Financial Services news & resources

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

From the Microsoft Dynamics GP Blogs: DexNEXT; eConnect for SOP orders; Correcting posted journal entries; Australian Direct Entry

by Linda Rosencrance
A selection of recent insight from the Dynamics GP blogs
Accounting Banking Data Integration Dexterity Dynamics GP Financial Services GP 2013 R2 GP 2015 Manufacturing Sales Order Processing eConnect

Microsoft Dynamics Partner Roundup: Veo for CRM; MNSure call center CRM; AX practice acquisition; NAV not-for-profit win

by Linda Rosencrance
A selection of the latest announcements from the Dynamics partner channel
Accounting BI and Reporting Budgeting Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM

From the Microsoft Dynamics CRM Blogs: CRM 2013 field rules; Non-English MoCA; Managing roles; Activity Feed filters; Financial services template

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Business Process Mgmt CRM 2013 Dynamics CRM Financial Services Mobile Applications Security

Gartner's Top Vertical Industry Predictions for 2014

by Bridget McCrea
Significant shifts in business model and process are in store for many industries in 2014 and beyond
3D Printing Big Data Business Central Cloud Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics RMS Dynamics SL Financial Services
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Dynamics Profile: Creating a home in the Dynamics CRM community

by Linda Rosencrance
New Microsoft MVP Scott Durow’s career has transitioned from engineering R&D to Dynamics CRM community leader - an unexpected but rewarding path
Dynamics CRM Financial Services Government Insurance MVP xRM

From the Microsoft Dynamics NAV Blogs: Data Exchange Framework; .NET Interop Wishes; Connector V3; NAV 2013 Backup and Restore

by Linda Rosencrance
A selection of the latest insight from the Dynamics NAV blogs
Banking Business Central Connector Data Integration Data Management Dynamics 365 Dynamics NAV Financial Services NAV 2013 R2 Payroll Processing

Microsoft Dynamics Partner Roundup: New BI from Armanino, Sunrise; Next-Gen Cincom Acquire; Sana Express, Intellitec on Azure

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
BI and Reporting Business Central Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Financial Services Manufacturing Power Automate
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Microsoft Dynamics AX to deliver Windows 8 apps in 2013; Major release 'Rainier' due in 2014

by Jason Gumpert
Demo versions of new Windows 8 apps are a precursor to larger device-focused strategy for AX, company says
AX 2012 R3 Automotive Business Process Mgmt Customer Engagement Dynamics 365 Dynamics AX Expense Management Financial Services Government Manufacturing Project Service Automation Rainier

Salentica Rolls Out Schwab OpenView Gateway Solution For Microsoft Dynamics CRM

by Linda Rosencrance
Eight Schwab workflows currently available for Dynamics CRM through the integration
Customer Relationship Mgmt Data Integration Dynamics CRM Financial Services Workflow Management

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?

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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
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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
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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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