyond spreadsheets COMPANY WEBSITE: www.vividereports.com

Carol Livingston sits down with Giuseppe Ianni, VP and Community Director at Dynamic Communities, for a preview of Community Summit NA 2025, taking place October 19–23 in Orlando, FL. In this ISV Talks episode, they unpack what’s new at this year’s event, from curated educational tracks for users, partners, and ISVs to a brand-new focus on AI-driven topics. They also spotlight expanded opportunities to network, learn, and grow within the Dynamics community.Agents and Copilot are defining the future of Dynamics, CRM, Power Platform, Azure, Fabric, and more. Explore and discover what this means to you at Community Summit the largest Microsoft Business Solutions User Conference on the planet with over 600 sessions, 300 sponsors, and innovative networking opportunities. Dynamic Communities has enhanced this year's event with unique elements like axe throwing, pickleball, and arcade games on the expo floor to create natural networking environments alongside educational content. Community Summit Website: www.summitna.com

The AI revolution waits for no one—and Microsoft wants its partners to know it. In this revealing conversation, Carol Livingston and Bob McAdam unpack the seismic shift happening in Microsoft's partner strategy following their attendance at the BizApps Partner Summit (soon to be renamed the AI Business Solutions Partner Executive Summit).The urgency in Microsoft's messaging was impossible to miss. Gone are the days of gradual technology adoption curves—while personal computers took 12 years to become ubiquitous and cloud computing took five, artificial intelligence is expected to transform business completely within just two years. And as Bob pointedly observes, "one year has already gone by." This accelerated timeline has Microsoft executives sounding an alarm that partners can't afford to ignore.A particularly striking theme emerged around becoming what Microsoft calls "frontier firms"—partner organizations that embrace AI internally before advocating it to customers. The stakes couldn't be higher, with one panel moderator bluntly stating that partners failing to adopt AI strategies might not survive beyond the next 12-18 months. This evolution isn't just about prompted AI tools that require human direction, but autonomous "agentic AI" that operates independently in the background, potentially becoming part of organizational structures. As Carol notes, "It kind of freaked me out when they said agents are part of your org chart."The future clearly belongs to those who adapt quickly. For ISVs, this represents both challenge and opportunity as Microsoft looks to them to develop industry-specific AI solutions. Perhaps the most sobering insight came from a conference speaker who observed: "AI is not going to take your job away. Someone doing your job with AI is going to take your job away." Where does your organization stand in this rapidly evolving landscape? Are you becoming a frontier firm, or risk being left behind?

In this episode, host Carol Livingston chats with Jodi Thibedeau , Account Executive from www.Greenshades.com   about their full-suite Payroll, HR, and Tax solutions tailored for Dynamics 365 BC, MS Dynamics GP, Acumatica, Sage Intacct, and Bullhorn. With deep HR and tax compliance roots and tech-savvy insights, Jodi outlines how Greenshades delivers transparency, flexibility, and financial control through its in-house payroll model.Hear how the PowerBI integration brings data clarity for strategic decisions, why their upcoming Integration Hub will simplify ecosystem connectivity, and what the new CEO's arrival signals for Greenshades’ roadmap. Jodi also shares trends among channel partners—including the “payroll-first” migration approach—to help clients navigate GP sunset timelines and streamline legacy workarounds like manual spreadsheets and siloed processes.COMPANY WEBSITE: www.Greenshades.com 

Your ISV product might be great, but can a partner confidently recommend it to their customer? 🤔  In this episode of ISV Talks, host Carol Livingston of Dynamics Connections sits down with Sal Buonocore from Technology Leader Companies, Marketing Coordinator and ISV Alliance Partner Manager at Pre-Sales Leader,  we unpacked what it really takes to build stronger ISV–VAR partnerships in the ERP channels.  At the heart of it all? Clarity, trust, and meaningful collaboration. ISVs need to make their value unmistakable, think clear messaging, ERP-aligned pricing, and defined processes.   Showing up matters, too: community events like Summit NA and Acumatica Summit offer vital face time to earn credibility. We also explored how co-marketing, from webinars to shared lead gen, can scale growth when trust is already there.   The ISV–VAR relationship isn’t just about software, it’s about shared success.  As Sal puts it, “Relationships are the name of the game.” Keep finding smarter, simpler ways to strengthen the channel and deliver results together. www.techleaderco.com 

