Microsoft Dynamics Partner Roundup: Mergers; Donor management; Collaboration; Support for Power Platform

In this week's Microsoft Dynamics Partner News Roundup:

• Fin365 plans to bolster technology services with strategic mergers
• United Way of the Greater Capital Region selects StratusLIVE's Nonprofit Industry Cloud for digital engagement and donor management
• Blueprint Software Systems strategic technology collaboration with Microsoft enables companies to migrate from legacy RPA tools to Power Automate for Desktop
• AvePoint adds governance, management, data protection, and migration support for Power Platform

Fin365 to bolster technology services with strategic mergers

Fin365, a software provider for the financial services industry, aims to boost its technology services division by merging with Optimized Financial Planning Solutions and SMSF Paraplanners.

SMSF Paraplanners provides outsourcing services, such as client services and paraplanning, while Optimized Financial Planning Solutions offers a suite of back-office solutions for financial advisors.

Fin365's practice management platform is built on top of Microsoft Dynamics 365. In addition to CRM, Fin365 provides client-facing applications as well as a comprehensive set of data feeds and integrations with other financial services technologies, according to the company.

"From inception, Fin365's mission has been to help financial services businesses deliver high quality financial services to a greater number of customers, by better leveraging technology," said Stephen Handley, Fin365's CEO. "Historically our primary focus has been on developing our software platform but, as our customer base grows, we’re increasingly being asked if we can provide additional services such as data cleansing, revenue management, process automation and general technology consulting."

United Way of the Greater Capital Region selects StratusLIVE's Nonprofit Industry Cloud for digital engagement and donor management

StratusLIVE has announced that United Way of the Greater Capital Region (Albany, New York) has selected StratusLIVE's Nonprofit Industry Cloud solution as its digital engagement, corporate social responsibility (CSR), and donor management solution.

The solution consists of StratusLIVE's Nonprofit 365 CRM, built on Microsoft Dynamics 365 CRM, Give at Work for corporate social responsibility, and the Ignite Online platform for digital engagement.

The United Way of the Greater Capital Region's corporate partners will be able to use StratusLIVE Give at Work to engage their employees through giving, volunteering, and improved engagement opportunities, according to the companies.

Blueprint Software Systems strategic technology collaboration with Microsoft enables companies to migrate from legacy RPA tools to Power Automate for desktop

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