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Microsoft Dynamics Partner Roundup: CRM for mortgage brokers; Digital transformation in aerospace; D365 for higher ed; NAV for fresh food supply chain

by MSDW Reporter
Editorial Team, MSDynamicsWorld.com

In this week's Microsoft Dynamics Partner News Roundup:

  • FinPal's Financial Planning CRM Adds Support for Mortgage Brokers
  • United Technologies chooses Microsoft Cloud to enhance customer experience and accelerate digital transformation
  • Campus Management Expands its Collaboration with Microsoft on a Constituent Engagement Platform for Higher Education
  • L H Gray ‘eggstends' LINKFRESH into 2 new sites

FinPal's Financial Planning CRM Adds Support for Mortgage Brokers

FinPal has announced that the next release of its software will include support for mortgage brokers. FinPal's software is built on Microsoft's Dynamics 365/CRM and will quickly become a full featured solution for brokers, according to FinPal's CEO, Stephen Handley.

"Building a capable software system is all about the data. Because data required for advisers and brokers is almost identical, it is relatively easy for us to add support for the lending industry," Handley siad in a statement.

The initial release will focus on automated workflows and support for mortgage commissions, Handley stated. In addition, data specific to the mortgage industry will flow through to existing features such as FinPal's client portal and document generation system, he said.

In future releases, FinPal plans to connect to complementary technologies to further expand capabilities for the lending industry, according to company officials.

United Technologies chooses Microsoft Cloud to enhance customer experience and accelerate digital transformation

Microsoft Corp. and United Technologies Corp. have announced a strategic agreement aimed at creating a differentiated customer and employee experience using intelligent technology innovation.

UTC builds and services millions of products in the field, from elevators in some of the world's tallest buildings, to engines and aerospace ...

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