Financial Management news & resources

Top Microsoft Dynamics ERP & CRM News of 2023

by Jason Gumpert
AI dominated Microsoft presentations, blog posts, and earnings calls, with cloud services not far behind
AI and Machine Learning Accounting Azure BI and Reporting Business Central Customer Engagement Data Management Data Warehousing Databases Dataverse (CDS) Dynamics 365

From the Microsoft Dynamics 365 Finance and Operations Blogs: Electronic reporting; Posting to subledgers; Test role access; Workspace personalization

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 Finance and Operations blogs
Accounting BI and Reporting Dynamics 365 Dynamics AX Finance and Operations Financial Management Security

Microsoft adds planning and analytics tools in new Dynamics 365 Finance Premium license

by Jason Gumpert
Business process planning, coming in 2024, will build on acquired and licensed tech
Business Performance Mgmt Business Process Mgmt Dynamics 365 Dynamics AX Finance and Operations Financial Management KPIs Power BI Power Platform

Why a unified tech stack keeps corporate finance teams ahead of the curve

by Hugh Cumming
Exploring what businesses gain when they integrate a Microsoft-focused technology stack
Accounting BI and Reporting Business Central Corporate Perf Mgmt (CPM) Data Management Dynamics 365 Dynamics NAV Financial Management Power BI Power Platform

ERP Rescue: Saving a Business Paralyzed by a Neglected Dynamics GP System

by Marlena Stark
Turning an ERP horror story into a happy ending with a productive partnership
Accounting Business Central Data Integration Data Migration Dynamics 365 Dynamics GP Financial Management

Ignite 2023: Microsoft aims for technician, manager productivity gains with AI in Dynamics 365 Field Service

by Jason Gumpert
A preview of Copilot in Microsoft Dynamics 365 Field Service will aim to improve productivity for both technicians and managers
Customer Engagement Customer Experience (CX) Customer Service Data Integration Dynamics 365 Field Service Field Service Finance and Operations Financial Management Ignite 2023 Inventory Management Sales
Directions EMEA 2023 amphitheater

Directions EMEA 2023: More Copilot, integration points coming to Microsoft Dynamics 365 Business Central

by Jason Gumpert
Copilot features will both save users time and redefine some traditional interaction patterns, Microsoft executives believe
AI and Machine Learning Accounting Azure Banking Business Central Directions EMEA 2023 Document Automation Dynamics 365 Dynamics NAV Financial Management

MSDW Podcast: Creating a Strategic Office of Finance

by MSDW Reporter
Rishi Grover of Vena Solutions discusses how Vena is partnering with Microsoft to bring new offerings to market focused on the future of finance.
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Data Management Dynamics 365 Finance and Operations Financial Management MSDW Podcast

Microsoft Dynamics Partner Roundup: New automation tools; Entering Irish market; Integrations

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
AP Automation Accounting Business Central Dynamics 365 Dynamics AX Dynamics NAV Expense Management Finance and Operations Financial Management Invoice Processing Logistics Shipping

MSDW Podcast: Fighting Fraud in AP Automation

by MSDW Reporter
AP Automation Business Central Dynamics 365 Dynamics GP Dynamics NAV Financial Management Invoice Processing MSDW Podcast Payment Processing Security

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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