Finance and Operations news & resources

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

Summit EMEA Preview: Who wants to talk about moving Microsoft Dynamics AX to the cloud?

by Alan R. Earls
Microsoft MVP Tommy Skaue prepares to talk SaaS, Power BI, and AX migration to the cloud.
BI and Reporting Dynamics 365 Dynamics AX Finance and Operations Power BI Power BI Power Platform Summit EMEA 2018

Success in a Marketplace: Role of ERP ecommerce integration

by Anudeep Ananth

Selling on a marketplace is a lucrative opportunity for ecommerce players but there are challenges:  be sure your ERP is integrated and able to scale...

Business Central Commerce Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV E-Commerce Finance and Operations Retail

Does a cloud-based WMS make sense for your Microsoft Dynamics ERP?

by Scott Brask
WMS in the cloud has lagged other enterprise solutions, but the benefits in a range of areas are growing.
Business Central Cloud Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Inventory Management Power Automate Regulatory Compliance SaaS

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...
Aerospace & Defense Architecture Chemicals Construction Customer Engagement Dynamics 365 Energy Engineering Finance and Operations Government Contractors Industrial Equipment Life Sciences
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