Finance and Operations news & resources

Executive Q&A: Changing attitudes toward cloud solutions in the Not-for-Profit (NFP) space

by Jason Gumpert
NFP partner explains where Dynamics 365 and related Microsoft solutions fit into the sector's needs.
Accounting BI and Reporting Budgeting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV

Summit EMEA Preview: How FastTrack supports Microsoft Dynamics 365 cloud deployments

by Eamon McCarthy Earls
What Microsoft Dynamics AX/365 users need to know about cloud deployments and FastTrack
Dynamics 365 Dynamics AX FastTrack Finance and Operations Summit EMEA 2018

Summit EMEA Preview: Microsoft's Dilip Popat looks ahead to strong customer success options

by Alan R. Earls
Global industry principal for Microsoft Business Solutions to participate in two sessions that include customer panels.
Dynamics 365 Dynamics AX Finance and Operations Summit EMEA 2018

360 Vertical Solutions merges with SAGlobal, growing the Microsoft partner's services industry reach

by Jason Gumpert
Deal increases SAGlobal's presence to 18 countries and adds CRM reach into legal, AEC industries.
Architecture Azure BI and Reporting Construction Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Engineering Finance and Operations HR Management

From the Microsoft Dynamics 365/AX Blogs: Full text search; Security process cycles; SQL version upgrade; Custom workspace form

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/AX blogs
Dynamics 365 Dynamics AX Finance and Operations

Sales Order Reservations for Batch-Controlled Products using Microsoft Dynamics 365 for Finance and Operations or AX 2012 R3

by Scott Hamilton
Summarizing the unique aspects of sales order reservations for batch-controlled products, such as products with shelf life dates or critical batch attributes.
AX 2012 R3 Dynamics 365 Dynamics AX Finance and Operations Inventory Management Manufacturing Manufacturing Process Manufacturing Sales & Ops Planning Sales Order Processing Supply Chain Management Warehouse Management

Sales Order Reservations in Common S&OP Scenarios Using Microsoft Dynamics 365 for Finance and Operations or AX 2012 R3

by Scott Hamilton
Key considerations for common S&OP scenarios and the associated incremental considerations about sales order reservations.
AX 2012 R3 Dynamics 365 Dynamics AX Finance and Operations Forecasting Inventory Management Manufacturing Manufacturing Supply Chain Management Warehouse Management

Significance of the Item Sales Reservation Policy in Microsoft Dynamics 365 for Finance and Operations or AX 2012 R3

by Scott Hamilton
Three reservation options for a sales order line and how they can be inherited from the item or from the sales order header.
AX 2012 R3 Dynamics 365 Dynamics AX Finance and Operations Inventory Management Manufacturing Manufacturing Sales & Ops Planning Sales Order Processing Supply Chain Management Warehouse Management

Guidelines for Sales Order Reservations in Manufacturers using Microsoft Dynamics 365 for Finance and Operations or AX 2012 R3

by Scott Hamilton
Article 1 of a 4-part series offering guidelines for using sales order reservations in manufacturing firms.
AX 2012 R3 Dynamics 365 Dynamics AX Finance and Operations Manufacturing Manufacturing Supply Chain Management Warehouse Management

DXC Technology acquires Sable37 and eBECS, expanding Microsoft practice footprint

by MSDW Reporter
New move will enhance its global reach and add Microsoft Dynamics 365 systems expertise in retail, financial services, manufacturing, and public sector.
Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Financial Services Government Manufacturing Retail

LATEST VENDOR RESOURCES

How D365 F&SCM Shop Floor Data Collection Boosted Profitability with Western Computer

MSDW Features

Exporting a Report to Excel in Dynamics 365 Finance & Operations

Encore Business Solutions

Maximize Your Microsoft Incentives: CSP Rebates, Co-op Funds & the New Growth Accelerator

MSDW Features

AI Business Solutions Partner Show, November 2025: What it means to be a Frontier Partner in the Microsoft Business Applications Ecosystem

TD SYNNEX

Getting Microsoft Dynamics 365 F&SCM Security Right the First Time: Proven Strategies to Mitigate Fraud Risk

Fastpath, now part of Delinea
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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

Master Planning in Dynamics 365 Finance & Operations

Encore Business Solutions
Simplify your Dynamics 365 Master planning experience with a quick guide to the key features that drive real results
Dynamics 365 Finance and Operations Sales and Operations Planning

The Importance of Integrating Payment Connectors with Microsoft Dynamics 365

Evenica
How to enhance business efficiency and the customer experience with Evenica's e4Payment
Commerce Dynamics 365 Finance and Operations Payment Processing

Microsoft Project Operations or PlanAutomate: Which is Right for Your D365 Environment?

PlanAutomate
Are your projects too complex for out-of-the-box D365?
Dynamics 365 Enterprise Asset Mgmt Finance and Operations

Master Your Budgeting Process

Solver
Guiding you through creating a successful annual budget
Budgeting Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations
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

Korcomptenz Drives Rapid ERP Implementation for Leading Foam Manufacturer

Korcomptenz
Data Migration Dynamics 365 Finance and Operations Manufacturing Risk Management

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
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