Finance and Operations news & resources

Perspectives on moving to Microsoft Dynamics 365 for Operations (AX7): Making sense of early user, partner reactions

by Chris Hurley
AX users and partners voice a mix of optimism and concern over the future of Dynamics 365 for Operations (AX7) and its cloud-centric roadmap.
AX 7 Cloud Dynamics 365 Dynamics AX Finance and Operations Power Automate SaaS Upgrades

Microsoft Envision discontinued, melts into Microsoft Ignite

by Dann Anthony Maurno
A boldly-conceived but poorly-received Envision 2016 put an end to Convergence and itself. Ignite now Microsoft’s landmark event.
Build 2017 Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Envision 2017 Finance and Operations Ignite 2017

How to filter a dynamic date range in Microsoft Dynamics AX

by Evert Bos
Yes, you can enter specific calendar dates when filtering POs and orders, but there are two much simpler ways
AX 7 Accounting Dynamics 365 Dynamics AX Finance and Operations Purchasing Sales Order Processing

Scribe Software announces next-gen Scribe Online iPaaS, with open API, faster deployment

by Dann Anthony Maurno
Revamped user experience and open API aimed at simplifying, accelerating integrations by reducing custom code
Business Central Customer Engagement Data Integration Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

Sharing economy in Microsoft Dynamics partner channel: Growth at Dynasource "talent on loan" portal

by Karen Kroll
Talent sharing offers partners an alternative to formal partnerships, mergers, acquisitions and losing out to bigger shops.
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Microsoft Corporate Sales

Whats new in project accounting and management in Microsoft Dynamics 365 for Operations (AX7)

by Rahul Mohta
Project management and accounting demands laser intelligence for resource management, billable-versus-nonbillable hours and detailed intercompany accounting (among other comp...
Accounting Architecture BI and Reporting Construction Customer Engagement Dynamics 365 Dynamics AX Engineering Field Service Field Service Finance and Operations Invoice Processing

Microsoft Dynamics 365 for Operations (AX7) now available in Canadian data centers

by Jason Gumpert
Toronto and Quebec city datacentres that went live in May 2016 will host D365 for Operations
AX 7 Cloud Dynamics 365 Dynamics AX Finance and Operations Power Automate Regulatory Compliance

The MSDW Podcast, December 5, 2016: The Case for Digital Transformation

by Dann Anthony Maurno
Panorama Consulting Managing Partner Eric Kimberling on digital transformation – why it’s more a strategy than a solution, and Microsoft's role and influence.
Business Central Business Performance Mgmt Business Process Mgmt Commerce Digital Transformation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations MSDW Podcast

Microsoft Dynamics Webcasts, Dec 5 - 9: AP & digital transformation; O365 + D365; GP virtual card rebates; Future of field service; AX data automation

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
Accounting BI and Reporting Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics GP Field Service Field Service Finance and Operations Rebates

Are current Microsoft Dynamics AX implementation methods obsolete?

by Don Riggs
Twenty-five-year-old methodologies must evolve, like software delivery itself has evolved. Both the consultant and the client are responsible for Dynamics AX implementation s...
BI and Reporting Configuration & Development Data Integration Dynamics 365 Dynamics AX Finance and Operations

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Mastering Microsoft Partner Incentives: FY26 Opportunities

MSDW Features

Pinpoint Margin Leaks to Maximize Every Transaction / Profit Max Platform by Cavallo

Cavallo

Composable Test Automation for D365: Build Tests Like LEGO, Not Like Code

Virtuoso QA

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
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The Hidden Data Risks in Your Unconnected, Non-Compliant Microsoft Dynamics 365

STAEDEAN
Building an AI-ready data platform for Dynamics 365 Supply Chain & Manufacturing
Dynamics 365 Finance and Operations Supply Chain Management

Continuous Testing for D365 in 2026: What Actually Works Now

Virtuoso QA
A technical guide for D365 architects, QA leaders, and implementation partners.
Automated Testing Dynamics 365 Finance and Operations

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
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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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