Microsoft Dynamics Partner Roundup: Veo for CRM; MNSure call center CRM; AX practice acquisition; NAV not-for-profit win
In this week's Microsoft Dynamics partner news roundup:
- Salentica announces integration with Ameritrade Institutional Veo;
- PowerObjects implements Dynamics CRM for call center at new online healthcare insurance marketplace;
- zedIT Solutions acquires Dynamics AX practice of Encaptis Business Solutions;
- Kenneth Copeland Ministries Selects Serenic Navigator Accounting Solutions
Salentica Announces Integration with Ameritrade Institutional Veo
Salentica has announced its latest integration with TD Ameritrade Institutional Veo. This first release will provide easy access to Veo platform from Salentica CRM, powered by Microsoft Dynamics CRM to view real time client account data.
Advisors can now easily access their client account balances, transactions, alerts and positions data along with dashboards to view firm alerts and announcements using a single sign-on in Salentica CRM - all in real time, according to company officials.
Salentica's TD Veo integration was built using Salentica's Data Broker platform and is powered by Microsoft Windows Azure.
"We are committed to providing an integrated CRM that advisors need to build their business and service their clients. An integration with a leading custodian like TD Ameritrade Institutional provides advisors real time access to account information inside Salentica CRM which is a continuing part of our integration strategy," said Bill Rourke, President of Salentica, in a statement.
PowerObjects Implements Dynamics CRM for customer services at Online Healthcare Insurance Marketplace
PowerObjects has recently implemented Microsoft Dynamics CRM for MNsure, new healthcare insurance marketplace in Minnesota. This online marketplace is a one-stop shop where individuals and families can find, compare, and choose health coverage that fits their budget and their needs.
MNsure ...
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