Financial Services news & resources

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)

Microsoft announces Skype Professional Account Preview, with native billing, scheduling and notes

by Dann Anthony Maurno
Yes, you can give a guitar lesson and bill for it via Skype; you can also consult with customers.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Services Invoice Processing Professional Services

Microsoft Dynamics Partner Roundup: CRM for mortgage brokers; Digital transformation in aerospace; D365 for higher ed; NAV for fresh food supply chain

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
Aerospace & Defense Azure Azure Machine Learning Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics NAV Education

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Welcome to Chaser

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Unleash the Power of Dynamics 365: How iPaaS Elevates Your Tech Stack and Maximizes ROI

Celigo

Dooap Capture - How does our unique semantic invoice capture work?

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Podcast Video: Strategies for Success with AP and Automation

Metafile

Tips & Tricks for Dynamics AP Automation

PairSoft
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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

5 Simple Steps for Safeguarding Your Revenue

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This guide is centered on actionable steps, assisting you in recognizing specific profit-draining issues and offering practical solutions
AI Accounting Auditing Business Central Business Process Mgmt CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice
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One Company's Seamless Migration of Multiple Entities to Dynamics 365 BC 

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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

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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

Signature HealthCARE Saves $120,000 a Year While Scaling from 55 to 239 Entities

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Signature HealthCARE streamlined accounting and enabled their team to shift from over 55 databases to just one

AP Automation Accounting Aerospace & Defense Architecture Automotive Azure Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consumer Goods

MB2 Dental Scales Monthly Invoicing for 250 Locations Without Adding Overheads

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MB2 Dental needed a way to process thousands of monthly invoices across 250 locations without adding additional overhead

Accounting Aerospace & Defense Architecture Associations Automotive Billing Boating Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Construction

Case study: Sunshine 811 Saves $15,000 Annually by Streaming Recurring Billing with Subscription Billing Suite

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Sunshine 811 struggled to gain complete visibility of its billing processes. Discover their journey to streamlining recurring revenue

Accounting Auditing Automotive Banking Bill Of Material Mgmt Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consolidation Accounting Construction
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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...
Aerospace & Defense Agriculture Architecture Associations Automotive Boating Chemicals Construction Consumer Goods Design & Decorating Design & Living Distribution

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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