Financial Services news & resources

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 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

LATEST VENDOR RESOURCES

Copilot Assistant in Dynamics 365 Business Central

WebSan Solutions

Billing Policy Set-up for Microsoft Copilot and AI Agents

WebSan Solutions

Cut Costs and Save Hours: Supercharge Testing and Security with Executive Automats for Discovery

Executive Automats

The State of D365 Test Automation in 2025: A Deep Dive into Best Practices—and Where We’re Headed

Executive Automats

Optimizing D365 Performance. How Executive Automats Handles the Pressure?

Executive Automats
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From Back Office to CFO's Boardroom: How Strategic AP Drives Financial Health

Mekorma
Unlocks cash flow control, stronger vendor ties, better compliance, and smarter decisions
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Check Printing Chemicals

Optimize Microsoft Dynamics 365 FSCM with Complete Subscription Management

Bluefort
Transform Dynamics 365 FSCM into a fully automated, enterprise-grade subscription engine
Billing CPQ (Configure, Price, Quote) Complex Billing Dynamics 365 Finance and Operations Financial Services Food & Beverage Healthcare Media & Entertainment Pharmaceuticals Professional Services Retail

(Infographic) Guide for Dynamics GP Users: Is it Time to Move to Business Central?

Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Banking Boating Business Central Check Printing Chemicals

The Hidden Costs of Manual AP Processes in Dynamics 365 Business Central

Zetadocs
Why modernizing with automation is more than just a time-saver
AP Automation Business Central Dynamics 365 Financial Services

Why Vendor Validation is Now a Critical AP Strategy (And Not Just a Compliance Checkbox)

Mekorma
AP teams face growing responsibilities and an opportunity to positively impact organizational well-being
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Auditing Automotive BI and Reporting Billing Boating Business Central
More Financial Services White Papers

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

Enhancing AP Efficiency at WEL Companies with Mekorma Payment Hub

Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive BI and Reporting Boating Business Central Business Process Mgmt Check Printing

NAI Significa saves 10 minutes on every inspection after deploying Resco Inspections

Resco

 A leading global commercial real estate brokerage firm wanted to digitalize inspection process

Architecture Automated Data Collection Construction Data Integration Data Management Dynamics 365 Dynamics CRM Enterprise Asset Mgmt Field Service Financial Services Mobile Applications Planning & Scheduling

Global Pharmaceutical Giant Maximizes Cloud Infrastructure Efficiency and Security

Visionet Systems
Test
Azure Consumer Goods Fashion Financial Services Footwear Jewelry Pharmaceuticals Textile & Apparel Utilities
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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
More Financial Services Solutions