Financial Management news & resources

Wipro Unit Says It Has Successfully Installed Microsoft Dynamics AX for MBS

by Jason Gumpert
Installation to Aid in Managing All Areas of Financial Management
BI and Reporting Dynamics AX Expense Management Financial Management

New Self-Service Features for Business Intelligence Stand Out in Microsoft Dynamics AX 2009

by Jason Gumpert
"Our Vision of BI Is to Empower Everyone Across the Company" Says AX Official
BI and Reporting Collaborative Workspaces Dynamics AX Financial Management

Five Ways to Use Microsoft Dynamics GP to Save Cash and Aid Productivity During a Downturn

by Mark Polino
Getting More Out of Screen Views, Business Analytics, and Business Ready Licensing When Times Are Tough
BI and Reporting Dynamics GP Expense Management Financial Management

Users of Microsoft Dynamics NAV 5.0 Grapple with Approaches to Handling "Table Locking"

by Jared Berezin
A Key for NAV Users Is Having Skilled Programmers, VARS
Business Central Data Management Dynamics 365 Dynamics NAV Expense Management Financial Management Inventory Management Manufacturing Manufacturing Media & Entertainment

From the Blogs: First Impressions of Nav 2009, Accounting Software Exposé, Microsoft Dynamics CRM URLs, Tax Compliance and Dynamics GP

by Jared Berezin
New Software, New Tools, New Webinar
Business Central Customer Relationship Mgmt Data Management Document Automation Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Expense Management Financial Management

Successfully Navigate the Transactional Document and Reporting Challenges of International Trade Using Microsoft Dynamics AX

by Dan Gangai
How to Overcome the Hurdles of Ever-More-Complex Documents from Cross-Border Transactions
BI and Reporting Data Management Dynamics AX Expense Management Financial Management Professional Services

From the Blogs: News About Dynamics Sure Step, Midsize Business Solutions, and CRM Issues

by Jason Gumpert
Tools, Advice, and Helpful Hints
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics NAV Financial Management HR Management Sales

From the Blogs: CRM Rant, Exit Quickbooks for Dynamics SL, Mixing Presidential Politics with CRM

by Jason Gumpert
Social CRM, Video Interviews from Convergence, Dynamics SL Case Study
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Dynamics SL Expense Management Financial Management Government

Five Tips for Getting Your Microsoft Dynamics GP Implementation Right – The First Time

by Mariano Gomez
Commitment, Speed, and Practicality Need to Be Key Drivers
BI and Reporting Dynamics GP Expense Management Financial Management

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

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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