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Mergers and Acquisitions

Dynamics 365 simplifies the Mergers & Acquisitions process by automating, consolidating, and marginalizing the complex tasks associated. By bridging Office 365 and Dynamics 365 products, you can easily collect and process the numbers, analytics, and critical data and documents for combined entities.


Here are just five reasons why Dynamics 365 is the ideal tool for M&A management:

  1. Deal Management – Dynamics 365 simplifies the process of configuring and managing the stages of a deal. You have the ability to setup key fields and checklist items to monitor the acquisition process.
  2. Insights and Interactions – Gather insights from each company and store in a secure environment that assures universal access.
  3. Document Libraries – Capture and provide one access point to a host of documents related to the transaction.
  4. Integrations – Integrations with Microsoft’s suite of products make cataloguing communication in Dynamics 365 automatic.
  5. Mobile Access – Access the data you need from anywhere to check in on the progress.
  6. The Investment Footprint – With the ability to have multiple companies in the same database your investments are easily reportable. You also have the ability to easily to consolidate and roll up across all corporate entities. Permissions can be managed for a single user across multiple companies.
  7. Flexible Seats – You can easily add and remove users from your system. Reducing corporate expenditures as companies contract or expand.

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