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

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 equipment, commercial products that power smart buildings. Leveraging Microsoft Dynamics 365 and Azure, UTC intends to empower employees globally with the digital tools and information needed to support customer interactions for faster, better and more personalized service, according to a Microsoft statement.

“Through digital transformation, we are raising the bar on our capabilities to predict, prevent and respond to our customers’ needs,” said Vince Campisi, chief digital officer and CIO at UTC. “Collaborating with Microsoft, and leveraging its intelligent cloud, we are changing how we define the customer experience

Some examples of UTC initiatives among its subsidiaries, powered by Microsoft technology, include:

  • Otis Elevator will use Dynamics 365 CRM to empower service technicians and sales teams with a holistic view of the customer relationship and real-time equipment health data to enable predictive maintenance, dynamic field dispatching and a more seamless customer experience.
  • Pratt & Whitney is using Azure and Dynamics for cloud-based field service, sales and marketing solutions to deliver a superior customer experience.
  • UTC Aerospace Systems is building solutions on Azure for predictive maintenance of aircraft systems, to better ensure the reliability, safety and cost-efficiency for customers.

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Campus Management Expands its Collaboration with Microsoft on a Constituent Engagement Platform for Higher Education

Campus Management debuted its Microsoft Azure-based platform under development built on Microsoft Dynamics 365 and integrated with Microsoft Office 365, at the EDUCAUSE 2017 Annual Conference in Philadelphia, Penn. In addition, Campus Management is integrating the new platform with Azure Machine Learning and Microsoft Power BI to provide higher education constituents with a scalable, secure and highly personalized experience, the company described in a statement.

“We’re excited to combine our deep higher education CRM expertise with Microsoft applications and services to deliver an adaptable and comprehensive engagement platform for higher education,” said Campus Management CEO Jim Milton, in the statement. “By transforming the way they engage with their constituents, our customers will improve student success and nurture life-long relationships, which goes straight to the bottom-line for most institutions.”

“Campus Management is continuing to build on its student-centric engagement solutions in the higher education applications market,” said Margo Day, Microsoft Vice President, U.S. Education. “Together, we are ushering in the digital transformation by developing products and services that make the pathways for students connected, accessible and personally relevant.”

L H Gray ‘eggstends’ LINKFRESH into 2 new sites

LINKFRESH Inc., provider of supply chain ERP solutions designed certified for Dynamics NAV and specifically for the fresh food industry, has announced a major upgrade and expansion for its LINKFRESH solution at existing customer L H Gray & Son, one of Canada’s leading egg grading and packing businesses.

The project includes an upgrade of L H Gray’s existing LINKFRESH solution to include the latest available functionality and software platform. In addition, new LINKFRESH deployments will be undertaken at two other Canadian egg providers; Golden Valley Foods in Abbotsford, BC, and Sparks Eggs based in Calgary. Golden Valley Foods and Sparks Eggs are leading players in British Columbia’s and Alberta’s egg market.

Richard Bird, project manager at L H Gray, said in a statement, “The LINKFRESH upgrade and the two new site deployments are essential to support the growth of our business. It will provide one single IT solution with standardized data and process across all our egg businesses. We have successfully worked with the LINKFRESH solution in our egg business for several years, so it was the natural choice to roll the solution out to other parts of our organization.”

As the companies describe, the upgrade will ensure that L H Gray & Son’s LINKFRESH solution remains current and supportable, and users will enjoy the benefits of the new features available in the latest version of both LINKFRESH and the underlying Microsoft Dynamics NAV platform. Rolling out the same LINKFRESH solution to Golden Valley Foods and Sparks Eggs will provide a single standardized solution, simplifying data sharing and reporting across the whole business.


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