Financial Services news & resources

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

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
ScottDurrow-pic.png

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

LATEST VENDOR RESOURCES

We Fixed These D365 Performance Nightmares – Here’s How | WEBINAR

XPLUS

GP Payroll Sunset Strategy; How to Plan for Your Payroll Transition

Integrity Data

Deployable Agents Tailored to Your Payables Needs

Fidesic

Customer Spotlight Video: Provance and Leeds City Council

Provance

Struggling to Scale Regression Testing in Dynamics 365 From Manual Effort to Autonomous Coverage

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

AlfaPeople
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

Velosio
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...
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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