- Services
- ConsultantsMODULESLegacy Support
- Industries
- Locations
WESTERN & NORTHERN EUROPE
EASTERN & CENTRAL EUROPE
- Our Company
About UsLearn more about our HireDynamicsDevelopers portal and the team behind it.
Case StudiesRead successful stories from our clients across various industries.
ServicesFind the right service according to your specific business needs.
- Services
- ConsultantsMODULESLegacy Support
- Industries
- Locations
WESTERN & NORTHERN EUROPE
EASTERN & CENTRAL EUROPE
- Our Company About Us
Learn more about our HireDynamicsDevelopers portal and the team behind it.
Case StudiesRead successful stories from our clients across various industries.
ServicesFind the right service according to your specific business needs.
Running a private equity firm requires tools that keep your investments, portfolios, and financial processes under control. By working with Dynamics 365 for private equity consultants, you get experts who understand both the software and the unique challenges of the industry. They can join your team part-time or full-time to optimize operations and focus on growth. Let’s explore how this solution can improve your business to start the hiring process ASAP.
Dynamics Services We Offer for Private Equity Industry
We help you find Dynamics 365 experts who have extensive experience working with private equity and are ready to tackle a variety of challenges. Our specialists can optimize your business processes, customize the system to your specific needs, and provide full support for your team. Here are the main services we offer:
Consulting
Our consultants analyze your settings and offer solutions for effective management of investments, portfolios, and finances. They help you choose the right Dynamics 365 modules and adapt them to the specifics of private equity.
Custom Feature Development
Experts create unique features that fully cover your tasks. This allows the system to work exactly as you need it to, without the limitations of standard solutions.
Implementation & Configuration
Specialists configure Dynamics 365 for your company, including data structure, user roles, and custom processes. They ensure a quick launch of the system and minimal adaptation time for your team.
Integration with Industrial Applications
Specialists connect Dynamics 365 to other financial and analytical platforms used in your company. This gives you a single working environment and convenient access to all data in one place.
Optimization and Analytics
Consultants help you analyze data, improve operations, and find areas for efficiency gains. They set up reports and dashboards that allow you to see the big picture of your company's development.
Support & Updates
Experts ensure uninterrupted system operation, regular updates, and problem-solving. This allows your team to focus on managing investments without worrying about technical issues.
Hire Dynamics Consultants with Equity Investment Industry Experience for Different CRM & ERP
Microsoft Dynamics 365 for private equity is a set of powerful Dynamics CRM and ERP for your business. With professional experts, you may combine these modules and get a complete system with all the features and materials at your fingertips.
Here are some solutions that will come in handy:
Finance
The system helps manage financial transactions, investment portfolios, and cash flows. With robust reporting and automated compliance tracking, you have full control over your budget and invest safely.
Customer Insights
With the module, you get in-depth analytics on investors, partners, and deal pipelines based on data generated by artificial intelligence. This way, you can track interactions, predict investment trends, and personalize investor relationships.
Sales
Dynamics ERP optimizes deal tracking and investor relations for private equity teams. It helps manage the fundraising process, track investor engagement, and optimize acquisition strategies.
Project Operations
The software supports due diligence, mergers and acquisitions, and investment project tracking. It allows you to monitor the progress of transactions, budget allocations, and the distribution of tasks between teams.
Supply Chain Management
This module is useful for companies investing in manufacturing, retail, or logistics. It optimizes inventory, supplier contracts, and distribution operations to increase efficiency.
Marketing
The system allows you to automate communications with investors, manage fundraising campaigns, and segment your target audience. This ensures better interaction with investors, partners, and acquisition targets.
Hire Microsoft Dynamics Private Equity expert to implement the best solution for your industry!
Dynamics Features Consultants Implement for Equity Investment Industry
Dynamics 365 for private equity services has been the choice of companies for many years. The fact is that the system offers top-notch tools tailored to your industry. They allow you to overcome management gaps and make your daily routine easier. Here are a few features you may implement with Dynamics experts:
Deal Management
Investor Relationship Management
With built-in CRM tools, you track investor interactions, personalize communications, and manage fundraising efforts efficiently. AI-driven insights help identify high-potential investors and strengthen long-term partnerships.
Automated Financial Reporting & Compliance
D365 automates financial consolidation, cash flow tracking, and regulatory reporting across portfolio companies. It ensures accurate financial oversight and compliance with industry regulations.
Portfolio Performance Tracking
Firms can monitor the financial health, operational efficiency, and market position of their portfolio companies with Power BI dashboards. This way, you may improve asset value and maximize returns.
Optimized Fundraising & Capital Deployment
Dynamics 365 streamlines capital allocation, investor commitments, and risk assessment, ensuring funds are deployed strategically. With AI data, you forecast investment trends and optimize portfolio diversification.
