Joe Rodriguez
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Customer Data Questionnaire
How to Complete It — and Why It MattersBefore your Intro Call, we ask you to complete a short questionnaire. This helps your Advisor begin reviewing your financial structure and gives your Integrat...
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Service-to-Service Authentication – Business Central (OAuth 2.0)
Centage supports Service-to-Service (S2S) authentication for Microsoft Dynamics 365 Business Central using OAuth 2.0. This method enables secure, non-interactive data integration without the need f...
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Group Learning Session - Spread Methods
In this session, Director of Advisory Services, Olga Melnik, and Senior Product Manager, Kate Drenckhahn discuss Spread Method automation. Curriculum: New Spread Methods List Page: Learn how to...