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Family office software with Microsoft Dynamics 365 integration
Super connects seamlessly with Microsoft Dynamics 365 to help family offices and wealth managers unify data, automate reporting, and streamline operations — all in one platform.
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What is the Microsoft Dynamics 365 integration?

Our Microsoft Dynamics 365 integration allows family offices to connect Microsoft Dynamics 365 directly with Super. By syncing CRM data into a single dashboard, you gain clarity, precision, and real-time insights across your entire portfolio.
Gain real-time insights with Microsoft Dynamics 365 data visible in dashboards and portfolio views.
Consolidate Microsoft Dynamics 365 accounts alongside banks, custodians, and other data sources.
Automatically fetch data from Microsoft Dynamics 365.
Centralise your reporting including Microsoft Dynamics 365 included.

How Microsoft Dynamics 365 works with Super

Super connects directly to Microsoft Dynamics 365, pulling your data into one platform so you can track, report, and manage it alongside all your other assets.
Save time with automated data flows.
Improve accuracy across assets and liabilities by including Microsoft Dynamics 365 data.
View consolidated reports directly in your Super account.
Support better decision-making with up-to-date Microsoft Dynamics 365 data.

Benefits of integrating Super with Microsoft Dynamics 365

Connecting Microsoft Dynamics 365 with Super unlocks time savings, accuracy, and clearer reporting — helping family offices make better, faster decisions.
Unify reporting by consolidating Microsoft Dynamics 365 data with banks, custodians, and other systems in one dashboard.
Eliminate manual exports and imports from Microsoft Dynamics 365.
Reduce errors and maintain reliable reporting with data directly from Microsoft Dynamics 365.
Grow your operations without adding extra admin work.

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