Use Cases
fundraising, screening, deal-sourcing, investor-relations, reporting
Integrations
docusign, mercatus, mvine, protrak-international, relpro, relsci, xpedition
Office Functions
front-office

Microsoft DynamicS 365

Dynamics 365 is Microsoft's comprehensive CRM and ERP suite, serving as a versatile business solution utilized in various industries, including private equity and alternative assets. Although not specialized for the PE sector, Dynamics 365 offers adaptable modules catering to businesses of different sizes. It forms the foundation for specialized solutions like AltaReturn in the industry. Recognized as a leader in cloud ERP for product-centric enterprises, Dynamics 365 provides a wide range of modules, enhancing sales, customer service, finance, operations, marketing, and more.

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