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22 Takeaways to Expect from the Microsoft Dynamics ERP Financial Management Tools Showcase Series

by Anya Ciecierski
Co-Founder, ERP/CRM Software Blog

Although Microsoft Dynamics ERPs offer robust capabilities, sometimes organizations realize they have specialized requirements not covered by their out-of-the-box solution. When that happens, they can turn to third-party solutions to ensure that their ERP system will meet their needs.

MSDynamicsWorld (MSDW) and ERP Software Blog have partnered to bring you a series of Financial Management Tools Showcase events on October 4,5, and 6. These virtual events are designed for finance-focused Dynamics GP, Dynamics 365 Business Central (NAV), and D365 Finance (AX) users and consultants interested in new and innovative ISV solutions that boost performance and broaden their digital capabilities. Each of the three sessions will focus on tools for a specific product. Join all three or choose the best fit.

22 Showcase Takeaways

Over the three sessions you will see demos from eleven unique vendors, each with their own expertise and specialized products that have a proven record of adding measurable value to your Microsoft Dynamics ERP.  We asked our expert presenters for a sneak preview of the information attendees can expect to take away from the event. Here is what they told us: 

Avalara – Tax (Finance/BC/GP)

  • Avalara's AvaTax provides cloud-based sales and use tax calculation linked to your shopping cart or invoicing system.
  • Avalara is a reliable, secure, and scalable tax compliance platform offering SaaS solutions for small, midsize, and enterprise organizations.

Bluefort – Subscription Technology (Finance)

  • With Bluefort's LISA Business Pro, your finance and sales teams will finally be on the same page.
  • Now you can easily measure, track, and analyze revenues and profitability by both customer and service offerings.

DATABASICS - Timesheets & Expense Reporting (Finance)

  • DATABASICS gives customers a timesheet, leave, and expense management solution to meet the complete requirement of any organization, from end users to administrators. 
  • Whatever your time and expense problems, we can help! If your current time, collect, or expense management process has gaps or manual processes, we have a solution.  

Dynamic Budgets - Budgeting, Forecasting, and Reporting (BC/GP)

  • GL Transaction history stays archived in Dynamic Budgets, allowing you to view and report on transaction details even after you move to another ERP system.
  • Cross-ERP platform reporting features enable you to create year-over-year comparison reports with drill-down capabilities to data from former and current ERP systems. 

ERP Connect Consulting – Auto Create Dimensions Tool (BC)

  • Our Auto-Create Dimensions tool allows you to link master data to General Ledger while still having it in the sub-ledger.
  • You can report on things like customers, vendors, and items, directly in your General Ledger without having to drill down. Use that in financial and operational reports as well.

HighRadius – AR/Collections (Finance)

  • HighRadius offers solutions for the Office of the CFO for order-to-cash, treasury, and record-to-report.
  • Our products automate manually-intensive tasks, streamline communication, and allow standardization of processes to drive best practices into your receivables and treasury processes.

Metafile Information Systems – Document Management (Finance)

  • Our MetaViewer Paperless Automation is essential for companies looking to eliminate manual data entry, cut costs, and go fully paperless with an automation solution that easily expands across the entire enterprise.
  • MetaViewer AP Automation features the industry's latest RPA functionality, including Intelligent Recognition, Touchless Invoice Processing, payment automation, and seamless Microsoft Dynamics ERP integration

Nolan Business Solutions – Cash Management Solutions (GP)

  • Nolan Advanced Bank Reconciliation with bank feeds
  • Auto-download bank statements with direct integration with your bank and direct reconciliation to your General Ledger

PairSoft – AP Automation (BC/GP)

  • PaperSave by PairSoft tightly integrates within Microsoft Dynamics GP to save you hours of data entry and invoice management.
  • Get complete visibility into the AP and document management process with KPIs and analytics, drill-down dashboards, and Smart Lists.

Prophix - Corporate Performance Management (GP)

  • Prophix will unify all of your financial data and streamline FP&A processes with automation, workflows, and AI.
  • Prophix is a modern, cloud-based solution that will eliminate the time, errors, and frustration of manual processes and disconnected spreadsheets for corporate planning

Paymate Software – HR, Payroll (BC)

  • Our payroll solutions feature built-in tax tables for all states and integration with Aatrix to file your quarterly and annual reporting.
  • From DIY payroll to payroll service, we can help you streamline your processes so you can focus on other important aspects of your business.

Don't miss this opportunity to supercharge the financial management capabilities of your Dynamics ERP system.

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About Anya Ciecierski

Anya Ciecierski has worked in sales and marketing in the Microsoft Dynamics channel since 1999. In 2009 she co-founded ERP Software Blog and CRM Software Blog then added ERP Cloud Blog, now the largest group blogs in the space.  These sites encourage collaboration between 150 Dynamics partners across the world and educate more than 90,000 readers each month. Anya is committed to the idea of “using the power of the group” to benefit the community as a whole. She also leads the Channel Marketing Academy, a project to connect marketing professionals to share ideas.