Financial Services news & resources

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Education Financial Services Government

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

Microsoft talks up Dynamics CRM strengths for banking sector

by Linda Rosencrance
Customer experience, marketing, operational efficiency, reference customers all on tap for Dynamics CRM team around Sibos banking event
Auditing Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Financial Services Marketing Automation Marketing Resource Mgmt (MRM)

How We’re Using Microsoft Dynamics CRM: A journey of continuous, measured improvement for one global services firm

by Bridget McCrea
Grant Thornton's global Dynamics CRM success hinges on managing adoption, maintaining agile development process
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Professional Services Sales Sales & Marketing

InfoHounds mortgage customer retention tool integrates with Microsoft Dynamics CRM

by Linda Rosencrance
Integration aims to boost customer retention by adding mortgage market data to CRM
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Financial Services Loan Management Marketing Automation Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: EDGE for AX; DiSupply for Microsoft channel; Schwab OpenView integration; Nintex for CRM

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
AX 2012 R3 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Financial Services Manufacturing Mobile Applications Retail POS

Microsoft Dynamics Partner Roundup: Online workplace giving; CRM integration win; NAV financial management win; New CRM Online service offering

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Business Central CRM 2013 CRM Online Data Integration Dynamics 365 Dynamics CRM Dynamics NAV E-Commerce EDI Financial Management Financial Services Fundraising

Gartner estimates Microsoft Dynamics CRM revenue rose 23 percent in 2013

by Linda Rosencrance
Microsoft remains fourth in market share behinds Salesforce, Oracle, SAP, report states
Consumer Goods Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services IBM Manufacturing Media & Entertainment

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Leading with AI in Financial Services: From Automation to Intelligent Finance

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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

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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...
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