🚚Smart Warehouses are here! AI, automation, and robotics are transforming warehouse management, optimizing efficiency, accuracy, and scalability. From AI-driven inventory tracking to autonomous robots streamlining fulfillment, businesses embracing these innovations aren’t just keeping up, instead they’re staying ahead.On this episode of ISV Talks, Carol Livingston chats with Naomi Marti and Kyle McNerney from IntraOne WMS by Hy-Tek about their Tier 1 WMS, full-stack solution, and Azure-powered Integration Hub. Their ERP-agnostic approach supports industries from wholesale to pharma, integrating seamlessly with Dynamics, Acumatica, and more ERPs. They dive into AI innovations, robotics, cloud adoption, and how their one-stop-shop execution platform helps businesses scale efficiently.🔹Key Trends:✅ AI-driven inventory and task automation ✅ Robotics boosting warehouse productivity ✅ Cloud demand & integrated, full-stack solutions ✅ VAR success through ISV alliances & industry specialization🤖 Are robotics and AI the future of warehousing?  Listen to the full episode and learn more about it.Discover more about IntraOne WMS by Hy-Tek Intralogistics 

In this episode of ISV Talks, host Carol Livingston sits down with Jason Williams from The Atum Group, creators of GP365. Together, they explore how GP365 offers an affordable Azure hosting service tailored for Microsoft Dynamics GP users, alongside a convenient archive service for customers transitioning to a new ERP system. Discover why The Atum Group's expertise in Dynamics GP infrastructure makes them the ideal partner for cloud hosting. 👉 Learn more at www.gp365.ca 

On this episode of ISV Talks, host Carol Livingston interviews Barrett King from Ramp to explore their innovative all-in-one finance platform. Ramp is transforming the way modern businesses save time ⏳ and money 💰 by consolidating and automating back-end finance and accounting tasks. With native API integrations 🔗 for major ERPs and HRIS systems, Ramp is becoming the market leader  in finance automation for modern businesses.✨ Key Offerings Discussed: • 💳 Corporate cards • 📂 Expense management • 🧾 Bill pay • ✈️ Travel • 🛒 Procurement • 🏦 Treasury🚀 Tune in to learn how Ramp is streamlining financial operations and empowering businesses to focus on what truly matters.If you’re interested in exploring a partnership, please reach out to Natalie Young at [email protected].

On this episode of ISV Talks, Carol Livingston interviews Naveen Reddy and Colton Brunn from Dynamics eShop to talk about their all-in-one ecommerce platform. Dynamics eShop has over 20 years of experience in developing and implementing fully integrated ecommerce solutions for both Microsoft D365 Business Central and D365 Finance and Operations.  Here are their four key product lines: 🛒 eShop - B2B and B2C integrated ecommerce platform. 🔎 ePortal – Various self-service portals.💳 ePay – An integrated payment solution for BC:.🌐 eMarketplace – Web store connector solutions.  COMPANY WEBSITE: www.dynamicseshop.com

Curious about how payment solutions are evolving in the modern business landscape? Join us for a revealing conversation with Mike Silver and Nicole Ronchetti from Nuvei, as we uncover their journeys through the ERP world and the pivotal changes at Nuvei. Mike discusses his transition from Microsoft to Nuvei, while Nicole brings her extensive experience with Sage Payment Solutions and Acumatica to the table. Get a glimpse into Nuvei's transformation from Sage Payment Solutions to Paya and its acquisition by Nuvei in 2022, which broadened their global presence and ERP integrations. Nicole also highlights Nuvei's current focus on Business Central and pioneering features like automatic fee recovery and surcharging.As businesses grow more sophisticated, the demand for streamlined payment processes has become critical. We explore how businesses are harnessing AI to meet complex customer needs and discuss the necessity of strategic ISV partnerships for staying competitive. Our talk covers the practical uses and challenges of integrating AI tools like Microsoft’s Copilot, the shifting dynamics of partner channels in a cloud-based world, and the future potential for cryptocurrency solutions. Engage with us as we emphasize the importance of collaboration and invite partners to engage in strategic conversations that transcend technology, leveraging our extensive network and shared insights.