Financial Management news & resources

Microsoft Dynamics Partner Roundup: Finance training; New CEO; Compliance-centric tools; GenAI tools

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Copilot Customer Engagement Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Financial Management Food & Beverage Governance, Risk, and Compliance (GRC) Life Sciences Regulatory Compliance

Microsoft Dynamics Partner Roundup: Property management; D365 win; Contract intelligence; Construction solution

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Construction Contract Management Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Field Service Finance and Operations Financial Management Property Management Sales

MSDW Podcast: Meeting the financial reporting needs of Microsoft customers with FYIsoft

by MSDW Reporter
How to address complex financial reporting needs of Microsoft Dynamics customers
BI and Reporting Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Financial Management MSDW Podcast Security

From the Microsoft Dynamics 365 Finance and Supply Chain Management blogs: Code upgrade conflicts; Clean up jobs; Financial reporting; Invoice capture

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
AP Automation BI and Reporting Business Process Mgmt Data Management Dynamics 365 Dynamics AX Finance and Operations Financial Management Invoice Processing
Mike Morton of Microsoft

Directions EMEA 2024: Microsoft preps partners for arrival of autonomous agents in Dynamics 365 Business Central

by Jason Gumpert
Sales order agent to reach public preview in US before year end, team says
Business Central Directions EMEA 2024 Dynamics 365 Dynamics NAV Financial Management Sales Order Processing

From the Microsoft Dynamics 365 Business Central blogs: Financial reports; Tax setup, reporting; Information workers; Approval workflow

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
Accounting BI and Reporting Business Central Dynamics 365 Dynamics NAV Financial Management Tax Management Workflow Management
Sales Qualification Agent for Dynamics 365 Sales

Microsoft announces ten new AI scenarios in Dynamics 365 apps as part of autonomous agent push

by Jason Gumpert
New scenarios across D365 apps support the larger push for Copilot Studio
Accounting Business Central Copilot Copilot Studio Customer Engagement Customer Service Dynamics 365 Field Service Finance and Operations Financial Management Knowledge Management Power Platform

Microsoft Dynamics Partner Roundup: Order-to-Cash partnership; Partner acquisition; Workforce management; Quality control

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
BI and Reporting Business Central Business Performance Mgmt Contact Center Customer Engagement Dynamics 365 Financial Management Quality Control Workforce Management
Finance Overview dashboard in Business Central

Microsoft acquires IP rights to Fenwick’s Power BI Report Packs for Dynamics 365 Business Central

by Jason Gumpert
Reports and dashboards coming in 2024 release wave 2 cover finance, sales, purchasing, inventory, manufacturing, and projects
BI and Reporting Business Central Business Performance Mgmt Data Management Dynamics 365 Dynamics NAV Financial Management Inventory Management KPIs Manufacturing Power BI Power Platform

MSDW Podcast: Community Summit 2024 Preview with PayTrace

by MSDW Reporter
Talking payment technology and ERP automation opportunities
Business Central Business Process Mgmt Community Summit North America 2024 Credit Card Processing Dynamics 365 Dynamics GP Dynamics NAV Financial Management MSDW Podcast Payment Processing

LATEST VENDOR RESOURCES

Dynamics 365 Licensing Update: What You Need to Do Before August 30, 2025

Sikich

The Strategic Side of AP: How to Turn Payables into Business Wins

Mekorma

Embedded vs. Integrated AP Automation: What’s Best for Your Needs?

Mekorma

Optimizing Global E-Invoicing & Live Reporting in Dynamics 365 Finance: Powered by Avalara

Avalara

Introducing Translytical Task Flow and the Future of Actionable Power BI

insightsoftware
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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

From Back Office to CFO's Boardroom: How Strategic AP Drives Financial Health

Mekorma
Unlocks cash flow control, stronger vendor ties, better compliance, and smarter decisions
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Check Printing Chemicals

Click, Archive, Done: Check Processing with PDF Check Copy & Image Archive

Mekorma
AP Automation Accounting Auditing BI and Reporting Business Central Check Printing Consolidation Accounting Data Archiving Dynamics 365 Dynamics GP Electronic Signatures Financial Management

Mitigating AP Fraud Risk: A CFO’s Guide to Protecting Your Organization

Yooz
Discover how CFOs and finance leaders can proactively protect their organizations
AP Automation Business Central Document Automation Dynamics 365 Dynamics GP Financial Management Invoice Processing Security
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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 AI and Machine Learning AP Automation Azure Business Central Commerce Customer Engagement Customer Insights Customer Voice Dynamics 365 Financial Management Fraud Protection

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

Hamamatsu Corporation Improves Internal Processes and Increases Efficiencies with SKsoft

SKsoft
Successfully streamlined a number of its internal financial processes
Banking Distribution Dynamics AX Financial Management Manufacturing
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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

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

Aptitude Fynapse for Microsoft Dynamics 365 Finance

Learn how the combination of Microsoft Dynamics 365 Finance and Aptitude Fynapse, which includes Accounting Engine and...
Accounting Dynamics 365 Dynamics AX Dynamics GP Finance and Operations Financial Management Governance, Risk, and Compliance (GRC)

Aptitude Fynapse & Dynamics 365: Equipping finance teams to do more with less

Finance teams need to do more with less. Powered by the Microsoft Cloud, Aptitude’s finance management platform, Fynapse, and...
Accounting Dynamics 365 Dynamics AX Dynamics GP Finance and Operations Financial Management Governance, Risk, and Compliance (GRC) Revenue recognition Subscription Management Subscription billing
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