Financial Services news & resources

Remaining Agile with CRM in the financial sector: Four strategies

by Ross Musselman
Although many financial services firms are working to evolve their approach to software, agile methodology can’t be forced upon them wholesale.
Configuration & Development Customer Relationship Mgmt Dynamics CRM Financial Management Financial Services Managed Services

CRMUG Summit: Expect Strategies on CRM User Adoption Successes and "Epic Fails"

by Dann Anthony Maurno
SEI’s Daniel Madden is zealous about CRM user adoption, and will share his user experience at CRMUG Summit 2016.
Adoption CRMUG Summit 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing Sales Sales & Marketing

Microsoft Dynamics CRM Online Coming Soon to UK Datacenter Regions

by Linda Rosencrance
Will be available in new Microsoft Cloud UK regions along with Azure and Office 365
Customer Relationship Mgmt Dynamics CRM Dynamics CRM Online Financial Services Government Healthcare Power Automate

How a Leading South African Bank Utilizes Microsoft Dynamics CRM for Client Remediation

by Rynhardt Grobler
A look into how Microsoft Dynamics CRM can be used to pull information from various systems into one front-end and enable speedy remediation of clients,
Dynamics CRM Financial Services Rebates

Microsoft Dynamics Partner Roundup: Partnership Expands into Midwest; SL 2015 Cloud Trial; Public Sector Global Deal; Cloud Stack for Aussie Bank

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Banking Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Financial Services Government Power Automate

How CRM Enables KYC Compliance in Banking, SIM Regulations in Telcos

by Dennis Lupambo
For mandatory financial services and telco requirements, CRM both solves the problem and improves customer service
Auditing Dynamics CRM Financial Services Regulatory Compliance Security Telecommunications

Embracing a CRM Initiative in Banking, Financial Services, and Insurance (BFSI)

by Pani Harito
Exploring three challenges facing the BFSI industry that will result in new efforts to improve customer experiences.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance Marketing Sales Sales & Marketing Social Networks

Microsoft Dynamics Partner Roundup: Improved CRM Data Quality; IoT Device Management; EDI for GP 2016; Commodity Trading/RM for NAV

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Commerce Customer Relationship Mgmt Dynamics AX Dynamics CRM Dynamics GP EDI Financial Management Financial Services HR Management Retail Workforce Management

Green Beacon Solutions, AKA Enterprise Solutions to Merge

by Dann Anthony Maurno
Two Microsoft Dynamics Partners unite for “deeper expertise and a broader solution offering” to midmarket and enterprise customers.
Distribution Dynamics AX Dynamics CRM Dynamics GP Financial Services Government Life Sciences Manufacturing

Sikich Elects M&A, Turnaround Veteran Chris Geier as Next Managing Partner and CEO

by Dann Anthony Maurno
Now leader of the firm’s advisory services and investment banking practice, Chris Geier will assume new roles in January 2017.
Dynamics AX Financial Services

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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

5 Simple Steps for Safeguarding Your Revenue

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This guide is centered on actionable steps, assisting you in recognizing specific profit-draining issues and offering practical solutions
AI Accounting Auditing Business Central Business Process Mgmt CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice
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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

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

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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

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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

Case study: Sunshine 811 Saves $15,000 Annually by Streaming Recurring Billing with Subscription Billing Suite

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Sunshine 811 struggled to gain complete visibility of its billing processes. Discover their journey to streamlining recurring revenue

Accounting Auditing Automotive Banking Bill Of Material Mgmt Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consolidation Accounting Construction
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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...
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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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