Financial Services news & resources

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

Microsoft Offers Partners More Details on Envision Conference Plans, Goals

by Jason Gumpert
In calls with partners this week, Microsoft explained the attendee profiles, industries, and sponsorship options.
Business Central Commerce Consumer Goods Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Envision 2016 Financial Services Government Hospitality

For Larger Microsoft Partners, Significant Dynamics ERP and CRM Acquisitions Become Part of The New Reality

by Jason Gumpert
Acquisitions that deepen industry competency and extend geographic reach will continue, believes Hitachi Solutions America Group's Mike Gillis
Commerce Dynamics AX Dynamics CRM E-Commerce Financial Services Retail

Microsoft Dynamics Partner Roundup: Sales intelligence launch; Collection automation for AX; Automaker CRM; VAR Hires and Promotions

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Automated Data Collection Automotive Banking Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Financial Services Invoice Processing

Microsoft Dynamics Partner Roundup: 360 Cloud for Dynamics; Integrated GP Collections; Cloud-based NAV for Fashion; ISV Industry Hire

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel.
Accounting Automated Data Collection Business Central Collections Management Commerce Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Fashion Financial Services Invoice Processing

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

WebSan Solutions

How to Create a Manage Organization Charts in Dynamics 365 Sales

WebSan Solutions

Turning Customer Complaints into Opportunities with Copilot for Customer Service

WebSan Solutions
More Financial Services Videos

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
More Financial Services White Papers

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
More Financial Services Case Studies

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
More Financial Services Solutions