Financial Management news & resources

Industry trends shaking up evolution of ERP and CRM

by Bridget McCrea
As vendors and buyers redefine their needs, terminology could be ripe for an update, analysts say.
Accounting BI and Reporting Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Dynamics AX Dynamics CRM

The finer points of Microsoft Dynamics NAV account schedules: One comptroller’s journey

by Jason Gumpert
Kerry Rosvold has grown her NAV blog with educational series and resources, and her newest work focuses on account schedules.
Accounting BI and Reporting Business Central Business Performance Mgmt Dynamics 365 Dynamics NAV Financial Management NAV 2009 R2 NAV 2013 NAV 2013 R2

Microsoft Dynamics Partner Roundup: SL integration; NAV go-live; AX R&D Council addition

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Central Data Integration Dynamics 365 Dynamics AX Dynamics NAV Dynamics SL Financial Management Food & Beverage Professional Services Project Management

Deploying Microsoft Dynamics AX localization requires patience and preparation, experts advise

by Linda Rosencrance
The demands of localization create significant complexity for ERP deployments, especially when the country in question is not at the top of the list
AX 2012 AX 2012 R2 Accounting Dynamics AX Financial Management Legal Matters Localization Regulatory Compliance

Microsoft updates Management Reporter with web viewer enhancements, SQL Server 2014 support

by Linda Rosencrance
Management Reporter 2012 CU9 adds web viewer refresh, report publishing, other enhancements
Accounting BI and Reporting Dynamics AX Dynamics GP Dynamics SL Financial Management

Dispelling Microsoft Dynamics AX Workflow Myths

by Bridget McCrea
For financial automation needs, Microsoft MVP Murray Fife urges users to spend a bit of time with AX workflows
AP Automation AX 2012 AX 2012 R2 Accounting Business Process Mgmt Collections Management Data Management Document Management Dynamics AX Financial Management Invoice Processing Payment Processing

Microsoft Dynamics Partner Roundup: Online workplace giving; CRM integration win; NAV financial management win; New CRM Online service offering

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Business Central CRM 2013 CRM Online Data Integration Dynamics 365 Dynamics CRM Dynamics NAV E-Commerce EDI Financial Management Financial Services Fundraising

Microsoft Dynamics Partner Roundup: GP practice acquired; DMV CRM; GP for pet health insurance; NAV on Azure offering

by Linda Rosencrance
A selection of recent Dynamics partner channel announcements
Accounting Business Central Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Financial Management Government Healthcare Insurance NAV 2013 Power Automate

From the Microsoft Dynamics AX blogs: Social tracking; Invoice import utility; Monitoring number sequences; Exchange rate access

by Linda Rosencrance
A selection of the latest insight from the Dynamics AX blogs
AX 2012 Dynamics AX Financial Management Invoice Processing Social Networks ax 2009

The Forecast for Microsoft Forecaster: Foggy, Mixed With Uncertainty

by Linda Rosencrance
With mainstream support ending soon, questions remain about Microsoft’s long term plans for budgeting with Dynamics ERP
BI and Reporting Budgeting Dynamics AX Dynamics GP Dynamics SL Financial Management Forecasting

LATEST VENDOR RESOURCES

Dynamics 365 Business Central Tutorial: Bank Account Reconciliations

WebSan Solutions

Time to Learn Business Central's New IRS 1099 Features and Functionality

MSDW Features

Use Case: ACE Medical Migrates AP from Microsoft Dynamics GP to D365 Business Central

Mekorma

How to Personalize Your Workspace in Microsoft Dynamics 365 Business Central

WebSan Solutions

Use Case: Professional Sports Organization Finds Efficient Ways to Win

Mekorma
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Your Guide to a Smooth and Stress-Free Tax Season for Accounts Payable

Mekorma
Tax season doesn’t have to be overwhelming, especially for Dynamics users
AI AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Azure BI and Reporting Billing Boating

3 Must-Have ISV Solutions for Optimizing Business Central’s Finance Module

MSDW Features
A quick analysis of 3 solutions designed to optimize the finance module in Microsoft Dynamics 365 Business Central
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Dynamics 365 Financial Management Payment Processing Tax Management

Implementing Connected Software in Construction

MetaOption
Deliver projects faster, on budget, and with fewer headaches
AP Automation Accounting Business Central Construction Contract Management Document Management Dynamics 365 Financial Management Governance, Risk, and Compliance (GRC) Job cost Material Rqmts Planning Project Management

B2B Insights: Understanding the Credit Card Process

PayTrace
Simplifying the credit card process: a helpful, easy-to-understand overview for B2B companies
Accounting Business Central Credit Card Processing Dynamics 365 Dynamics GP Finance and Operations Financial Management Payment Processing

The Dark Side of Excel

FYIsoft
Don’t let XLS goblins slow your close
BI and Reporting Business Central Dynamics 365 Dynamics GP Dynamics NAV Financial Management
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Maersk Optimizes D365 with SK Global for Seamless Global Banking Integration

SKsoft
MCI now enjoys seamless global banking integrations with SKsoft
Banking Dynamics 365 Finance and Operations Financial Management Transportation

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

Enhancing AP Efficiency at WEL Companies with Mekorma Payment Hub

Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive BI and Reporting Boating Business Central Business Process Mgmt Check Printing
More Financial Management Case Studies

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

FYIsoft for Microsoft Dynamics

Download our brochure to learn more about our integrated suite of solutions for financial reporting, budgeting, and analytics...
Azure BI and Reporting Budgeting Business Central Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management

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

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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