Financial Services news & resources

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

Dynamics Profile: New Microsoft MVP for CRM is Self-Taught, Community Oriented

by Linda Rosencrance
Britta Scampton’s view of Dynamics CRM as a customer gives her a unique voice in the community in educating others
Dynamics CRM Financial Services MVP crmug

Microsoft Dynamics Partner Roundup: AX and CRM for Real Estate; Master VAR deals; New CRM Partner

by Linda Rosencrance
A selection of new announcements from around the Dynamics partner channel
Dynamics AX Dynamics CRM Dynamics GP Financial Services Pharmaceuticals Real Estate

Microsoft and Adobe partner to deliver 'large scale' customer experience solution

by Jason Gumpert
Integration of Dynamics CRM and Microsoft Dynamics Marketing with Adobe Marketing Cloud will deliver more comprehensive customer engagement processes, Microsoft says
Adobe Marketing Cloud Azure BI and Reporting Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services

Microsoft Dynamics Partner Roundup: CRM for insurance; VAR merger; CRM mobile security; Banking CRM win

by Linda Rosencrance
A selection of recent announcements from around the Dynamics ERP and CRM partner channel
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance Mobile Applications Sales Sales & Marketing

Hewlett-Packard, Microsoft to launch industry accelerators for Microsoft Dynamics

by Linda Rosencrance
New ‘business process as-a-service’ offerings to cover case management, benefits administration, citizen services, and more.
Automotive Business Process Mgmt Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Financial Services Government Loan Management Portals

$14 Billion Pension Fund Chooses Microsoft Dynamics AX

by Bridget McCrea
Why the Ohio Police & Fire Pension Fund decided on AX to modernize its financial management
AP Automation Accounting Business Performance Mgmt Dynamics AX Financial Management Financial Services Government Procurement Purchasing

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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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