Financial Services news & resources

From the Microsoft Dynamics CRM Blogs: CRM 2013 field rules; Non-English MoCA; Managing roles; Activity Feed filters; Financial services template

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Business Process Mgmt CRM 2013 Dynamics CRM Financial Services Mobile Applications Security

Gartner's Top Vertical Industry Predictions for 2014

by Bridget McCrea
Significant shifts in business model and process are in store for many industries in 2014 and beyond
3D Printing Big Data Business Central Cloud Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics RMS Dynamics SL Financial Services
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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 NAV Blogs: Data Exchange Framework; .NET Interop Wishes; Connector V3; NAV 2013 Backup and Restore

by Linda Rosencrance
A selection of the latest insight from the Dynamics NAV blogs
Banking Business Central Connector Data Integration Data Management Dynamics 365 Dynamics NAV Financial Services NAV 2013 R2 Payroll Processing

Microsoft Dynamics Partner Roundup: New BI from Armanino, Sunrise; Next-Gen Cincom Acquire; Sana Express, Intellitec on Azure

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
BI and Reporting Business Central Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Financial Services Manufacturing Power Automate
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Microsoft Dynamics AX to deliver Windows 8 apps in 2013; Major release 'Rainier' due in 2014

by Jason Gumpert
Demo versions of new Windows 8 apps are a precursor to larger device-focused strategy for AX, company says
AX 2012 R3 Automotive Business Process Mgmt Customer Engagement Dynamics 365 Dynamics AX Expense Management Financial Services Government Manufacturing Project Service Automation Rainier

Salentica Rolls Out Schwab OpenView Gateway Solution For Microsoft Dynamics CRM

by Linda Rosencrance
Eight Schwab workflows currently available for Dynamics CRM through the integration
Customer Relationship Mgmt Data Integration Dynamics CRM Financial Services Workflow Management

Microsoft Dynamics Partner Roundup: Armanino, AvePoint Product Launches; Pleasant Valley, CCH CfMD Certifications

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
AX 2012 Business Central CfMD Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV FDA Financial Services Medical Devices Salesforce.com

Setting Long-Term Workflows in Microsoft Dynamics CRM

by Leon Tribe
Working around timeout limitations by tracking Execution Time
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Workflow Management

Microsoft Dynamics Partner Roundup: CRM for UK Mortgage Brokers; RapidResponse Sales for AX; AX, NAV Wins

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Central Commerce Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Financial Services Manufacturing Marketing Order Management

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5 Power Automate Tricks for Outlook

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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

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

Dooap

Podcast Video: Strategies for Success with AP and Automation

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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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