How PE Firms Stop Losing Relationship Data to Inboxes and Excel Hell Using Microsoft Dynamics

https://www.fingerlakes1.com/2026/01/26/10-best-private-equity-crm-solutions-for-2026/

1) Why this list matters: get relationship data out of partner inboxes and into an actionable system Managing partners and operations heads, you know the pattern: a senior partner has five email threads with a potential