What Integrates with Microsoft Dynamics 365?
Find out what Microsoft Dynamics 365 integrations exist in 2026. Learn what software and services currently integrate with Microsoft Dynamics 365, and sort them by reviews, cost, features, and more. Below is a list of products that Microsoft Dynamics 365 currently integrates with:
-
1
Tungsten Copitrak
Tungsten Automation
Enhance productivity through improved accessibility and clear visibility of costs, all while safeguarding sensitive information. Tungsten Copitrak serves as a comprehensive solution that effectively monitors and recovers expenses, automates document management processes, and eliminates scanning workflow delays. It ensures that users have the access they need while also delivering valuable insights into spending, profitability, and recovery of costs. Access to certain devices, applications, and resources is restricted to authorized personnel only. Reduce expenses, evaluate expenditures, and manage usage effectively. With Tungsten's OCR features, you can easily and securely track, manage, and locate documents. Additionally, integration with email, line of business (LOB) applications, databases, and other connections is designed to be intuitive, secure, and tailored to meet specific needs. This cohesive platform results in a reduced total cost of ownership while facilitating smooth access across various devices, including smartphones, tablets, and terminals. By streamlining processes, organizations can achieve greater operational efficiency and responsiveness. -
2
K3 Fashion
K3
K3 Fashion offers a comprehensive ERP solution tailored for the fashion industry, integrated within Microsoft Dynamics 365, aimed at enhancing inventory and distribution efficiency to boost profitability through real-time planning features. This platform classifies all products and materials, providing each with a certificate and vital documentation that detail the ethical and sustainability background of the items. Such transparency equips businesses with the necessary information to make informed decisions regarding their products and materials. By transforming your inventory management practices, you can ensure that the right products are available in the right locations and at the right times. This solution not only streamlines processes but also simplifies the intricate task of developing products suited for various seasons, available in a range of colors and sizes. Furthermore, it enables businesses to operate with greater efficiency and detect potential issues early by offering a comprehensive overview of the entire product lifecycle from inception to completion, empowering companies to thrive in a competitive market. -
3
greymatter
Frequency Foundry
Greymatter, a Full Lifecycle CRM can be described as a FL-CRM (pronounced "fulcrum") Greymatter, which is a fulcrum, lightens a heavy burden and can be used as a pivotal point for reducing repetitive administrative tasks. It also helps to break down legacy silos that exist between traditional Higher Education solutions. Greymatter allows Universities and Colleges to centralize data, capture and analyze engagement, perform insightful analysis, and strengthen relationships with constituents. This can include prospects, applicants and active students, alumni as well as donors and partners. Greymatter improves community and business relationships through corporate learning and data sharing programs that focus on academic achievements. Management of applicants, counselors, coaches and applicants. -
4
Expertflow Contact Center
Expertflow
Empower your sales and support teams to operate from any location while assisting customers through voice or chat, eliminating the necessity for traditional infrastructures like servers or telephones. Our contact center software operates on a flexible monthly pay-per-use model, allowing you to scale as needed. We leverage cloud services from prominent providers across Europe, the Middle East, and South Africa, and ensure additional local points of presence and numbers through partnerships in Morocco, Egypt, Pakistan, India, Kenya, Nigeria, and South Africa. Unlike other cloud solutions, this setup guarantees that your customers will not face latency issues caused by round-trip connections to servers located in the UK or the US. In the event that international fiber connections to Europe or the US are compromised, the local points of presence will maintain uninterrupted service, ensuring your customer support remains flawless. With our cloud-based solution, there is no requirement for server installations or phone purchases; all that is needed is a web browser to get started. This convenience allows for seamless transitions and flexibility in managing customer interactions. -
5
MetaViewer
MetaViewer
MetaViewer serves as a crucial tool for organizations aiming to eradicate manual data entry, reduce expenditures, and transition to a fully paperless environment through a scalable automation solution that can be implemented across the entire organization. This advanced document management and accounts payable automation system is designed to fulfill the demands of contemporary businesses. By seamlessly integrating with ERP platforms such as Microsoft Dynamics, MetaViewer empowers users to carry out daily operations with enhanced efficiency and precision while accommodating your specific business rules and workflows. The solution provides improved oversight of your financial operations, facilitating better management of spending through insightful automation. Additionally, executives gain a comprehensive and in-depth perspective of financial workflows, ranging from invoice processing to payment execution, which fosters more informed, data-driven decision-making. As businesses continue to evolve, MetaViewer stands out as a vital investment for those looking to optimize their financial processes and drive operational excellence. -
6
evergreen
sa.global
Evergreen is a next-generation cloud platform that supports a wide range of professional services, including AEC, accounting and marketing, legal, and consulting. Evergreen is built on Microsoft Dynamics 365 and Microsoft 365 and Microsoft Azure. It serves as a processing engine and transactional engine for core professional service functions such as project management, time billing, scheduling, onboarding, and billing. The solution provides more functionality than legacy ERP or Professional Services Automation (PSA) solutions. It helps to increase productivity and profitability by ensuring efficient project, accounting, financial and resource management. Evergreen is a true cloud. This means that you can control your cloud, your data, and the costs associated with it. You can also customize it and configure it to integrate with other services. sa.go! provides rapid value through a proven architecture, defined and tested processes, ready-to-use data models and report packs, advisory hours, and Managed Services. All this is packaged in an easy-to-consume, per-user per-month subscription price model which helps you scale your systems as your business grows. -
