Financial Management news & resources

MSDW Podcast: M&A, BI, and the role of independent advisors with Microsoft Dynamics AX & 365

by Jason Gumpert
Real Dynamics principals Yogesh Kasat and Jason Weidenbenner discuss their firm's specialties as an independent consultancy.
Accounting BI and Reporting Data Management Data Migration Data Warehousing Dynamics 365 Dynamics AX Finance and Operations Financial Management MSDW Podcast

Get to Know the New Dynamics 365 Finance and Operations Enterprise Cost Accounting Module

by Ludwig Reinhard
What is cost accounting (CA), and how does D365 support the key pillars of a CA system?
Accounting Dynamics 365 Dynamics AX Finance and Operations Financial Management

Microsoft Dynamics Partner Roundup: Nordic expansion; New CSP ally; CRM training; UK NFP Cloud CRM; Doc management update

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel.
Customer Engagement Customer Relationship Mgmt Document Management Donor Management Dynamics 365 Dynamics AX Dynamics CRM Electronic Signatures Finance and Operations Financial Management Government Not For Profit

Microsoft Dynamics Webcasts, January 29—February 2, 2018: Lease accounting requirement readiness

by MSDW Reporter
Microsoft Dynamics Webcasts, January 29—February 2, 2018: Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction.
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Regulatory Compliance

Best of 2017: What Microsoft Dynamics 365/AX experts taught us about technology, process, and project management trends

by MSDW Reporter
Nine articles from MSDW contributors that changed our readers’ understanding of Dynamics 365 this year.
AP Automation Accounting BI and Reporting Business Performance Mgmt Business Process Mgmt Collaborative Workspaces Data Integration Data Management Data Warehousing Document Management Dynamics 365 Dynamics AX

Microsoft and SAP expand partnership with S/4HANA and Azure commitments

by Jason Gumpert
Microsoft will upgrade to S/4HANA on Azure, a natural next step for the company's core ERP, experts say.
Concur Dynamics 365 Dynamics AX Finance and Operations Financial Management HR Management Manufacturing Power Automate S4HANA SAP SaaS Software

Microsoft Dynamics Partner Roundup: E-signatures for LinkedIn, D365; Supply chain platform; D365 for government; D365 & Telephony

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Distribution Dynamics 365 Dynamics CRM Electronic Signatures Financial Management Sales Sales & Marketing

Dynamics 365/AX in the enterprise: Microsoft touts strong uptake, shorter implementation cycles

by Jason Gumpert
Dynamics 365 GM Muhammad Alam describes D365FOE’s success thus far and Microsoft’s rollout plans that welcome smaller department-level wins.
AXUG Summit 2017 Azure BI and Reporting Commerce Dynamics 365 Dynamics AX Finance and Operations Financial Management GDPR HR Management IoT Power BI

Microsoft Dynamics Webcasts, October 16-20, 2017: Automated budgeting; Azure AD Integration; What’s new in CRM?; Smart budgeting for GP

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Budgeting Cloud Common Data Service Customer Engagement Customer Relationship Mgmt Data Integration Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

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

LATEST VENDOR RESOURCES

Top 5 A/R Trends for Dynamics Teams: How AI is Reinventing Invoice-to-Cash in 2026

Flywire

Velixo - Unleash Your Excel Powers

Velixo

Enavate/Andretti GP to BC Migration Story

ENAVATE

Better Together: Dynamics 365 Finance & Operations and ​Dynamics 365 Customer Engagement

Rand Group

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

Innovia
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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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