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Mergers & Acquisitions

Accelerating business decisions with Dynamics 365 Deal Tracker

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Easier decision-making done right
Simplify and speed up your M&A pipeline by automating tasks and workflows

It's time to raise productivity levels up. All teams and departments can unite around a single centralized solution that integrates data and insights needed to support your Mergers & Acquisitions investment decisions and processes.

Our M&A Deal Tracker will enable your company to automate business flows, develop meaningful relationships, and manage all interactions with prospects while you focus on what matters the most during your M&A process: unlocking new business opportunities!

  • Automation of everyday tasks
  • Greater efficiency for multiple teams
  • Associate prospects to specific team members
  • Improved analytical data and reporting
  • Automated forecasting for business performance

Dynamics 365 SalesHub for Opportunity Tracking

Track every opportunity and its progress with Dynamics 365 automated business process flows. Displayed visually in Dynamics 365 as a heading across the top of your forms, this business process flow is composed of 4 stages. Within each stage, you can customize your steps to complete your pocess.

1
PRE SCREEENING
2
SCREENING
3
DUE DILIGENCE
4
TRANSITION

As simple or complex as you need it, Dynamics 365 Accelerator will allow the configuration of any workflow process while you streamline your teamwork and drive efficiency.

Enhancing efficiency and productivity with automation

Forget about disorganized data, documents stored all around your virtual space, and trouble finding and following prospects; Dynamics 365 Deal Tracker fits your company's needs.

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TRACKING OF INVESTMENT OPPORTUNITIES

Custom stages and automated processes based on user input.

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CENTRALIZED & SECURE ACCESS

Store account information, including highly sensitive documents.

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TRACKING OF SME'S COLLABORATION

Invite company experts to involve during the investment process.

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GOAL SETUP & TRACKING

Measure performance and set targets.

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DASHBOARD & REPORTS

Easy access to historical data analysis and report creation, design, and export.

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STREAMLINE PROCESS

Simplify or eliminate unnecessary work-related tasks to improve the efficiency.

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CUSTOM NOTIFICATIONS

Keep track of all your new opportunities through custom notifications.

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CUSTOM WORKFLOW APPROVALS

Work with your team to approve or provide feedback.

Benefits for
Mergers & Acquisitions

  • Reduce closing time
  • Boost productivity
  • Access anytime, anywhere
  • Build smarter relationships through D365 AI tools
  • Easier decision making
  • Increase opportunity visibility
  • Ensure historical data remains accessible
  • Communicate easily with prospects
  • Meet investment goals
  • Reduce time spent on due diligence process
The beauty of Dynamics 365 is that it allows every single division to have their own favorite piece based on their responsibility: Analysts love PowerBI, Due Diligence loves Teams Integration, and Managers and Directors love Outlook Integration.
LENORA ENLOW
INVESTMENT OPERATIONS ANALYST
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Helping you to build smart relationships & improve efficiency.

Get Definity First M&A Deal Tracker from Microsoft AppSource

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