Financial Services news & resources

Microsoft Dynamics Partner Roundup: Unified communications for D365; Euro CRM partner acquisition; Aussie D365 partner; New sales & marketing exec

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Customer Engagement Customer Relationship Mgmt Digital Transformation Dynamics 365 Dynamics CRM Financial Services

Collaboration needed to address the complexities of financial services

by Carel du
Microsoft-hosted FSI CRM Roadshow highlights the complex customer-facing and back-office requirements of financial services, and the digital answers
Customer Engagement Digital Transformation Dynamics 365 Dynamics CRM Financial Services

Summit EMEA 2017: Practical Power BI for analysis and reporting in Dynamics NAV

by Dann Anthony Maurno
Swedish NAVUG chapter founder Magnus Ramfelt trades in intelligence generated using Power BI and Microsoft Dynamics NAV
Accounting Business Central Dynamics 365 Dynamics NAV Financial Management Financial Services Microsoft Power BI Power BI Power Platform Summit EMEA 2017

How South Africa's banks lead in digital transformation, and how CRM contributes

by Pani Harito
This young country’s banking industry excels not just by embracing digital technology, but also by pushing that technology to its utmost.
Banking Customer Relationship Mgmt Dynamics CRM Financial Services Regulatory Compliance

When Microsoft Outlook drives Dynamics CRM / 365 success for customers, partners

by Matt Bolch
Outlook’s familiarity, ubiquity spur Dynamics CRM and Dynamics 365 user adoption and ensure project success
Automated Data Collection Business Process Mgmt Construction Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Financial Services Invoice Processing

From the Microsoft Dynamics GP Blogs: New bank reconciliation routine; GP and acquisitions; Service packs, multiple instances; Safe Pay

by Linda Rosencrance
A selection of the latest insight from the Dynamics GP blogs
Accounting Banking Dynamics GP Financial Services Order Management

Microsoft Dynamics Partner Roundup: Financials for Dynamics 365; CRM for giving; Supply chain partnership; NAV test vendor

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Business Central Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Financial Services Inventory Management Logistics

DialogTech brings phone call analytics to Microsoft Dynamics 365 for Sales

by Dann Anthony Maurno
Marketers and sales teams gain actionable insights from phone conversations, and from within Microsoft Dynamics 365
Commerce Customer Engagement Customer Relationship Mgmt Distribution Dynamics 365 Financial Services Marketing Retail Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CSP adds Dynamics 365; Dynamics AX for legal; Dynamics 365 extensions; NAV for Indian conglomerate

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting BI and Reporting Business Central Construction Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Email Management Finance and Operations Financial Services

SS&C to Acquire Microsoft Dynamics CRM Solution Provider Salentica

by Linda Rosencrance
Deal brings client experience capabilities for financial advisors
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services

LATEST VENDOR RESOURCES

Mapping the Partner Landscape - Discovering the Ideal Dynamics 365 Partner for Your Business

WebSan Solutions

Enhancing Customer Journeys - Deliver Exceptional Experiences with Copilot for Customer Service

WebSan Solutions

Copilot Features in Dynamics 365 Business Central Release Wave 1 2024

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How to Create a Manage Organization Charts in Dynamics 365 Sales

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Turning Customer Complaints into Opportunities with Copilot for Customer Service

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Revenue Recognition Module Deprecation in D365 Finance and Next Steps

Binary Stream
Learn what factors to consider when migrating from RevRec to Subscription Billing, and explore what the most crucial steps to take
AI Bill Of Material Mgmt Business Central Customer Engagement Customer Insights Customer Service Databases Development Dynamics 365 Finance and Operations Financial Services Marketing

Empowering Collaboration: Vendor Portal Solutions for Dynamics 365 Finance and Operations

Dynamics eShop
Vendor portal for Dynamics 365 Finance and Operations
Agriculture Automotive Business Central Construction Distribution Dynamics 365 E-Commerce Finance and Operations Financial Services Food & Beverage Healthcare Industrial Equipment

From Invoice to Paid: How a Payment Portal Supercharges Your Dynamics 365 Business Central ERP

Dynamics eShop
Why integrate a payment portal with Dynamics 365 Business Central?
Business Central Distribution Dynamics 365 E-Commerce Electronics Financial Services Food & Beverage Government Healthcare Industrial Equipment Manufacturing Medical Devices

Connecting Your eMarketplace with Dynamics 365 Business Central

Dynamics eShop
Using Amazon, eBay, BigCommerce, Shopify, or Magento? Connect seamlessly with Dynamics 365 BC
Agriculture Automotive Business Central Construction Consumer Goods Distribution Dynamics 365 E-Commerce Financial Services Food & Beverage Healthcare Industrial Equipment

Microsoft’s Roadmap for Financial Reporting in D365 F&SCM

insightsoftware
Microsoft's new financial and operational reporting for D365 F&SCM is complex (Azure, Power BI, BYOD) - be prepared!
Azure BI and Reporting Data Warehousing Dynamics 365 Dynamics AX Finance and Operations Financial Services Power BI Power Platform
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Enhancing Franchise Data Management with Microsoft Fabric

Collectiv
Bluemont Group scaled insights across 85 Dunkin’ franchises
Architecture Automated Data Collection Automotive Construction Consumer Goods Data Integration Data Management Dataverse (CDS) Electronics Energy Fabric Financial Services

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart
Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

One Company's Seamless Migration of Multiple Entities to Dynamics 365 BC 

Binary Stream
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

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
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Integrity HRP for Dynamics GP

Solutions to manage the entire employee lifecycle One place to recruit, onboard, track time, and more to help manage your...
Aerospace & Defense Agriculture Architecture Associations Automotive Boating Chemicals Construction Consumer Goods Design & Decorating Design & Living Distribution

Integrity Data HRP for Business Central

Manage The Entire Employee Lifecycle With One Solution One place to hire, onboard, track time, pay and engage your people...
Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Chemicals Construction Consumer Goods Design & Decorating Design & Living

BI4Dynamics AX - Business Intelligence for Microsoft Dynamics AX

BI4Dynamics AX is a standardized business intelligence solution on top of Microsoft Dynamics AX that covers all main...
Aerospace & Defense Agriculture Architecture Automotive BI and Reporting Boating Chemicals Construction Consumer Goods Data Warehousing Design & Decorating Distribution

BI4Dynamics NAV - Business Intelligence for Microsoft Dynamics NAV

BI4Dynamics NAV is a standardized business intelligence solution on top of Microsoft Dynamics NAV that covers all main...
Aerospace & Defense Agriculture Architecture Automotive BI and Reporting Boating Chemicals Construction Consumer Goods Data Warehousing Design & Decorating Distribution
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