Access Preqin data directly in Microsoft 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, title, role, and preferred method of contact. | Including name, title, 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 hours a day, via Live chat.
Why choose the Dynamics 365 Sales plugin?
Harness Preqin data directly from Dynamics 365 Sales
Easily access Preqin data alongside your existing data to complement your proprietary intelligence and drive more informed decisions.
Quick and easy set-up
Get set up in minutes with a simple one-time installation that doesn’t require any technical development and save valuable time with instant access to Preqin data.
Increase productivity
Eliminate the inefficiencies of working across multiple applications, with all the data you need visible directly in your Dynamics 365 Sales instance.
Discover how our Dynamics 365 Sales plugin can help you
Frequently asked questions
Who can access Preqin data via Preqin for Dynamics 365 Sales?
If you'd like to access Preqin data directly from your Dynamics 365 Sales instance, simply fill out the form above.
How can I install the Preqin for Dynamics 365 Sales plugin?
The Preqin for Dynamics 365 Sales plugin is available via your Dynamics 365 Sales instance. You can find the installation guide here.
Should you require further assistance, please get in touch with our Client Services team, available via the live chat Monday to Friday, 24 hours a day, who will be happy to help.
How can we help you?
Preqin Pro
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Contact us
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