Financial Management news & resources

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

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Expense Management Financial Management 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

LATEST VENDOR RESOURCES

1099 Compliance and Vendor Reporting in 2026: What You Need to Know Today

Mekorma

LPA Lays the Groundwork for a Data-Driven Future with Dynamics 365 and aec360

HSO

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

Maximizing Cash and Controlling Spend in BC: A Financial Lifecycle for CFOs

SignUp Software

Discover Brello 360 — the future of insurance brokering powered by Microsoft Dynamics 365

HORTUS Digital

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

The ERP Gap: Why It’s Not Enough for Invoice-to-Cash

Invoiced by Flywire

Without advanced tools, finance teams use manual workarounds that delay payments and increase risk

Accounting Business Central Dynamics 365 Finance and Operations Financial Management Payment Processing

MSDW Solution Evaluation Report: Mekorma

Mekorma

Detailed solution feedback from five partners and customers

AP Automation Business Central Document Automation Dynamics 365 Dynamics GP Dynamics NAV Financial Management Invoice Processing

(Infographic) Which Microsoft Dynamics 365 ERP solution is the best match for your business?

Sikich

Compare and decide

Business Central Dynamics 365 Finance and Operations Financial Management Supply Chain Management

More Financial Management White Papers

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

SignUp Software

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

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

More Financial Management Case Studies

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