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Private Equity Success: Manage Investments & Clients with Dynamics 365

Discover how a leading private equity firm leveraged Dynamics 365 Sales & GP to manage investments, enhance client relations, and achieve growth. Learn from this success story.

DemandDynamics
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Private Equity Success: Manage Investments & Clients with Dynamics 365

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  1. Customer Success Story Leading Private Equity firm leans on D365 Sales and Dynamics GP to manage investments and client relations About the Client The client is a successful private equity firm headquartered in Pennsylvania. They provide investment advice and portfolio management services to high-growth companies throughout the U.S. Solution Benefits DemandDynamics helped integrate Dynamics 365 Sales with Dynamics GP and other operational systems, enabling collaborative data sharing with partners, and clients. The client uses D365 Sales to track client communications enhancing its trusted relationships and delivering value. This includes extensive custom reports for investment management and clients, including Power BI for dashboard views of critical information for management. The successful deployment has significantly enabled their portfolio and client base growth, maintaining a streak of brilliance in client satisfaction. www.demanddynamics.com

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