Financial Management news & resources

I Repeat . . . For Financial Reporting, The Client Is Excel

by Mark Polino
Microsoft’s decision to offer an Excel-based reporting tool for Dynamics GP, courtesy of Jet Reports, gives customers a new option beyond Management Reporter
Accounting BI and Reporting Data Management Dynamics GP Financial Management

Microsoft and Jet Reports Announce Excel-based Reporting for Dynamics GP

by Linda Rosencrance
Jet Express is an entry level Excel-based reporting solution for Dynamics GP, available as a free download starting in June
Accounting BI and Reporting Dynamics GP Financial Management GP 2016 GPUG Amplify

Microsoft Dynamics Partner Roundup: Payroll and HR for SMBs; Rental management for New AX; NAV not-for-profit solution update

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel 
AX 7 Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Financial Management HR Management Not For Profit

Microsoft's Project "Madeira" Preview Repositions Dynamics ERP As SMB Multitenant Cloud Solution, Too

by Jason Gumpert
In preview, Madeira is planned for launch in the US later in 2016, aimed at businesses with 10 to 100 employees graduating from Excel or QuickBooks.
Accounting BI and Reporting Business Central Dynamics 365 Dynamics NAV Financial Management Madeira Power Automate Project Madeira QuickBooks SaaS

Microsoft Dynamics Roundup, Envision Edition: New analytics, cloud offerings; Next-best-action for financial services CRM; Sales Automation

by Dann Anthony Maurno
A selection of announcements from Dynamics Partners at Microsoft Envision 2016.
BI and Reporting Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Customer Relationship Mgmt Dynamics AX Dynamics CRM Financial Management Financial Services

Microsoft Dynamics Partner Roundup: Life Sciences for AX; CCM/CRM Wins; ISV Client Growth; AX Financial Accelerator

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel.
Accounting CCM Customer Communication Management Customer Relationship Mgmt Dynamics AX Dynamics CRM Email Management Financial Management Food & Beverage Life Sciences

Meet the New Microsoft Dynamics AX, And The Existing Customers That Have Embraced It

by Jason Gumpert
Hagler Systems leaves AX 2012 – and on-premise IT headaches – behind in favor of a new AX solution in Azure
AX 2012 AX 7 Accounting Bill Of Material Mgmt Cloud Customer Relationship Mgmt Data Integration Data Migration Document Management Dynamics AX Energy Financial Management

NAVUG Focus: An ERP Veteran Demystifies the Microsoft Dynamics NAV G/L

by Wendy Scheuring
Over 17 years, Robb Delprado has been a NAV consultant, user and a CPA besides.
Accounting Business Central Business Performance Mgmt Construction Dynamics 365 Dynamics NAV Financial Management Industrial Equipment NAVUG NAVUG Focus 2016

The Future of the New Dynamics AX: Ten Financial Features I Would Like to See Microsoft Add Next

by Yogesh Kasat
From GL to AP to financial reporting, here are ten ways large organizations can gain even more benefit from the new AX as it continues to improve. 
AP Automation Accounting Banking Dynamics AX Financial Management Inventory Management

What’s New in General Ledger in the New Microsoft Dynamics AX, Part 2

by Yogesh Kasat
Exploring more GL features and Management Reporter updates for the new AX.
AX 7 Accounting BI and Reporting Dynamics AX Financial Management

LATEST VENDOR RESOURCES

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

Editing Financial Reports in Dynamics 365 Finance & Operations

Encore Business Solutions
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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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