Finance and Operations news & resources

Microsoft reveals new Dynamics AX 2012, 2009 upgrade and migration options for 365 Operations (AX7)

by Jason Gumpert
Migration and upgrade paths for AX 2009, 2012 have been established, with guidance on use of Lifecycle Services and other tools.
AX 2012 AX 2012 R2 AX 2012 R3 AXUG Summit 2016 Data Migration Dynamics 365 Dynamics AX Finance and Operations Power Automate Upgrades ax 2009 lifecycle services

The MSDW Podcast, October 18, 2016: Dynamics 365 launch edition

by Dann Anthony Maurno
“There are opportunities for all of us to drive digital transformations,” promises Microsoft, around Dynamics 365 and AI.
Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations MSDW Podcast Power Automate

Dynamic Communities announces two Dynamics 365 UGs; Summit attendance grows 63%

by Linda Rosencrance
Dynamics 365 Enterprise and Business editions user groups announced at record-setting Summit
AXUG Summit 2016 Business Central CRMUG Summit 2016 Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations GPUG Summit 2016 NAVUG Summit 2016

Dynamics 365 for Operations: Microsoft reveals AX 2009, 2012 upgrade tools, roadmap plans

by Jason Gumpert
In addition to new tools for two versions of AX, Microsoft promised AX users they would benefit from new apps, industry enhancements
AX 7 AXUG Summit 2016 Commerce Common Data Model Distribution Dynamics 365 Dynamics AX Finance and Operations Flow Manufacturing Power Apps Power Automate

Microsoft demonstrates expanded reporting tools in Dynamics 365 for Operations (AX 7), from Entity Store to Power BI

by Wendy Scheuring
Workspace BI, entity store, and financial statements are just some examples of how Microsoft has improved reporting in the new release
AXUG Summit 2016 BI and Reporting Data Management Data Warehousing Dynamics 365 Dynamics AX Finance and Operations Power BI Power BI Power Platform

Microsoft updates Dynamics 365 Operations (AX7) hybrid deployment plans: Azure Stack no longer required

by Jason Gumpert
AX 7 will become avialable to run on premise to support specific retail, distribution, and manufacturing scenarios without Azure Stack, and brand new global hybrid scenarios ...
AX 7 AXUG Summit 2016 Azure Stack Commerce Distribution Dynamics 365 Dynamics AX Finance and Operations Manufacturing Power Automate Retail

IoT Readiness, Part II: More companies can benefit from the Internet of Things, across more verticals

by Linda Rosencrance
Despite IoT’s benefits, many companies don’t take the plunge because they are don’t realize its possibilities for them
Business Central Customer Engagement Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Field Service Field Service

What Dynamics ERP and CRM users should know as Microsoft prepares Dynamics 365 launch

by Jason Gumpert
From on-premise options to rapidly changing D365 plans, here are the observations of partners and other experts based on known details.
AXUG Summit 2016 Business Central CRMUG Summit 2016 Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations GPUG Summit 2016 NAVUG Summit 2016

IoT Readiness, Part I: Microsoft Partners Advise, Start Small

by Linda Rosencrance
Should companies start small or go all in?
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate

Azure price slash targets AWS

by Dann Anthony Maurno
Reductions between 11 and 50 percent should ease path of more Dynamics GP and NAV partners, customers to Azure.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate

LATEST VENDOR RESOURCES

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

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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

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

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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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