Financial Management news & resources

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Email Management Finance and Operations Financial 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

Microsoft Reaffirms Future of Dynamics NAV, Charts Path to 200K Customers

by Jason Gumpert
From improved use of Microsoft technology to aspirations for a broader partner channel, Microsoft has advised NAV partners that changes are afoot.
Azure BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Cortana Intelligence Suite Data Integration Directions 2016 Document Automation Document Management Dynamics 365

The MSDW Podcast: The Microsoft Dynamics GP 2016 Cookbook, a Q&A with Mark Polino

by Jason Gumpert
Dynamics GP MVP and book author Mark Polino loves to pull apart new editions of Dynamics GP, then write the definitive texts on them.
Accounting BI and Reporting Banking Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Data Integration Dynamics GP Financial Management GP 2016 MSDW Podcast

Why Microsoft's Dynamics 365 SMB Strategy Must Offer More Than Simplicity

by James Crowter
Microsoft have revealed more details of their Dynamics 365 licencing to partners this week, and we now know how much further the SMB offering must evolve.
Accounting Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Financial Management Inventory Management Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: NAV for Wine Cellars; New Tier 1 CSP; US & Asia/Pac Partners Join Enterprise Cloud Alliance

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Dynamics AX Dynamics CRM Financial Management

Microsoft Dynamics Partner Roundup: Retail Tax Automation; Enterprise Cloud Alliance; Luxury Retailer AX Win; Brewery NAV Upgrade; AppSource Treasury Tool

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Banking Business Central Commerce Data Integration Direct Store Delivery (DSD) Dynamics 365 Dynamics NAV Financial Management Food & Beverage Legal Microsoft Corporate

Partners In Health Renews Investment in Microsoft Dynamics NAV Solution To Help Serve Patients Worldwide

by Dann Anthony Maurno
Dynamics NAV-based Serenic Navigator helps Partners In Health manage a complex global organization
Accounting BI and Reporting Business Central Dynamics 365 Dynamics NAV Financial Management Not For Profit Power Automate Supply Chain Management

Sakata Seed Shops About, Sticks with Microsoft Dynamics AX to Improve Budgeting

by Linda Rosencrance
Dynamics AX helps Sakata increase employee productivity and speed budget planning
AX 2012 AX 2012 R3 Agriculture Budgeting Dynamics AX Financial Management Power Automate

LATEST VENDOR RESOURCES

1099 Compliance and Vendor Reporting in 2026: What You Need to Know Today

Mekorma

LPA Lays the Groundwork for a Data-Driven Future with Dynamics 365 and aec360

HSO

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

Maximizing Cash and Controlling Spend in BC: A Financial Lifecycle for CFOs

SignUp Software

Discover Brello 360 — the future of insurance brokering powered by Microsoft Dynamics 365

HORTUS Digital
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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

The ERP Gap: Why It’s Not Enough for Invoice-to-Cash

Invoiced by Flywire
Without advanced tools, finance teams use manual workarounds that delay payments and increase risk
Accounting Business Central Dynamics 365 Finance and Operations Financial Management Payment Processing

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
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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

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 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

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
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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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