Millions of users globally, $1 billion+ per annum R&D budget, $3 trillion+ company.
A highly configurable platform – extension to Microsoft 365 – with built-in apps for: Marketing, BD, Projects, Finance etc (as well as ability to integrate with a choice of other “best of class” apps eg. Salesforce, Xero, Sage, MailChimp, Hubspot etc).
Streamline with Power Automate
Do more with less by streamlining repetitive tasks and business processes – increasing efficiency and reducing costs – with Microsoft Power Automate.
Microsoft Dynamics 365 for Wealth Management integrates with any practice management system and connects with solutions from other software from purchasing to payment. You can also tailor Microsoft Dynamics 365 for Wealth Management to handle your own unique client and financial management workflows and policies.
Drive efficiency and cost savings
Accelerate financial workflows many times and liberate your team’s potential to focus on work that truly matters.
The best computer software systems save time and money while giving back control. Modern solutions bring clients, finance, payroll and HR all together in one place. This visibility lets practice managers drive smarter decision making while their firms:
- Enforce service delivery
- Improve efficiency
- Generate ROI up to 505%
- Enable innovation
Only Microsoft Dynamics 365 can deliver the advances in AI and other IT innovations.
Automatic Data Enrichment – Automatically provides integration with external data sources for client data enrichment, notifications and more.
Service Delivery with Timesheet Details – Enables 2-way matching by accurately extracting time spent on client service delivery with employee/contract team payments and other documents in your workflows and pay lifecycle.
Microsoft Power BI charts and dashboards give you greater visibility into client services, financial management, payroll, HR – even risks and incidents. Get the insights you need to make better business decisions.
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Microsoft Dynamics 365 is considered a leading CRM for Marketing Customer Insights due to a combination of features and capabilities.
It brings together transactional, behavioral, and demographic data onto one platform, providing a holistic view of customers.
Leveraging Machine Learning (ML) and Artificial Intelligence (AI), it offers deep insights into customer behavior and trends.
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