7
empower
sa.global
Built on the Microsoft Power Platform and Azure Web Services, the empower suite offers cutting-edge, cloud-based business productivity tools and solutions. This package contains workflow and automation tools, productivity apps/assistants, and data-driven, subscription-based business intelligence and analytics products. The suite offers role-based data that can assist you in assessing and forecasting the cashflow condition of the company, delivering insightful financial analysis, improving HR procedures, streamlining the onboarding of new clients, and offering client analytics. With the help of a number of connectable adapters, these apps may be combined with Evergreen or any other current finance, billing, and CRM software you may be using, saving you the time and effort of switching between several platforms. Empower can provide "one version of the truth" across all of your tools and apps in addition to evergreen by sa.global and assist with optimization. -
8
Documati
Documati
Documati is an advanced document creation solution designed for high-volume needs, seamlessly compatible with any CRM or ERP system. Utilize our flexible REST API through platforms like Zapier, RPA tools, or even no-code and low-code environments, as well as your own custom applications. To generate documents, simply open your CRM in a Chrome browser, select a document template, and click a button. Instantly, you will have a Word, PDF, or PowerPoint document populated with relevant data from your CRM. Witness how a typically time-consuming task transforms into a quick, one-minute process. You can easily connect to any CRM without incurring the expenses of an elaborate integration project. In just one minute, produce hundreds of documents by merging data into your chosen template. All it takes is a connection to your CRM and a simple click, while Documati efficiently fills out your documents behind the scenes. This innovative approach enhances productivity and streamlines workflows significantly. -
9
GUMU
GUMU
As businesses increasingly adopt IT systems to streamline their operations, the demand for cohesive management solutions is rapidly growing. Central to this evolution are CRM and ERP software, which facilitate seamless process management. Greytrix stands out with its extensive experience and well-established partnership with Sage, offering top-tier ERP and CRM solutions. In addition to this, Greytrix has developed GUMU™ Cloud, an innovative cloud integration platform that simplifies the connection between these systems. This advanced framework leverages cutting-edge technology to enable effortless plug-and-play integration, eliminating the need for a separate on-premise server for these tasks. With GUMU™, users can access a robust integration solution that connects Sage ERPs (such as Sage X3, Sage Intacct, Sage 100, and Sage 300), Acumatica, and QuickBooks with various CRM platforms including MS Dynamics 365, Sage CRM, and Salesforce, as well as eCommerce solutions like Adobe Commerce (formerly Magento) and Shopify, alongside POS systems. This comprehensive connectivity ensures businesses can operate more efficiently and effectively across their entire IT landscape. -
10
Swift Finance
Swift Finance
Swift Finance offers a tailored solution for accountants and financial analysts in the finance departments of medium-sized enterprises. Our platform enhances the efficiency of essential financial operations, including month-end and year-end closures, as well as planning and forecasting tasks. Powered by the innovative infrastructure of Virtual Cube Solutions, we have supported finance teams in mid-sized and large organizations for over two decades, streamlining their financial processes. Users can work seamlessly within a conventional Excel sheet rather than utilizing pivot tables, enabling the drag-and-drop of data elements with ease. With just a single click, you can position your numbers exactly where you need them. Formatting, adding Excel formulas, and hiding rows or columns are all simple tasks. In addition, standard Excel worksheets facilitate data entry and validation, allowing for the creation and management of various budget scenarios directly within the Microsoft Excel environment. This flexibility also empowers users to quickly generate multiple iterations of their budgets, enhancing their financial planning capabilities. Overall, Swift Finance simplifies complex financial operations in a user-friendly manner. -
11
Proof
Proof
The presence of varied, unstructured data across multiple formats and sources complicates data assurance, making it a tedious and potentially inaccurate process for your team or external consultants. To combat this, all user-connected raw data is processed through our exclusive Impact Catalyst® engine, which employs a comprehensive seven-step filtration system. This rigorous approach guarantees that your actions are based solely on the most trustworthy data and insights available. Additionally, it assists private organizations in uncovering valuable insights related to healthcare delivery, ultimately leading to enhanced health outcomes for communities. Furthermore, Proof of Impact provides private entities with the tools necessary to discover ways to improve learner results effectively. By leveraging Blockchain technology, we empower these organizations to boost transparency, reliability, and their environmental, social, and governance (ESG) performance. This innovative approach also enables forward-thinking investment firms to align their investments with unconventional financial key performance indicators (KPIs), thereby creating opportunities for generating alpha in the future. Ultimately, our solutions ensure that organizations can navigate the complexities of data while driving meaningful change in their respective fields. -
12
HubSoft
HubSoft
Sales representatives working in fast-paced environments need user-friendly and easily accessible tools for selling, featuring rapid order input and precise reporting capabilities. Customizable catalogs facilitate online presentations, enabling collaboration between reps and customers by allowing them to rate products and take meeting notes while jointly constructing orders. Users can place immediate orders based on real-time inventory or create preseason orders, with the added option of incorporating previous season sales data to encourage year-over-year growth. Sales dashboards provide insights into two previous time frames to allow for comparative analysis of sales performance by territory and leading products. Initial training sessions are offered to sales representatives during the first rollout of B2B services, with additional refresher courses available throughout the year to ensure ongoing development. Users can efficiently monitor order statuses and access invoices directly through the portal, eliminating the need to reach out to Customer Service. Furthermore, the platform grants direct access to marketing launch assets, social media visuals, and promotional materials for products, which can be easily downloaded from the B2B system, enhancing the overall sales experience. This integration of tools not only streamlines the sales process but also fosters stronger relationships between sales teams and their clients. -
