Financial Services news & resources

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 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

LATEST VENDOR RESOURCES

Mapping the Partner Landscape - Discovering the Ideal Dynamics 365 Partner for Your Business

WebSan Solutions

Enhancing Customer Journeys - Deliver Exceptional Experiences with Copilot for Customer Service

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Copilot Features in Dynamics 365 Business Central Release Wave 1 2024

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How to Create a Manage Organization Charts in Dynamics 365 Sales

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Turning Customer Complaints into Opportunities with Copilot for Customer Service

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Revenue Recognition Module Deprecation in D365 Finance and Next Steps

Binary Stream
Learn what factors to consider when migrating from RevRec to Subscription Billing, and explore what the most crucial steps to take
AI Bill Of Material Mgmt Business Central Customer Engagement Customer Insights Customer Service Databases Development Dynamics 365 Finance and Operations Financial Services Marketing

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
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Enhancing Franchise Data Management with Microsoft Fabric

Collectiv
Bluemont Group scaled insights across 85 Dunkin’ franchises
Architecture Automated Data Collection Automotive Construction Consumer Goods Data Integration Data Management Dataverse (CDS) Electronics Energy Fabric Financial Services

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart
Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

One Company's Seamless Migration of Multiple Entities to Dynamics 365 BC 

Binary Stream
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

Binary Stream

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
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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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