Financial Services news & resources

Microsoft's WPC 2012 Partner Awards Nominations Closing Soon, Self-Promoters Welcome

by Linda Rosencrance
Eleven Dynamics-related awards up for grabs
Business Central Cloud Commerce Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Financial Services Government
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Microsoft Dynamics Partner Roundup: Social Media for Partners; AX 2012 for Utilities; BI with AX for Retail; Streamlining Credit Union Customer Service; Agreements and Hires

by Linda Rosencrance
A selection of recent Dynamics partner announcements
AX 2012 Business Central Commerce Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Microsoft Dynamics Partner Round Up: New Energy and Utility Solution Agreement for AX 2012; CRM for Financial Services; AX, GP Partner Growth, Wins

by Jason Gumpert
A selection of the latest Microsoft Dynamics partner announcements
AX 2012 Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Energy Financial Services

Microsoft Dynamics Partner Roundup: Practice Management for CPA Firms; Personnel Agency Management Go-Live; BDO Buys Dynamics Practice

by Linda Rosencrance
A selection of the latest announcements from Microsoft Dynamics partners
Business Central CRM 2011 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Financial Services Project Management

How to Use Microsoft Dynamics CRM 2011 to Manage Life Events for Financial Services Clients

by Linda Rosencrance
Maximize the sales opportunities and improve efficiency while helping clients navigate major changes
CRM 2011 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing Sales Sales & Marketing Workflow Management

Examining ROI: How an Agile Microsoft Dynamics CRM Deployment Sped Innovation, Smoothed Long Term IT Strategy

by Linda Rosencrance
TradeStation leaves its legacy CRM mess behind
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services xRM

Microsoft Dynamics Partner Roundup: CRM4Accounting; RMS Utilities Release; Cloud ERP in Canada; GP for Power Equipment

by Linda Rosencrance
A selection of recent Dynamics partner news and announcements
Accounting BI and Reporting Commerce Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics RMS Financial Services Manufacturing

Microsoft Dynamics Partner Roundup: Food Distribution Solution Announced...New AX and CRM Wins…New Member Joins Advisory Council

by Linda Rosencrance
Recent announcments from the Microsoft Dynamics partner channel
Accounting BI and Reporting Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Financial Management

MetraTech to Integrate Billing Solution With Microsoft Dynamics CRM 2011

by Linda Rosencrance
Synchronizes billing with Dynamics CRM 2011
CRM 2011 Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Energy Financial Services Payment Processing

iPipeline Acquires GaleForce Solutions and Their Dynamics CRM-based Suite

by Linda Rosencrance
Acquisition part of iPipeline's strategy to penetrate the wealth management, banking and broker-dealer markets
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance

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Copilot Assistant in Dynamics 365 Business Central

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Billing Policy Set-up for Microsoft Copilot and AI Agents

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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
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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
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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...
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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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