22 Takeaways from the Microsoft Dynamics ERP Financial Management Tools Overview Series

Although Microsoft Dynamics ERPs offer robust functionality, organizations sometimes realize they have specialized requirements not covered by their out-of-the-box solution. When this 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 teamed up to bring you a series of events showcasing financial management tools 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, innovative ISV solutions that improve performance and expand 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 takeaway meals

Over the course of three sessions, you’ll see demos from eleven unique vendors, each with their own expertise and specialized products that are proven to add measurable value to your Microsoft Dynamics ERP. We asked our expert presenters for an overview of what attendees can expect to take away from the event. Here is what they told us:

Avalara – Taxation (Finance/BC/GP)

  • AvaTax by Avalara provides cloud-based sales and uses tax calculation tied to your shopping cart or billing system.
  • Avalara is a reliable, secure, and scalable tax compliance platform offering SaaS solutions for small, medium, and large businesses.

strong blue – Subscription Technology (Finance)

  • With LISA Business Pro from Bluefort, your finance and sales teams will finally be on the same page.
  • Now you can easily measure, track, and analyze revenue and profitability for customer and service offerings.

DATA: THE BASICS – Timesheets and expense reports (Finance)

  • DATABASICS offers customers a timesheet, leave and expense management solution to meet all the requirements of any organization, from end users to administrators.
  • Whatever your time and expense concerns, we can help! If your current time, cash or expense management process has gaps or manual processes, we have a solution.

Dynamic budgets – Budgeting, forecasting and reporting (BC/GP)

  • GL transaction history remains archived in Dynamic Budgets, allowing you to view and report on transaction details even after migrating to another ERP system.
  • Cross-platform ERP reporting features allow you to create year-over-year comparison reports with data mining capabilities of legacy and current ERP systems.

ERP Connect Consulting – Automatic dimension creation tool (BC)

  • Our Automatic dimension creation The tool allows you to link master data to the general ledger while keeping it in the subledger.
  • You can report on things like customers, vendors, and items right in your general ledger without having to dig. Also use it in financial and operational reports.

high radius – RA/Collections (Finance)

  • HighRadius offers solutions for the Office of the CFO for Order to Cash, Cash and Record to Report.
  • Our products automate labor-intensive manual tasks, streamline communication, and enable process standardization to embed best practices into your accounts receivable and cash management processes.

Metafile Information Systems – Document management (Finance)

  • Our MetaViewer paperless automation is essential for companies looking to eliminate manual data entry, reduce costs and go completely paperless with an automation solution that easily scales across the enterprise. .
  • MetaViewer AP Automation includes the industry’s latest RPA functionality, including intelligent recognition, contactless invoice processing, payment automation, and seamless Microsoft Dynamics ERP integration

Nolan Business Solutions – Cash management (GP) solutions

  • Nolan Advanced Bank Reconciliation with banking flows
  • Automatic download of bank statements with direct integration with your bank and direct reconciliation with your general ledger

PairSoft – PLC automation (BC/GP)

  • PaperSave by PairSoft integrates tightly with Microsoft Dynamics GP to save you hours of data entry and invoice management.
  • Gain full visibility into the PA and document management process with KPIs and analytics, detailed dashboards, and smart lists.

Prophix – Enterprise Performance Management (PM)

  • Prophix will unify all your financial data and streamline FP&A processes through 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 business 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 reports.
  • From DIY payroll to payroll service, we can help streamline your processes so you can focus on other important aspects of your business.

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

Register now for the virtual event

If you can’t make it, register anyway to access the recording.

Geraldine L. Melton