13
Payference
Payference
Enhance your cash flow by implementing faster collections and improved forecasting within a single, user-friendly platform. Access your ERP, accounting, and banking information through an intuitive dashboard that provides real-time insights for prompt decision-making. By automating repetitive data gathering tasks, you can save valuable time and enable your finance team to concentrate on more strategic initiatives. Payference IQ Technology™ is designed to enhance your working capital, allowing you to uncover hidden cash and manage your Days Sales Outstanding (DSO) and Days Payable Outstanding (DPO) effectively. Rely on a straightforward solution equipped with all the necessary tools and support for seamless cash management. Streamline your cash collection processes to boost efficiency and accelerate cash inflow. Additionally, pinpoint high-risk accounts to mitigate their effects on your finances. Utilize machine learning capabilities to forecast payment behaviors accurately while integrating your ERP/accounting systems, banking institutions, and payment methods. Automatically match payments with bank transactions for hassle-free reconciliation, and monitor your entire cash position in real-time from one centralized source. Moreover, you have the flexibility to adjust and modify elements within your cash forecasts as needed, ensuring that you always stay ahead of your financial requirements. -
14
NovelVox Agent Accelerator
NovelVox
NovelVox’s Agent Accelerator equips agents with a comprehensive overview of customer data, enabling them to deliver a highly customized and efficient service experience. This innovative tool significantly lowers Average Handling Time (AHT) and waiting times, enhances First Call Resolution (FCR), and boosts overall customer satisfaction levels. The integrated desktop interface provides agents with a unified platform for managing various applications, ensuring a smooth interaction for customers. By displaying essential caller information—including the caller's name, address, contact information, past interactions, and ticket status—agents can engage with clients personally and avoid the need for customers to reiterate their queries. With all relevant data readily available, agents can resolve issues more swiftly and effectively, while also collaborating with colleagues for prompt support during customer calls. This ultimately leads to a more efficient resolution process and a better overall experience for both agents and customers alike. -
15
Flowers
Flowers
We are revolutionizing the way Small & Medium Businesses (SMBs) create and automate workflows. Our solutions, designed for enterprise performance, boost your team's efficiency and profitability without the sky-high costs of traditional enterprise solutions and consultancy services! Experience the automation of all your recurring business processes seamlessly. Explore how Flowers can enhance your invoice approval processes. Effortlessly digitalize your invoices and manage them from any location at any time, ensuring accuracy around the clock. Discover the features that make Flowers workflows not only effective but also powerful and distinctive. Witness how we assist our clients in reshaping their perspectives on workflows. Flowers is streamlining the intricate landscape of digital business organization through fast, user-friendly, adaptable, and automated workflows. With our no-code process editor and cloud platform, your workflows become both efficient and lucrative. Access everything you need to know about your workflows from anywhere, at any time. Decision-makers consistently rely on Flowers to automate their workflows and enhance their operational processes. By choosing Flowers, you’re not just adopting a tool; you’re embracing a smarter way to work. -
16
atQor Vault
atQor
atQor Vault serves as a comprehensive document management solution that oversees the entire lifecycle of documents, manages information flow, and ensures compliance with industry standards and regulations. By facilitating secure collaboration, it enhances organizational productivity significantly. This Electronic Document Management System (EDMS) allows users to store electronic files on a centralized platform, enabling complete tracking from creation through to final approval and archival, complete with robust approval procedures, version control, and security measures. Designed to cater to the compliance and collaborative needs of various industries, atQor Vault is a ready-to-implement solution. Its integrated document management and workflow capabilities streamline the processes of editing, reviewing, approving, and publishing documents. Furthermore, it simplifies document creation, organization, and retrieval for users, who can conveniently access files from any device, anywhere, thereby enhancing overall operational efficiency. Overall, atQor Vault not only meets regulatory demands but also empowers users to manage their documents with ease and security. -
17
Attach2Dynamics
Inogic
Attach2Dynamics is an innovative document management tool that allows users to efficiently manage attachments across various cloud storage services such as SharePoint, Dropbox, and Azure Blob Storage directly from Dynamics 365 CRM. It incorporates user-friendly features like drag-and-drop functionality, the ability to browse, and the option to select multiple files or entire folders for upload to the preferred cloud service at once. The interface is designed for easy navigation, allowing users to view all files and folders linked to the current record within the configured cloud storage. Additionally, users can perform a variety of actions such as renaming, creating, emailing, deleting, and previewing files or folders, as well as generating shareable links for easy email distribution, all without leaving the Dynamics 365 CRM environment. This comprehensive integration enhances collaboration and streamlines document handling processes for businesses. -
18
Gorilla
Gorilla
