See how FinPal’s financial planning software will benefit from the upcoming release of Microsoft’s Dynamics 365
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Create documents directly from Dynamics CRM by using Word and Excel templates
The improved integration between Dynamics CRM 2016 & Word/Excel makes it easy to produce your own custom document templates and populate them with data from your…
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- Fin365 and ROAR Software partner on financial planning software integration June 12, 2021
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