Insurance news & resources

Hitachi Solutions America acquires Microsoft Dynamics CRM firm Customer Effective

by Jason Gumpert
Customer Effective's financial services solutions were a key driver of deal, companies say
Dynamics CRM Financial Services Insurance Resellers

What's driving the Microsoft Dynamics AX and CRM industry strategy

by Jason Gumpert
How industry analysis is driving Dynamics AX and CRM plans across teams, geographies, and partner organizations
AX 2012 R3 Automotive CRM 2013 Chemicals Dynamics AX Dynamics CRM Financial Services Government Insurance Manufacturing Mobile Applications Professional Services

Microsoft Dynamics Partner Roundup: Veo for CRM; MNSure call center CRM; AX practice acquisition; NAV not-for-profit win

by Linda Rosencrance
A selection of the latest announcements from the Dynamics partner channel
Accounting BI and Reporting Budgeting Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM
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Dynamics Profile: Creating a home in the Dynamics CRM community

by Linda Rosencrance
New Microsoft MVP Scott Durow’s career has transitioned from engineering R&D to Dynamics CRM community leader - an unexpected but rewarding path
Dynamics CRM Financial Services Government Insurance MVP xRM

From the Microsoft Dynamics CRM Blogs: LINQ and ExecuteMultiple; Azure Blog Storage; Syncing Address Books; XrmToolBox Plugin

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Document Management Dynamics CRM Government Insurance Power Automate Security xrm
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Perceptive Software Ramps up Strategic Acquisitions Through Spring 2012

by Jason Gumpert
Four acquisitions expand technology footprint, industry reach of Perceptive brand under Lexmark
Business Central Commerce Content Management Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Education

CIBER, VUE Launch Products based on Health Plan Sales Solution for Microsoft Dynamics CRM

by Linda Rosencrance
Solution providers sign on as Microsoft announces growth in customer base
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Healthcare Insurance Marketing Sales Sales & Marketing xRM

iPipeline Acquires GaleForce Solutions and Their Dynamics CRM-based Suite

by Linda Rosencrance
Acquisition part of iPipeline's strategy to penetrate the wealth management, banking and broker-dealer markets
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance
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iPipeline Announces Vertical Microsoft Dynamics CRM Solution for the Life Insurance Industry

by Linda Rosencrance
On-demand solution will integrate Dynamics CRM with multiple iPipeline solutions
Dynamics CRM Insurance xRM

New Microsoft Dynamics CRM Add-On Aims to Help Insurance Agencies Boost Efficiency, Lower Cost, Grow Market Share

by Pam Derringer
Total cost of ownership lower than cloud solutions after one year, maker says
Commission Calculation Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Healthcare Insurance Marketing Sales Sales & Marketing

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How to Navigate Through the Dynamics 365 F&O Interface

Encore Business Solutions

Tips and Tricks for EFT ACH Transactions in Dynamics 365 Business Central

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Tips for Selecting a Microsoft Dynamics 365 Partner

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Enhancing Customer Journeys - Deliver Exceptional Experiences with Copilot for Customer Service

WebSan Solutions

Turning Customer Complaints into Opportunities with Copilot for Customer Service

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Your Guide to a Smooth and Stress-Free Tax Season for Accounts Payable

Mekorma
Tax season doesn’t have to be overwhelming, especially for Dynamics users
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Marketing Tips for B2C eCommerce Businesses

Dynamics eShop

The eCommerce industry has taken off and continues to grow

Accounting Agriculture Architecture Automotive Construction Consumer Goods Distribution Dynamics 365 Dynamics Marketing Dynamics NAV Energy Fashion

The Better Subscription Billing Bible

Binary Stream

Streamline your recurring revenue today

AP Automation Accounting Automotive Azure Billing Business Central Complex Billing Consolidation Accounting Construction Consumer Goods Distribution Dynamics 365

Moving Your ERP to The Cloud

Avanade

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.

AP Automation Accounting Aerospace & Defense Auditing Automotive BI and Reporting Bill Of Material Mgmt Budgeting Business Central Business Process Mgmt Construction Consumer Goods
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Enhancing AP Efficiency at WEL Companies with Mekorma Payment Hub

Mekorma
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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
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

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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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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