Frequently Asked Questions
Have questions about AdvirsorOne? We’ve answered the most common ones — from setup and integrations to pricing and support — so you can move forward with confidence.
FAQ
From onboarding and integrations to pricing and support, this section covers the key details you need to evaluate AdvisorOne. Clear answers, no surprises — so you can make the right decision for your business.
Most implementations go live within 7 business days. Larger data migrations may take up to 20 business days.
Yes. Our team has developed data-cleaning and migration solutions that automate the process—ensuring a fast, accurate, and efficient transition using Microsoft technologies.
Yes. Emails can be automatically tracked and linked to client records inside the CRM.
Cross-tenant email sync allows your Outlook emails (in your firm’s Microsoft environment) to automatically appear inside the CRM—even if your CRM is hosted in a separate Microsoft tenant.
Yes. Once emails are synced to the CRM, they remain stored and accessible within the client record.
Yes. We offer an in-house solution that allows you to track emails from multiple addresses within the same CRM.
Yes, email attachments are fully supported directly within the CRM.
Yes. Meetings created in Outlook can be synced with CRM records, and vice versa. Some limitations may apply to recurring meetings and ownership.
Yes. Automated workflows can trigger emails based on events such as KYC renewal dates or review cycles.
This depends on Outlook permissions and delegation settings, which must be configured accordingly.
Not automatically. In most cases, the Outlook event must be deleted manually.
Yes. Dynamics 365 allows you to automate your entire client lifecycle—from onboarding and follow-ups to compliance workflows—using built-in tools like Power Automate.
Yes. You can build your own dashboards using built-in tools. We also offer training and can create custom dashboards for you if needed.
Yes. The CRM supports household-level tracking, which is ideal for financial advisors managing family relationships.
Yes. OneNote can be integrated to store meeting notes and client documentation directly within CRM records.
Yes. You can export CRM data to Excel and use Word mail merge to generate mailing labels.
Dynamics 365 is a cloud-based solution hosted on Microsoft Azure. While an on-premises version exists, most modern implementations run in the cloud.
Your data is hosted in Microsoft Azure, in the region where your business operates. Microsoft secures the infrastructure, while we configure access and data controls.
Dynamics 365 runs on Microsoft Dataverse (the data layer), while the Power Platform enables automation, customization, and reporting using the same data.
Yes. Full mobile functionality is available on both iOS and Android devices.
Yes. Microsoft Dynamics 365 adheres to SOC 2 Type II standards and undergoes independent third-party audits annually.
Yes. Microsoft secures data with encryption at rest and in transit, provides geo-redundant backups, and offers audit logging for compliance and monitoring.
Yes. MFA can and should be enabled for all users to enhance security.
Our support model includes a dedicated account manager, live training sessions (recorded for your team), and self-serve documentation.
Yes. Full data export is supported, ensuring you retain ownership and flexibility.
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