Financial Management news & resources

The History of BI with Microsoft, through the eyes of a vendor

by Morten Middelfart
The history of data analysis and the evolution of BI technology in the Microsoft space
Business Central Data Integration Data Management Data Warehousing Dynamics 365 Dynamics AX Dynamics NAV Financial Management KPIs

How to use Dynamics SL Statistical Ledgers to enhance your management reports

by Jack Boyer
Extending the use of Dynamics SL by tracking non-financial statistical data
Accounting BI and Reporting Dynamics SL Financial Management Forecasting KPIs

WineDirect Acquires Elypsis Winery, adding Dynamics NAV to its direct to consumer wine services

by Jason Gumpert
Elypsis offerings join WineDirect's e-commerce, call center, fulfillment, financial technology
Accounting Business Central Call Tracking Customer Engagement Dynamics 365 Dynamics NAV E-Commerce Financial Management Food & Beverage Marketing Retail POS Sales

Before a chart of accounts redesign, consider the reporting power of Dynamics GP Account Categories

by Mark Polino
Beyond financial statements, GP's Account Categories can open up a range of CPM and reporting options - if you take some time to understand it
Accounting BI and Reporting Dynamics GP Financial Management KPIs

Is your AP/AR process a well-oiled machine or a clunker?

by Nick Sprau
Four key questions to answer when measuring your organization's financial health
AP Automation Business Central Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Financial Management Invoice Processing

To improve organizational alignment, start with supply chain strategy: New report

by Bridget McCrea
Three recommendations for achieving better organizational alignment between, sales, finance, and IT
Accounting Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Financial Management Manufacturing Sales & Ops Planning Supply Chain Execution Supply Chain Management

Management Reporter CU6 released with report group improvements, 12 new languages, 14 new reports

by Linda Rosencrance
Currency translation for data mart in Dynamics AX, GP not included, as some customers had hoped
Accounting BI and Reporting Data Management Data Warehousing Dynamics AX Dynamics GP Financial Management

From the Microsoft Dynamics NAV Blogs: Standard cost worksheet; Manufacturing planning; .NET interop; Excel Buffer; HTML on reports

by Linda Rosencrance
A selection of new blog posts from the Dynamics NAV community
BI and Reporting Business Central Dynamics 365 Dynamics NAV Financial Management Manufacturing NAV 2013

Integrating ERP and eCommerce: Experts weigh in on the benefits

by Linda Rosencrance
Looking beyond the hype, analysts and consultants say the value of integrated eCommerce and ERP data is clear
Business Central Customer Engagement Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL E-Commerce Financial Management

The Five Faces of Marketing Resource Management

by Bridget McCrea
Gartner analyst discusses aligning business opportunities with the five core competencies of MRM
Content Management Customer Engagement Dynamics 365 Dynamics CRM Financial Management Knowledge Management Marketing Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot

LATEST VENDOR RESOURCES

Top Shelf AP Automation – Just Ask ChatGPT (or Copilot)

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Confessions from the BC Trenches: The Tools & Truths CFOs Need Now

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MVP Roundtable: Transforming Your Business with ​D365 Business Central​

Mekorma

Simplifying Collections Management in Business Central with AR Automation

PayTrace

Future-Ready AP Automation: Yooz’s Seamless Integration with Microsoft Dynamics GP & Beyond

Yooz
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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

Optimizing Multi-Entity Accounts Payable: The Essential Guide to Centralization

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

Vendor Compliance 101: Must-Have for Navigating Tariffs and Trade Regulations

Mekorma
Learn more about the essential vendor compliance steps in this Vendor Compliance 101 sheet
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Auditing Automotive BI and Reporting Boating Business Central Check Printing

Why AP Automation Is a Secret Weapon Against Supply Chain Disruptions

Metafile
Stay ahead of supply chain disruptions with AP Automation.
AI AP Automation Accounting Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Vendor Validation in AP: Identify Incomplete and Bad Data Before it Becomes a Problem

Mekorma
Use Vendor Validation to safeguard your master data
AP Automation Accounting Business Central Check Printing Complex Billing Consolidation Accounting Dynamics 365 Dynamics GP Financial Management Governance, Risk, and Compliance (GRC) Invoice Processing Multi-Entity Management
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Lights, Camera, Automation: How Cinespace Studios Streamlined AP for Global Growth

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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

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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