Leading Private Equity firm leans on D365 Sales and Dynamics GP to manage investments and client relations

About the Client

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.



  • DemandDynamics helped integrate Dynamics 365 Sales with Dynamics GP and other operational systems, enabling collaborative data sharing with partners, and clients.  
  • This includes extensive custom reports for investment management and clients, including Power BI for dashboard views of critical information for management.   



  • The client uses D365 Sales to track client communications enhancing its trusted relationships and delivering value.
  • The successful deployment has significantly enabled their portfolio and client base growth, maintaining a streak of brilliance in client satisfaction.