Integrate the Invessed client portal with Microsoft Dynamics CRM

Integrating the Invessed client portal with Microsoft Dynamics offers a seamless and efficient solution for managing client interactions and data. By connecting these two platforms, businesses can streamline their processes, improve data accuracy, and enhance client satisfaction. The integration allows for real-time synchronisation of client information, such as contact details, transactions, and communication history, between the client portal and Dynamics. This enables a holistic view of client interactions, empowering businesses to make informed decisions and deliver personalised experiences to their clients.

What is Invessed?

Invessed is a complete client engagement platform for Financial Advisors and Wealth Managers, including Client Experience, Advisor Productivity, Financial Integrations and Crypto Custody suites.

What is Dynamics?

Dynamics 365 is a leading CRM and business application platform that connects your entire business. It has a proven record of delivering a 200%+ ROI over 3 years, including Sales and Marketing, Service, Finance, and Supply Chain Management.

Why integrate Invessed with Microsoft Dynamics 365?

  Invessed Dynamics 365
Experience Multi-channel experience Seamless CRM integration
Cost Fair and transparent prices Flexible, to requirements
Hosting Fully-managed SaaS Fully-managed SaaS
Support Invessed SLA Microsoft SLA
USP Wealth Engagement Platform Native Azure CRM

Tried-and-trusted technology stack

.NET Core

.NET, developed by Microsoft, is an open-source cross-platform framework for building apps and integrations for web, mobile, and other platforms.

Azure Cloud

Microsoft's Azure Cloud platform offers unmatched power, scalability, and security, providing cost-effective hosting and access to AI capabilities.


DevOps combines software development and IT operations to shorten the systems development life cycle and ensure continuous delivery.

Start a project

Ready to upgrade your client portal? Get started with an Invessed project.