Financial Services news & resources

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV

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

Microsoft Dynamics Partner Roundup: CustomerEffective Awards…PowerObjects SAS70 Certification…AX 2009 Hosting Win for OneNeck

by Linda Rosencrance
A selection of the week's announcements from Microsoft Dynamics partners
BI and Reporting Customer Relationship Mgmt Dynamics AX Dynamics CRM Financial Management Financial Services SAS70 Salesforce.com ax 2009

Microsoft Stresses Flexibility In Its Case for Dynamics AX in Two-Tier ERP Scenarios

by Linda Rosencrance
For many businesses, complimenting centralized ERP with smaller AX deployments requires a change in thinking
AXUG Data Integration Data Management Dynamics AX EDI Financial Management Financial Services Manufacturing Manufacturing Planning & Scheduling Process Manufacturing Supply Chain Management

Focus of Dynamics AX 6, Due Out in 2011 Third Quarter, Will Be on “Simplifying Application Life Cycle"

by Jason Gumpert
Will Include New Public Sector Vertical
AXUG Summit 2010 Commerce Dynamics AX Financial Services Food & Beverage Not For Profit Professional Services Retail User Management

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Sales Sales & Marketing

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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

Integrity Data

Deployable Agents Tailored to Your Payables Needs

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Customer Spotlight Video: Provance and Leeds City Council

Provance

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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