Hi there,
We kicked off 2026 with some highly requested features. This month brings a brand new way to view your search results, expanded CRM options, and smarter filtering to help you work faster.
Here’s what’s new👇
📊 Table View: Now Live
Navigate and compare search results in an easy-to-read table format. Switch between the classic card view and our new table view using the Display button on any search tab.
Benefits:
- Compare data across multiple records at a glance
- Hide the filter panel to maximize screen real estate when working with wide tables
- Toggle between card and table view anytime — your preference persists across sessions
🔗 Microsoft Dynamics Integration
Dynamics users, we've got you covered. BenefitFlow now supports Microsoft Dynamics 365 as a CRM option alongside Salesforce and HubSpot.
Key Benefits:
- Sync contacts and accounts directly to your Dynamics environment
- Same intelligent duplicate detection and field mapping you know from our Salesforce integration
- Full support for custom fields and multi-environment setups
🎯 CRM Filter
Quickly identify which prospects are already in your CRM — and which aren't.
Key Benefits:
- Filter search results by CRM sync status
- Focus outreach on net-new prospects not yet in your pipeline
- Works with Salesforce, HubSpot, and Dynamics!
✅ Other Enhancements
- Numerous CRM bug fixes for improved sync reliability
- Typography and UI refinements across the platform
Thanks for reading!
Questions about these features? Reach out to your Customer Success Manager or email CustomerTeam@benefit-flow.com
- The BenefitFlow Team