Finance and Operations news & resources

MSDW Podcast: What to expect at WWMSTUG 2021

by MSDW Reporter
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Power Apps Power Automate Power BI Power Platform
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How to set up two-bin "Purchasing Kanban" system in Microsoft Dynamics 365 Supply Chain Management

by Evert Bos

Find out how to create a Dynamics 365 Supply Chain Management Purchasing Kanban system

Dynamics 365 Dynamics AX Finance and Operations Inventory Management Manufacturing Manufacturing Purchasing Supply Chain Execution Supply Chain Management kanban
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Microsoft Dynamics 365, Power Platform join Azure services in new Digital Transformation Platform Group

by Jason Gumpert

The latest re-organization centralizes business cloud services and business apps at Microsoft under James Phillips.

AI and Machine Learning Azure Business Central Customer Engagement Databases Dynamics 365 Finance and Operations Internet of Things (IoT) Power Apps Power Automate Power BI Power Platform

Microsoft Dynamics Partner Roundup: Acquisition; Accounts payable; ERP contract; Integrations

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Associations Customer Engagement Dynamics 365 Dynamics CRM Dynamics GP Education Electronic Signatures Finance and Operations Power Apps Power Automate Power Platform
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Microsoft reveals new plan to support local user groups for Dynamics 365 and Power Platform

by Jason Gumpert

With buy-in already secured from existing associations and community organizations, a new Microsoft team will provide online tools, support, and guidance for local groups

AXUG Business Central Copilot Studio Customer Engagement D365UG Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV DynamicsCon March 2021 Finance and Operations

From the Microsoft Dynamics 365 Finance & Operations Blogs: Security how-to; Mass deletion; Vendor payments; Project accounting

by MSDW Reporter

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

AP Automation Accounting Dynamics 365 Dynamics AX Finance and Operations Invoice Processing Payment Processing Security

Microsoft Dynamics Partner Roundup: AX upgrade; Retail returns; New hire; Acquisition

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Dynamics 365 Dynamics AX Finance and Operations
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DynamicsCon 2021: Deploying Power Platform on Dynamics 365 Finance and Operations projects

by Linda Rosencrance

Latoya Clarke-Nivore and Tanique Williams preview their session on the opportunity and challenges of brining Power Platform development to D365 projects.

...
Dynamics 365 Dynamics AX DynamicsCon March 2021 Finance and Operations Power Platform Training
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Microsoft Dynamics 365 Training Insights, Session 7: Procurement

by Elif Item

While the core group of users is usually small, deploying procurement can introduce significant process changes to an organization.

Dynamics 365 Finance and Operations Procurement Training Training Insights
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Ignite 2021: Intelligent Order Management is the newest Dynamics 365 application

by Jason Gumpert

A public preview of the cloud-based service is due in April

Dynamics 365 E-Commerce EDI Finance and Operations Ignite 2021 Order Management Sales & Ops Planning Sales Order Processing Supply Chain Management

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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

Rand Group

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

Rand Group
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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
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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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