Financial Services news & resources

Inspire 2017: Expect an industry-focused, partner-powered Microsoft

by Dann Anthony Maurno
Microsoft’s One Commercial Partner strategy is aimed at helping partners go to market; its vertical-specific strategy targets six market priorities
Commerce Customer Engagement Digital Transformation Dynamics 365 Dynamics CRM Education Financial Services Government Health & Wellness Healthcare Inspire 2017 Manufacturing

Unit4 acquires Assistance Software for a born-in-the-cloud professional services professional offering

by Dann Anthony Maurno
Two Netherlands-based companies combine for breadth, depth, and vertical-specific know-how.
Architecture Dynamics 365 Financial Services Legal Not For Profit Professional Services

What digital transformation is (and is not): One partner's definition and guidance

by Billy Lyle
Customer expectations and corporate goals drive digital transformation. Redspire provides a practical example, from the professional services industry.
Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dataverse (CDS) Digital Transformation Dynamics 365 Financial Services Power Platform Professional Services Sales Sales & Marketing

Integration across Microsoft Dynamics 365 for Operations, Sales & PSA: Building a services industry solution

by Andy Yeomans
Until Microsoft offers a fully integrated platform, development partners can fill the void and enable clients to realize their digital transformation goals
BI and Reporting Business Process Mgmt Common Data Service Data Integration Dataverse (CDS) Dynamics 365 Financial Services HR Management Power BI Power BI Power Platform Professional Services

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Financial Services

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

LATEST VENDOR RESOURCES

We Fixed These D365 Performance Nightmares – Here’s How | WEBINAR

XPLUS

GP Payroll Sunset Strategy; How to Plan for Your Payroll Transition

Integrity Data

Deployable Agents Tailored to Your Payables Needs

Fidesic

Customer Spotlight Video: Provance and Leeds City Council

Provance

Struggling to Scale Regression Testing in Dynamics 365 From Manual Effort to Autonomous Coverage

XPLUS
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Leading with AI in Financial Services: From Automation to Intelligent Finance

AlfaPeople
How financial institutions can use Microsoft AI to improve operations, decisions, and customer experiences.
AI Agents Business Central Copilot Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Financial Services Project Operations

The Partner's Guide to Assessing AP Transformation Risk During Dynamics GP-to-BC Migrations

Mekorma
A practical guide to reducing AP risk during GP to Business Central migrations.
AI Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Check Printing Chemicals Construction Consumer Goods

The Hidden Cost of Your Microsoft Dynamics Stack: Why ERP and CRM Integration Debt Is Holding You Back

Bluefort
Stop paying the hidden cost of disconnected ERP and CRM data.
AI Agents Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Business Process Mgmt Chemicals Construction Consumer Goods

Terminal Velocity: The D365 Finance Payment Playbook

Bluefort
The biggest barrier to finance velocity in D365 Finance may not be your ERP, it may be the payment architecture sitting around it.
AP Automation Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Chemicals Complex Billing Construction Consumer Goods

Stop Paying to Collect Payments: The Payment Automation Playbook for Business Central

Bluefort
The hidden cost of payment processing in Business Central isn’t the payment. It’s everything that happens after it.
AP Automation Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Chemicals Complex Billing Construction
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Bank Avera modernizes accounts payable with Microsoft Dynamics 365 Finance

AlfaPeople
Bank Avera transformed its paper-based accounts payable processes with Microsoft Dynamics 365 Finance and Invoice Capture. With digital approvals, cloud-based operations, and integ
Copilot Dynamics 365 Finance and Operations Financial Management Financial Services

How a Leading CPA Firm Modernized Finance—and Closed the Books in Just 3 Days

Velosio
Outgrowing QuickBooks: How Berkowitz Pollack Brant Built a Scalable ERP Foundation for Growth
Dynamics 365 Finance and Operations Financial Services Professional Services Tax and Accounting

Financial Advisory Firm Gets Immediate ROI from Upgrade to Dynamics Business Central

Velosio
One financial advisory firm upgraded to the cloud for immediate cost savings and better data management
Business Central Dynamics 365 Financial Services

Rio Marine Shortens Their Payment Cycle by 75% with Mekorma

Mekorma
Now able to build batches, get approvals, and print checks or create ACH files within a single day
AP Automation Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Chemicals Complex Billing Construction

Beyond Checks: How Mekorma Streamlined AP for Senior Living Facilities

Mekorma
This senior housing operator cut checks — and boosted efficiency — with Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Business Performance Mgmt Business Process Mgmt
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The emfluence Marketing Platform for Microsoft Dynamics

The emfluence Marketing Platform is a marketing automation solution built to work hand-in-hand with Microsoft Dynamics 365...
Dynamics 365 Dynamics CRM Dynamics Marketing Education Financial Services Healthcare Insurance Manufacturing Marketing Automation Sales & Marketing

Guide to Choosing Your Payment Hub Subscription

Mekorma Payment Hub offers three subscription tiers, but how do you choose the best one for your organization? Use this guide...
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Banking Billing Boating Business Central Check Printing

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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