Financial Services news & resources

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 Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Financial Services Marketing 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 Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing 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 Relationship Mgmt Dynamics 365 Dynamics CRM Financial Services Loan Management Marketing 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 Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services IBM Manufacturing Marketing Media & Entertainment

HP expanding delivery of Microsoft Dynamics AX, CRM enterprise services in Asia

by Linda Rosencrance
Acquisition of Arvato Systems’ regional Dynamics practice will accelerate investments in cloud, analytics, data management, mobility, company says
Automotive Banking Cloud Commerce Consumer Goods Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics AX

Microsoft Dynamics Partner Roundup: CRM VAR deal; New wealth management, food manufacturing releases; AX win; NAV hires

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
AX 2012 Business Central Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Financial Services Food & Beverage Manufacturing Manufacturing Not For Profit

Hitachi Solutions America acquires Microsoft Dynamics CRM firm Customer Effective

by Jason Gumpert
Customer Effective's financial services solutions were a key driver of deal, companies say
Dynamics CRM Financial Services Insurance Resellers

What's driving the Microsoft Dynamics AX and CRM industry strategy

by Jason Gumpert
How industry analysis is driving Dynamics AX and CRM plans across teams, geographies, and partner organizations
AX 2012 R3 Automotive CRM 2013 Chemicals Dynamics AX Dynamics CRM Financial Services Government Insurance Manufacturing Mobile Applications Professional Services

LATEST VENDOR RESOURCES

Unlocking AI: A Guide to Smarter Business - Part 1 | Is AI Safe?

WebSan Solutions

Maximizing Your Dynamics 365 Business Central Experience: How We Ensure You Succeed

WebSan Solutions

A CFO's Perspective on AP Automation

Mekorma

Value of a Solution Architect in Your Dynamics 365 Implementation

Encore Business Solutions

The Benefits of Support From Your Dynamics Partner

Encore Business Solutions
More Financial Services Videos

Your Guide to a Smooth and Stress-Free Tax Season for Accounts Payable

Mekorma
Tax season doesn’t have to be overwhelming, especially for Dynamics users
AI AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Azure BI and Reporting Billing Boating

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
More Financial Services White Papers

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

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
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