Insurance news & resources

Microsoft Dynamics Partner Roundup: Subscription billing; Retail CRM; D365 in Saudi Arabia; Insurance accelerator

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Finance and Operations Insurance Marketing

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: Customer engagement for insurance; Payroll for D365; German VAR acquisition; New training; Executive hires

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 HR Management Insurance Marketing Marketing Automation Payroll Processing Power Automate

eXtreme365: Microsoft Dynamics 365 vision draws ever closer to LinkedIn, Office 365, Azure Cognitive Services

by Jason Gumpert
Addressing Dynamics 365 partners, Microsoft Technical Fellow Mike Ehrenberg stressed the importance of data, tools surrounding Dynamics as key to future success.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations HR Management Insurance LinkedIn LinkedIn Sales Navigator

Digitisation and insurance risk mitigation: New opportunities to improve customer experience

by Christopher Barry
As digital tools proliferate, the world of insurance is starting to take the next step towards modernisation.
Business Performance Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Insurance Internet of Things (IoT)

Embracing a CRM Initiative in Banking, Financial Services, and Insurance (BFSI)

by Pani Harito
Exploring three challenges facing the BFSI industry that will result in new efforts to improve customer experiences.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance Marketing Sales Sales & Marketing Social Networks

Vertafore and Microsoft Extend Dynamics CRM Technology Capabilities for Insurance Producers

by Dann Anthony Maurno
Leveraging Microsoft Dynamics CRM, Vertafore Agency SalesTrack brings insurance agents a sales management tool to drive customers from lead through sale.
Customer Engagement Dynamics 365 Dynamics CRM Insurance Insurance Lead management Marketing Sales Sales & Marketing Sales Order Processing

Microsoft Dynamics Partner Roundup: CRM for insurance; VAR merger; CRM mobile security; Banking CRM win

by Linda Rosencrance
A selection of recent announcements from around the Dynamics ERP and CRM partner channel
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance Marketing Mobile Applications Sales Sales & Marketing

Why Thunderhead.com speeds Microsoft's Dynamics CRM customer engagement story

by Linda Rosencrance
Thunderhead’s platform offers Microsoft unique technology for enhancing customer experiences across touch points, analysts say
CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance SaaS Thunderhead.com

Microsoft Dynamics Partner Roundup: GP practice acquired; DMV CRM; GP for pet health insurance; NAV on Azure offering

by Linda Rosencrance
A selection of recent Dynamics partner channel announcements
Accounting Business Central Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Financial Management Government Healthcare Insurance NAV 2013 Power Automate

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Advanced Permissions Mapping Setup with CB Dynamics 365 To SharePoint Permissions Replicator

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Unlock the Power of Subscription Billing Suite in D365 Business Central with Exclusive NFR Offer

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The #1 Challenge with the Integration of Dynamics and SharePoint, and How to Overcome It

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Marketing Tips for B2C eCommerce Businesses

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The eCommerce industry has taken off and continues to grow

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The Better Subscription Billing Bible

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Streamline your recurring revenue today

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Moving Your ERP to The Cloud

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Why and how to do it

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Core Benefits of Financial Transformation

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This booklet will walk you through some core benefits of financial transformation.

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Core Challenges of Financial Transformation

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Build a roadmap for success by identifying the common financial transformation challenges encountered both internally and externally

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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
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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
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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

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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

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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

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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...
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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...
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