Financial Services news & resources

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 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

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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?

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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

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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...
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