Finance and Operations news & resources

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User Group Summit North America 2019 Preview: Master planning for Dynamics 365 for Finance & Operations and Dynamics AX

by Linda Rosencrance

Shelby Wright, applications manager at Leatherman Tool Group Inc., discusses the development of the master planning and manufacturing tracks at Summit 2019.

AXUG AXUG Summit 2019 D365UG Summit 2019 Demand Planning Dynamics 365 Dynamics AX Finance and Operations Industrial Equipment Manufacturing Manufacturing Master Data Mgmt Project Management
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Microsoft enables previews for October 2019 release wave 2 of Dynamics 365 and Power Platform

by MSDW Reporter

74 updates ready to be deployed on test environments for various D365 apps, Power Platform.

Business Central Commerce Customer Engagement Dynamics 365 Finance and Operations Guides Human Resources (Talent) Mixed Reality Power Apps Power Automate Power BI

From the Microsoft Dynamics 365 for Finance and Operations/AX Blogs: Field level security; SSRS report; Message Center; Fixed assets

by MSDW Reporter

A selection of the latest insights from the Dynamics 365-AX blogs

AX 2012 AX 2012 R2 Accounting BI and Reporting Dynamics 365 Dynamics AX Finance and Operations Governance, Risk, and Compliance (GRC) Security
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Microsoft confirms pricing and licensing updates for Dynamics 365 coming in October 2019

by MSDW Reporter

Only limited details beyond information shared at Inspire 2019 about the October 2019 changes.

Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics AX Dynamics CRM Field Service Finance and Operations Human Resources (Talent) Inspire 2019 Project Service Automation

Microsoft Dynamics Partner Roundup: AP automation; New strategic partnerships; Student information system

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Accounting Customer Engagement Document Automation Dynamics 365 Education Finance and Operations Financial Management Financial Services Invoice Processing Omnichannel Software
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Summit North America Preview: A growing dairy business looks to Dynamics 365 for Finance and Operations for next-level performance

by Linda Rosencrance

Robin Finnell of Tillamook County Creamery Association discusses the manufacturer's national expansion and move from Dynamics NAV to D365 Finance and Operations.

AXUG AXUG Summit 2019 Business Central Business Process Mgmt D365UG D365UG Summit 2019 Dynamics 365 Dynamics NAV Finance and Operations Food & Beverage Manufacturing Process Manufacturing
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New pricing and licensing for Microsoft Dynamics 365 Unified Operations apps planned for October 2019

by Jason Gumpert

Finance and Operations to be split into two apps, joining Talent and Retail in new "Attach" pricing scheme that will impact all cloud customers.

AX 2012 R3 Commerce Dynamics 365 Dynamics AX Finance and Operations Financial Management Human Resources (Talent) Inspire 2019 Retail Supply Chain Management licenses
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Microsoft to end plan-based licensing of Dynamics 365 Customer Engagement, aiming for focus on app value

by Jason Gumpert

Decision driven by low multi-app use and concerns over focus on discounts over value, company tells partners at Inspire 2019.

Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Field Service Finance and Operations Inspire 2019 Power Apps Power Automate Power Platform Project Service Automation Sales
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The pull of process automation: How will Microsoft partners help customers get more from business apps?

by Jason Gumpert

With Inspire 2019 underway, Ryan Duguid, chief evangelist at Nintex discusses trends in the Microsoft channel.

Business Central Business Process Mgmt Customer Engagement Dynamics 365 Finance and Operations Inspire 2019 Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management
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Budget planning for the One Version era in Microsoft Dynamics 365 Finance and Operations

by Rahul Mohta

Budget planning with Dynamics 365 Finance and Operations can be an involved process, but getting it right is crucial for organization success

Accounting Budgeting Dynamics 365 Dynamics AX Finance and Operations Financial 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?
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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...
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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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