Insurance news & resources

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

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Healthcare Insurance 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

LATEST VENDOR RESOURCES

We Fixed These D365 Performance Nightmares – Here’s How | WEBINAR

XPLUS

Performance Monitoring in D365 F&SCM: Why your D365 is slow and exactly what to do about it?

XPLUS

Deployable Agents Tailored to Your Payables Needs

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Customer Spotlight Video: Provance and Leeds City Council

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Best AP Automation for Microsoft Dynamics GP

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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

Why AP Breaks in Microsoft Dynamics and How to Fix It Without Replacing Your ERP

Mekorma
How Microsoft Dynamics teams can modernize AP by embedding workflows within the system.
AP Automation Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Chemicals Construction Consumer Goods Data Management
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One Customer, Ten Records: How Cumberland Mutual Built a True Policyholder 360

Plauti
When a policyholder with ten policies shows up ten times in your CRM, great service is out of reach. See how Cumberland Mutual gave its reps one complete view of every customer and
Contact Center Copilot Studio Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Insurance

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

Enhancing AP Efficiency at WEL Companies with Mekorma Payment Hub

Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive BI and Reporting Boating Business Central Business Process Mgmt Check Printing
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Brello 360 — all-in-one insurance brokerage platform powered by Microsoft Dynamics 365

Brello 360 revolutionizes how insurance brokerages operate — simplifying workflows, automating financials, and empowering...
Accounting Automated Data Collection BI and Reporting Billing Business Process Mgmt Collaborative Workspaces Commission Calculation Communications Contract Management Contract Management Customer Experience (CX) Data Management

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

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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