Financial Services news & resources

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RPA meets Microsoft Dynamics 365: Where native and third-party solutions fit as customer strategies evolve

by Eamon McCarthy Earls

Robotic process automation is here and it's redefining how customers and VARs approach processes for Microsoft Dynamics  365 apps.

Business Central Business Process Mgmt Customer Engagement Customer Relationship Mgmt Document Automation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

MSDW Podcast: Financial services solutions for Microsoft Business Applications with Wim Geukens of VeriPark

by Jason Gumpert
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Financial Services Insurance MSDW Podcast
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The Latest Microsoft Azure Updates: BERT; Media Services; Azure Stack partners; Cosmos DB

by MSDW Reporter

The latest updates on Microsoft cloud services and related partner offerings. 

Azure Bots Financial Services Government Internet of Things (IoT) Media & Entertainment Microsoft Corporate Security

Microsoft Dynamics Partner Roundup: AP automation; New strategic partnerships; Student information system

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Accounting Customer Engagement Document Automation Dynamics 365 Education Finance and Operations Financial Management Financial Services Invoice Processing Omnichannel Software
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Inspire 2019 Preview: Should every Microsoft customer use Dynamics? Satya Nadella thinks so

by Jason Gumpert

Progress on transitioning Microsoft biz apps from transactional to insightful is key to broadening their use, says CVP Alysa Taylor

Automotive Business Central Commerce Customer Engagement Dynamics 365 Finance and Operations Financial Services Human Resources (Talent) Inspire 2019 Microsoft Corporate Mixed Reality
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Deploying Microsoft Dynamics 365 CE and Azure in France: CRM on-prem legacy edges toward cloud

by Eamon McCarthy Earls

Microsoft MVP Clément Olivier explains how his employer, Javista, has approached its clients' CRM needs, from on-prem to the latest Azure tools

Azure Customer Engagement Dynamics 365 Dynamics CRM Education Financial Services Hybrid

Microsoft Dynamics Partner Roundup: Business expansion; Credit unions; Customer support; Revenue growth

by MSDW Reporter

A selection of recent Microsoft partner news and announcements. 

Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics NAV Financial Services

The Latest Azure Updates: VMs; Machine Learning; IoT data management; Azure HDInsight; Azure Stack

by MSDW Reporter

The latest insights from the world of Microsoft Azure

Azure Financial Services Healthcare Security Software
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Futureproofing the legacy backbone: Virtualizing mainframes with Microsoft Azure Pt. 2

by Eamon McCarthy Earls

In part two of this two part series, partners share their insights on virtualizing mainframes with Azure

Aerospace & Defense Azure Data Migration Education Financial Services Government Insurance Software Virtualization
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Futureproofing the legacy backbone: Virtualizing mainframes with Microsoft Azure - Part 1

by Eamon McCarthy Earls

Enterprise mainframe users are slowly giving up on legacy hardware and virtualizing with Azure

Azure Data Migration Education Financial Services Government Insurance Retail Software Virtualization

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.
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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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