Financial Management news & resources

BI and Reporting vendor PrecisionPoint names Andrew Mennie as new CEO

by Jason Gumpert
Company’s primary goals include executing on the product roadmap plans and accelerating growth in the Dynamics AX and NAV channels globally, Mennie says
BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Dynamics 365 Dynamics AX Dynamics NAV Financial Management

$14 Billion Pension Fund Chooses Microsoft Dynamics AX

by Bridget McCrea
Why the Ohio Police & Fire Pension Fund decided on AX to modernize its financial management
AP Automation Accounting Business Performance Mgmt Dynamics AX Financial Management Financial Services Government Procurement Purchasing

From the Microsoft Dynamics GP Blogs: CBM Cash Receipts; Refreshable Excel reports; 2014 Year End for GL; Data cleansing essentials

by Linda Rosencrance
A selection of the latest insight from the Dynamics GP blogs
Accounting BI and Reporting Data Management Dynamics GP Financial Management GP 2013 GP 2013 R2

From the Microsoft Dynamics GP Blogs: Fixed Assets for Year End 2014; BOM notes; Unsaved cash receipts; Budgeting Wizard

by Linda Rosencrance
A selection of the latest insight from the Dynamics GP blogs
Accounting BI and Reporting Bill Of Material Mgmt Budgeting Dynamics GP Financial Management Invoice Processing Manufacturing

Microsoft Dynamics Partner Roundup: JVA for AX 2012; eRequester for AX; Real estate win; Master VAR SL affiliate

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
AX 2012 Business Process Mgmt Dynamics AX Dynamics SL Energy Financial Management Financial Services Master VAR Oil Purchasing Real Estate Workflow Management

Flintfox extends Global ISV role with trade partner management (TPM) for Microsoft Dynamics CRM

by Linda Rosencrance
The company’s TPM for Microsoft Dynamics CRM solution helps enterprises optimize their trade funds management
Budgeting Dynamics CRM Financial Management Global ISV Trade Promotion Mgmt

From the Microsoft Dynamics GP Blogs: RapidStart rediscovered; 2014 Year End; PSTL investigation; GL account index queries; AA entry tool

by Linda Rosencrance
A selection of the latest insight from the Dynamics GP blogs
Accounting Affordable Care Act (ACA) BI and Reporting Dynamics GP Financial Management GP 2010 GP 2013 HR Management Project Management Regulatory Compliance

Njevity’s hosted Dynamics GP web client adds capabilities to reduce Remote Desktop needs

by Linda Rosencrance
Based on standard GP web client, Njevity-hosted offering adds web-based reporting, white labeling for partners
BI and Reporting Dynamics GP Financial Management GP 2013 R2 GP 2015

Microsoft Dynamics Partner Roundup: CRM mobile client release; AX BI win; GP + CRM go-live; AX 2012 Retail go-live

by Linda Rosencrance
A selection of announcements from around the Dynamics partner channel
AX 2012 AX for Retail Commerce Distribution Dynamics AX Dynamics CRM Dynamics GP Financial Management Mobile Applications Professional Services Retail Retail POS

From the Microsoft Dynamics NAV Blogs: Working with NAV 2015 for Tablets; Adding currencies; End of NAV 2009 support

by Linda Rosencrance
A selection of the latest insight from the Dynamics NAV blogs
Accounting Business Central Dynamics 365 Dynamics NAV Financial Management Mobile Applications NAV 2015 nav 2009

LATEST VENDOR RESOURCES

Top 5 A/R Trends for Dynamics Teams: How AI is Reinventing Invoice-to-Cash in 2026

Flywire

Velixo - Unleash Your Excel Powers

Velixo

Enavate/Andretti GP to BC Migration Story

ENAVATE

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

Rand Group

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

Innovia
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2026 Tax Changes: A Compliance Guide for Businesses

Avalara
The 10th edition of Avalara's annual tax changes report.
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

Whitepaper: Avalara 1099 Readiness Report

Avalara
Most Businesses Still Rely on Manual 1099 Processes Despite Rising Compliance Risk, Avalara Finds
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

Infographic: Avalara 1099 & W-9

Avalara
This infographic discusses the importance of using automation software for W-9 and 1099 compliance to avoid IRS penalties.
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

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
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Case Study: Electric Motor Supply Company

Avalara
Electric Motor Supply Company energizes operational efficiencies with Avalara
Accounting Automotive Distribution Dynamics 365 Financial Management Tax Management

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

Truvio
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
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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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