Finance and Operations news & resources

MSDW Podcast: Dynamics Security and Audit with Andy Snook, Mark Polino, and Alex Meyer

by Jason Gumpert
Talking security and audit best practices with the authors of the new Microsoft Dynamics 365 and GP books on the subject.
Dynamics 365 Dynamics AX Dynamics GP Finance and Operations GDPR GPUG Summit 2017 MSDW Podcast Regulatory Compliance Security Summit 2017

Summit Nashville 2017 Preview: Microsoft to share vision for purpose-built apps suited to Dynamics ERP & CRM users

by Jason Gumpert
One of Microsoft’s revamped leadership team explains the “new value” that LinkedIn, PowerApps, embedded Power BI and more deliver to Microsoft Dynamics users.
Azure Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Power BI Power BI Power Platform

Implementing Microsoft Dynamics 365 for Finance and Operations: Requirements analysis best practices

by Rahul Mohta
After defining a project charter and a project plan for implementing D365FOE, the next step is to collect requirements and perform analysis.
Dynamics 365 Dynamics AX Finance and Operations Project Management

GDPR and Microsoft Dynamics 365: Understand your responsibilities

by Mark Polino
Microsoft and its Dynamics customers share responsibility for complying with GDPR rules, so it's critical to understand your share.
Accounting Business Central Cloud Data Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management GDPR

Microsoft Dynamics Webcasts, October 2-6, 2017: GP Time & expense, process automation; Cloud motivators; PCI compliance

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Dynamics 365 Dynamics AX Dynamics GP Expense Management Finance and Operations Payment Processing SaaS Time & Attendance

Microsoft Dynamics Partner Roundup: Identity governance; Data security, tax platforms for D365; Sales quoting

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Business Central Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Power Automate Sales Quoting Security Tax Management User Management

What you need to know – because it has changed – about BI and reporting in Microsoft Dynamics AX and 365

by Dann Anthony Maurno
Feeling like data is locked inside your ERP? Is reporting in Dynamics AX 2012 or 365 harder than you thought? Edgewater Fullscope’s Gina Pabalan explains why that is, and wha...
AXUG Summit 2017 BI and Reporting Data Archiving Data Integration Data Management Data Migration Dynamics 365 Dynamics AX Finance and Operations Power Automate Summit 2017

Behind the Music: Security and Audit Field Manual for Microsoft Dynamics 365 Finance and Operations Enterprise

by Mark Polino
What it took for our team to crank out three security and audit books in one year.
Auditing Dynamics 365 Dynamics AX Finance and Operations Security

How to print a "vendor note" in Microsoft Dynamics 365 Finance and Operations Enterprise for every shipment of subcontracted products

by Evert Bos
To better manage the subcontracting process, some organizations find it helpful to create the standard vendor note in Dynamics AX or 365.
Dynamics 365 Dynamics AX Finance and Operations Inventory Management Manufacturing Product Traceability

Digital invoice processing and automation is leaving OCR behind

by Anna Tujunen
Optical character recognition (OCR) was a great start to invoice automation; but it is too error-prone to be in its future.
AP Automation Accounting Aerospace & Defense Agriculture Architecture Business Central Customer Engagement Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX

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Editing Financial Reports in Dynamics 365 Finance & Operations

Encore Business Solutions

Brewing Efficiency with RahrBSG’s Digital Supply Chain Journey

NMB Solutions

Smarter Shipping and License Management: CIL’s Journey with NMB Parcel & RPS Solutions

NMB Solutions

AP Automation in D365 F&SCM: When standard tools work — and when they don't

SignUp Software

Training That Works: How to Access Self-Paced D365 Learning from Item by Item & MSDW

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Evaluating AP Automation Platforms in 2025

Metafile
Automating capture, approvals, and analytics with AI helps cut costs while improving accuracy and compliance
AI AP Automation Accounting Azure Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

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

The Dynamics 365 Playbook for Omnichannel Retail Subscriptions

Bluefort
Turn Dynamics 365 into a seamless omnichannel subscription engine, automate, scale, and grow recurring revenue with confidence
Complex Billing Dynamics 365 Finance and Operations Revenue recognition Subscription Management Subscription billing

Stop Churn Before It Starts: A Playbook for Manufacturing & Distribution Leaders

Cavallo
Spot early signals, prioritize high-value accounts, and run coordinated sales-and-marketing actions that address churn
AI Business Central Customer Insights Distribution Dynamics 365 Dynamics GP Finance and Operations Manufacturing

(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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National Optical Retailer Accelerates ERP Migration and Multi-Entity Automation with Microsoft Dynamics 365 F&SCM and AMCS

Avantiico
Discover how a leading optical retailer modernized operations via Microsoft Dynamics 365 Finance & Supply Chain Management and reduced ERP migration time by 90 percent using AMCS
AI BI and Reporting Copilot Data Integration Data Migration Dynamics 365 Finance and Operations Healthcare Multi-Entity Management Power BI Power Platform

ERP Mechanics Supports Capital Lighting Fixture’s Document Management Needs During New ERP Implementation

ERP Mechanics
Document management considerations when rolling out new ERP system
Document Management Dynamics 365 Finance and Operations

Korcomptenz Drives Rapid ERP Implementation for Leading Foam Manufacturer

Korcomptenz
Data Migration Dynamics 365 Finance and Operations Manufacturing Risk Management

Powering Predictable Recurring Revenue: How Staedean Automated its SaaS Recurring Business with Bluefort's LISA Enterprise & Microsoft D365.

Bluefort
See how Staedean streamlined SaaS billing, boosted revenue accuracy by 85%, and scaled recurring revenue with Microsoft Dynamics 365 and LISA Enterprise.
Complex Billing Dynamics 365 Finance and Operations Revenue recognition Software Subscription Management Subscription billing

Beyond Traditional ERP: How Columbus Global Transformed Subscription Management and Accelerated Project & Financial Processes, with LISA Enterprise.

Bluefort
Discover how Columbus Global automated subscription billing, cut finance overhead by 75%, and unlocked real-time profitability, all within Microsoft Dynamics 365
Complex Billing Dynamics 365 Finance and Operations Revenue recognition Software Subscription Management Subscription billing
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10 Reasons Why: Payment Processing with SKsoft

Microsoft Dynamics F&O users can enjoy processing secure payments backed by PA-DSS certified electronic payment technology...
Banking Dynamics 365 Finance and Operations

Global Banking and Treasury Automation Solutions for Microsoft Dynamics 365

SKsoft enables accounting, finance, and treasury teams to do more – faster. Flexible, enterprise-level banking and treasury...
Banking Business Central Dynamics 365 Finance and Operations

BankFabric for Microsoft Dynamics ERP

BankFabric provides seamless connectivity between your Microsoft Dynamics platform and your banks. Developed by banking and...
Banking Business Central Dynamics 365 Dynamics AX Finance and Operations

SKsoft Banking & Treasury Automation Suite vs. Standard Dynamics 365

SKsoft’s Banking and Treasury Automation Suite is a standardized solution, easily installed and fully embedded into Microsoft...
Banking Dynamics 365 Finance and Operations

Multi-Company EFT For Microsoft Dynamics 365 F&O

Our Multi-Company EFT solution is seamlessly embedded into your Microsoft Dynamics 365 ERP F&SC system. Keeping your...
Banking Dynamics 365 Finance and Operations
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