Microsoft Technologies Archives

FinPal Australia’s first FinTech solution certified for Microsoft AppSource

April 28, 2017Company News, Microsoft Technologies, Press Release

April 28th, 2017 Australian financial planning software provider, FinPal, today announced its financial planning software solution is available on Microsoft AppSource. FinPal’s financial planning software...

Financial Planning Software leverages Microsoft Dynamics 365

October 12, 2016Business Intelligence, Dynamics CRM, Software Integration

See how FinPal’s financial planning software will benefit from the upcoming release of Microsoft’s Dynamics 365

Business Intelligence for Financial Advisers

October 1, 2016Business Intelligence, Measure Results, Power BIbusiness intelligence, power BI

While the concept of Business Intelligence (BI) has been around a long time in large organisations, it is a relatively new term for most small…

Create documents directly from Dynamics CRM by using Word and Excel templates

September 26, 2016Document Generation, Dynamics CRMcrm, document generation, dynamics, excel, word

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…

Category: Microsoft Technologies

FinPal Australia’s first FinTech solution certified for Microsoft AppSource

Financial Planning Software leverages Microsoft Dynamics 365

Business Intelligence for Financial Advisers

Create documents directly from Dynamics CRM by using Word and Excel templates

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FinPal's financial planning software is enabling modern businesses to realise a new potential. Revolutionary business intelligence and management systems deliver enhanced team performance, increased client engagement and reduce business risk.

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2/74 Gheringhap St, Geelong, VIC, 3220

1300 FINPAL (1300 346 725)

info@finpal.com.au

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