Finance and Operations news & resources

create_a_barcode_mask_character_for_the_coupon_code.png

Setting up coupon codes in Microsoft Dynamics 365 for Retail

by Naithika Shetty

Learn the steps to create a coupon code in Dynamics 365 for Retail

Commerce Dynamics 365 Finance and Operations Retail
washers.jpg

How do you set up floor stock in Microsoft Dynamics 365 for Finance and Operations?

by Evert Bos

What are the unique requirements for the behavior of floor stock items in D365 for Finance and Operations and AX?

Accounting Bill Of Material Mgmt Distribution Dynamics 365 Dynamics AX Finance and Operations Inventory Management Manufacturing Manufacturing

How Microsoft Dynamics ERP users can mitigate fraud risk with AP automation

by Scott Siegler

Accounts payable automation with Microsoft Dynamics is key to preventing fraud

AP Automation Auditing Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations
mtn-peak-cloud-wisps.jpg

Microsoft Dynamics AX to D365 Upgrade Journeys, Part 2: Choosing a deployment model

by Peter Joeckel

Decisions, decisions:  On-premise, cloud, or a hybrid implementation model for the move from AX to D365FO?

AX to D365FO Journey Dynamics 365 Dynamics AX Finance and Operations Upgrades
the_msdw_podcast_youtube_splash-ax-to-d365fo-2.jpg

MSDW Podcast: Microsoft Dynamics AX to 365 Upgrade Journeys, Episode 2 – Choosing a deployment model

by Jason Gumpert

Decisions, decisions:  On-premise, cloud, or a hybrid implementation model for the move from AX to D365FO?

AX to D365FO Journey Cloud Dynamics 365 Dynamics AX Finance and Operations MSDW Podcast Upgrades

April 2019 updates coming to Dynamics 365 for Finance and Operations: Field experts identify key enhancements

by Jason Gumpert

The Microsoft April 2019 release notes have gone into more depth about Dynamics 365 for Finance and Operations than any other part of the D365 line-up

Common Data Service Data Integration Dataverse (CDS) Dynamics 365 Dynamics AX Finance and Operations Flow Manufacturing Power Automate Power Platform lifecycle services
dxc_logo_300.png

DXC Technology to acquire service business of Scandinavian Microsoft Dynamics partner EG A / S

by MSDW Reporter

EG's service division to become part of DXC's Eclipse unit, adding 570 employees, 4,000 clients

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Infor SAP
roadway.jpg

Microsoft Dynamics AX to 365 Upgrade Journeys, Part 1: The Setup

by Peter Joeckel

A preview of our new podcast series exploring the realities of ongoing AX to D365FO upgrade and migration projects.

AX to D365FO Journey Dynamics 365 Dynamics AX Finance and Operations Power Automate Upgrades
the_msdw_podcast_youtube_splash-ax-to-d365fo-1.jpg

MSDW Podcast: Microsoft Dynamics AX to 365 Upgrade Journeys, Episode 1 – Setting it up

by Jason Gumpert

What are Dynamics AX to Dynamics 365 for Finance and Operations (D365FO) upgrades really like? As fascinating as you might expect, and then some.

AX to D365FO Journey Dynamics 365 Dynamics AX Finance and Operations MSDW Podcast Power Automate Upgrades
catch-weight-2-300.png

April 2019 Release: New advanced warehouse features for Microsoft Dynamics 365 for Finance and Operations begin rollout

by MSDW Reporter

Key features from the Blue Horseshoe deal begin to roll out, with more planned beyond v10.0.

Commerce Consumer Goods Distribution Distribution Dynamics 365 Dynamics AX Finance and Operations Food & Beverage Manufacturing Manufacturing Process Manufacturing Retail

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