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Microsoft, the technological foundation of DealFabric

DealFabric CRM and DealFabric Marketing Automation are fully developed from Microsoft cloud technologies. These enable us to make our customers benefit from Microsoft’s unparalleled technological investments, whether in terms of new functionalities, security or regulatory compliance.

On top of that, we add our expertise in Private Equity and capitalize on our experience to improve our applications.

Key Benefits:

  • Smart automation of repetitive tasks

  • In-depth data analysis and visualization

  • Deployment of virtual agents for enhanced customer support

  • Seamless integration with Microsoft 365, Dynamics 365, and other services

Applications used by DealFabric

We use Microsoft’s ultra-innovative technologies to meet all your needs

With DealFabric CRM, all your needs can be addressed: reminders automation, creation of tasks or appointments, validation processes, etc.  All the usual needs of Capital Investment professionals find their application.

Présentation des applications de Microsoft Power Platform qui composent le socle technologique de DealFabric CRM

Power Apps

Power Apps is Microsoft technology for creating applications to meet business needs. As the foundation for the development of DealFabric CRM and DealFabric Marketing, PowerApps allows, regardless of specific task, role and process scenarios, the integration and distribution of data to users on any type of device, laptop, smartphone or tablet.

Power Automate

Power Automate is the technology that allows to automate repetitive tasks using robotic and digital process automation innovations. With Power Automate, DealFabric CRM manages multi-technology interaction scenarios thanks to a library of more than 250 complete and continuously evolving connectors.

Power BI

Power BI is Microsoft’s Business Intelligence application that allows you to analyze all DealFabric CRM data using reporting, graphs and dynamic dashboards. Since 2013, Power BI has been recognized by Gartner as the world leader in this field by offering unparalleled flexibility and performance.

Power Virtual Agents

Power Virtual Agents are the latest technology in Microsoft’s Power Platform. Used by DealFabric CRM it allows to create an internal or customer-oriented chatbot without any need for infrastructure management. They give access to more than 250 connectors and, together with the automated processes using Power Automate, they allow you to use these flows in your Chatbots.

“Microsoft Power Platform is an inclusive technology. Its ease of use creates a culture of innovation that helps you generate untapped value that you didn’t have access to before”.

Nipa C

General Manager IT & Decision Driver

Want to learn more about Microsoft Power Platform?
Présentation de Microsoft Dataverse sur lequel repose le socle technologique de DealFabric CRM

Dataverse

Microsoft Dataverse is a cloud-based data management platform that offers a unified structure for storing and managing business data. Formerly known as the Common Data Service (CDS), Microsoft Dataverse enables businesses to create custom applications and integrated business solutions using structured data.

It provides a flexible architecture for data modeling, data security, process automation, and integration with other Microsoft applications such as Power Apps, Power Automate, and Power BI.

Microsoft is committed to the highest levels of trust, transparency and compliance with standards and regulations. That’s why, by relying on Microsoft technologies, DealFabric is able to meet our customers’ most stringent security and confidentiality requirements.

Learn more about compliance and data security