Finance and Operations news & resources

robot-fingers-4.jpg

Four ways knowledge workers will adapt to RPA in the workplace

by Norman Gottschalk

Rather than seeing automation as a threat, prepare for the new range of job opportunities that will demand a human touch

Business Central Business Process Mgmt Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Robotic Process Automation (RPA)
guggenheimer.png

Microsoft offers Business Applications ISVs new co-sell and co-marketing options

by Jason Gumpert

Revenue-sharing program to roll out in July, along with AppSource improvements and other services.

AppSource Business Central Commerce Customer Engagement Dynamics 365 Dynamics CRM Finance and Operations Human Resources (Talent) Mixed Reality Power Apps Power Platform
dynasource-mondrian-domain.png

Dynasource launches new partner profiling service

by Jason Gumpert

Formerly focused on Microsoft partners, the company has pivoted to become a provider of broader channel data.

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations
vacation-request-email.png

Flows from the field: Renaming steps; PSA to-dos; Guard conditions; Converting leads; Vacation requests

by MSDW Reporter

Recent flows from intrepid D365 professionals - and beyond.

Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Flow Power Automate Power Platform Project Management
microsoft-upgrade-diagram.png

Microsoft Dynamics AX to D365 Upgrades: The Constrained Enterprise Conundrum

by Peter Joeckel

Considerations for the enteprise that is sophisticated but neither small nor deep pocketed. 

Dynamics 365 Dynamics AX Finance and Operations Upgrade
d365fo-sales-promo-3-2.png

S&OP Game Plans with Sales Promotions in Manufacturers Using Microsoft Dynamics 365 for Finance and Operations

by Scott Hamilton

When expected demand spikes for a product, a master scheduler will need to manage it via the item’s S&OP game plans.

AX 2012 AX 2012 R3 Demand Planning Dynamics 365 Dynamics AX Finance and Operations Forecasting Manufacturing Sales & Ops Planning Sales and Operations Planning Supply Chain Execution Supply Chain Management
d365fo-inventory-rampup-2-1.png

Inventory Ramp-Up Plans to Anticipate Capacity Constraints at Manufacturers using Microsoft Dynamics 365 for Finance and Operations

by Scott Hamilton

The second of two part series on D365FO and Dynamics AX ramp-up plans.

AX 2012 AX 2012 R3 Distribution Dynamics 365 Dynamics AX Finance and Operations Inventory Management Manufacturing Manufacturing Sales & Ops Planning Sales Order Processing Supply Chain Execution
d365fo-inventory-rampup-1-1.png

Inventory Ramp-Up Plans for a new Distribution Center at Manufacturers using Microsoft Dynamics 365 for Finance and Operations

by Scott Hamilton

Two approaches to inventory ramp-up plans in D365FO, employing the combination of a Minimum Quantity and a Minimum Key to calculate safety stock requirements.  

AX 2012 R3 Demand Planning Dynamics 365 Dynamics AX Finance and Operations Forecasting Inventory Management Manufacturing Supply Chain Execution Supply Chain Management Warehouse Management

Microsoft Dynamics 365 for Finance and Operations partners and users begin One Version era

by Jason Gumpert

Microsoft signals the beginning of the One Version era at User Group Summit Europe

Dynamics 365 Dynamics AX Dynamics GP Finance and Operations UG Summit Europe 2019

Microsoft product priorities that will shape Dynamics 365 partner efforts

by Jason Gumpert

New app development options and a refreshed industry accelerator effort should spell new opportunities for partners

AppSource Business Central Common Data Service Customer Engagement Data Management Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

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