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

Embedded vs. Integrated AP Automation: What’s Best for Your Needs?

Mekorma

Optimizing Global E-Invoicing & Live Reporting in Dynamics 365 Finance: Powered by Avalara

Avalara

Introducing Translytical Task Flow and the Future of Actionable Power BI

insightsoftware

Sales Order Agent for Microsoft Dynamics 365 Business Central

WebSan Solutions

Out of the Box Power BI Reports for Dynamics 365 Business Central

WebSan Solutions
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From Back Office to CFO's Boardroom: How Strategic AP Drives Financial Health

Mekorma
Unlocks cash flow control, stronger vendor ties, better compliance, and smarter decisions
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Check Printing Chemicals

Click, Archive, Done: Check Processing with PDF Check Copy & Image Archive

Mekorma
AP Automation Accounting Auditing BI and Reporting Business Central Check Printing Consolidation Accounting Data Archiving Dynamics 365 Dynamics GP Electronic Signatures Financial Management

Mitigating AP Fraud Risk: A CFO’s Guide to Protecting Your Organization

Yooz
Discover how CFOs and finance leaders can proactively protect their organizations
AP Automation Business Central Document Automation Dynamics 365 Dynamics GP Financial Management Invoice Processing Security

(Infographic) Guide for Dynamics GP Users: Is it Time to Move to Business Central?

Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Banking Boating Business Central Check Printing Chemicals

Why Vendor Validation is Now a Critical AP Strategy (And Not Just a Compliance Checkbox)

Mekorma
AP teams face growing responsibilities and an opportunity to positively impact organizational well-being
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Auditing Automotive BI and Reporting Billing Boating Business Central
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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 AI and Machine Learning AP Automation Azure Business Central Commerce Customer Engagement Customer Insights Customer Voice Dynamics 365 Financial Management Fraud Protection

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

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
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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

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)
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