Enhance your profit margins and boost your sales conversion rates by incorporating flexibility into your pricing strategies and forecasting methods, which will allow for quicker quote generation, more precise target market segmentation, reduced hedging expenses, and improved visibility into margins. Stay ahead of your rivals while maintaining control over your operations. Minimize risk by swiftly adjusting to evolving market conditions while retaining your competitive edge. Leverage precise insights into demand and profitability to customize your pricing and hedging strategies in response to the current market landscape. Achieve reductions in operational costs through automation, enabling rapid quote generation without manual intervention, the creation of real-time reports on demand, and the implementation of new products and regulations without needing IT support. Why let others dictate the parameters of your forecasts? Refresh your predictions with the most current economic insights while preserving both speed and scalability. Additionally, connect your preferred data sources to enhance your outcomes and further refine your strategies. -
19
Alterna CX
Alterna CX
Our AI-driven platform efficiently organizes and simplifies the growing array of customer experience signals produced through surveys, messages, grievances, social media, digital discussions, and numerous other interactions. By leveraging sophisticated machine learning techniques, our system meticulously tracks and categorizes this data, highlighting critical problems, opportunities, and concerns that customer experience specialists need to keep an eye on. We provide an intuitive technology that significantly minimizes the effort required for sorting and screening, while simultaneously identifying the key elements that most influence customer experience quality and loyalty. Additionally, our driver simulation solution allows you to harness predictive analytics, enabling you to foresee the effects before executing any optimization strategies for the customer journey. This capability empowers you to model the potential outcomes of adjustments on future customer experience metrics and overall satisfaction levels, ensuring a more informed approach to enhancing customer interactions. Ultimately, our solution fosters a proactive strategy in managing customer experiences, leading to improved outcomes and stronger relationships. -
20
keylight
keylight
This platform represents the sole subscription business solution that merges omnichannel commerce, subscription management, billing, and predictive analytics into a cohesive user-focused framework. Your prospects, customers, partners, and internal teams require a contemporary system that facilitates effortless interactions with your brand, products, and integrated systems. Establishing lasting customer relationships transcends merely managing recurring billing; it hinges on automating processes that begin with the customer journey, focusing on user experiences and financial aspects seamlessly. Relying solely on revenue reports fails to capture the intricacies of evolving customer relationships. Each interaction with a user serves as a vital data point, essential for crafting a narrative that bridges the past with future engagements. With keylight, you can effortlessly create omnichannel customer journeys from the start. This platform not only encompasses commerce, billing, and analytics but also provides pre-built applications tailored for every user group, empowering businesses to effectively cultivate and monetize enduring customer relationships. Ultimately, this holistic approach ensures that every facet of the user experience is optimized for success. -
21
InteractionSync
TTEC Digital
To create outstanding customer experiences, it is essential for contact center agents to have a comprehensive and integrated perspective on omnichannel interactions. InteractionSync for Genesys Cloud delivers this capability, allowing agents to provide exceptional service quickly, efficiently, and consistently. A successful holistic customer experience strategy requires the merging and integration of critical systems such as your CRM and contact center. With InteractionSync for Genesys Cloud, agents gain a seamless view of omnichannel interactions within Microsoft Dynamics 365, consistently enhancing customer experiences with both speed and quality. By streamlining navigation and minimizing keystrokes needed to retrieve customer details, agents can save a considerable amount of time. Additionally, features like intelligent screen pops and the automatic generation of Dynamics 365 activities further enhance efficiency, allowing agents to focus more on customer engagement rather than administrative tasks. This integration not only boosts agent productivity but also significantly improves overall customer satisfaction. -
22
Portside
Portside
The Portside Platform serves as a comprehensive technology solution for both business and government aviation sectors. While no single system excels in every area, we designed the Portside Platform to integrate smoothly with familiar products, merging data across various systems to promote genuine situational awareness and enhance productivity. Typically, our clients utilize their own sales, operations, and accounting systems, and we facilitate the integration of these data silos to support essential workflows and reporting functions. Our approach ensures that complex software remains user-friendly, eliminating the need for extensive training; our aim is to create robust products that are easy to navigate, regardless of one's technical expertise. The majority of our clients operate within our secure all-cloud environment, located in either the US or Europe, although we also cater to those with specific security requirements by providing on-premises hosting solutions. Portside is versatile, accommodating customers who utilize a range of scheduling, accounting, maintenance, and expense management systems, thus ensuring a tailored experience for every user. Ultimately, our commitment to seamless integration and user-centric design sets us apart in the aviation technology landscape. -
23
Microsoft Viva Sales
Microsoft
Viva Sales utilizes the capabilities of generative AI to facilitate the automatic generation of content within Microsoft 365 applications, leading to enhanced engagement with customers and improved productivity for sellers. By leveraging generative AI alongside integrated CRM and Microsoft 365 data, you can access real-time insights and automate content creation, allowing you to focus on what truly matters—building connections with your customers. The platform streamlines relationship-building by automating tasks like email generation and the collection and entry of data using AI technology. Achieve greater efficiency with actionable insights seamlessly integrated into your workflow, combining information from Microsoft 365 applications with virtually any CRM system you use. Maintain your momentum with analytics powered by AI that offer helpful recommendations and timely reminders. Regardless of whether your company uses Salesforce or Dynamics 365 Sales, you can always remain informed and up to date on your customer interactions. Embracing these tools not only enhances your workflow but also transforms how you engage with clients. -
