Financial Services news & resources

HighJump Software to Acquire TrueCommerce

by Linda Rosencrance
TrueCommerce will continue to run "business as usual" and become a business unit within HighJump Software
Business Central Cloud Commerce Distribution Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL E-Commerce EDI Financial Services

Dynamics Partners Put XRM Solutions on Display for Microsoft’s XRM Showcase Challenge

by Linda Rosencrance
Winning solutions covered finance, telemarketing, and government services
Customer Relationship Mgmt Dynamics CRM Financial Management Financial Services Government Power Automate Regulatory Compliance Telecommunications Workflow Management xRM

Pareto Converts, Re-Launches Financial Advisor Platform on Microsoft Dynamics CRM

by Pam Derringer
SaaS solution for financial advisors to launch May 1.
Convergence 2010 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services xRM

Ipreo Launches BD For Dynamics CRM Solution For Financial Services Companies

by Linda Rosencrance
Integrates Ipreo's workflow tools and institutional contacts database with Microsoft Dynamics CRM
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing Sales Sales & Marketing

Brokerage Firm Raymond James Moves to Incorporate Microsoft Dynamics CRM Into Ever More of Its Operations

by Jason Gumpert
Getting As Much Use As Possible Out of Every License Fee
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Using Microsoft Dynamics CRM…Without the Marketing and Sales Functionality

by Jason Gumpert
Companies Use Dynamics CRM to Keep Tabs on Other Kinds of Moving Parts
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Financial Services Oil Professional Services

How Do You Upgrade 4,400 Users to Microsoft Dynamics CRM 4.0? Very Carefully

by Jason Gumpert
Raymond James Financial in Planning Stages for Move from Dynamics CRM 3.0
Customer Relationship Mgmt Dynamics CRM Financial Services

Microsoft Ditches NAV 5.1 Scheduled for Early Next Year, Promises Instead More Advanced NAV 6.0 for Second Half 2008

by Jason Gumpert
The Bad News and the Good News About Dynamics 5.1
Aerospace & Defense Business Central Configuration & Development Dynamics 365 Dynamics NAV Financial Management Financial Services Healthcare Life Sciences Manufacturing Manufacturing Supply Chain Management

Microsoft Dynamics CRM Selected by Reed Smith

by Jason Gumpert
Integrating CRM will enhance the current capabilities of Reed Smith, one of the 15 largest global law firms.
Dynamics CRM Financial Services

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Dooap Capture - How does our unique semantic invoice capture work?

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Empowering Collaboration: Vendor Portal Solutions for Dynamics 365 Finance and Operations

Dynamics eShop
Vendor portal for Dynamics 365 Finance and Operations
Agriculture Automotive Business Central Construction Distribution Dynamics 365 E-Commerce Finance and Operations Financial Services Food & Beverage Healthcare Industrial Equipment

From Invoice to Paid: How a Payment Portal Supercharges Your Dynamics 365 Business Central ERP

Dynamics eShop
Why integrate a payment portal with Dynamics 365 Business Central?
Business Central Distribution Dynamics 365 E-Commerce Electronics Financial Services Food & Beverage Government Healthcare Industrial Equipment Manufacturing Medical Devices

Connecting Your eMarketplace with Dynamics 365 Business Central

Dynamics eShop
Using Amazon, eBay, BigCommerce, Shopify, or Magento? Connect seamlessly with Dynamics 365 BC
Agriculture Automotive Business Central Construction Consumer Goods Distribution Dynamics 365 E-Commerce Financial Services Food & Beverage Healthcare Industrial Equipment

Microsoft’s Roadmap for Financial Reporting in D365 F&SCM

insightsoftware
Microsoft's new financial and operational reporting for D365 F&SCM is complex (Azure, Power BI, BYOD) - be prepared!
Azure BI and Reporting Data Warehousing Dynamics 365 Dynamics AX Finance and Operations Financial Services Power BI Power Platform

5 Simple Steps for Safeguarding Your Revenue

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This guide is centered on actionable steps, assisting you in recognizing specific profit-draining issues and offering practical solutions
AI Accounting Auditing Business Central Business Process Mgmt CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice
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One Company's Seamless Migration of Multiple Entities to Dynamics 365 BC 

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Explore the transition story of the Little Rock Convention and Visitors Bureau, as they migrate from Dynamics GP to Dynamics 365 Business Central
Accounting Business Central Commerce Customer Engagement Customer Service Databases Dynamics 365 Dynamics GP Dynamics Marketing Finance and Operations Financial Services Inventory Management

Long-Term Healthcare Facility Operator Manages 19 Locations with One Accountant

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Discover how this long-term healthcare facility operator manages 19 locations effectively with one accountant

AP Automation Accounting Advanced Pricing Bill Of Material Mgmt Billing Business Process Mgmt CPQ (Configure, Price, Quote) Consolidation Accounting Data Management Dynamics GP Financial Management Financial Services

Signature HealthCARE Saves $120,000 a Year While Scaling from 55 to 239 Entities

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Signature HealthCARE streamlined accounting and enabled their team to shift from over 55 databases to just one

AP Automation Accounting Aerospace & Defense Architecture Automotive Azure Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consumer Goods

MB2 Dental Scales Monthly Invoicing for 250 Locations Without Adding Overheads

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MB2 Dental needed a way to process thousands of monthly invoices across 250 locations without adding additional overhead

Accounting Aerospace & Defense Architecture Associations Automotive Billing Boating Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Construction

Case study: Sunshine 811 Saves $15,000 Annually by Streaming Recurring Billing with Subscription Billing Suite

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Sunshine 811 struggled to gain complete visibility of its billing processes. Discover their journey to streamlining recurring revenue

Accounting Auditing Automotive Banking Bill Of Material Mgmt Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consolidation Accounting Construction
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Integrity HRP for Dynamics GP

Solutions to manage the entire employee lifecycle One place to recruit, onboard, track time, and more to help manage your...
Aerospace & Defense Agriculture Architecture Associations Automotive Boating Chemicals Construction Consumer Goods Design & Decorating Design & Living Distribution

Integrity Data HRP for Business Central

Manage The Entire Employee Lifecycle With One Solution One place to hire, onboard, track time, pay and engage your people...
Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Chemicals Construction Consumer Goods Design & Decorating Design & Living

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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