Feed Preqin data directly into Dynamics 365 Sales
Save time and resources by accessing the latest Preqin data directly via Microsoft Dynamics 365 Sales with the Preqin for Dynamics 365 Sales plugin.
Instantly sync Preqin firm and contact data with your existing Dynamics 365 Sales records, ensuring you have the most up-to-date information and eliminating the need to navigate between Microsoft Dynamics and Preqin Pro.
Which datasets are available with the Preqin for Dynamics 365 Sales plugin?
Investor Data | Fund Manager data | |
|---|---|---|
Firm Data | Investor Overview: including firm type, address, background, AUM, and year established. | Fund Manager Overview: including firm type, address, background and AUM. |
Contact Information | Including name, tile, role, and preferred method of contact. | Including name, tile, role, and preferred method of contact. |
Asset Class-specific information | Including allocation and target allocation to alternatives as well as the next 12 months' plans for each asset class. | Including the number of funds managed, estimated dry powder, funds raised in the last 10 years, and strategies for each asset class. |
We plan to expand the plugin with more datasets made available in future iterations. To learn more about the data currently available, request a copy of our data dictionary by filling out the form above or contacting our Client Services team available Monday to Friday, 24-hr a day, via Live chat.
How do you install Preqin for Dynamics 365 Sales?
For more information, simply contact your dedicated Preqin account manager or reach out to our Client Services team via Live chat – available Monday to Friday, 24 hours a day.
Already a customer? Access the Preqin for Dynamics 365 Sales Installation guide here.