Financial Management news & resources

Microsoft Dynamics Partner Roundup: APA Implements Serenic Navigator; Automation Anywhere Achieves Gold ISV Competency; Partner Expansion, Wins

by Linda Rosencrance
A selection of recent partner announcements
Business Central Construction Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Financial Management Inventory Management Not For Profit Workflow Management

Microsoft Dynamics Partner Roundup: New Partner Portal for Dynamics CRM; Serenic Expands SaaS NAV Offering; AX 2012 Food and Beverage Wins

by Linda Rosencrance
A selection of recent Dynamics partner announcements
AX 2012 Business Central Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Financial Management Food & Beverage Not For Profit Portals Professional Services

Microsoft Dynamics ERP Past, Present and Future

by Jack Boyer
Why Dynamics AX will attract GP, NAV, and SL customers as it continues to lead
AX 2012 Accounting Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Financial Management GP 12 GP 2010 Project Management

Seeking to Strengthen Retailer-Customer Bond, Microsoft Announces Dynamics AX 2012 for Retail

by Linda Rosencrance
Seeking Lasting Customer Loyalty
BI and Reporting Budgeting Business Performance Mgmt Business Process Mgmt CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365

Best Practices for Deploying Microsoft Dynamics AX Opening Balances

by Mohamed Aamer
The elements and processes that go into a successful migration from legacy ERP
Accounting Data Migration Dynamics AX Financial Management

Microsoft Releases Updated Dynamics GP Statement of Direction

by Jason Gumpert
Focus on GP 12 in late 2012, positioning of cloud and deployment options
Accounting Cloud Document Management Dynamics GP Financial Management GP 12 GP 14 GP 15 Inventory Management Power Automate Warehouse Management Web Client

From the Microsoft Dynamics AX Blogs: AX 2012 Upgrades; Adjusting Project Transactions; Financial Reporting in Management Reporter AX 2012; New ManagedHost Control

by Linda Rosencrance
A selection of the latest insight from Dynamics AX blogs
AX 2012 Accounting BI and Reporting Dynamics AX Financial Management Project Management Upgrades

Microsoft Dynamics GP ‘12’: Substantial Changes Planned Beyond Web Client

by Mark Polino
Substantial improvements around fixed assets and reporting discussed at GPUG Summit
Accounting Dynamics GP Financial Management GP 12 GPUG Summit 2011

LBMC Announces New Microsoft Dynamics CRM Integration to Intacct Cloud ERP

by Linda Rosencrance
An alternative to Salesforce integration
CPQ (Configure, Price, Quote) CRM 2011 Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Financial Management Intacct Marketing Automation SaaS Sales Sales & Marketing

Microsoft Announces Dynamics AX 2012 General Availability

by Jason Gumpert
Available in 25 countries, 23 languages with more country roll-outs planned
AX 2012 BI and Reporting Dynamics AX Financial Management Government Manufacturing Manufacturing Professional Services X++

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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