24
Tuvis
Tuvis
Tuvis empowers sales teams by seamlessly integrating personal phone numbers with your CRM, enhancing visibility and dramatically improving performance with just a few clicks. It allows you to recognize your contacts within the CRM and access their crucial information and interaction history. With a simple button press, you can generate new leads that link straight to your CRM, thus streamlining the process. Tuvis extends the capabilities of your CRM tools directly to WhatsApp Web, enabling automatic synchronization of chat histories, direct consumer engagement, and comprehensive tracking of team performance for maximum efficiency. By simplifying compliance adherence, Tuvis enables you to concentrate on your core business activities. You gain complete insight into your organization’s daily conversations, as Tuvis identifies contacts and delivers valuable business intelligence, helping sales representatives forge personal connections with clients. Additionally, you can create leads, dispatch emails, and carry out various routine CRM functions directly within Tuvis, all while maintaining customer data in a centralized database for efficient communication with consumers. This integrated approach not only enhances productivity but also fosters stronger relationships with clients. -
25
Meritto
Meritto
Meritto, widely recognized as the Operating System for Student Recruitment and Enrollment globally, is the go-to option for all kinds of educational organizations, including Higher-Ed institutions, Schools, EdTech companies, Study Abroad Consultancies, Coaching, and Training Centres. Its purpose-built solutions equip them to boost team productivity, enhance student experience, optimize marketing spends, and even grow enrollments. We are one the most highly regarded startups, having received accolades such: - Deloitte Technology Fast 50 (ranked 15th fastest growing tech company India) - NASSCOM Emerge50 (Category: SaaS). - HolonIQ India & South Asia EdTech 100 IDA Startup of The Year - Entrepreneur Awards (Sustainable Start-up of the Year). -
26
ElevateHQ
ElevateHQ
Software for modern sales teams that automates commissions. Automate any commission plan. The easy-to-use design tool for sales incentive plans allows you to automate any sales commission structure. Welcome to the world transparent sales commission plans that are updated with real-time sync. Are you looking for custom fields in your CRM? No problem. Complex workflow with multiple logical conditions. You can walk in the park. All thanks to the intuitive sales incentive plan creator at your disposal. All the tools you use in one touch. CRMs, Invoicing, Accounting, Prospecting, Payroll, etc. A powerful commission tracking software allows you to design highly nuanced sales incentives plans. You can set up automated workflows for commission approval, tracking, and payment. They will run like clockwork. Just a few clicks and you can make any changes. -
27
TradeCloud
TradeCloud
TradeCloud focuses on delivering specialized job management software for professionals in various trades, offering tailored solutions that meet the specific needs of each client. By choosing TradeCloud, we take the time to thoroughly comprehend your business and its unique demands, equipping you with scheduling software that aligns perfectly with your requirements. For those seeking top-notch job management software for trades, opting for a generic, one-size-fits-all solution is not ideal. Instead, you need a system specifically designed for your sector, whether it’s electrical work, plumbing, or manufacturing. Our software streamlines scheduling, invoicing, and reporting processes, making them more efficient than ever before. TradeCloud’s flexibility and customization capabilities ensure that we can easily identify the perfect solution for your business operations. We begin with our foundational platform and leverage our decade of expertise in developing exceptional job management software to craft a solution that is uniquely suited to your industry’s needs. Our commitment to personalized service ensures that your business will thrive with our innovative software solutions. -
28
Sana
Sana Labs
Experience a centralized hub for all your educational and informational needs. Sana is an innovative learning platform powered by AI that equips teams with the ability to discover, disseminate, and leverage the knowledge necessary for fulfilling their objectives. Enhance the learning journey for everyone by merging live collaborative interactions with tailored self-paced courses, all available in a single location. Simplify the sharing of knowledge through the capabilities of Sana Assistant, which can create questions, explanations, images, and even entire courses autonomously. Encourage active participation and excitement through a variety of interactive elements such as quizzes, Q&A sessions, polls, sticky notes, reflection cards, recordings, and much more. Seamlessly integrate Sana with your team's favorite applications, ensuring that your organization's collective knowledge remains accessible and searchable in less than 100 milliseconds. From Github to Google Workspace, Notion, Slack, and Salesforce, whatever you need, Sana is ready to provide insights from it. All of this comes together to foster a vibrant learning culture within your organization. -
29
The Business Process Checklist is an innovative productivity tool within Microsoft Dynamics 365 CRM designed to streamline internal operations by guiding users towards the most effective daily practices. When a sales manager or administrator establishes a checklist or to-do list, it seamlessly integrates with records or Business Process Flows once specific conditions are fulfilled. Whether dealing with custom entities, out-of-the-box solutions, or tailored workflows, this tool provides users with a structured set of actions that embody the organization's best practices. By utilizing the Business Process Checklist, organizations can create a strategic action plan for their sales teams or customer service representatives, ensuring tasks are completed in the desired sequence. This approach not only boosts user productivity but also enhances the coherence of business processes, making it an invaluable addition to your Dynamics 365 CRM toolkit. Ultimately, the Business Process Checklist empowers teams to operate more efficiently and effectively, leading to improved performance and results.
