Finance and Operations news & resources

The art of mentoring a Microsoft Dynamics technical expert, and why the D365FO community needs you

by Don Riggs

How we can establish a new generation of talented workers by treating education as a social good, not a product.

AXUG Summit 2018 Dynamics 365 Dynamics AX Finance and Operations MVP Summit 2018 Training

Microsoft Dynamics Partner Roundup: Healthcare win; Email validation; HCM, payroll, payment partnerships

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Commerce Customer Relationship Mgmt Data Management Dynamics 365 Dynamics AX Finance and Operations Healthcare Payment Processing Payroll Processing Retail

From the Microsoft Dynamics 365 for Finance and Operations/AX Blogs: BOMs as kits; Expense report posting; Exporting data; Trade agreement journals

by MSDW Reporter

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

Dynamics 365 Dynamics AX Finance and Operations
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D365UG/AXUG Summit Preview: What brings Microsoft Dynamics AX/365 users back

by Linda Rosencrance

Planning committee member Paul Martin reflects on the process of building a program that meets AX user needs.

AXUG AXUG Summit 2018 BI and Reporting D365UG D365UG Summit 2018 Dynamics 365 Dynamics AX Finance and Operations Summit 2018
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Adding value in the Microsoft Dynamics hiring space: Thoughts on an alternate model

by Don Riggs

A follow up to the author's challenge to the traditional recruiting model, and new plans for D365FO professional development.

Dynamics 365 Dynamics AX Finance and Operations MVP Recruiting
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MSDW Podcast: Meeting the training needs of Microsoft Dynamics 365 for Finance & Operations users

by MSDW Reporter

Elif Item discusses modern training and why she formed her company, Item by Item

Dynamics 365 Dynamics AX Finance and Operations MSDW Podcast Training
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GDPR, four months later: How are businesses and consumers adapting?

by Mark Polino

Some early findings are predictable, but the regulation has revealed some surprise outcomes, too.

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations GDPR Regulatory Compliance Security
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Microsoft to delay new SKU for Dynamics 365 additional database storage

by Jason Gumpert

Changes communicated to Dynamics partners last week were "incomplete", Microsoft says.

Cloud Solution Provider (CSP) Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations
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New Survey: What do Microsoft Dynamics partners really want from ISVs?

by MSDW Reporter

New VAR survey aims to shed light on their priorities in managing ISV relationships.

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations ISV

Microsoft plans Dynamics 365 added storage price hike, but better flexibility on Customer Engagement instances

by Jason Gumpert

Storage price change impacts D365 for Customer Engagement, Unified Operations

Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations

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
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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...
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...
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