Financial Services news & resources

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

Dynamics CRM Online Now Available from Indian Datacenters, Accelerating "Digital India" Transformation

by Dann Anthony Maurno
Security, local data residency from Microsoft datacenters will accelerate the Digital India momentum, Indian companies predict.
Dynamics CRM Financial Services Government Power Automate

Microsoft Dynamics Partner Roundup: AX for Beverage, Construction; CRM for Trust Fund Admin; GP for Retail, Petroleum

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Business Central Commerce Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Financial Services Food & Beverage Oil Retail

MSDW Podcast #1: Envision, Madeira, MPN and More

by Jason Gumpert
A recap of the last week of Microsoft Dynamics product & partner channel news.
Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Fashion Financial Services Life Sciences MSDW Podcast Microsoft Corporate Not For Profit

Microsoft Dynamics Roundup, Envision Edition: New analytics, cloud offerings; Next-best-action for financial services CRM; Sales Automation

by Dann Anthony Maurno
A selection of announcements from Dynamics Partners at Microsoft Envision 2016.
BI and Reporting Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Customer Relationship Mgmt Dynamics AX Dynamics CRM Financial Management Financial Services

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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