-
30
UBOS
UBOS
Unlock the potential to turn your innovative concepts into AI applications within moments. Our no-code/low-code platform empowers everyone, from seasoned developers to everyday business users, to craft cutting-edge AI-based applications in just 10 minutes. Effortlessly connect with APIs such as ChatGPT, Dall-E 2, and Codex from OpenAI, along with the ability to implement custom machine learning models. You can create tailored admin clients and CRUD functionalities, enabling efficient management of sales, inventory, contracts, and beyond. Develop interactive dashboards that convert data into insightful actions, driving innovation within your organization. Additionally, easily set up a chatbot to enhance customer support and create a truly omnichannel experience through various integrations. This comprehensive cloud platform harmonizes low-code/no-code tools with advanced technologies, ensuring your web applications are scalable, secure, and straightforward to oversee. Revolutionize your software development journey with our versatile no-code/low-code platform, which is ideal for both business users and skilled developers, paving the way for limitless possibilities. Moreover, the user-friendly interface ensures that anyone can get started quickly, making technology accessible to all. -
31
Labviva
Labviva
Transforming procurement in the life sciences sector, Labviva offers an AI-driven digital marketplace that enhances transparency throughout your supply chain. By seamlessly integrating with your current purchasing software, it provides valuable insights that enable you to make informed decisions. You can maintain your existing suppliers, contract pricing, and procurement processes without disruption. With Labviva's digital marketplace, you gain unmatched visibility into your procurement activities, empowering you to advance scientific research without delays. The system requires no installation, allowing you to become operational in just a few weeks. Additionally, Labviva connects your internal eProcurement system with essential purchasing needs and scientific data, ensuring a streamlined approach to procurement while preserving your agreements with preferred vendors. This innovative platform not only simplifies your purchasing processes but also enhances your overall operational efficiency in the lab. -
32
AiDEA
Trueblue
AiDEA represents the next generation of Customer Relationship Management (CRM), built on a foundation of Artificial Intelligence and serving as the driving force behind operational and analytical solutions integrated with Microsoft Dynamics 365®. Its inherent capability to merge data from various sources creates a comprehensive 360° customer perspective, enabling the execution of an authentic omnichannel strategy while delivering proactive contextual insights to the relevant teams. This groundbreaking solution is designed to streamline company-wide operations with a straightforward adoption process, paving the way for success. With the help of Intelligent Insights, AiDEA ensures that users can access timely and relevant information, empowering them to make informed decisions. The platform is compatible across multiple devices, allowing simultaneous usage which enhances the fluidity, immediacy, and real-time nature of data and information-sharing. Additionally, you can enhance the effectiveness of your marketing strategies through tailored suggestions aimed at helping you reach your goals more efficiently. As a result, AiDEA not only enhances customer engagement but also promotes a more agile and responsive business environment. -
33
Drivetrain
Drivetrain
Collaborate effectively to pinpoint obstacles and make decisive choices that lead to the realization of your objectives. Seamlessly integrate your revenue, sales targets, marketing strategies, financial plans, and recruitment efforts without any mistakes. Employ straightforward business language formulas to calculate shared metrics across various regions, market segments, and channels. Analyze actual outcomes in comparison to your plans to discern which areas of your enterprise are excelling or facing challenges. Receive anticipatory alerts regarding possible deviations from your expected figures and understand their implications. Gain a comprehensive view by synthesizing data from multiple sources for a holistic understanding. Tailor financial reports to your needs and enhance cost efficiency, revenue, and profits through superior visual representations. Achieve complete transparency in business performance by consolidating data from diverse sources—ranging from ERP and CRM systems to various databases, Excel, and CSV files. This holistic approach ensures you are always informed and ready to pivot as necessary for sustained growth. -
34
Minoa
Minoa
Minoa is a platform designed specifically for B2B SaaS companies, enabling them to effectively communicate their value, create optimized deals, and enhance their revenue capabilities. By facilitating closer collaboration between teams and their customers, it ensures that revenue potential is fully realized. Engage with your prospects to develop compelling value cases that resonate with their needs. This approach not only accelerates the sales process but also boosts conversion rates through efficient value discussions. With Minoa, you can help customers uncover the complete value of your offerings while easily crafting adaptable deals that receive swift approvals. The platform offers a comprehensive product catalog, serving as a reliable source for all feature-related and pricing information. Make well-informed pricing choices backed by real-time monetization analytics. Additionally, Minoa provides a modern price book that simplifies discounting guidance, empowering your sales team to make strategic decisions. Ultimately, Minoa transforms how companies approach sales by ensuring that every step is grounded in value and collaboration. -
35
Xpedition Private Equity CRM
Xpedition
Custom-built to enhance efficiency and crafted to work in harmony with your current data and technology, the Xpedition Microsoft Dynamics 365 Private Equity CRM Accelerator will establish a unified, reliable, and thorough source of information. This actionable intelligence is effortlessly integrated with both Microsoft and third-party applications, ensuring it is user-friendly and readily embraced. Initiating a Private Equity CRM initiative is merely the first step; ensuring it harmonizes your organization and provides tangible business benefits is a different endeavor altogether. We recognize the hurdles you face, and with numerous specialized projects completed, we have established ourselves as leaders in the development and implementation of customized CRM solutions tailored to fulfill your specific needs. Our commitment to understanding your unique challenges sets us apart in delivering exceptional value. -
