Finance and Operations news & resources

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Why the Near-Term Future of AI in ERP Belongs to ISVs

by Adam Berezin
Why ISVs represent a healthier AI roadmap for Dynamics ERP customers than Microsoft alone
AI and Machine Learning Azure Business Central Copilot Copilot Studio Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Power Platform
MCP server for Dynamics 365 ERP (F&O)

Ignite 2025: Microsoft advances MCP servers for Dataverse, Dynamics 365 F&O

by MSDW Reporter
MCP advances for business applications represent major expansion, introduce analytics
BI and Reporting Copilot Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX Finance and Operations Human Resources (Talent) Ignite 2025 Power Platform Project Operations

From the Microsoft Dynamics 365 Finance and Supply Chain Management blogs: Intercompany transactions; Retail operations; Change tracking; Automate ESG reporting

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
Accounting Dynamics 365 Dynamics AX Environmental Sustainability Finance and Operations Regulatory Compliance

From the Microsoft Dynamics 365 Finance and Supply Chain Management: Pick a relation; Period 13 posting; Keyboard shortcuts; Model creation

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
Accounting Dynamics 365 Dynamics AX Finance and Operations

Testing-as-a-Service: A new high-margin, recurring revenue stream for D365 Finance and Supply Chain Management Partners

by Paweł Woźniak
How automation is changing the economics of services
Automated Testing Dynamics 365 Dynamics AX Finance and Operations

Microsoft Dynamics Partner Roundup: SharePoint knowledge AI Search; Excel reporting Transatlantic partnership; New ERP service director

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Azure BI and Reporting Business Central Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Financial Management Knowledge Management

Vena adds Microsoft Fabric connector for Dynamics 365 F&O to streamline FP&A data

by MSDW Reporter
Customers will gain benefits from Fabric’s role as a centralized data layer, vendor says
Accounting Business Central Corporate Perf Mgmt (CPM) Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Financial Management

When 'Just Copying Production' Isn’t Safe: The Hidden Risks in D365 F&O Environment Refreshes

by Steven Settle
Under the surface, a refresh is one of the most risk-laden operations in the D365 lifecycle
Data Management Dynamics 365 Dynamics AX Finance and Operations

From the Microsoft Dynamics 365 Finance and Supply Chain Management: Healthcare budget control; Advanced bank reconciliation; Warehouse inventory accuracy; Electronic reporting project

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
BI and Reporting Banking Budgeting Dynamics 365 Dynamics AX Finance and Operations Healthcare Inventory Management Regulatory Compliance Warehouse Management

Microsoft Dynamics Partner Roundup; AP and payments; Label printing; Quality; Ag industry solution

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
AP Automation Agriculture Business Central Document Automation Dynamics 365 Finance and Operations Payment Processing Quality Control

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

WebSan Solutions

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

WebSan Solutions
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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
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

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
More Finance and Operations Case Studies

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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