Financial Management news & resources

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

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

Users Express Frustration with Managing Security Roles in Microsoft Dynamics GP 10

by Jason Gumpert
In Upgrading to GP 10, Advance Preparation Can Ease the Pain
Dynamics GP Expense Management 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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