36
Uprez
Webpublication
Sales and marketing teams can effortlessly tailor their proposals and presentations while preserving the integrity of graphic design and document layout. They can seamlessly merge various document types like PPT, PDF, Word, videos, and images to formulate a distinct business proposal that flows in the desired sequence. When new documents are uploaded to Uprez, the sales team is automatically alerted, ensuring that they are always informed. All existing documents are conveniently stored in one central hub and are automatically refreshed with the latest versions. Elevate client engagement with captivating and dynamic presentations, even in situations where Internet access is unavailable. Additionally, users can track important metrics such as how many times documents have been 'read', 'shared', or 'downloaded', and they will receive email notifications each time their proposals are accessed. This comprehensive system empowers sales and marketing professionals to optimize their outreach effectively. -
37
VoiceLogix
VoiceLogix
VoiceLogix stands out as a premier provider of cloud-based business communication and contact center solutions. Regardless of whether your organization operates from a single site or multiple locations, VoiceLogix's Unified Communication offerings seamlessly integrate your workforce and facilities into a cohesive, easy-to-use platform that streamlines your operations. With robust enterprise-level technology hosted in top-tier data centers, even small to mid-sized businesses can benefit from centralized management, audio and video conferencing capabilities, and features like mobile collaboration apps, voicemail-to-email transcription, call recording, and fax via email, all for an affordable monthly fee. We are committed to helping you consolidate your entire network infrastructure with a scalable and customer-focused unified communication solution, meticulously crafted to boost employee productivity, enhance collaboration, and promote greater mobility across your organization. By choosing VoiceLogix, you empower your team to work more efficiently and effectively, no matter where they are. -
38
Mayday
Mayday
Mayday consolidates your knowledge, ensuring it is harmonized and smartly shared within your contact tools or through an insightful FAQ, precisely where your users require it. The proliferation of various tools can significantly obstruct effective knowledge management. Unify all business intelligence within one solution, making Mayday's knowledge base the definitive source of truth for every team member. This ensures that knowledge is readily accessible, even during customer interactions, as it is seamlessly integrated into the advisor's workspace. With an AI-driven search engine and intelligent content recommendations, your response speed and quality are significantly enhanced, allowing for more efficient customer service interactions and better overall satisfaction. In a world where clear communication is key, Mayday empowers teams to deliver exceptional support with ease. -
39
Calendar 365
AppJetty
$599 yearly (1-10 users)Introducing Calendar 365 for Dynamics CRM - Your Premier Solution for Effective Time Management! Achieve a state of organization, efficiency, and control over your schedule with Calendar 365 for Dynamics CRM. This innovative calendar extension is crafted to integrate effortlessly with Microsoft Dynamics CRM, transforming how you manage your tasks, appointments, and time. Whether you work in sales, customer support, or project management, Calendar 365 is an essential asset for enhancing productivity and ensuring you keep track of your daily responsibilities. Explore the features designed to elevate your team's efficiency: - Effortless Integration - User-Friendly Interface - Personalized Views - Color-Coded Scheduling - Intelligent Reminders - Collaborative Team Features - Accessibility on Mobile Devices - Support for Multiple Time Zones - Comprehensive Analytics and Reporting - Robust Security and Privacy Measures With Calendar 365, you are not just managing time; you are mastering it. -
40
Domain 6 Asset Agreement Accelerator
Domain 6
Domain 6’s Asset Management Accelerator, built on the robust Microsoft Dynamics 365 platform, empowers organizations to effectively oversee a variety of intricate structures, granting comprehensive visibility into the entire portfolio of assets they manage or own. By harnessing the advanced features of the Microsoft Intelligent Cloud and Dynamics 365, this accelerator eliminates the data silos often encountered with conventional solutions. The purpose of such an accelerator is to provide 80% of the essential functionalities tailored to your industry in a readily deployable format that Domain 6 maintains. Utilizing an industry accelerator enables the integration of standardized and best-practice business processes into your Dynamics 365 implementation. Furthermore, it offers a holistic 360-degree perspective on assets that are owned, funded, or leased, which aids in accurately evaluating the value of the properties involved. This streamlined approach not only enhances operational efficiency but also facilitates better decision-making regarding asset management strategies. -
41
Utilizing the robust features of Microsoft Intelligent Cloud and Dynamics 365, the Facilities Management Accelerator dismantles the data silos often formed by conventional solutions, enabling organizations to manage their properties more effectively. This accelerator is designed to deliver 80% of the essential functionalities required for your industry in a readily deployable format, with ongoing support from Domain 6. By employing an industry accelerator, businesses can implement standardized and best-practice processes within their Dynamics 365 systems. This transition allows customers to shift from reactive to proactive service models, opening up new avenues for revenue generation. Additionally, it enhances the monitoring of asset and property expenses, thereby streamlining the process of charge backs and ensuring better financial management. Ultimately, the Facilities Management Accelerator empowers organizations to optimize their operational efficiency and achieve greater financial success.
