Financial Services news & resources

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 Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing

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 Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance Marketing 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

Microsoft to Deliver Office 365 and Dynamics CRM Online from Australian Datacenters

by Linda Rosencrance
Data centers in New South Wales, Victoria expected to host Office 365 and CRM Online by March 2015
CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Education Financial Services Government Healthcare

Microsoft Dynamics Partner Roundup: JVA for AX 2012; eRequester for AX; Real estate win; Master VAR SL affiliate

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
AX 2012 Business Process Mgmt Dynamics AX Dynamics SL Energy Financial Management Financial Services Master VAR Oil Purchasing Real Estate Workflow Management

Microsoft to deliver Dynamics CRM Online, Office 365 from Japan local datacenters

by Jason Gumpert
Datacenters in two regions will boost support for CRM Online, Office 365 in regulated industries
Cloud Dynamics CRM Dynamics CRM Online Financial Services Government Healthcare Power Automate SaaS

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
More Financial Services Videos

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
More Financial Services Case Studies

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