Finance and Operations news & resources

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Microsoft Dynamics Partner Roundup: Commerce integration; Sales go-live; ISV Connect; Digital procurement

by MSDW Reporter

A selection of announcements from the Dynamics partner channel 

Business Central CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Dynamics 365 E-Commerce Finance and Operations Insurance Sales & Marketing Sales Quoting Training
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Microsoft extends industry cloud model to financial services, manufacturing, and nonprofit

by Jason Gumpert

New offerings heading to preview soon; Microsoft Cloud for Healthcare gets first update in May

AI and Machine Learning Azure Customer Engagement Customer Relationship Mgmt Dynamics 365 Finance and Operations Financial Services Healthcare Integration Internet of Things (IoT) Manufacturing Not For Profit

Microsoft Dynamics Partner Roundup: Managed services offerings; Integration; Partnerships

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Dynamics 365 Dynamics CRM Finance and Operations
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sa.global launching new professional services solutions built on Microsoft business apps, Teams

by Jason Gumpert

New team of legal industry and Microsoft channel veterans will lead efforts in the Americas.

Billing Complex Billing Customer Engagement Dynamics 365 Expense Management Finance and Operations Legal Power Apps Power Platform Professional Services Project Management Project Operations
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Accounting automation for multi-location businesses

by Kevin Pritchard

How businesses manage the accounts payable workflow across multiple locations

AP Automation Accounting Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Invoice Processing

Microsoft Dynamics Partner Roundup: Partnerships; Credit card processing; ERP for home builders

by Eamon McCarthy Earls

A selection of announcements from the Microsoft Dynamics partner channel

Business Central Dynamics 365 Dynamics GP Finance and Operations
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Microsoft promises partners new commerce options, a maturing industry strategy in 2021

by Jason Gumpert

Industry clouds, CSP, and co-sell are top priorities, say members of Global Partner Solutions team.

AppSource Customer Engagement Dataverse (CDS) Dynamics 365 Finance and Operations Healthcare ISV Connect Microsoft Teams One Commercial Partner Power Apps Power Platform Retail

Podcast Review: Explaining the AI Builder opportunity for Dynamics 365 F&O customers

by Eamon McCarthy Earls

The FastTrack team shares tips on why more F&O customers should look at AI Builder and the broader Power Platform.

Dynamics 365 Finance and Operations Power Platform
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Yes, sa.global is still here: Microsoft partner (partly) explains their deal with HSO

by Jason Gumpert

Announcement of the sale of US-based assets to HSO created confusion among employees, partners, and clients, sa.global says.

Architecture Billing Complex Billing Construction Customer Engagement Dynamics 365 Engineering Finance and Operations Legal Professional Services Project Management
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Why 2021 is the year to digitize accounts payable operations

by Mikko Hytonen

Key trends are accelerating automation 

AP Automation Accounting Business Central Business Performance Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Invoice Processing

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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
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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...
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