Financial Management news & resources

Rebuilding the Trial Balance

From Dynamics SL to D365 Business Central: Rebuilding the Trial Balance the Righter Way

by Cynthia Priebe - Microsoft MVP
Why Trial Balance creates friction after a migration, and how to improve familiarity
Accounting BI and Reporting Business Central Dynamics 365 Dynamics SL Financial Management
Business Central’s Hidden Depreciation Features for Assets Already in Service

Business Central’s Hidden Depreciation Features for Assets Already in Service

by Robb Delprado
Know your options for handling depreciation for assets with additional acquisition costs after they’ve been placed into service
Accounting Business Central Dynamics 365 Dynamics NAV Financial Management

From the Microsoft Dynamics 365 Business Central blogs: Send emails with report attachments; Per-tenant extensions; Understanding dimensions; Engineering

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
Accounting Azure Business Central Copilot Development Dynamics 365 Dynamics NAV Financial Management

From the Microsoft Dynamics 365 Business Central blogs: Forecasting, planning; Journal posting reversals; Multiple companies and currencies; Visible flow fields

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
Business Central Demand Planning Dynamics 365 Dynamics NAV Financial Management Forecasting Multicurrency
MSDW Podcast with Yooz

MSDW Podcast: A Successful Path to Automation in Dynamics ERP, with Yooz

by MSDW Reporter
Sharing AP-related conversations our guests are having with Dynamics customers about fraud, error prevention, efficiency, and more
AP Automation Business Central Dynamics 365 Dynamics GP Financial Management Invoice Processing

Microsoft Dynamics Partner Roundup: SharePoint knowledge AI Search; Excel reporting Transatlantic partnership; New ERP service director

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Azure BI and Reporting Business Central Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Financial Management Knowledge Management

Vena adds Microsoft Fabric connector for Dynamics 365 F&O to streamline FP&A data

by MSDW Reporter
Customers will gain benefits from Fabric’s role as a centralized data layer, vendor says
Accounting Business Central Corporate Perf Mgmt (CPM) Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Financial Management

From the Microsoft Dynamics 365 Finance and Supply Chain Management blogs: Machines as production resources; Optimizing freight routes; Top AI features for CFOs; License usage summary report

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
Copilot Dynamics 365 Dynamics AX Finance and Operations Financial Management Licensing Manufacturing Supply Chain Management Transportation Management

Microsoft Dynamics Partner Roundup: Ag solution update; Azure Maps integration; Dubai office; New services package

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Agriculture Business Central Customer Engagement Dynamics 365 Financial Management Web-based Mapping

MSDW Podcast: Flywire at Community Summit NA 2025

by MSDW Reporter
Digging into the value of leading AR automation and international payments expertise
Business Central Collections Management Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Financial Management MSDW Podcast Payment Processing

LATEST VENDOR RESOURCES

Happy Holly-Daze: Your Year-End Dynamics 365 Business Central Success Checklist

Innovia

1099 Compliance and Vendor Reporting in 2026: What You Need to Know Today

Mekorma

LPA Lays the Groundwork for a Data-Driven Future with Dynamics 365 and aec360

HSO

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

Maximizing Cash and Controlling Spend in BC: A Financial Lifecycle for CFOs

SignUp Software
More Financial Management Videos

The Complete AP Guide To TIN Matching And OFAC Screening (2025 - 2026 Tax Season Edition)

Mekorma
Best practices and processes to help you stay compliant and minimize risk in 2025-2026 tax season
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Check Printing Chemicals

AI-Powered xFP&A: The Future of Financial Planning

Solver
Explore the transformative power of AI in xFP&A
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management

The ERP Gap: Why It’s Not Enough for Invoice-to-Cash

Invoiced by Flywire
Without advanced tools, finance teams use manual workarounds that delay payments and increase risk
Accounting Business Central Dynamics 365 Finance and Operations Financial Management Payment Processing

MSDW Solution Evaluation Report: Mekorma

Mekorma
Detailed solution feedback from five partners and customers
AP Automation Business Central Document Automation Dynamics 365 Dynamics GP Dynamics NAV Financial Management Invoice Processing

(Infographic) Which Microsoft Dynamics 365 ERP solution is the best match for your business?

Sikich
Compare and decide
Business Central Dynamics 365 Finance and Operations Financial Management Supply Chain Management
More Financial Management White Papers

US Assets Recovery’s Transition to Dynamics 365 Business Central

Forvis Mazars
US Assets Recovery became more efficient with the help of Microsoft Dynamics 365 Business Central.
Accounting Business Central Dynamics 365 Financial Management Metals

Lights, Camera, Automation: How Cinespace Studios Streamlined AP for Global Growth

SignUp Software
Discover how Cinespace Studios brought efficiency to the spotlight by replacing manual AP processes with ExFlow — setting the stage for seamless global expansion
AI and Machine Learning AP Automation Azure Business Central Commerce Customer Engagement Customer Insights - Data Customer Voice Dynamics 365 Financial Management

Beyond Checks: How Mekorma Streamlined AP for Senior Living Facilities

Mekorma
This senior housing operator cut checks — and boosted efficiency — with Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Business Performance Mgmt Business Process Mgmt

SKsoft Unlocks Treasury Automation Suite benefits for Lippert

SKsoft
Identified the 10% of ACH emails experiencing delivery failure
Banking Dynamics 365 Finance and Operations Financial Management Manufacturing

Pattern Energy Services Group LP Streamlines Financial Processes with SKsoft

SKsoft
Now fully able to utilize electronic bank reconciliation — with 600 bank statements automatically imported per year
Banking Dynamics 365 Energy Finance and Operations Financial Management
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PlanAutomate Overview

Download this 2-page brochure that provides a high-level overview of PlanAutomate, our solutions, and services for project...
Aerospace & Defense Architecture Business Process Mgmt Construction Customer Engagement Dynamics 365 Dynamics AX Energy Engineering Finance and Operations Financial Management Government

Guide to Choosing Your Payment Hub Subscription

Mekorma Payment Hub offers three subscription tiers, but how do you choose the best one for your organization? Use this guide...
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Banking Billing Boating Business Central Check Printing

Power BI Budgeting With Power ON Budget Planner

In effective cost management, wrangling budgets scattered across local spreadsheets poses challenges in maintenance and...
Automated Data Collection Azure Budgeting Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Dynamics POS Dynamics RMS

Dooap: AP Automation for Microsoft Dynamics 365 Finance and AX 2012

Dooap is every AP professionals' best friend, a mobile-first, cloud-native accounts payable automation solution built...
AP Automation Document Automation Dynamics 365 Dynamics AX Finance and Operations Financial Management Invoice Processing

AIM Assessment for a Microsoft Dynamics AX to Dynamics 365 Finance and Supply Chain Management Migration

An AIM (Accelerate, Innovate and Move) assessment is the first step on your cloud journey to help you understand migration...
BI and Reporting Distribution Dynamics 365 Dynamics AX Financial Management Industrial Equipment Manufacturing Supply Chain Management
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