Financial Management news & resources

So Boring: Here’s How to Move Past the Usual Objections to Upgrading to Microsoft Dynamics CRM 4.0

by Sandor Schellenberg
Link the Decision to (Future) Cost Savings and the Need for Functionality
BI and Reporting Customer Relationship Mgmt Dynamics CRM Financial Management

Finding the Segregation of Duties (SOD) Conflicts in Microsoft Dynamics GP 10—Why the User Level Is Key

by Andy Snook
Once You Know the Issues, How Do You Remedy Them?
BI and Reporting Data Management Dynamics GP Financial Management Inventory Management

Setting Up a “Winning” CRM Team Requires Attracting Talent Worthy of Microsoft Dynamics CRM’s Cross-Organizational Applications

by Sandor Schellenberg
You Need to Draw on Cross Knowledge Specialists in Project Management, Functional, Technical, and Data Migration
Customer Relationship Mgmt Dynamics CRM Expense Management Financial Management HR Management Workforce Management

NAV 2009, Part 2: For Web Services, "Sky Is the Limit"

by Eric Wauters
Developers Will Find Challenges, and Opportunities, in New Architecture and Web Services
BI and Reporting Business Central Collaborative Workspaces Customer Engagement Customer Service Customer Service Data Management Dynamics 365 Dynamics NAV Expense Management Financial Management

XBRL Compliance Goes Worldwide: Get a Head Start with Microsoft Dynamics GP Analytical Accounting and Microsoft FRx

by Mariano Gomez
Benefits Include Automated Data Collection and Data-Centric Reports
BI and Reporting Data Management Dynamics GP Expense Management Financial Management

Microsoft’s Push at WPC to Be “Tier 1” ERP Provider Bodes Well for Users, with Emphasis on BI, Servers, CRM, Sofware Plus Services

by Jason Gumpert
Users Should Be Prepared for Changeover to Vista and New Server Programs
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Expense Management Financial Management Marketing Sales Sales & Marketing Supply Chain Management

Beyond Fixes: Microsoft Dynamics GP 10’s Service Pack 1 Adds Important New Functionality

by Mark Polino
Exploring the GP 10 Feature Pack
BI and Reporting Dynamics GP Expense Management Financial Management

How to Ensure a Smooth Transition to Microsoft Dynamics GP 10's New "Pessimistic" Security Model

by Andy Snook
What the Change to a "Pessimistic" Security Model Means for Users of Microsoft Dynamics GP
BI and Reporting Data Management Dynamics GP Financial Management

Six Best Practices for Using Microsoft Dynamics GP to Improve Processes and Save Time in Closing the Books

by Mark Polino
Close the Books Quickly, without Sacrificing Accuracy
BI and Reporting Dynamics GP Expense Management Financial Management

Here's a Creative Exercise You Probably Won't Miss in Allocating Inventory in Transit Using Microsoft Dynamics GP

by Mariano Gomez
Using Microsoft Dynamics GP's In-Transit Transfer Transactions to Address Cross-Docks and Warehouse Transfers
Dynamics GP Expense Management Financial Management Inventory Management Manufacturing Manufacturing Supply Chain Management

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

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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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