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UK Banking Disrupted: Metro Bank Reinvents Customer Service with Microsoft

Metro Bank is reinventing the customer experience by eliminating the all-too-familiar pain-points experienced at a bank – the long waits, complex rules, confusing processes, and barrage of marketing offers. Metro Bank is leveraging technology to give people what they want, and they’re doing it faster, making it easier, and delivering it via the communication channel that’s most convenient to the customer. With nearly 100% year-on-year growth, Metro Bank is succeeding – but not by serving customers, by creating “fans.“

Metro Bank is transforming banking. Turning the industry on its head and putting the customer first, the company isn’t simply focused on the number of new accounts, or the number of pounds in deposits or lending. Daily performance metrics actually include factors of customer happiness. With a data- and process-driven Microsoft Dynamics 365 platform, today Metro Bank is providing employees immediate access to information at their fingertips, fast-access to fast solution pathways, and the empowerment to solve the customers’ needs. Craig Donaldson, Metro Bank CEO says, “Technology should be used to engage people and that’s what we do at Metro Bank. It’s all about our colleagues and our customers. It’s all about creating fans. It’s really that simple.”

How to: Use Approval Workflows

When a record, such as a purchase document or a customer card, needs to be approved by someone in your organization, you send an approval request as part of a workflow. Based on how the workflow is set up, the appropriate approver is then notified that the record requires their approval.

Core approval workflows for purchases documents, sales documents, payment journals, customer cards, and item cards are ready to start as assisted setup. For more information, see Welcome to Financials.

Note: This functionality requires that your experience is set to Suite. For more information, see Customizing the Dynamics 365 for Financials Experience.

Real Madrid brings the stadium closer to 450 million fans around the globe, with the Microsoft Cloud

As the leading sports franchise in the world, Real Madrid has a lot to brag about, including more than 100 championships and a passionate fan base. But what the football club didn’t have was a way to directly engage with its 450 million global supporters. That changed when it implemented a comprehensive technology solution based on the Microsoft Cloud platform.

Microsoft Dynamics 365 Road Map- What’s New?

The Dynamics 365 Roadmap provides a snapshot of what’s now available to you. Click on the link to see a description of each section listed: https://roadmap.dynamics.com/

  • Account Payables
  • Account Receivables
  • Account Schedules
  • Alternative Ship-To Addresses
  • Bank Account Reconciliation
  • Basic Resources
  • Budgets
  • Budgets/Estimates
  • Capacity Management
  • Cash Flow Forecast
  • Change Log (Audit trail)
  • Check Writing
  • Contact Management

Is your business cloud-optimized? 5 foundations of the journey

Many small and midsize businesses are deciding to make cloud services and infrastructure an intentional component of their strategy, rather than scrambling to react every time employees start using some new service. These cloud-ready businesses are taking control of cloud adoption by investing in the right tools and making the technical and operational changes necessary to adapt to a faster-paced world.

Dynamics 365 for Financials & Office 365 Integration

What is the integration with Office 365 about?

Dynamics 365 for Financials is fully integrated with Office 365 so that you can navigate freely between Office 365 apps and Financials using the app launcher. In Financials, you can open data in Excel, print reports using Word, and you can work with your Financials data in Outlook, for example. 

Dynamics 365 for Financials – Quoting, Invoicing and Payment

Microsoft Dynamics 365 for Financials is a business management solution that’s connecting people and processes like never before.  From day one, it makes ordering, selling, invoicing and reporting easier and faster.  Turn your multiple disconnected systems into one.  Boost efficiency with automated tasks and workflows-all from within familiar Office tools like Outlook, Word and Excel.  Get a complete picture of your business and make better decisions, with built-in intelligence when and where you need it.  With your business running in the cloud, it’s easy to change and adapt at your own pace without involving IT.  Start with what you need, quickly and easily, then be ready for growth.

Microsoft Dynamics 365— Transforming Products and Business

Dynamics 365 provides an integrated view into business processes, from the manufacturing floor, to sales, to service. Processes can be changed and evolved in real time using a modern, consistent and proven extensible platform. Through the new dynamics 365 common data model, applications can be custom built or extended with power apps and Microsoft flow. This integration results in connected systems that give employees the right information for their role when and where they need it. Dynamics 365 enables you to adapt to new business models, customer needs and trends in the marketplace. Experience what’s possible for your business with Dynamics 365.