How to Setup Wealthbox with Microsoft Dynamics 365 (2026 Guide)

Wealthbox

★★★★ 4.3

Crm Industry Specific Crm

A modern CRM designed specifically for financial advisors that combines contact management with workflow automation and social integration.

Full Review

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Microsoft Dynamics 365

Enterprise CRM and ERP platform by Microsoft.

All Microsoft Dynamics 365 Tools

About Wealthbox

A modern CRM designed specifically for financial advisors that combines contact management with workflow automation and social integration.

Key Features

Contact management
Pipeline tracking
Task management
Social integration
Email integration
Reporting
Workflow automation
Mobile app

Pricing

Subscription $45-$59/user/month

Detailed setup guide coming soon. We're researching the specific steps to connect Wealthbox with Microsoft Dynamics 365 — including whether there's a native integration, third-party connectors like Zapier, or API-based setup. Check back for a complete step-by-step guide.

Wealthbox Full Review » | All Microsoft Dynamics 365 Tools »

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