Table View
A brand new display format for navigating and comparing search results, alongside the existing card view.
Highlights:
- Compare multiple records simultaneously in a tabular format
- Toggle between card and table views with the Display button on any search tab
- Collapse filter panels to maximize screen space for wide tables
- Your view preference persists across sessions
Filtering, Saved Searches, and Lists
Microsoft Dynamics 365 Integration
BenefitFlow now supports Microsoft Dynamics 365 as a CRM option alongside Salesforce and HubSpot.
Highlights:
- Direct sync of contacts and accounts to your Dynamics environment
- Intelligent duplicate detection and field mapping, matching the Salesforce and HubSpot integrations
- Support for custom fields and multi-environment configurations
CRM Integrations: Getting Started
Other Improvements
- Multiple CRM synchronization bug fixes for enhanced reliability
- Typography and UI refinements across the platform
Thanks for reading!
We hope you’re as excited as we are about these updates. If you have any questions, please don’t hesitate to reach out.
- The BenefitFlow TeamLast modified on March 5, 2026