Enhanced Exit Strategy Planning
You may use Dynamics 365 to analyze market conditions, evaluate portfolio performance, and plan exit strategies effectively.
Types of Private Equity Companies We Help with Dynamics Implementation
Consultants work with a wide range of private investment companies, tailoring Dynamics 365 solutions to their unique needs. Whether you manage investments, portfolios, or specialized funds, experts will understand your needs and ensure a smooth digital transformation. The types of organizations we work with include:
Private Equity Firms
Venture Capital Funds
Growth Equity Firms
Buyout & Acquisition Companies
Real Estate Private Equity Groups
Infrastructure Investment Funds
Family Offices & Private Investment Groups
Institutional Investors in Private Equity
Secondary Market Investment Firms
Private Capital Advisory Companies
Our Successful Case Study
- USA
- Private Equity
- Part-time (30-40 hrs/week)
- 3 Full-Stack Dynamics developers 1 Full-Stack Team Lead 1 Technical Interviewing Expert
- Dynamics 365 Finance and Operations
Our client is a successful US-based private equity company that offers investment management services and unique benefits for members. Due to the expansion, the company needed to streamline its workflows with a powerful system that would collect all the necessary information. That’s why the team turned to us.
After clarifying all the contract and software issues, we assembled a team to implement Dynamics Finance and Operations. The client also decided to use our technical interviewing services to help build a skilled and experienced team. We filled the technical interviewer position quickly and then found a Team Lead and 3 Microsoft Dynamics Developers.
The experts quickly agreed on the client’s vision and customized the module. It resulted in a significant increase in the client’s revenue and allowed them to direct investments and efforts to strategic tasks.
Benefits of Working with Our Dynamics Consultants for Private Equity & Asset Management
Flexible Hiring Options
We understand that every company has unique needs, so we offer a variety of hiring options. You can hire a part-time consultant or assemble a full-time team and adjust the level of involvement based on the needs of the project.
Experience in the Private Equity Field
We find consultants with backgrounds in your industry. This speeds up onboarding and allows you to get solutions that have already proven their effectiveness in similar work environments.
Access to Specialized Dynamics Talent Pool
When the search for experts takes too long, you can turn to us. We have an extensive network of pre-vetted experts ready to start working ASAP. Here, we are sure to find the perfect candidate for you.
Types of Cooperation Models with HireDynamicsDevelopers in the Alternative Investment Field
With us, you can hire experts flexibly while receiving excellent implementation quality and reliability. Here are the models we work with:
Dedicated MS Dynamics Developers
You can hire Dynamix experts with experience in private investment on a full-time basis or even create a full-fledged dedicated team. The specialists will be under your technical management, and we will cover recruitment issues.
Part-Time MS Dynamics Consultants
You can hire a specialist on a part-time basis. In this case, the consultant will work on a flexible schedule at agreed-upon hours. You get industry expertise, technical knowledge, and cost-effectiveness.
Dynamics CRM & ERP Implementation Process for Private Equity
If you choose to hire Microsoft Dynamics specialists for private equity with our team, we will provide a smooth and results-driven implementation process. Our consultants focus on high-quality outcomes, ensuring that every stage of the project aligns with your firm’s investment goals and operational needs. Here is how we approach it step by step:
Initial Consultation & Requirement Gathering
We begin with an online consultation to understand your firm’s investment workflows, reporting needs, and compliance requirements. During this session, you outline your objectives, and our team captures all details to design the right Dynamics solution.
Solution Design & Implementation Plan
Our experts create a tailored architecture for the platform and map out a phased implementation plan. This structured approach guarantees minimal disruption to ongoing operations and clear visibility of each project milestone.
Platform Implementation & Customization
At this stage, consultants deploy Dynamics 365 and configure it to support fund management, investor relations, and portfolio monitoring. The system is fully adjusted to the specific requirements of the private equity sector.
Data Migration
Experts migrate all relevant data from legacy systems, spreadsheets, or third-party tools into Dynamics 365. This ensures your team can continue working with complete datasets in a unified environment.
Testing
Before the system goes live, consultants conduct extensive testing to validate processes and eliminate potential issues. This guarantees stable performance and reliable reporting capabilities from day one.
Post-Implementation Support
After deployment, our specialists provide ongoing support, system audits, and timely updates. With this, your firm maintains long-term system stability and compliance while adapting to new industry demands.
Are you looking to hire Microsoft Dynamics private equity consultants?
Get in touch with us to find your consultant!
Partner with Leaders
We are the best company to hire Microsoft Dynamics developers.
With access to top talents, we gained trust and recognition among businesses in various niches all over the world.
Our clients are from 20+ countries:
Switzerland
Germany
Belgium
United States
Japan
Denmark
United Kingdom
Sweden
Canada
France
Spain
Netherlands
Israel
Australia
and More!
As Seen On:
