Auditing news & resources

From the Microsoft Dynamics CRM/365 Blogs: Solution Changes; Statuscode; Plugins; Themes; Data Mover Jobs

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs.
Auditing Customer Engagement Dynamics 365 Dynamics CRM Power Automate

Inspire 2017: Re-formulated programs aim to accelerate Microsoft cloud business

by Dann Anthony Maurno
Microsoft pledges to move from “partner led” to “partner first” in 2018, with productivity bundles, a biz app development platform and Azure co-sell investments
Auditing Azure Commerce Customer Engagement Dynamics 365 HR Management Inspire 2017 LinkedIn LinkedIn Sales Navigator Marketing Microsoft Corporate Power BI

Firearms Retail: System Solutions automates compliance, records using Microsoft Dynamics AX

by Linda Rosencrance
In this heavily-regulated industry, records and accuracy get in the way of speed and customer experience. This niche needs automated compliance with ATF and FBI regulations.
Accounting Auditing BI and Reporting Commerce Consumer Goods Dynamics 365 Dynamics AX Finance and Operations Power Automate Regulatory Compliance Retail Retail POS

Microsoft Dynamics Webcasts This Week: Self-service portals; Auditing with NAV; AP management; Great field service; 365 roadmap

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Accounting Auditing BI and Reporting Business Central Business Process Mgmt Credit Card Processing Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration

How CRM Enables KYC Compliance in Banking, SIM Regulations in Telcos

by Dennis Lupambo
For mandatory financial services and telco requirements, CRM both solves the problem and improves customer service
Auditing Dynamics CRM Financial Services Regulatory Compliance Security Telecommunications

Roadmap to Segregation of Duty Compliance with Dynamics AX, Part II: Implementation and Deployment

by Corey Bakhtiary
An implementation methodology that is unique to your organization ensures a smooth transition to SoD compliance.
Auditing Dynamics AX Regulatory Compliance

Roadmap to Segregation of Duty Compliance with Dynamics AX, Part I: Goals and Objectives

by Corey Bakhtiary
Segregation of duty is a very do-able task, if you take an iterative approach, using the right tools
Auditing Dynamics AX Regulatory Compliance SOX Sarbanes-Oxley Sarbox

Microsoft Dynamics GP MVP Mark Polino Joins Fastpath

by Jason Gumpert
Polino leaves Dynamics services firm IBG to take on client services role at Fastpath
Auditing Dynamics GP Regulatory Compliance Risk Management Security

Microsoft Announces Cloud Data Auditing Made Easy with Azure SQL Data Warehouse

by Dann Anthony Maurno
Ensure compliance, spot key business trends or suspicious activity, all via your Azure Storage account.
Auditing Business Central Data Warehousing Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Power Automate Regulatory Compliance SaaS Security

The Importance of Audit Tracking in Microsoft Dynamics GP - And Why Customers Resist It

by Linda Rosencrance
One GP user discovers that a shocking number of his peers have no tools in place to track changes in GP
Auditing Dynamics GP GPUG Security

LATEST VENDOR RESOURCES

Seeing is Believing: Unleashing the Power of AR & AP with Blue Moon & MetaViewer

Metafile

From Paper to Digital: Transforming QA with Business Central

Insight Works

Patagonia Achieves Omnichannel Success and Elevates its Customer Journey with Vertex Tax Solutions and Microsoft D365

Vertex, Inc.

Tips & Tricks for Dynamics AP Automation

PairSoft

Invoice Workflow Demo from PairSoft

PairSoft
More Auditing Videos

5 Simple Steps for Safeguarding Your Revenue

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This guide is centered on actionable steps, assisting you in recognizing specific profit-draining issues and offering practical solutions
AI Accounting Auditing Business Central Business Process Mgmt CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice

5 Simple Steps to Revenue Leakage Prevention

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Actionable steps to help you to identify specific profit drain issues and find practical solutions
Accounting Auditing Business Process Mgmt Customer Engagement Dynamics 365 Finance and Operations Fraud Protection Marketing Marketing Insights Mixed Reality Preventive Maintenance Product Visualize

Managing Identity and Access Controls Across Multiple Applications

Fastpath, Inc.

Organizations must be aware of the risks they face and take the appropriate measures to minimize the impacts on their operations

Auditing Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Security Segregation of Duties (SoD)

Moving Your ERP to The Cloud

Avanade

Why and how to do it

3PL AP Automation Accounting Advanced Pricing Aerospace & Defense Agriculture Architecture Associations Auditing Automated Data Collection Automotive BI and Reporting

7 Audit Scoping and Project Management Best Practices

Fastpath, Inc.

A practical approach to audit programs and compliance

Auditing Business Central Business Rules Mgmt Configuration & Development Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL
More Auditing White Papers

Software Development Organization Transforms Auditing with Power BI

Collectiv
Auditing BI and Reporting Data Integration Data Management Power BI Power Platform Software

Case study: Sunshine 811 Saves $15,000 Annually by Streaming Recurring Billing with Subscription Billing Suite

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Sunshine 811 struggled to gain complete visibility of its billing processes. Discover their journey to streamlining recurring revenue

Accounting Auditing Automotive Banking Bill Of Material Mgmt Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consolidation Accounting Construction

DynaLife Centralizes Lease Management for Over 30 Locations

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Integrates with Microsoft Dynamics, providing a centralized database

Accounting Auditing Business Central Complex Billing Contract Management Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Enterprise Asset Mgmt Expense Management

OTC Markets Saves 120+ Hours Each Month with Subscription Billing Suite

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Integration made seamless by familiar Microsoft Dynamics interface

Accounting Advanced Pricing Auditing BI and Reporting Banking Billing Business Central Business Process Mgmt CPQ (Configure, Price, Quote) Collections Management Complex Billing Consolidation Accounting

MoxiWorks Optimizes its Revenue Management with Subscription Billing Suite

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MoxiWorks saves 80 days annually by automating recurring billing processes

AP Automation Accounting Advanced Pricing Auditing BI and Reporting Banking Billing Budgeting CPQ (Configure, Price, Quote) Complex Billing Contract Management Credit Card Processing
More Auditing Case Studies

Innovia Power BI Reports Packs

At Innovia Consulting, we developed a portfolio of reports in Power BI to help you see the meaning behind your data. With...
Accounting Auditing BI and Reporting Business Central Dynamics 365 Inventory Management Manufacturing Power BI Power Platform Process Manufacturing Purchasing Sales & Marketing

Fastpath Assure for Microsoft Dynamics 365 Finance & Operations

Comprehensive security auditing platform to analyze segregation of duties, critical transactions and key access. Designed by...
Auditing Dynamics 365 Dynamics AX Finance and Operations Regulatory Compliance Security Segregation of Duties (SoD) System Administration User Management

Tax Processing for Microsoft Dynamics 365

Rockton Software's Tax Processing application provides users with an automated approach to tax calculation directly inside...
Accounting Auditing Dynamics 365 Financial Management Tax Management

Auditor for Microsoft Dynamics GP

Auditor is a simple, yet robust data-change management tool. While fraud prevention is the most common reason Auditor...
Auditing Dynamics GP Regulatory Compliance

Fastpath Identity Manager

Fastpath Identity Manager allows business process owners to request, approve and manage Microsoft Dynamics security without...
Accounting Auditing Business Central Business Rules Mgmt Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL
More Auditing Solutions