Financial Management news & resources

From the Microsoft Dynamics GP Blogs: Management Reporter challenges; Backup mystery; Free auto-number add-on

by Linda Rosencrance

A selection of recent posts from Dynamics GP experts

BI and Reporting Dynamics GP Financial Management

Microsoft Dynamics Partner Roundup: AX practice acquired; E-Signatures for CRM 2013; AX win; Retail-BI partnership

by Jason Gumpert

A selection of new announcements from around the Dynamics partner channel

BI and Reporting Commerce Data Warehousing Dynamics AX Dynamics CRM Electronic Signatures Financial Management HR Management Retail

From the Microsoft Dynamics GP blogs: Variable allocation accounts; Arrears tracking; Epic SQL troubleshooting; Financial dimensions in MR

by Linda Rosencrance

A selection of recent posts from the Dynamics GP blogs

Accounting BI and Reporting Dynamics GP Financial Management Payroll Processing

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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics NAV E-Commerce Financial Management Food & Beverage 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

LATEST VENDOR RESOURCES

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

Maximizing Cash and Controlling Spend in BC: A Financial Lifecycle for CFOs

SignUp Software

Discover Brello 360 — the future of insurance brokering powered by Microsoft Dynamics 365

HORTUS Digital

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

More Financial Management White Papers

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

More Financial Management Case Studies

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