The best in technology
Microsoft, the technology foundation of DealFabric.
Microsoft, the technology foundation of DealFabric
The DealFabric CRM and DealFabric Marketing Automation SaaS applications are developed entirely on Microsoft cloud technologies.
They let our clients benefit from Microsoft’s unrivaled technology investment, in new features as much as in security and regulatory compliance.
To that we add our expertise in the private equity professions, and we build on our experience to keep improving our applications.
Key benefits
- Intelligent automation of repetitive tasks.
- In-depth data analysis and visualization.
- Virtual agents deployed for richer user support.
- Native integration of the best LLMs on the market, for precise, relevant answers.
The building blocks
The applications DealFabric is built on
We use Microsoft’s highly innovative technologies to meet every one of your needs.
Applications
Power Apps
Power Apps is the Microsoft technology for building applications that meet business needs.
The foundation on which DealFabric CRM and DealFabric Marketing are developed, Power Apps handles any specific scenario of tasks, roles and processes, integrating and delivering data to users on any device: laptop, smartphone or tablet.
Automation
Power Automate
Power Automate is the technology that automates repetitive tasks using robotic and digital process automation innovations.
With Power Automate, DealFabric CRM handles multi-technology interaction scenarios through a complete and continuously growing library of more than 250 connectors.
Analytics
Power BI
Power BI is Microsoft’s Business Intelligence application, which analyzes all the data in the DealFabric CRM through reports, charts and dynamic dashboards. Since 2013, Gartner has recognized Power BI as the world leader in this field, for its unmatched flexibility and performance.
Agents
Power Virtual Agents
Power Virtual Agents are the latest technology in Microsoft’s Power Platform.
Used by DealFabric CRM, they make it possible to build an internal or client-facing chatbot with no infrastructure to manage.
They give access to more than 250 connectors and, aligned with the processes automated through Power Automate, they let you use those flows in your chatbots.
Data
Dataverse
Microsoft Dataverse is a cloud-based data management platform that provides a unified structure for storing and managing business data.
Formerly known as Common Data Service (CDS), Microsoft Dataverse lets companies build custom applications and integrated business solutions using structured data.
It provides a flexible architecture for data modeling, security, process automation and integration with other Microsoft applications such as Power Apps, Power Automate and Power BI.
Trust
Compliance and security
Microsoft commits to the highest levels of trust, transparency and compliance with standards and regulations.
That is why, by building on Microsoft technologies, DealFabric can meet our clients’ strictest security and confidentiality requirements.
The foundation
A technology foundation built for demanding private equity players
Built on the Microsoft ecosystem, DealFabric offers a secure, intelligent and scalable platform to standardize processes, gain operational efficiency and support the growth of investment teams.
Through the integration of Microsoft Copilot Studio and Azure OpenAI services, DealFabric also lets you deploy AI assistants that automate low value-added tasks, speed up access to information and improve the quality of your analysis. Teams get a smoother experience, measurable productivity gains and secure AI running in an environment that complies with Microsoft’s governance and confidentiality standards.
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