Financial Management news & resources

GDPR and Microsoft Dynamics 365: Understand your responsibilities

by Mark Polino
Microsoft and its Dynamics customers share responsibility for complying with GDPR rules, so it's critical to understand your share.
Accounting Business Central Cloud Data Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management GDPR

Management Reporter: How Dynamics GP users can ensure a smoother month-end, year-end and audit

by Dann Anthony Maurno
Can you know your financial statements well enough? Chances are, you can know them better, and Nick Sercer of MSX Group will describe how at GPUG Summit 2017.
Accounting Budgeting Dynamics GP Financial Management GPUG Summit 2017 Summit 2017

Vic Air Supplies moves to the cloud with Microsoft Dynamics NAV

by Linda Rosencrance
Microsoft Gold Partner EBS helps company move to the cloud, and to bring along some reluctant employees
Accounting BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365

New Microsoft FastTrack for Dynamics 365 services underscore focus on customer success

by Dann Anthony Maurno
With new resources for Field Service and PSA, and for user adoption, Microsoft expands hands-on commitment to cloud services success
Customer Engagement Dynamics 365 FastTrack Field Service Field Service Financial Management Microsoft Corporate Order Management

Microsoft Dynamics Partner Roundup: D365O for food; Contact center on AppSource; Just-named ISV Dev Center; D365 for leisure/entertainment

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Contact Centers Customer Engagement Dynamics 365 Dynamics CRM Financial Management Food & Beverage ISV Media & Entertainment Mobile Applications Power Automate Supply Chain Execution

Dynamics Profile: A Microsoft MVP and AX/365 expert champions financial precision, community engagement

by Linda Rosencrance
Ludwig Reinhard on how a careful setup spares recurring agony; also on knowledge sharing (and hoarding) in the Dynamics AX community.
Accounting Dynamics 365 Dynamics AX Finance and Operations Financial Management Workflow Management

Where there’s a filing cabinet, there’s an automation opportunity

by Dann Anthony Maurno
The ROI builds when document management, business process automation, go enterprise wide, says ImageTag’s Mary Miller
AP Automation Accounting Business Process Mgmt Contract Management Document Management Dynamics GP Dynamics SL Financial Management Legal Matters Sales Order Processing

Executive Q&A: Predictive analytics now a corporate planning must-have, deFacto Global advises

by Dann Anthony Maurno
President and CEO Bob Bedard believes enterprise is sold on corporate planning; mid-sized and smaller Dynamics users can do the same.
BI and Reporting Business Central Data Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Forecasting Multicurrency

Consolidate or integrate? What to do with ERPs after mergers and acquisitions

by Daniel Chilcott
iPaaS mitigates the urgency and expense of consolidating on a single ERP
Accounting Business Central Cloud Customer Engagement Data Integration Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Microsoft Dynamics Webcasts, May 1-5, 2017: Integrate EDI with AX or D365; Manage financial documents

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
Business Central Customer Engagement Data Integration Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV EDI Finance and Operations Financial Management

LATEST VENDOR RESOURCES

Out of the Box Power BI Reports for Dynamics 365 Business Central

WebSan Solutions

Top Shelf AP Automation – Just Ask ChatGPT (or Copilot)

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Confessions from the BC Trenches: The Tools & Truths CFOs Need Now

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MVP Roundtable: Transforming Your Business with ​D365 Business Central​

Mekorma

Simplifying Collections Management in Business Central with AR Automation

PayTrace
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Why Vendor Validation is Now a Critical AP Strategy (And Not Just a Compliance Checkbox)

Mekorma
AP teams face growing responsibilities and an opportunity to positively impact organizational well-being
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Auditing Automotive BI and Reporting Billing Boating Business Central

Optimizing Multi-Entity Accounts Payable: The Essential Guide to Centralization

Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Banking Billing Boating Business Central Check Printing

Vendor Compliance 101: Must-Have for Navigating Tariffs and Trade Regulations

Mekorma
Learn more about the essential vendor compliance steps in this Vendor Compliance 101 sheet
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Auditing Automotive BI and Reporting Boating Business Central Check Printing

Why AP Automation Is a Secret Weapon Against Supply Chain Disruptions

Metafile
Stay ahead of supply chain disruptions with AP Automation.
AI AP Automation Accounting Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Vendor Validation in AP: Identify Incomplete and Bad Data Before it Becomes a Problem

Mekorma
Use Vendor Validation to safeguard your master data
AP Automation Accounting Business Central Check Printing Complex Billing Consolidation Accounting Dynamics 365 Dynamics GP Financial Management Governance, Risk, and Compliance (GRC) Invoice Processing Multi-Entity Management
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Lights, Camera, Automation: How Cinespace Studios Streamlined AP for Global Growth

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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

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

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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