Microsoft Dynamics Partner Roundup: Financials for Dynamics 365; CRM for giving; Supply chain partnership; NAV test vendor

posted in: Cloud/SAAS, Microsoft Dynamics | 0

By:  LInda Rosencrance

Envestnet-Yodlee Now Integrates with Dynamics 365 for Financials

The Envestnet-Yodlee Financial Data Platform is now integrated into Microsoft Dynamics 365 for Financials to allow customers in North America to easily integrate real-time financial data into their business processes.

With the addition of the Envestnet-Yodlee Financial Data Platform, businesses using Dynamics 365 for Financials can now access banking data from a large number of financial institutions, allowing them to automatically or manually feed financial information into their reconciliation processes and ensure they are always processing the latest payments for invoices, credit memos, or other open entries, according to company officials.

“Envestnet-Yodlee partners with financial institutions and Internet innovators around the world in order to provide customers with a complete view of their finance data, and we’re excited to extend this to businesses utilizing Microsoft Dynamics 365,” said Jason O’Shaughnessy, SVP of International Markets at Envestnet-Yodlee, in a statement. “This integration truly gives businesses a simple way to manage their financial and reconciliation processes, and provides accurate, real-time visibility into their sales and financial health.”

StratusLIVE Announces New Features

StratusLIVE LLC has announced plans for new features, support for national employee giving campaigns, and the development of a new app to deliver standalone workplace campaign functionality in 2017. StratusLIVE software is build from the ground up on Microsoft Dynamics CRM.

“In order to maximize participation in workplace giving campaigns, clients and prospects need to address the growing desire for a modern, responsive, mobile user experience that allows donors to engage on the device of their choosing,” said Jim Funari, StratusLIVE co-founder and CEO, in a statement. “We’ve built our software to address this demand for a better workplace campaign platform.”

New features covered in the 2017 roadmap include:

  • Support for national campaigns including iguide integration in accordance with United Way Worldwide guidelines.
  • The standalone version removes the dependency on StratusLIVE CRM and will work with existing campaign management systems. Organizations no longer need to purchase or switch to StratusLIVE CRM software.
  • An all new Workplace Giving Portal app to build, deploy, and run workplace giving websites for online corporate social responsibility campaigns.
  • Redesigned setup for even easier deployment of multiple sites, employee roster management, campaign reporting, pledge and payment exports, and program and designation management

Solvoyo, ENAVATE Partner to Enhance Supply Chain Planning for Wholesalers and Distributors

Solvoyo, a provider of supply chain planning technology and ENAVATE, a Microsoft Dynamics 365, Dynamics AX and Dynamics CRM provider, have announced a partnership to bring an integrated end-to-end supply chain planning solution for wholesalers and distributors on the Dynamics 365 and Dynamics AX platforms.

This joint effort will help bring analytics and supply chain management capabilities to Microsoft Dynamics users worldwide, according to officials of the companies.

With the joint Solvoyo and ENAVATE offering, companies can now leverage their Dynamics 365 and Dynamics AX data to automatically build daily demand forecasts, set inventory targets, generate purchase orders, replenish warehouses and distribution centers, optimize inventory and transportation plans and run sales and operations planning, officials said.

As part of the partnership, Solvoyo will develop enhancements in the user interface, dashboards and integration templates of its cloud-based Solvoyo Elevation Platform (SEP) to address the unique supply chain challenges faced by wholesalers and distributors. ENAVATE will integrate SEP as part of its solution for the distribution and wholesale industry.

1ClickFactory Only Dynamics NAV Software Solution Test Vendor for Dynamics NAV Partners

Microsoft Gold Certified Partner 1ClickFactory has announced that, starting with Microsoft Dynamics NAV 2017, the company becomes the only Dynamics NAV Software Solution Test Vendor for Microsoft Dynamics partners. Additionally, the NAV 2017 CfMD certification process will be managed solely by Microsoft Operations.

1ClickFactory’s Testing Center is now the only site for Software Solution Test for Microsoft Dynamics NAV solutions, according to company officials.

“Since 1ClickFactory’s establishment in 2009, we’ve been in a close partnership with Microsoft with the shared goal to deliver quality services for Microsoft Dynamics partners,” said Soren Fink-Jensen, the CEO at 1ClickFactory, in a statement. “One way in which 1ClickFactory works to reach this goal is by constantly automatizing manual processes to reduce time and costs for partners.”

Before the release of Dynamics NAV 2015, Microsoft and 1ClickFactory streamlined requirements for Software Solution and 1ClickFactory developed an automatized self-test solution to help partners save money on the CfMD process, officials said. Within the first two years of the Software Solution Self-Test’s release, more than 200 software self-tests were run on the 1ClickFactory testing center.

About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.