What’s new?

The Microsoft Dynamics 365 - Data Retrieval integration is now live via Integration Hub. Subscription data from Anduin Fund Subscription is automatically synced to Dynamics 365 every time a subscription reaches a configured status — no manual data entry needed.

Why it matters?

Enable automated CRM sync and a trusted source of truth as Dynamics 365 gets updated automatically every time a subscription reaches a configured status. IR, Compliance, and Accounting teams can rely on CRM records that always reflect the final, signed subscription agreement.

Who can use this feature?

• Any FundSub customer using Microsoft Dynamics 365 Sales as their CRM.
• Especially useful for firms managing high volumes of subscription data across multiple funds.

How It Works?

• Automatically pushes subscription data from Anduin Fund Subscription into a dedicated Dynamics 365 custom table
• Supports multi-fund configuration with flexible data template options
• Data is pushed every time a subscription reaches the configured trigger status

To learn more about this feature visit our help center or reach out to our customer service team.