This weekend we rolled out an update to our Web Portal. Detailed release notes can be downloaded here. We also discuss some of Microsoft’s latest updates to Dynamics CRM as well as what’s next on the Fin365 horizon.

For the time poor, below is a quick summary of the key features added in this update:

• Integration with the Xero Accounting platform
• MLC Masterkey and Challenger datafeeds
• Client online fact find improvements
• Revenue management improvements
• Xplan Integration improvements
• New document templates