Finance and Operations news & resources

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Event Preview: DynamicsCon Virtual 2023 ramps up with session voting, Microsoft participation

by Jason Gumpert

Microsoft is sponsoring a new second day focused on matters of customer success

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Power Platform

MSDW Podcast: Commonly Seen Document Management Challenges in Dynamics ERP

by MSDW Reporter
Business Central Data Archiving Document Automation Document Imaging Document Management Dynamics AX Dynamics NAV Enterprise Content Mgmt Finance and Operations MSDW Podcast
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2023: Microsoft's pursuit of new Business Apps opportunities

by Jason Gumpert

Dynamics applications remain important, but future generations of business solutions from Microsoft could look noticeably different in a variety of ways

Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform

From the Microsoft Dynamics 365 Finance & Operations Blogs: Invoice automation; Workspace personalization; Securing a menu item; Workflow notifications

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 Finance and Operations blogs

AP Automation Accounting Business Process Mgmt Dynamics 365 Dynamics AX Finance and Operations Financial Management Invoice Processing Workflow Management
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2022 Year in Review: Microsoft Dynamics 365 expert insights

by Jason Gumpert

Contributing writers demonstrate why technology decision makers need to keep a broad perspective moving into 2023

Business Central Customer Engagement Data Integration Data Management Databases Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Financial Management

Microsoft Dynamics Partner Roundup: ERP cloud migration; Time tracking app; AP automation; New board member

by MSDW Reporter

The latest news and announcements from the Dynamics and Power Platform channel

AP Automation Accounting Architecture Business Central Business Process Mgmt Collections Management Construction Dynamics AX Engineering Finance and Operations Financial Management Invoice Processing
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Your ERP's API layer: Balancing efficiency with security risk

by Carl Mazzanti

Companies tend to think that Dynamics 365 systems are resistant to penetration, but attacks against SaaS ERP systems remain a threat

Business Central Data Integration Dynamics AX Dynamics NAV Finance and Operations Security
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DynamicsCon LIVE 2023: Agenda announced for a growing Microsoft Business Apps event

by MSDW Reporter

With an extra day of sessions, organizers anticipate a larger user-focused event

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Power Platform

MSDW Podcast: NMB Solutions expands in Europe with new shipping partnership

by MSDW Reporter
3PL Consumer Goods Dynamics 365 Dynamics AX Finance and Operations Logistics MSDW Podcast Retail Shipping Supply Chain Management Transportation Transportation Management

Microsoft Dynamics Partner Roundup: Territory planning; Transportation management; Supply chain solution; Bottling win

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Dynamics 365 Finance and Operations Food & Beverage Forecasting Transportation Management Web-based Mapping

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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
More Finance and Operations Videos

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
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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