Microsoft Dynamics Partner Roundup: Veo for CRM; MNSure call center CRM; AX practice acquisition; NAV not-for-profit win

December 22 2013

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 lets customers filter health insurance plans that match specific health needs for individuals or for families and compare them side-by-side. PowerObjects implemented Dynamics CRM in a large call center environment, so customer service representatives could capture and reference customer data quickly and easily, company officials said.

"Although our work isn't part of the public-facing MNsure website, the technology we've implemented will be critical for call center representatives to manage customer data behind the scenes and provide the best service possible," said Steve Thompson, VP of Sales at PowerObjects, in a statement.

MNsure selected PowerObjects to implement Dynamics CRM because of its experience with call center projects. MNsure needed more than just standard call center implementation. PowerObjects customized Dynamics CRM to enable MNsure to oversee policies and plan management, look at eligibility and enrollment for their customers, and provide an easy way for customers to shop online for healthcare plans, company officials said.

zedIT Solutions Acquires Dynamics AX Practice of Encaptis Business Solutions

zedIT Solutions Inc. (zedIT) has acquired the Microsoft Dynamics AX practice of Vancouver-based Encaptis Business Solutions.

Through the acquisition, zedIT solutions will leverage its expertise and relationships with other members of the Group zed family of companies.

The acquisition will enable zedIT's to better help its large enterprise achieve their goals, according to company officials. Current zedIT customers will benefit from greater access to enterprise class services and expanded support from a national team of specialized IT and Business resources located in offices in Vancouver, Calgary, Toronto, Moncton and St. John's.

"The acquisition of the Microsoft Dynamics AX Practice of Encaptis Business Solutions is a perfect fit for zedIT and the enterprise class services that we have been delivering to our Canadian-based clients for more than twenty years," said Gerard Duggan, Vice President, zedIT, in a statement. "As a member of Group zed, zedIT is also able to leverage the ERP expertise offered by other members of the Group zed family to support its continued geographic reach and the breadth of services offered to our large enterprise customers."

Kenneth Copeland Ministries Selects Serenic Navigator Accounting Solutions

Serenic Corp. has announced that Kenneth Copeland Ministries has chosen Serenic Navigator, the company's flagship nonprofit accounting software.

The Christian ministry was looking for an advanced nonprofit financial management technology for its complex ministry programs. And after reviewing three software products, it selected Serenic Navigator Enterprise as the best fit to streamline workflow processes and enhance productivity, allowing the ministry to ensure its donations were being used properly, company officials said.

With Serenic Navigator Enterprise, which is certified for Microsoft Dynamics NAV, the ministry is able to access to up-to-date financial data that can be used for budget forecasts and planning and budget-to-actual comparisons across the organization, officials said.

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About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.

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