2019 Microsoft Dynamics for Financial Services (ERP, CRM and Cloud)

Dynamics ERP Credit Union CanadaDynamics 365 for FinancialsMicrosoft Dynamics GP, Dynamics 365 Business Central, and Dynamics 365 for Sales / Service for Financial Services companies such a Credit Unions, Insurance Brokers, Stock Exchanges, Auctions, Lending Providers, Mortgage Brokerage, Investment Banking, Mutual Fund Providers, bring immense benefit from the strong out of the box features and functions available. These advanced CRM and ERP software functions result in faster and more stable configurations, implementations and upgrades at a lower cost than systems that require a significant amount of customization.

The core to most Financial Services organizations are the professionals that shape the ‘Customer Experience’ via the customer’s journey in interacting with Sales, Marketing and Customer Service. Not to be overshadowed are the regulatory and industry compliance requirements for financial reporting of operations, transactions, shareholder value and cash flow.

With Microsoft Dynamics ERP (GP or Business Central), Dynamics CRM, Azure and Office 365
Financial Services Companies’ are able to:

• Implement local on-premises or in the Microsoft cloud
• Manage budgets and forecasts
• Oversee payments and charges
• Perform multi-currency management
• Run and post balanced scorecards, business analysis and KPI's
• Efficiently manage cash flow
• Consolidate financial data
• Tight integration with Microsoft Excel and Word
• Calculate per customer profitability
• Utilize inter-company transactions across multiple companies
• Monitor your financial position at any time including setting budgets and forecasts
• Automate cyclical, subscription, annual contract, and usage, metered or tiered billing schedules
• Leverage the power of business intelligence and ad hoc query tools
• Embrace the Microsoft Dynamics Cloud-first Mobile-first design and service based architecture

Client Testimonials


About Endeavour and our Microsoft Dynamics Consultants

Endeavour Solutions Canada is a Microsoft Gold ERP and Microsoft Gold Cloud and Silver CRM Partner focusing on consulting, development, implementation, upgrades, support and training for Microsoft Dynamics GP (Great Plains), Microsoft Dynamics NAV (Navision), Microsoft Dynamics 365 Business Central (Cloud-ERP), Dynamics 365 Sales (CRM), Azure Cloud and Office 365. We are one of the top Microsoft Dynamics partners in Canada and a repeat winner of Microsoft's President's Club.

When choosing an ERP or CRM partner Endeavour has the three traits that are critical to your success 1) Deep application knowledge, 2) Industry specific business process knowledge and 3) Accounting, IFRS, SOX, Tax and audit knowledge.  Without all three, you are introducing unnecessary risk into your operations. Choose Endeavour as your partner.

With over 550 active clients, Endeavour Solutions is in the top 5% of Microsoft Partners worldwide with consultants working from our offices in: Toronto, Halifax, Montréal, and London and remote support for the USA.  Our 30+ years of success is due to our focus on our customers, our people and our core values of integrity, trust, and accountability.  


If you are interested in learning more about the functionality within Microsoft Dynamics GP/NAV/BC, Microsoft Dynamics 365 CRM, Azure and Office 365, or about Endeavour’s advisory consulting services, please Contact our consulting team and reference your desire to work with a Microsoft partner with proved Microsoft Dynamics and deep industry specific expertise.

Microsoft Dynamics GP Toronto       Microsoft Dynamics GP Halifax, Montreal, Toronto

Microsoft Distribution ERP

Financial Services Dynamics GP

BI and KPIs for Financial Services

Beyond the Sales, Accounting & Finance KPI dashboards, Endeavour recommends looking at:

  • Profitability per agent
  • % Renewal Rate
  • % Customers with Multiple products
  • Assets by Region
  • Gross Profit per Product Line
  • Profitability per Customer
  • Employee Utilization
  • % Portfolio Growth
  • CSAT and Survey Participation Rates