Financial Services news & resources

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Worldline to bring Dynamics 365 Fraud Protection to digital commerce payments suite

by MSDW Reporter

New integration aims to streamline onboarding of Fraud Protection by Worldline customers

Banking Dynamics 365 E-Commerce Financial Management Financial Services Government Payment Processing Retail Security
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Customer journey, industry clouds in focus at Dynamics 365, Power Platform 2021 release wave 1 launch

by Jason Gumpert

Integrated customer journeys, industry clouds are in focus as more details are unveiled

2021 release wave 1 BI and Reporting Business Process Mgmt Commerce Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Voice Dynamics 365

Azure Partner Roundup: Cloud security for cars; Azure AD profile migration; Digital banking

by MSCN Reporter

The latest Azure partner announcements

Automotive Azure Compute Financial Services Hybrid Internet of Things (IoT) Networking Security Security Storage

Azure Partner Roundup: Azure Sentinel; Security integrations; Investment offering

by MSCN Reporter

New announcements from Azure partners

Azure Compute Customer Service Financial Services Hybrid Networking Security Security
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Microsoft extends industry cloud model to financial services, manufacturing, and nonprofit

by Jason Gumpert

New offerings heading to preview soon; Microsoft Cloud for Healthcare gets first update in May

AI and Machine Learning Azure Customer Engagement Customer Relationship Mgmt Dynamics 365 Finance and Operations Financial Services Healthcare Integration Internet of Things (IoT) Manufacturing Not For Profit
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Commvault and Skytap collaborate on IBM i support in Microsoft Azure

by MSCN Reporter

Commvault and Skytap focus on data management for IBM i in Azure

Azure Compute Data Migration Financial Services Hospitality Integration Media & Entertainment Retail Security Storage
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With a new services industry practice, HSO targets broader Dynamics 365 opportunities

by Jason Gumpert

With a growing portfolio of vertical solutions and large US presence, executives see new opportunities to build both a regional presence and global industry strength.

Billing Business Central Contract Management Customer Engagement Dynamics 365 Finance and Operations Financial Services Legal Power Platform Professional Services Project Management Time & Attendance
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Incremental Group grows Microsoft Dynamics 365 practice with Redspire acquisition

by MSDW Reporter

Incremental acquires Redspire to expand its UK Dynamics practice

Business Central Customer Engagement Dynamics 365 Finance and Operations Financial Services Government Not For Profit Power Platform
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C3.ai launches C3 AI CRM with Microsoft and Adobe, focused on industry needs

by MSDW Reporter

C3 AI CRM is built on Dynamics 365 and integrated with Adobe Experience Cloud.

AI and Machine Learning Aerospace & Defense Automotive Azure Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Energy Financial Services Government
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Microsoft Lists for Teams reaches GA as a new business apps development option

by Jason Gumpert

The solution adds conversational capabilities, Teams-level audit and security.

Collaborative Workspaces Data Management Dataverse (CDS) Financial Services Healthcare Microsoft Teams Power Apps Power Automate Power Platform

LATEST VENDOR RESOURCES

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

Fidesic

Customer Spotlight Video: Provance and Leeds City Council

Provance

Struggling to Scale Regression Testing in Dynamics 365 From Manual Effort to Autonomous Coverage

XPLUS
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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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