Financial Management news & resources

Retreat, Retrench, or Replace: What To Do With Management Reporter

by Mark Polino
Three strategies for Dynamics ERP users to consider today when it comes to financial reporting and Management Reporter
Accounting Budgeting Business Performance Mgmt Data Management Data Warehousing Dynamics AX Dynamics GP Dynamics SL Financial Management

It Is Time to Rethink Management Reporter for Microsoft Dynamics ERP

by Mark Polino
After several years in market and no relief from bugs and functional shortcomings, it is time to examine whether MR can realistically meet Dynamics ERP customers' financial r...
Accounting BI and Reporting Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Financial Management

For Microsoft Dynamics NAV Retail Partner, Azure Managed Service Offers Speed, Simplicity in Sophisticated Scenarios

by Linda Rosencrance
NaviPartner was quick to adopt the NAV Managed Service platform for its Dynamics-Retail.com offering to accelerate its multi-channel retail offering
Business Central Business Process Mgmt Commerce Data Integration Dynamics 365 Dynamics NAV E-Commerce Financial Management NAV 2016 Power Automate Retail Retail POS

Microsoft Partners in Singapore Team for New Azure and NAV-Based Bundle for SMEs

by Linda Rosencrance
It's localized, secure, and bundles Dynamics NAV with productivity tools. And, it's the first of its kind.
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Document Management Dynamics 365 Dynamics NAV Financial Management Localization Logistics Power Automate Regulatory Compliance SaaS

Preparing for Year-End: To Update or Not to Update Microsoft Dynamics GP

by Lisa Shechter
With so much going on at year end, GP customers are wondering whether they need to apply year end updates. 
Dynamics GP Financial Management

Microsoft Dynamics Partner Roundup: NAV Win; GP Magento Integration; CRM Lead Capture Updates

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Distribution Distribution Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV E-Commerce

Tradeshift and Microsoft Offer E-Invoicing to Dynamics NAV 2016 Customers

by Linda Rosencrance
Pre-built integration with Tradeshift is an example of NAV's new approach to e-services that will lower barriers for companies who participate in global trade, says company.
Business Central Document Automation Dynamics 365 Dynamics NAV Financial Management Invoice Processing NAV 2016 Supplier Networks Supply Chain Management

What Went Right (And Wrong) For One Manufacturer’s Microsoft Dynamics NAV Upgrade

by Jason Gumpert
Proper management of several facets of an upgrade project led to success at one manufacturing firm running a highly customized legacy NAV system.
Accounting Business Central Dynamics 365 Dynamics NAV Engineering Financial Management Forecasting Manufacturing Mobile Applications NAV 2015 NAVUG Summit 2015 UG Summit 2015

Multicurrency Exposure For SMBs: Know The Risks And Manage Them With Microsoft Dynamics GP

by Dann Anthony Maurno
Are we on the brink of a “currency war”? Possibly, but Dynamics GP users have the tools to manage the volatile times ahead. 
Accounting Dynamics GP Financial Management

Microsoft Dynamics NAV for BPO Cracks US Accounting Market

by Matt Bolch
Business process outsourcing (BPO) using NAV and Office 365 lands in the US, and Wipfli is its first US partner
Accounting Business Central Dynamics 365 Dynamics NAV Financial Management

LATEST VENDOR RESOURCES

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

WebSan Solutions

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

Innovia

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
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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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