Financial Services news & resources

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

Why Thunderhead.com speeds Microsoft's Dynamics CRM customer engagement story

by Linda Rosencrance
Thunderhead’s platform offers Microsoft unique technology for enhancing customer experiences across touch points, analysts say
CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance SaaS Thunderhead.com

LATEST VENDOR RESOURCES

Mapping the Partner Landscape - Discovering the Ideal Dynamics 365 Partner for Your Business

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Enhancing Customer Journeys - Deliver Exceptional Experiences with Copilot for Customer Service

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Copilot Features in Dynamics 365 Business Central Release Wave 1 2024

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How to Create a Manage Organization Charts in Dynamics 365 Sales

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Turning Customer Complaints into Opportunities with Copilot for Customer Service

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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
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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
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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...
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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