Financial Services news & resources

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Is it time for central banks to adopt Microsoft Azure?

by Eamon McCarthy Earls

Central banks and national treasuries may be slowly heading toward a cloud migration

Azure Banking Databases Financial Management Financial Services Governance, Risk, and Compliance (GRC) Government Security
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Insurance models and apps coming to Microsoft Dynamics 365 Financial Services Accelerator

by Jason Gumpert

Microsoft rolls out the new Dynamics 365 Financial Services Accelerator, focusing on insurance

Azure BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Financial Services Insurance Portals Power Apps Power Automate

Microsoft Dynamics Partner Roundup: CRM integration; Workflow automation; Partnership; New hire

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Dynamics 365 Dynamics CRM Finance and Operations Financial Services Professional Services Regulatory Compliance
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Charles River Investments announces operational readiness on Microsoft Azure

by MSDW Reporter

Charles River Investments brings its Investment Management Solution to readiness on Azure

Azure Business Performance Mgmt Financial Services Governance, Risk, and Compliance (GRC) Risk Management

Microsoft Dynamics Partner Roundup: AI acquisition; Partner training; Banking win; Analytics integration

by MSDW Reporter

A selection of the latest updates from the Microsoft Dynamics and Power Platform channel.

BI and Reporting Business Central Customer Engagement Data Integration Dynamics 365 Financial Management Financial Services Power Platform
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Azure Updates: Database updates; IoT Signals; FedRAMP High; Zero trust architecture

by MSDW Reporter

Microsoft's latest Azure updates.

Agriculture Azure Databases Financial Services Healthcare Security
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Digital transformation: Weighing the impact on profit and people

by Tristan Dennis

Can technology that transforms industries through automation also serve the larger economic interests of workers in developing nations? 

Business Central Business Process Mgmt Customer Engagement Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Financial Services Power Automate

Microsoft Dynamics Partner Roundup: New partner; Selling Dynamics 365 for Sales; Focusing on customer service; BI hire

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

BI and Reporting CPQ (Configure, Price, Quote) Dynamics 365 Dynamics GP Financial Services Power BI Power Platform Real Estate
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10 reasons why you should use the Microsoft Dynamics 365 Banking Accelerator

by Wim Geukens

The Dynamics 365 Banking Accelerator offers new ways to enhance customer engagement

AppSource Banking Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Financial Services Power BI Power Platform Sales

Microsoft Dynamics Partner Roundup: QGate intelli-CTi; Dev community update; Secure emails and docs for NAV; Partner merger in FinServ

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Aerospace & Defense Azure Business Central Customer Engagement Document Management Dynamics 365 Dynamics NAV Email Management Finance and Operations Financial Services Government Security

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
More Financial Services White Papers

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
More Financial Services Case Studies

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
More Financial Services Solutions