Financial Management news & resources

Biz Apps Buzz, Episode 2: Metafile's AI enhancements

by MSDW Reporter
AI and Machine Learning AP Automation Accounting Azure Biz Apps Buzz Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP
Stacks of coins

Transitioning From Financial Planning & Analysis to xP&A

by Dennis Carriere
What it takes to provide a single source of truth for analysts and decision makers
Azure BI and Reporting Business Central Business Performance Mgmt Corporate Perf Mgmt (CPM) Databases Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Financial Management

Top Microsoft Dynamics ERP & CRM News of 2023

by Jason Gumpert
AI dominated Microsoft presentations, blog posts, and earnings calls, with cloud services not far behind
AI and Machine Learning Accounting Azure BI and Reporting Business Central Customer Engagement Data Management Data Warehousing Databases Dataverse (CDS) Dynamics 365

From the Microsoft Dynamics 365 Finance and Operations Blogs: Electronic reporting; Posting to subledgers; Test role access; Workspace personalization

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 Finance and Operations blogs
Accounting BI and Reporting Dynamics 365 Dynamics AX Finance and Operations Financial Management Security

Microsoft adds planning and analytics tools in new Dynamics 365 Finance Premium license

by Jason Gumpert
Business process planning, coming in 2024, will build on acquired and licensed tech
Business Performance Mgmt Business Process Mgmt Dynamics 365 Dynamics AX Finance and Operations Financial Management KPIs Power BI Power Platform

Why a unified tech stack keeps corporate finance teams ahead of the curve

by Hugh Cumming
Exploring what businesses gain when they integrate a Microsoft-focused technology stack
Accounting BI and Reporting Business Central Corporate Perf Mgmt (CPM) Data Management Dynamics 365 Dynamics NAV Financial Management Power BI Power Platform

ERP Rescue: Saving a Business Paralyzed by a Neglected Dynamics GP System

by Marlena Stark
Turning an ERP horror story into a happy ending with a productive partnership
Accounting Business Central Data Integration Data Migration Dynamics 365 Dynamics GP Financial Management

Ignite 2023: Microsoft aims for technician, manager productivity gains with AI in Dynamics 365 Field Service

by Jason Gumpert
A preview of Copilot in Microsoft Dynamics 365 Field Service will aim to improve productivity for both technicians and managers
Customer Engagement Customer Experience (CX) Customer Service Data Integration Dynamics 365 Field Service Field Service Finance and Operations Financial Management Ignite 2023 Inventory Management Sales
Directions EMEA 2023 amphitheater

Directions EMEA 2023: More Copilot, integration points coming to Microsoft Dynamics 365 Business Central

by Jason Gumpert
Copilot features will both save users time and redefine some traditional interaction patterns, Microsoft executives believe
AI and Machine Learning Accounting Azure Banking Business Central Directions EMEA 2023 Document Automation Dynamics 365 Dynamics NAV Financial Management

MSDW Podcast: Creating a Strategic Office of Finance

by MSDW Reporter
Rishi Grover of Vena Solutions discusses how Vena is partnering with Microsoft to bring new offerings to market focused on the future of finance.
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Data Management Dynamics 365 Finance and Operations Financial Management MSDW Podcast

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
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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
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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
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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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