Financial Services news & resources

Microsoft Dynamics Partner Roundup: Payment integration: Industry alliance; Engagement letters; Learner engagement

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Accounting Business Central Business Process Mgmt Customer Engagement Document Automation Dynamics 365 Education Finance and Operations Financial Management Financial Services Life Sciences Manufacturing

IBM teams up with Microsoft to support generative AI

by MSCN Reporter

The companies are expanding their partnership to scale Azure OpenAI Service, including by launching a managed AI service for developers and data scientists

AI and Machine Learning Azure Business Performance Mgmt Compute Development Financial Services Healthcare Integration Power Platform Procurement
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Moody's teams up with Microsoft on Copilot generative AI initiative

by MSCN Reporter

Together, the two companies plan to co-create new products and services

AI and Machine Learning Automated Data Collection Azure Data Management Financial Services Insurance

EY launches Tax Copilot with Microsoft Azure OpenAI Service

by MSCN Reporter

Developed with Microsoft using Azure OpenAI Service, Power Platform, and other Microsoft apps, EY plans to use the platform to improve its services

AI and Machine Learning Compute Development Financial Services Integration Power Platform Tax Management

KPMG and Microsoft announce generative AI partnership

by MSCN Reporter

New initiative aims to incorporate generative AI for audit and tax

AI and Machine Learning Compute Development Financial Services Integration
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Bloomberg to provide financial datasets via Azure Virtual Networks

by MSCN Reporter

By making Bloomberg Data licenses available on Azure, Bloomberg and Microsoft are encouraging mutual customers to read data directly from Azure Blob Storage containers

Azure Data Integration Databases Financial Services Integration

MSDW Podcast: Project management, training, and Microsoft channel life with Neil Benson

by MSDW Reporter
Associations Customer Engagement Dynamics 365 Financial Services Insurance MSDW Podcast Power Platform

Microsoft Dynamics Partner Roundup: Contact center integration; Banking tech; Executive hires

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Banking Customer Engagement Customer Experience (CX) Customer Service Customer Service Dynamics 365 Financial Services

Azure Partner Roundup: Credit card processing; Code translation; Computer-aided design

by MSCN Reporter

The latest Azure partner updates

AI and Machine Learning CAD/CAM/CAE Compute Data Migration Development Engineering Expense Management Financial Services Integration Internet of Things (IoT) Manufacturing

Azure Partner Roundup: AI cancer diagnosis; Digital transformation; New board member

by MSCN Reporter

The latest Azure partner updates

AI and Machine Learning Compute Development Financial Services Healthcare Integration Life Sciences Medical Devices

LATEST VENDOR RESOURCES

SimplyAP and Job Tasks - Invoice Automation for Business Central

KwikTag, a Paymerang company

Invoice Automation for Dynamics GP; KwikPayables

KwikTag, a Paymerang company

Lasernet's Finance and Operations Connector - New version 6.19!

Formpipe Software

Simplify Your Invoice Process with SimplyAP

KwikTag, a Paymerang company

SimplyAP Product Demo - AP Automation for D365 Business Central

KwikTag, a Paymerang company
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Achieving Your Growth Goals with World-Class Subscription Management - A Buyer's Guide

Bluefort

This Buyer's Guide will walk you through picking the perfect subscription management solution

Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Chemicals Construction Consumer Goods Customer Engagement Design & Decorating

The Changing Role of the AP Function: Priorities for the Future

Metafile

What AP leaders should prioritize in the next year including improved reporting, minimizing costs, implementing

AI AP Automation Accounting Business Central Consumer Goods Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

The Benefits of Document Automation in Banking

Experlogix

Everything there is to know about document automation software in the context of banking

Customer Engagement Document Automation Dynamics 365 Financial Services

Marketing Tips for B2C eCommerce Businesses

Dynamics eShop

The eCommerce industry has taken off and continues to grow

Accounting Agriculture Architecture Automotive Construction Consumer Goods Distribution Dynamics 365 Dynamics Marketing Dynamics NAV Energy Fashion

How to Empower Businesses with an Advanced Subscriber Sales Strategy

Bluefort

Discover how successful subscription-based companies tackle the challenges of subscription sales in various industries

Business Central Commerce Customer Engagement Dynamics 365 Electronics Finance and Operations Financial Services Healthcare Professional Services Revenue recognition SaaS Sales & Marketing
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Case Study: One Company's Seamless Migration of Multiple Entities to Dynamics 365 BC 

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Explore the transition story of the Little Rock Convention and Visitors Bureau, as they migrate from Dynamics GP to Dynamics 365 Business Central
Accounting Business Central Commerce Customer Engagement Customer Service Databases Dynamics 365 Dynamics GP Dynamics Marketing Finance and Operations Financial Services Inventory Management

Performance Brokerage Services uses Maplytics to identify and plot the dealerships!

Inogic

Performance Brokerage Services was able to derive locational insights of prospective businesses near their new dealerships with the Radius search feature of Maplytic...

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Financial Services Power Apps Professional Services Route Optimization Sales Web-based Mapping

Long-Term Healthcare Facility Operator Manages 19 Locations with One Accountant

Binary Stream

Discover how this long-term healthcare facility operator manages 19 locations effectively with one accountant

AP Automation Accounting Advanced Pricing Bill Of Material Mgmt Billing Business Process Mgmt CPQ (Configure, Price, Quote) Consolidation Accounting Data Management Dynamics GP Financial Management Financial Services

Signature HealthCARE Saves $120,000 a Year While Scaling from 55 to 239 Entities

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Signature HealthCARE streamlined accounting and enabled their team to shift from over 55 databases to just one

AP Automation Accounting Aerospace & Defense Architecture Automotive Azure Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consumer Goods

MB2 Dental Scales Monthly Invoicing for 250 Locations Without Adding Overheads

Binary Stream

MB2 Dental needed a way to process thousands of monthly invoices across 250 locations without adding additional overhead

Accounting Aerospace & Defense Architecture Associations Automotive Billing Boating Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Construction
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SimplyAP - AP Automation for Business Central

Simplify Your Journey to Accounts Payable Automation SimplyAP for Dynamics 365 Business Central is a cloud-based accounts...
AP Automation Aerospace & Defense Agriculture Architecture Automotive Boating Chemicals Construction Design & Decorating Distribution Dynamics 365 Dynamics NAV

Time Tracking for Dynamics 365

Having accurate reports of working time for each resource is crucial, especially for professional services companies, and...
Architecture Automotive Construction Customer Engagement Design & Decorating Design & Living Dynamics 365 Electronics Energy Engineering Enterprise Asset Mgmt Financial Services

Holiday Management for Dynamics 365

Regional or even department-specific changes to client projects, internal initiatives, and, of course, holidays: situations...
Automotive Billing Construction Customer Engagement Design & Decorating Dynamics 365 Energy Financial Services HR Management Health & Wellness Labor Management Legal

Travel Expenses for Dynamics 365

You are looking to record business trips easily and book incurred expenses quickly in your Dynamics 365 Project Operations or...
Accounting Automotive Billing Construction Customer Engagement Distribution Dynamics 365 Engineering Expense Management Financial Services Health & Wellness Medical Devices

proMX 365 Base for Project Operations

proMX 365 Base is a versatile add-on that extends the project management with Dynamics 365 Project Operations. It unites...
Architecture Automotive Business Performance Mgmt Business Process Mgmt Construction Customer Engagement Design & Decorating Design & Living Dynamics 365 Electronics Energy Engineering
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