Financial Services news & resources

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

Microsoft Dynamics Partner Roundup: Armanino, AvePoint Product Launches; Pleasant Valley, CCH CfMD Certifications

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
AX 2012 Business Central CfMD Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV FDA Financial Services Medical Devices Salesforce.com

Setting Long-Term Workflows in Microsoft Dynamics CRM

by Leon Tribe
Working around timeout limitations by tracking Execution Time
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Workflow Management

Microsoft Dynamics Partner Roundup: CRM for UK Mortgage Brokers; RapidResponse Sales for AX; AX, NAV Wins

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Central Commerce Customer Engagement Customer Insights - Journeys (Marketing) Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Financial Services Manufacturing Order Management

What Bank Cyberattacks Can Teach All Businesses About Better Financial Records Security

by Sue Poremba
Fundamental security measures and awareness of warning signs
Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Financial Services Security

Microsoft Dynamics Partner Roundup: Sage 50 Integration; International Food and Beverage Partnership for AX; Customer Wins

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Central Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Financial Services Food & Beverage Manufacturing Regulatory Compliance Resellers Sage

Microsoft Releases Dynamics CRM 2011 Data Load Performance and Scalability Case Study

by Linda Rosencrance
Financial services firm migrates 92M account records, batch processes 10M
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Migration Data Migration Dynamics 365 Dynamics CRM Financial Services bench

Microsoft Delays Delivery of Dynamics CRM Mobile, Cross-Browser Support From Q2 2012 Service Update to Q4

by Jason Gumpert
Q4 2012 service update to still include planned features, GM Michalis says
CRM 2011 Dynamics CRM Financial Services Healthcare Not For Profit Social Networks

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

XPLUS

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

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Deployable Agents Tailored to Your Payables Needs

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Customer Spotlight Video: Provance and Leeds City Council

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

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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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