ERP and CRM for Private Equity | Microsoft Dynamics 365

OVERVIEW

Unlock growth across your portfolio

Automate core sales, service, finance, and supply chain operations to expand margins and gain real-time visibility across portfolio companies.
Execute buy-and-build strategies with confidence. Simplify rapid integrations, carve-outs, and multi-entity management with Dynamics 365, reducing complexity across finance, supply chain, and sales. Proven implementation methodologies and prebuilt capabilities help portfolio companies onboard acquisitions faster and maintain deal momentum without disrupting day-to-day operations.
Scale efficiency by standardizing on one connected platform. Replace fragmented systems with unified data and processes to reduce IT overhead and total cost of ownership. Consistent controls, reporting, and governance in portfolio companies help PE firms manage complexity, reduce risk, and drive repeatable value creation across investments.
Build institutional-grade operations with auditable data, real-time reporting, and enterprise security with Dynamics 365 to strengthen operational maturity and support exit readiness.

Create value at scale

Drive operational excellence with Microsoft

Microsoft brings together AI, cloud, productivity, analytics, and business applications into one secure environment—reducing complexity, lowering risk, and helping scale value creation across portfolios.

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MICROSOFT ECOSYSTEM

Explore the platform powering portfolio-wide value

Customers

Trusted by industry-leading companies

Microsoft supports leading companies across industries with technology that helps them modernize operations, scale efficiently, and strengthen long‑term value creation.