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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- FinPal and DBA Advisory to offer a technology driven outsourcing model for financial advisers April 2, 2018
- FinPal releases v2.0 of its financial planning software March 3, 2018
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