Finance and Operations news & resources

Executive Q&A: Predictive analytics now a corporate planning must-have, deFacto Global advises

by Dann Anthony Maurno
President and CEO Bob Bedard believes enterprise is sold on corporate planning; mid-sized and smaller Dynamics users can do the same.
BI and Reporting Business Central Data Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Forecasting Multicurrency

Oops I did it again: Placing blame on ERP data security failures

by Mark Polino
Four principles can guide an organization to adopt practices that build in good security practices. 
Business Central Data Management Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Security

PowerObjects adds ERP practice, bolstering its Microsoft Dynamics 365 enterprise offering

by Dann Anthony Maurno
New ERP Practice Director Carri Lesatz envisions a “one-stop shop for all things Dynamics 365”
Dynamics 365 Dynamics AX Finance and Operations

New Power BI usage metrics will reveal more dashboard/report consumption insights

by Dann Anthony Maurno
Admins no longer required, dashboard and report authors can check usage by volume, but not by department or individuals
BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Microsoft Power BI Power BI

Cross-region disaster recovery for Azure IaaS VMs in public preview

by Dann Anthony Maurno
Microsoft promises seamless failover and recovery, plus ISO/IEC 27001 compliance
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate disaster recovery

Microsoft Dynamics Webcasts, June 5-9, 2017: Cloud BI; Doc management; T&E; Process manufacturing for GP; EDI for D365; Common Data Service basics

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Business Central Chemicals Common Data Model Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management

Microsoft Dynamics Partner Roundup: Rentals for Dynamics 365; Fresh food partnership; P2PE for Dynamics ERP; Finnish D365 win

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Business Central Credit Card Processing Customer Engagement Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Field Service Field Service

Consolidate or integrate? What to do with ERPs after mergers and acquisitions

by Daniel Chilcott
iPaaS mitigates the urgency and expense of consolidating on a single ERP
Accounting Business Central Cloud Customer Engagement Data Integration Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Microsoft announces 2017 Partner of the Year winners and finalists

by Linda Rosencrance
SAGlobal, Hitachi, Tribridge and AvePoint among 2017 Microsoft channel achievers worldwide
BI and Reporting Business Central Cortana Intelligence Suite Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Government

Executive Q&A: Solver's Nils Rasmussen talks BI360 Cloud, Microsoft and the channel

by Karen Kroll
The company takes its Excel-based BI/CPM solution to the Microsoft Azure cloud, where customers are going
BI and Reporting Budgeting Business Central Customer Engagement Data Integration Digital Transformation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

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Getting Microsoft Dynamics 365 F&SCM Security Right the First Time: Proven Strategies to Mitigate Fraud Risk

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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

Master Planning in Dynamics 365 Finance & Operations

Encore Business Solutions
Simplify your Dynamics 365 Master planning experience with a quick guide to the key features that drive real results
Dynamics 365 Finance and Operations Sales and Operations Planning

The Importance of Integrating Payment Connectors with Microsoft Dynamics 365

Evenica
How to enhance business efficiency and the customer experience with Evenica's e4Payment
Commerce Dynamics 365 Finance and Operations Payment Processing

Microsoft Project Operations or PlanAutomate: Which is Right for Your D365 Environment?

PlanAutomate
Are your projects too complex for out-of-the-box D365?
Dynamics 365 Enterprise Asset Mgmt Finance and Operations

Master Your Budgeting Process

Solver
Guiding you through creating a successful annual budget
Budgeting Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations
More Finance and Operations White Papers

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

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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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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