Financial Management news & resources

From the Blogs: Dynamics AX Webcast; Partnering with Dynamics CRM; Windows Services Connector; Basic SQL for NAV

by Jared Berezin
A Roundup of Education and Training Options
Accounting BI and Reporting Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Expense Management Financial Management

How Microsoft Dynamics GP 10 Incorporates Flexibility to Smooth Transaction Approval Process

by Mark Polino
An Overview of Workflow in Dynamics GP
Accounting Dynamics GP Expense Management Financial Management

Four Reasons to Implement Microsoft Dynamics GP and SL Sooner Rather Than Later

by Paul Farrell
Tax Breaks and Regulatory Issues Are Key
Accounting BI and Reporting Data Management Dynamics GP Dynamics SL Expense Management Financial Management

From the Blogs: Security Settings, Service Pack 3 for Dynamics GP; SQL 2008 + DAX 2009; Accessibility and CRM

by Jared Berezin
News About Microsoft Dynamics GP, AX, and CRM
Accounting Customer Relationship Mgmt Dynamics AX Dynamics CRM Dynamics GP Financial Management

Money Talks, So Why Are Your Microsoft Dynamics AX Payment Documents Whispering?

by Dan Gangai
Payments Can Reinforce Messages to Key Constituencies
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Data Management Document Automation Document Management Dynamics 365 Dynamics AX Financial Management Sales Sales & Marketing

Why Are Users Dragging Their Heels in Upgrading to Microsoft Dynamics AX 2009?

by Jeff Onesto
At AXUG Summit, Users Expressed Four Main Concerns
Accounting Aerospace & Defense BI and Reporting Business Performance Mgmt Business Process Mgmt Consumer Goods Customer Engagement Customer Insights - Journeys (Marketing) Data Management Dynamics 365 Dynamics AX Expense Management

From the Blogs: CRM 4.0 BizTalk Adapter; Customer Reference Program in CRM 4.0; Reporting in NAV2009; GP for Inventory Valuation

by Jared Berezin
Reports on Microsoft Dynamics CRM, GP, and NAV
Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Expense Management Financial Management Inventory Management

Why You Need a Champion for a Successful Microsoft Dynamics GP Implementation, and Why That Person Isn’t Who You Think It Is

by Mark Polino
The Unsung Heroes for Implementing Microsoft Dynamics GP
Configuration & Development Data Management Dynamics GP Financial Management Project Management Regulatory Compliance

When Cash Is King: 8 Strategies for Using Microsoft Dynamics GP to Wring Extra Money from Regular Transactions

by Mariano Gomez
Major Savings Possible in Purchasing, Receiving, and Accounts Payable
BI and Reporting Business Process Mgmt Document Automation Document Management Dynamics GP E-Commerce EDI Expense Management Financial Management Inventory Management Supply Chain Management

Using Microsoft Dynamics GP to Improve Preparation for an Audit: Four Approaches

by Laura Oppenheimer
At GPUG Summit, Users and Partners Discuss Options
Data Management Document Automation Document Management Dynamics GP Expense Management Financial Management GPUG

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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