Online social lending platform achieve customization and automation with D365 Sales and Business Central

About the Client

About the Client:

The client is an internet-based social lending platform that encourages investors to purchase Real Estate Secured Dependent Notes to fund real estate-related loans.



  • DemandDynamics helped boost business performance by implementing Dynamics 365 Sales with Business Central.  
  • Extensive customization to ensure all financial transactions associated with the online investment firm are fully automated and extensive integrations with the company’s custom website and with multiple financial institutions.  
  • Testing and deployment of integrations into Business Central were also well taken care of.  



  • The client's team has enthusiastically been using their new CRM environment with an automated transaction process for several months now.
  • Their custom dashboards with Power BI have enhanced their social lending process.