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

Unlock New Recurring Revenue in Business Central: Stratos Cloud Alliance & Velosio IP Solutions Every Partner Should Know!

Stratos Cloud Alliance

Beyond the Buzzwords: A Live Look at AI in Finance

insightsoftware

Journal Genius: Tips and Tricks for Business Central Users

Innovia

Setting Yourself Up for Success for 2027 Budgeting

Velixo

The Cross Border AR Revenue Solution for Dynamics 365 Finance

Flywire
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FIDO Magazine - Fall 2026

Fidesic
GP to BC, AI in AP, and the data behind smarter finance modernization.
AP Automation Accounting Business Central Dynamics 365 Dynamics GP Financial Management

Scaling Data Migration and Financial Automation Across Multiple Legal Entities in Dynamics 365

Avantiico
Where native DMF works and where it starts to break down as organizations scale.
Business Process Mgmt Data Integration Data Management Data Migration Dynamics 365 Financial Management Multi-Entity Management

Set the Table for 2027: A Practical Budgeting Guide for Business Central Finance Teams

Velixo
Most budgets go wrong before anyone opens Excel.
Accounting BI and Reporting Budgeting Business Central Dynamics 365 Dynamics GP Finance and Operations Financial Management Forecasting Power BI Power Platform

The Enterprise A/R Automation Buyer’s Guide

Flywire
Eight criteria for evaluating invoice-to-cash platforms — and a scorecard to weigh them for your business.
Accounting Business Central Dynamics 365 Finance and Operations Financial Management Invoice Processing

Reducing Integration Risk in Dynamics 365 ERP Programs

Avantiico
AI Agents BI and Reporting Data Integration Data Management Dynamics 365 External Systems Interface Financial Management Healthcare Multi-Entity Management Security iPaaS
More Financial Management White Papers

Digital Transformation for a Food Manufacturer and Distributor

iTransition
Business Process Mgmt Dynamics 365 Finance and Operations Financial Management Manufacturing Regulatory Compliance Supply Chain Management

3PL Logistics Provider Cuts Monthly Invoicing from 25 Days to Just 1, Unlocks New Revenue Streams

Avantiico
AP Automation Billing Business Process Mgmt Complex Billing Customer Engagement Customer Service Distribution Distribution Dynamics 365 Finance and Operations Financial Management

Optical Retailer Avoids 500 Hours of Manual Setup Work, Cuts Data Migration Time by 90%

Avantiico
AP Automation Business Process Mgmt Data Migration Dynamics 365 Dynamics GP Finance and Operations Financial Management Retail

Cannabis Company Live on Multi-Entity Accounting Automation in 3 Weeks, Saves 100+ Hours in Reporting Development and Hundreds of Manual Hours Monthly

Avantiico
Agriculture Consolidation Accounting Dynamics 365 Expense Management Finance and Operations Financial Management Governance, Risk, and Compliance (GRC)

Bank Avera modernizes accounts payable with Microsoft Dynamics 365 Finance

AlfaPeople
Bank Avera transformed its paper-based accounts payable processes with Microsoft Dynamics 365 Finance and Invoice Capture. With digital approvals, cloud-based operations, and integ
Copilot Dynamics 365 Finance and Operations Financial Management Financial Services
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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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