Finance and Operations news & resources

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New Microsoft tech quizzes will fundraise for regional causes, with focus on diversity and inclusion

by Jason Gumpert

A series of July 30 online pub quizzes is a benefit - and it aims to open dialog on the challenges that people of color face in the IT workforce.

Business Central Customer Engagement Dynamics 365 Dynamics CRM Finance and Operations Power Platform
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Migrating from Microsoft Dynamics GP: The D365 Business Central versus Finance & Operations question

by Peter Joeckel

What does it take to do a proper evaluation of your ERP future beyond GP?

Accounting Business Central Dynamics 365 Dynamics GP Dynamics NAV Finance and Operations Financial Management Supply Chain Management Upgrades
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How do Contracts, Milestones and Projects flow between Dynamics 365 Project Operations and F&O?

by Kuldeep Gupta

Learn how to shift data between new apps and Dynamics 365 Finance and Operations

Contract Management Customer Engagement Data Integration Dynamics 365 Finance and Operations Project Management Project Operations Project Service Automation Sales & Marketing Service Management

Dynamics 365 and Power Platform winners and finalists in Microsoft's 2020 Partner of the Year awards

by MSDW Reporter

Ahead of Inspire, Microsoft issues its Partner of the Year awards for 2020, including for business applications and industries.

Business Central Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Field Service Finance and Operations Power Apps Power Automate Power BI Power Platform

Microsoft Dynamics Partner Roundup: Life sciences; Intelligence cloud; Award winners; New hire

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

BI and Reporting Business Central Content Management Customer Engagement Dynamics 365 E-Commerce Finance and Operations Life Sciences Marketing Automation

From the Microsoft Dynamics 365 for Finance and Operations Blogs: Project accounting; Azure AD groups; Settlement-type transactions; Azure Functions

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 blogs

Accounting Azure Development Dynamics 365 Finance and Operations Integration Project Management Security

MSDW Podcast: The importance of pre-project planning for Dynamics 365 success

by MSDW Reporter
Azure Customer Engagement Dynamics 365 Finance and Operations MSDW Podcast Project Management
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Microsoft reveals 2020 release wave 2 plans for Power Platform, Dynamics 365

by Jason Gumpert

A range of improvement, including launch of new apps in the October 2020 to March 2021 timeframe.

BI and Reporting Business Process Mgmt Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Finance and Operations Human Resources (Talent) KPIs
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Payment process automation in Microsoft Dynamics 365 Finance

by Vamsi Pranith Donepudi

Discover the ins and outs of payment processing with Dynamics 365 Finance

AP Automation Accounting Business Process Mgmt Document Automation Document Management Dynamics 365 Finance and Operations Financial Management Invoice Processing Workflow Management
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Unification of Dynamics 365 apps still a challenge and a long-term priority, Microsoft GMs say

by Jason Gumpert

Dynamics 365 and Power Platform product managers discussed priorities and new features in a user group Q&A.

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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

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...
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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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