Financial Services news & resources

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Seven tips for a successful omni-channel banking project

by Wim Geukens

Maximizing the value of Dynamics 365 and having an integrated platform are just a few of the critical factors in omni-channel banking success

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing Sales Sales & Marketing

Podcast Review: Why platforms will drive the next generation of systems of engagement

by Eamon McCarthy Earls

Beagle Research analyst, Denis Pombriant, shares insights on why the 2020s will be the age of the CRM platform

Dynamics 365 Financial Services Healthcare Software

User Group Summit Europe 2019 Preview: The Dynamics 365/CRM on-prem to cloud journey, and the Power Platform connection

by Eamon McCarthy Earls

User Group Summit Europe, taking place in Amsterdam in March 2019, will look into getting the most  out of Microsoft business apps

Customer Engagement Dynamics 365 Dynamics CRM Financial Services Software UG Summit Europe 2019
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Where to apply machine learning for supply chain optimization in Microsoft Dynamics 365

by Adeel Ehsan

AI and machine learning integrated with Dynamics 365 can help many industries save on costs

Automotive Azure Machine Learning Demand Planning Dynamics 365 Dynamics AX Finance and Operations Financial Services Forecasting Government Insurance Machine Learning (ML) Power Automate
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MSDW Podcast: John Silvani on building a business in the Microsoft channel atop PowerApps and CDS

by Jason Gumpert

The app development opportunity on Microsoft's business applications platform continues to evolve in complex ways, says John Silvani.

Accounting Azure Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Financial Management Financial Services MSDW Podcast Power Apps Power BI

Two new partnerships focus Microsoft Azure team on data security in finance

by MSDW Reporter

SWIFT cloud partnership and blockchain supply chain financing partnership with Interswitch offer new options for trusted Azure-based transactions

Financial Services Power Automate

DXC Technology acquires Sable37 and eBECS, expanding Microsoft practice footprint

by MSDW Reporter
New move will enhance its global reach and add Microsoft Dynamics 365 systems expertise in retail, financial services, manufacturing, and public sector.
Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Financial Services Government Manufacturing Retail

Microsoft Dynamics Partner Roundup: CRM VAR rebrand; Exchange rate API; Reporting solution; GP for long-term care

by MSDW Reporter
A selection of announcements from the Dynamics partner channel.
Accounting BI and Reporting Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Financial Management Financial Services Health & Wellness

CCM vendor Xpertdoc buys XperiDo, gaining document automation, industry expertise

by MSDW Reporter
All stock deal will expand global market reach, offering customers better platform capabilities.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Enterprise Content Mgmt Financial Services Government Insurance

Microsoft Dynamics Partner Roundup: Fleet management for D365; Microsoft competencies; Aussie NAV partnership; NAV for mortgages

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
Azure IoT Hub Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Services Internet of Things (IoT)

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

WebSan Solutions

Copilot Features in Dynamics 365 Business Central Release Wave 1 2024

WebSan Solutions

How to Create a Manage Organization Charts in Dynamics 365 Sales

WebSan Solutions

Turning Customer Complaints into Opportunities with Copilot for Customer Service

WebSan Solutions
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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...
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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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