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USER GUIDE

GETTING STARTED

What you need to know before you dig in.

THE BASICS

For when you need to get the work done.

ADVANCED

Harnessing the true power of FinPal.

ADMINISTRATION

Changing the FinPal settings to suit your business.

INTEGRATION

Setting up third party connections to streamline data.

BLOG

Convert an Email in Outlook to a Lead in CRM

Video tutorial on converting an Email to a Lead using the Dynamics App for Outlook.

Stephen Handley – 2 days ago Learn more

Dynamics 365 App for Outlook

Users's guide for how to use the Dynamics 365 App for Outlook.

Alejandro Cesetti – 4 months ago Learn more

Install Dynamics 365 CRM Client for Outlook

As of the December 2016 update for Dynamics 365, Microsoft Dynamics 365 App for Outlook paired with server-side synchronization is the...

Javier Stickar – 8 days ago Learn more

Global Variables in CRM

An introduction to using Global Variables within FinPal's CRM system.

Stephen Handley – yesterday Learn more

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