Microsoft Dynamics
CRM
Microsoft (Nasdaq “MSFT” @microsoft) enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more. For more information, visit dynamics.microsoft.com.
Integration
A key integration for any Docupace client is direct connectivity between their CRM and Docupace. Docupace offers custom integrations with industry leading CRMs, like Microsoft Dynamics.
Integration Benefits:
- API integration for launching Docupace from CRM which:
- Reduces duplicate data entry between the two systems
- Improves the advisor experience
- Increases advisor efficiency by:
- Launching Docupace thru a single sign-on
- Automating the creation or matching on clients within Docupace
Non-standard integration fees may apply. Please contact us for more information.