Financial Management news & resources

Renewed Emphasis on Compliance in Dynamics AX and NAV

by Jason Gumpert
Microsoft Emphasizes Ability of AX and NAV to Help Companies Navigate American and European Regulatory Requirements
BI and Reporting Business Central Dynamics 365 Dynamics AX Dynamics NAV Financial Management Life Sciences

GP Training Fun? Inexpensive? A Morale Builder?

by Mark Polino
How to Turn Dynamics GP Training Into a Cost-Effective Ongoing Process, Rather Than a Costly Special Event
Dynamics GP Financial Management

Lines in the Sand: Microsoft Increasingly Sharpens Distinctions Between Competitors and Dynamics AX, CRM, and GP

by Jason Gumpert
Micorosoft Singles Out Oracle, Salesforce.com, and Intuit for Special Competitive Attention
Customer Relationship Mgmt Dynamics AX Dynamics CRM Dynamics GP Financial Management Manufacturing Project Management Supply Chain Management

Reflections on Convergence 2008-Is Microsoft About to Become Warm and Cuddly on Us?

by Jason Gumpert
Drumming Home Messages About Integration, Role-Tailored Experiences, and Usability
BI and Reporting Business Central Collaborative Workspaces Configuration & Development Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Financial Management

Convergence 2008 Miscellany

by Jason Gumpert
A Look Back at the Products, Classes, Crowds, and Food
Customer Relationship Mgmt Dynamics AX Dynamics CRM Dynamics GP Financial Management

Convergence Session Round Up - Wednesday

by Jason Gumpert
A roundup of Wednesday's Convergence sessions.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Financial Management Food & Beverage Professional Services Sales Sales & Marketing

AX Users at Convergence Anticipate Goodies of Coming Upgrade, But Also Complain About Recurring Frustrations

by Jason Gumpert
As AX 2009 Upgrade Time Draws Nearer, Concerns About Archiving, User Customization, and Other Problems
BI and Reporting Dynamics AX Financial Management Manufacturing Project Management

What Will Users Be Talking About at Convergence 2008?

by Jason Gumpert
Questions About Management Shifts and Product Capabilities
BI and Reporting Collaborative Workspaces Configuration & Development Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Financial Management Sales

Migrating Data from Your Old Accounting Solution to Dynamics GP

by Rick Rustad
A Three-Step Process to Determine What Works Best for You
BI and Reporting Dynamics GP Financial Management

Reviewing the Dynamics Product Reviews: One Expert's Take

by Jason Gumpert
Key Questions to Ask of Any Review
Business Central Dynamics 365 Dynamics GP Dynamics NAV 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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