Financial Services news & resources

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 Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Financial Services Manufacturing Marketing 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

Microsoft Dynamics Partners Recognized in 2012 Partner of the Year Awards

by Linda Rosencrance

Ten categories honor Dynamics partners across products, verticals, marketplace

Business Central Cloud Commerce Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketplace Dynamics NAV Dynamics SL Financial Services

Perceptive Software Ramps up Strategic Acquisitions Through Spring 2012

by Jason Gumpert

Four acquisitions expand technology footprint, industry reach of Perceptive brand under Lexmark

Business Central Commerce Content Management Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Education

Microsoft Dynamics Partner Roundup: SQL Server 2012 Certification; Master VAR in CA; CRM Wins in Australia, Ukraine

by Linda Rosencrance

A selection of recent announcements from the Dynamics partner channel

Dynamics CRM Dynamics GP Dynamics SL Financial Services Manufacturing Master VAR Not For Profit Professional Services Software Telecommunications Utilities Warehouse 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?

Executive Automats

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

More Financial Services White Papers

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

More Financial Services Case Studies

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