Finance and Operations news & resources

Microsoft channel anxiety? November's eXtreme365 aims to guide Dynamics 365 partners

by Jason Gumpert
A look at the guidance partners will be looking for at eXtreme365 in November.
Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Microsoft Corporate eXtreme365 US 2017

Dynamics 365/AX in the enterprise: Microsoft touts strong uptake, shorter implementation cycles

by Jason Gumpert
Dynamics 365 GM Muhammad Alam describes D365FOE’s success thus far and Microsoft’s rollout plans that welcome smaller department-level wins.
AXUG Summit 2017 Azure BI and Reporting Commerce Dynamics 365 Dynamics AX Finance and Operations Financial Management GDPR HR Management IoT Power BI

Microsoft Dynamics Webcasts, October 16-20, 2017: Automated budgeting; Azure AD Integration; What’s new in CRM?; Smart budgeting for GP

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Budgeting Cloud Common Data Service Customer Engagement Customer Relationship Mgmt Data Integration Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

From the Microsoft Dynamics 365/AX Blogs: Importing users; Upload CSVs; License counts; Enable WMS, TMS

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics AX/365 blogs.
AX 2012 R3 Data Integration Data Management Data Migration Dynamics 365 Dynamics AX Finance and Operations Licensing Power Automate Transportation Management Warehouse Management

Microsoft Dynamics Partner Roundup: HP taps CafeX; No-cost AX migrations/upgrades; Cloud collaboration; AX for warehousing

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Collaborative Workspaces Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Inventory Management Omnichannel

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

LATEST VENDOR RESOURCES

Demo: Automate sales and use tax compliance within Microsoft Dynamics 365 Finance

Avalara

The Profit Secret Your Competitors Don't Want You to Know

Cavallo

Better Together: Dynamics 365 Finance & Operations and ​Dynamics 365 Customer Engagement

Rand Group

Unveiling the 2025 Dynamics 365 AP Automation Report for Finance Leaders: Talking AI, Fraud & Automation

SignUp Software

What's the Difference Between Dynamics 365 F&O and Dynamics 365 Business Central

Rand Group
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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

Overcoming Data Quality Pitfalls Across Microsoft Apps to Achieve AI-Readiness

STAEDEAN
How manufacturing, construction, and retail organizations can leverage AI agents in the Microsoft ecosystem by fixing data quality issues in Dynamics 365 ERP and the Dataverse.
Business Central Data Management Dataverse (CDS) Dynamics 365 Finance and Operations Power Apps Power Platform

Assessing AP Automation Software for Microsoft Dynamics 365 Finance

Dooap
What type of AP automation solution is right for your business?
AI and Machine Learning AP Automation Azure Dynamics 365 Dynamics AX Finance and Operations Integration Invoice Processing Power BI Power Platform
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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
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

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

How a Non-Profit Slashed ERP Costs by 60%

Dynamics Square USA
See how a leading non-profit cut ERP costs by 60% and redefined global operations with Dynamics 365.
Copilot Customer Engagement Customer Service Dynamics 365 Finance and Operations Government Health & Wellness Healthcare Human Resources (Talent) Not For Profit
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PayFlow Agent by HSO: Smarter Vendor Communication Starts Here

Designed for Finance. Built with Microsoft. Delivered by HSO. Leverage the power of Microsoft Dynamics 365, Copilot Studio...
Accounting Architecture Billing Construction Copilot Document Automation Dynamics 365 E-Invoicing Email Management Engineering Finance and Operations Financial Services

Time Entry Agent by HSO: Smarter Time Entry Starts Here

Services-focused. Microsoft-powered. HSO-delivered. The Time Entry Copilot Agent combines the familiarity of Microsoft Teams...
Architecture Construction Copilot Dynamics 365 Engineering Expense Management Finance and Operations Financial Services Government Legal Manufacturing Not For Profit

PlanAutomate Project Analyst AI Overview

Download the 2-page brochure to learn more about PlanAutomate's AI Analyst included in their software. Don’t settle for “book...
Aerospace & Defense Architecture Chemicals Construction Customer Engagement Dynamics 365 Dynamics AX Energy Engineering Finance and Operations Government Government Contractors

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

PlanAutomate Quick Guide

This Quick Guide will help you understand PlanAutomate and Project Automation for Dynamics 365 Finance at a high-level and...
Aerospace & Defense Architecture Chemicals Construction Customer Engagement Dynamics 365 Energy Engineering Finance and Operations Government Contractors Industrial Equipment Life Sciences
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