Finance and Operations news & resources

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Where-used search for Resource groups in Microsoft Dynamics 365 for Finance and Operations

by Evert Bos

Users can do bottom-up searches with the where-used search of bills of materials in D365FO.

Bill Of Material Mgmt Dynamics 365 Dynamics AX Finance and Operations Inventory Management Manufacturing Manufacturing Resource Dispatch & Scheduling
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Dashboards and Data: How Power BI connectors help SMBs round out a BI and reporting strategy

by Jason Gumpert

Microsoft Dynamics SMB partners and customers want reporting to be easier, says Solver CEO Nils Rasmussen

Accounting Azure BI and Reporting Budgeting Business Central Corporate Perf Mgmt (CPM) Data Integration Data Management Data Warehousing Dynamics 365 Dynamics AX Dynamics GP
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MSDW Podcast: News Roundup featuring Business Central growth; ISV co-sell; New vertical solutions; Partner strategy

by MSDW Reporter
Accounting Business Central Customer Engagement Directions NA 2019 Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Financial Management Financial Services Flow MSDW Podcast
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MSDW Podcast: Microsoft Dynamics AX to 365 upgrade journeys, Part 6 -- A user's cloud journey, with a waypoint

by Jason Gumpert
AX 2012 AX 2012 R3 AX to D365FO Journey Dynamics 365 Dynamics AX Finance and Operations MSDW Podcast Manufacturing Power Automate Upgrades
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Optimization Advisor: A winning new Workspace in Microsoft Dynamics 365 for Finance and Operations

by Evert Bos

With the addition of the Optimization Advisor in version 8.0 of Dynamics 365 Finance and Operations, users need to take action on optimization opportunities

Dynamics 365 Dynamics AX Finance and Operations

From the Microsoft Dynamics 365 for Finance and Operations/AX Blogs: Integration; Add new currency; Delivery schedule; Error

by MSDW Reporter

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

Dynamics 365 Dynamics AX Finance and Operations Power Automate

Microsoft Dynamics Partner Roundup: Implementation; Subsidiary; D365BC offering; New CRO; Reseller agreement

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Dynamics 365 Dynamics AX Finance and Operations Power Automate
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Significance of Sales Lead Time for Sales Orders in Manufacturers using Microsoft Dynamics 365 for Finance and Operations

by Scott Hamilton

Exploring the use of sales lead time for sales orders.

Dynamics 365 Dynamics AX Finance and Operations Inventory Management Manufacturing Sales & Ops Planning Shipping Supply Chain Execution Trade Promotion Mgmt Warehouse Management
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S&OP Approaches with Order Promises based on Sales Lead Time in Manufacturers using Microsoft Dynamics 365 for Finance and Operations

by Scott Hamilton

Exploring use of sales lead time in D365FO.

AX 2012 R2 AX 2012 R3 Dynamics 365 Dynamics AX Finance and Operations Manufacturing Manufacturing Sales & Ops Planning Sales and Operations Planning Supply Chain Execution Supply Chain Management Warehouse Management
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How to set margins for software resellers

by Harald Horgen

Discover how to set margins and discounts for software resellers

Advanced Pricing Business Central Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Reseller

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
More Finance and Operations Videos

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
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
More Finance and Operations Solutions