Financial Management news & resources

Vena

Vena buys Acterys to enable operational planning solutions

by MSDW Reporter
Deal strengthens Vena’s role within the Microsoft ecosystem as more organizations adopt Fabric for analytics and data integration
Business Central Corporate Perf Mgmt (CPM) Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Financial Management Sales and Operations Planning

Collection Automation in D365 Finance & Operations

by Pankaj Kumar Sil
With the introduction of collection process automation in Dynamics 365 Finance & Operations, users can now configure automation jobs tailored for the collections process
Collections Management Dynamics 365 Dynamics AX Finance and Operations Financial Management

From the Microsoft Dynamics GP Blogs: What end of life really means; SafePay to send files to bank; Security; Non-finance features

by MSDW Reporter
A selection of the latest insight from the Dynamics GP blogs
Banking Dynamics GP Financial Management Security
If explanations start from the system's point of view, they feel like defense. If they start from the users's point of view, they become education.

Why Explanation Order Matters in Dynamics 365 Business Central Financial Reports

by Cynthia Priebe - Microsoft MVP
How starting from the user’s point of view builds trust during reporting conversations
BI and Reporting Business Central Dynamics 365 Dynamics NAV Dynamics SL Financial Management

From the Microsoft Dynamics GP Blogs: Year-end AP & 1099 processing; Preparing for 2026; Boost financial management; Send EFT payments

by MSDW Reporter
A selection of the latest insight from the Dynamics GP blogs
Accounting Dynamics GP Financial Management Tax Management
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

LATEST VENDOR RESOURCES

Demo: Mekorma Action Board for Single Company

Mekorma

Top Business Central Finance Module Features Every Partner Should Know

TD SYNNEX

Demo: Mekorma Remote Payment Services for Business Central

Mekorma

How VCIO Mentors Young Leaders to Become Great Technology Professionals

VCIO Global

Vista Manufacturing Grows with Microsoft Dynamics and VCIO Global

VCIO Global
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2026 Tax Changes: A Compliance Guide for Businesses

Avalara
The 10th edition of Avalara's annual tax changes report.
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

Whitepaper: Avalara 1099 Readiness Report

Avalara
Most Businesses Still Rely on Manual 1099 Processes Despite Rising Compliance Risk, Avalara Finds
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

Infographic: Avalara 1099 & W-9

Avalara
This infographic discusses the importance of using automation software for W-9 and 1099 compliance to avoid IRS penalties.
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

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
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Case Study: Electric Motor Supply Company

Avalara
Electric Motor Supply Company energizes operational efficiencies with Avalara
Accounting Automotive Distribution Dynamics 365 Financial Management Tax Management

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

Truvio
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
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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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