Finance and Operations news & resources

Upgrading to Dynamics 365 for Finance and Operations? Here's what to expect in the cloud vs. on-premises

by Isaac Mullin

Which deployment model is the better option when transitioning from AX to Dynamics 365 for Finance and Operations?

Configuration & Development Dynamics 365 Dynamics AX Finance and Operations Power Automate Sales & Ops Planning
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Top Microsoft Dynamics 365 for Finance and Operations expert articles of 2018

by MSDW Reporter

Top articles from our contributors questioned conventional wisdom, revealed new solutions to challenges, and encouraged wise project planning.

Artificial Intelligence (AI) BI and Reporting Dynamics 365 Dynamics AX Finance and Operations Flow Forecasting Inventory Management Manufacturing Power Apps Power Automate Power Platform
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Microsoft Dynamics 365 Finance & Operations reporting and analytics: Know your options

by Gina Pabalan

Microsoft Dynamics 365 Finance and Operations offers a growing list of powerful report authoring tools

BI and Reporting Data Management Data Warehousing Dynamics 365 Dynamics AX Finance and Operations KPIs
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What's new in the Microsoft Dynamics 365 Finance and Operations transportation module

by MSDW Reporter

Dynamics 365 Finance and Operations adds to for both inbound and outbound capabilities to a module first released in Dynamics AX 2012 R3.

AX 2012 AX 2012 R3 Dynamics 365 Dynamics AX Finance and Operations Load Planning Resource Dispatch & Scheduling Supply Chain Management Transportation Transportation Management
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The biggest Microsoft Dynamics stories of 2018

by Jason Gumpert
Leadership, platform, community concerns defined a year in which business apps seemed to coalesce around platform and R&D models.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations
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Gantt chart colors in Microsoft Dynamics 365 for Finance and Operations: No longer a mystery

by Evert Bos

The Gantt chart for production in D365FO has a refined set of options for color display that requires some special attention.

Dynamics 365 Dynamics AX Finance and Operations Forecasting Manufacturing Order Management Product Lifecycle Mgmt Project Management
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Migrating an ISV solution from Microsoft Dynamics AX 2012 to D365 Finance and Operations: A practical approach

by Hammad Khan

Moving an ISV solution from Dynamics AX 2012 to Dynamics 365 for Finance and Operations with Life Cycle Services can ease the challenges of the migration process

AX 2012 Data Migration Dynamics 365 Dynamics AX Finance and Operations Software Upgrades application lifecycle management (ALM) lifecycle services

From the Microsoft Dynamics 365 for Finance and Operations/AX Blogs: Deliver remainder; Visual Studio; Filters; Fixed assets module

by MSDW Reporter

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

Accounting Dynamics 365 Dynamics AX Finance and Operations Software Tax and Accounting
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Building a smart ISV strategy amid the cloud platform battles

by Raman Dhooria

Why service providers must engage their clients with a value proposition built upon a cloud platform.

AWS Business Central Cloud Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Google Oracle Power Automate

Enterprise Credit Management for Dynamics 365 for Finance and Operations: A look at Microsoft's new IP

by Eamon McCarthy Earls

Microsoft still must decide if and how to incorporate a range of credit management capabilities from DXC's Sable 37

Accounting Dynamics 365 Dynamics AX Finance and Operations Financial Management

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
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