Finance and Operations news & resources

Collection Automation in D365 Finance & Operations

by Pankaj Kumar Sil
With the introduction of collection process automation in Dynamics 365 Finance & Operations, users can now configure automation jobs tailored for the collections process
Collections Management Dynamics 365 Dynamics AX Finance and Operations Financial Management
The Secure API

The Payment Air Gap: Why the "Last Mile" of Dynamics 365 Finance is Broken

by Justin Trollip
Why we must stop viewing bank connectors as utilities and start viewing them as governance.
Banking Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC) Security

From the Microsoft Dynamics 365 Finance and Supply Chain Management blogs: License automation; Performance tuning; Real-time integration

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
Data Integration Dynamics 365 Dynamics AX Finance and Operations Licensing
Satish Thomas

Microsoft Business Apps executive departing for Google

by Jason Gumpert
Company veteran Satish Thomas has held many manager and executive positions related to Dynamics 365
Copilot Copilot Studio Customer Engagement Dynamics 365 Finance and Operations Power Platform
MSDW Podcast

MSDW Podcast: Understanding Enterprise Project Management with PlanAutomate

by MSDW Reporter
Why EPM integrated with ERP is critical to staying competitive
Architecture Construction Dynamics 365 Dynamics AX Engineering Finance and Operations Human Resources (Talent) Legal Professional Services Project Management Project Operations

From the Microsoft Dynamics 365 Finance and Supply Chain Management: Bridging project execution and finance; Sync data; Enhanced SCM features

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
Data Integration Dynamics 365 Finance and Operations Project Operations

Microsoft Dynamics Partner Roundup: WhatsApp integration; RFQs & quotes; New CRM, ERP services; Automation

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Proposal Generation Sales Quoting

Microsoft Dynamics Partner Roundup: Construction go-live; New integration partner; Ag-tech ERP release; Acquisition

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Construction Copilot Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Project Management
Indoor shops

Microsoft announces AI agents and templates for retail scenarios

by MSDW Reporter
Both pre-built and template-based AI tools will support brand, product catalog, and employee activities
AI and Machine Learning Azure Commerce Copilot Copilot Studio Dynamics 365 E-Commerce Finance and Operations NRF 2026 Power Platform Retail POS

From the Microsoft Dynamics 365 Finance and Supply Chain Management blogs: Attachment functionality; AI is revolutionizing collections; Labeling complexity, compliance; Change tracking in data entities

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
Collections Management Data Integration Distribution Document Management Dynamics 365 Dynamics AX Finance and Operations

LATEST VENDOR RESOURCES

Pinpoint Margin Leaks to Maximize Every Transaction / Profit Max Platform by Cavallo

Cavallo

Composable Test Automation for D365: Build Tests Like LEGO, Not Like Code

Virtuoso QA

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
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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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