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Modern Techne Solutions
Dorval, Québec
Modern Techne Solutions is the sole Microsoft firm in North America with a complete focus on serving the needs of financial advisors. Our mission is to facilitate scalable growth, enabling advisory teams to spend more time with clients and households. We do so using our 360-Mapping method to implement and deploy Microsoft Dynamics 365 & Power Automate as a CRM solution , all within the Microsoft suite. Hence, it is seamlessly interconnected with your Outlook email and calendar, OneDrive/Sharepoint, Teams and/or any Microsoft product. Helping you bridge the gap between customer experience and process automation.
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2024
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2024
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11-25
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Opening doorways to scalability through business automation, we help small medium businesses implement and deploy Microsoft Dynamics 365 as a CRM & Power App solution. Helping you bridge the gap between customer experience and process automation.
Although we focus on Financial Services, we help small businesses in industries like Non-Profits, Field Services, Construction, Real Estate and Healthcare.
Although we focus on Financial Services, we help small businesses in industries like Non-Profits, Field Services, Construction, Real Estate and Healthcare.
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Microsoft Dynamics 365
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Financial Advisors
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it services
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managing software
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Pierre Rahal
Project Manager