How to Connect Advisor Engine with Microsoft Dynamics 365 (2026)

Advisor Engine

★★★★ 4.0

Crm Industry Specific Crm

A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors.

Full Review

↔

Microsoft Dynamics 365

★★★★ 4.2

Crm Enterprise Crm

Microsoft's enterprise CRM and ERP platform that integrates deeply with the Microsoft ecosystem for unified business operations.

Full Review

About These Tools

Advisor Engine: A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors.

Microsoft Dynamics 365: Microsoft's enterprise CRM and ERP platform that integrates deeply with the Microsoft ecosystem for unified business operations.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Microsoft Dynamics 365

Sales automation
Customer insights
Marketing automation
Field service
Power Platform integration
LinkedIn integration

Pricing

Advisor Engine

Subscription Custom pricing

Microsoft Dynamics 365

Subscription $65-$162/user/month

Detailed integration guide coming soon. We're researching the specific ways Advisor Engine and Microsoft Dynamics 365 work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

Connect via Integration Platform

These platforms can help you connect Advisor Engine and Microsoft Dynamics 365 without writing code:

Zapier

Leading no-code automation platform connecting 6000+ apps to…

Make

Visual automation platform (formerly Integromat) for connecting apps…

n8n

A workflow automation platform with a visual node-based…

IFTTT

Simple automation platform connecting apps and devices with…

Compare Advisor Engine vs Microsoft Dynamics 365 side by side »

More Advisor Engine Integrations

How to Connect Advisor Engine with Redtail How to Connect Advisor Engine with Clarifai API How to Connect Advisor Engine with Lawmatics How to Connect Advisor Engine with Mailchimp How to Connect Advisor Engine with Mailwizz How to Connect Advisor Engine with Dribbble