Financial Management news & resources

From the Microsoft Dynamics NAV Blogs: Flow and Facebook; Item attributes; Simpler user permissions; Big item descriptions

by Linda Rosencrance
A selection of the latest insight from the Dynamics NAV blogs
Accounting Business Central Commerce Customer Engagement Distribution Dynamics 365 Dynamics CRM Dynamics NAV Financial Management Inventory Management Manufacturing Retail

From the Microsoft Dynamics AX Blogs: GL bug; Matching invoice to PO; Disappearing users; Vendor calendars

by Linda Rosencrance
A selection of the latest insight from the Dynamics AX blogs
Accounting Automated Data Collection Budgeting Dynamics AX Financial Management HR Management Inventory Management Invoice Processing Logistics Power Automate Purchasing Sales Order Processing

MSDW Surveys: Microsoft Dynamics GP users eager to automate AP, but struggle with how

by Karen Kroll
An expert panel explores why companies are dragging their feet to automate AP processes.
AP Automation Accounting Business Process Mgmt Configuration & Development Data Integration Document Automation Document Management Dynamics GP E-Commerce EDI Email Management Enterprise Architecture

Microsoft Dynamics Partner Roundup: CRM mobile offline sync; Marketing automation integration; AI for 365 Sales; 365 Financials online purchase

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Banking Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Financial Management Marketing Marketing Automation Payment Processing Procurement

What's new in Microsoft Dynamics 365 for Operations (AX7) - Financials, Part 3

by Yogesh Kasat
Yogesh Kasat of Real Dynamics wraps up his three-piece deep-dive into Dynamics 365/AX7 financials enhancements.
AX 7 Accounting Banking Budgeting Credit Card Processing Dynamics 365 Dynamics AX Expense Management Finance and Operations Financial Management Tax Management Travel Management

Microsoft Dynamics Webcasts This Week: AX BI & reporting; NAV native controls; GP BI & reporting; Migrating to AX

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
Automated Data Collection BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Data Management Data Migration Dynamics 365 Dynamics AX

Microsoft Dynamics Partner Roundup: Campus control; Higher ed CRM; New Dynamics 365 partner; AX & fresh produce

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Agriculture BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Education Email Management

What's new in Microsoft Dynamics 365 for Operations (AX7) - Financials, Part 2

by Yogesh Kasat
Microsoft promises fewer clicks and far more customer intelligence, aimed at shortening the road to payment.
AP Automation Accounting Automated Data Collection Collections Management Dynamics 365 Dynamics AX Finance and Operations Financial Management Invoice Processing Payment Processing

Microsoft Dynamics Partner Roundup: 5 New AX Apps; Dynamics 365 Sales AI; Campaign monitor; 365 Quick start

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Customer Engagement Customer Relationship Mgmt Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Email Management Finance and Operations Financial Management Inventory Management

Remaining Agile with CRM in the financial sector: Four strategies

by Ross Musselman
Although many financial services firms are working to evolve their approach to software, agile methodology can’t be forced upon them wholesale.
Configuration & Development Customer Relationship Mgmt Dynamics CRM Financial Management Financial Services Managed Services

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)

SignUp Software

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

SignUp Software

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

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

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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