-
42
SecurDPS Enterprise
comforte AG
Safeguarding the transfer and utilization of data from the moment it is captured until its eventual disposal minimizes the risks of attacks, accidents, mistakes, or unauthorized access. The primary aim is to achieve these protective measures throughout the entire lifecycle of the data, facilitating quicker compliance with relevant regulations. To implement data-centric security effectively, a platform is required that not only provides protection strategies tailored to specific scenarios but also allows for the identification, classification, and analysis of various datasets. This solution should go beyond mere compliance and basic security standards, delivering optimal agility in the process. Additionally, it must support seamless integration of these features into existing enterprise applications and cybersecurity frameworks. The simplicity of integration can often play a crucial role in influencing the overall cost and risk associated with any initiative aimed at data protection, emphasizing its importance in the decision-making process. Ultimately, prioritizing a robust integration strategy can significantly enhance the effectiveness of security measures and contribute to a more resilient data management approach. -
43
Visicase
Visicase
At VisiCase, we are committed to ensuring that every NDIS and aged care provider can deliver exceptional services without the burden of complex back-end systems and processes. By automating each phase of the workflow, from intake through to invoicing, we provide a solution that establishes best practices as the norm for your organization, your employees, and most importantly, your clients. Regardless of whether you are an NDIS provider, an aged care provider, or both, we offer tailored packages designed to meet your specific needs and budget constraints. Our automated workflows ensure that every step remains consistent and efficient, thereby fostering best practices throughout your operations. We recognize the numerous challenges associated with business growth, which is why we have developed specialized packages that enable you to expand at a comfortable pace. Our commitment goes beyond merely endorsing best practices; we aim to make them standard for every operation now and into the future. Additionally, our dedicated team is continuously working to enhance your business experience, leading to the incorporation of innovative smart tools designed to simplify your daily tasks and processes. Ultimately, our goal is to empower you to focus on what truly matters—providing outstanding care and support to your clients. -
44
EY DEEP
EY
Amid numerous challenges in the industry, oil and gas firms are diligently striving to enhance their operations in order to keep up with fluctuating oil prices and the changing landscape of energy demand. The EY DEEP solution, a product of the collaboration between EY and Microsoft, provides these companies with an innovative approach that facilitates a faster and less risky digital transformation of their upstream operations, positioning them to not only survive but also flourish in the future energy market. In the oil and gas sector, the dynamics have transitioned from a state of resource scarcity to one of abundance, prompting companies to adapt. The rise of alternative fuels and improvements in energy efficiency are impacting demand, while the increasing pressure to decarbonize adds another layer of complexity. These combined factors are straining returns and escalating costs, creating an urgent need for the sector to enhance efficiency through the digitalization of operations, which ultimately will determine their success in an evolving energy landscape. As these companies navigate this transformative period, their ability to leverage technology will be crucial in maintaining a competitive edge. -
45
Tyler Data & Insights
Tyler Technologies
Efficiently disseminate analyses, visual representations, and performance metrics across various departments and programs. Enable data reuse and empower staff to convert data into valuable insights regarding financial, operational, and strategic results. Improve the accessibility and quality of open data, which fosters transparency and encourages citizen participation. Leverage cloud-based data intelligence in real-time, ensuring a unified source of reliable data. A contemporary, secure cloud infrastructure with self-service options is essential for effective data-driven governance. The comprehensive data platform serves as a cohesive solution aimed at placing data at the forefront of all government endeavors, policies, and decisions. Integrate data silos into a singular access point that provides reliable and current information, showcasing trends, enhancing financial scrutiny, lowering costs, and involving public officials across regions. Promote transparency, accountability, and collaboration between public and private sectors by sharing relevant internal data with outside stakeholders. This approach not only enriches the decision-making process but also builds trust within the community. -
46
Ikigai
Ikigai
Enhancing model performance and conducting scenario analyses through simulations with historical datasets is essential for progress. Collaboration is streamlined across data governance, access management, and version control. With Ikigai's ready-to-use integrations, you can effortlessly incorporate a wide range of tools that fit seamlessly into your existing workflows. Ikigai offers over 200 connectors, allowing you to connect to virtually any data source you can imagine. If you're looking to deploy your machine learning pipeline to a website or dashboard, Ikigai’s web integrations make that process straightforward. Utilize triggers to initiate data synchronizations and obtain updates every time you execute a data automation flow. In addition, you can connect to your own APIs or develop new ones for your data stack, ensuring a smooth integration with Ikigai. This flexibility empowers teams to adapt quickly to changing data landscapes and leverage insights effectively. -
47
INSYNC Commerce
InSync Solutions
INSYNC Commerce is a comprehensive B2B ecommerce solution designed to assist manufacturers and wholesale distributors in streamlining the often intricate B2B purchasing journey for their clientele while enhancing operational efficiency. This platform empowers B2B businesses to enter the market more swiftly, improve their online visibility, and increase ecommerce revenue and return on investment. Featuring top-tier B2B functionalities along with seamless integrations with various applications, it lays the groundwork for a resilient business capable of adapting and growing with ease. As ecommerce continues to accelerate at an unprecedented pace, the key to sustaining a competitive edge for B2B enterprises lies in how swiftly customers can complete their purchases online and the quality of the shopping experience you provide. Ultimately, investing in such a platform not only addresses immediate needs but also positions businesses for future success in an evolving marketplace. -
48
Scription
Scription
Subscription maintenance plans supported by insurance offer reassurance and can reduce equipment failures by as much as three times. However, the billing structure based on parts and labor doesn't encourage timely responses or effective repairs. Our comprehensive service package includes all necessary maintenance for both standard and pre-installed equipment. We provide maintenance businesses with a unique all-in-one solution for pricing, selling, and overseeing customized maintenance agreements. Our platform ensures streamlined service scheduling complete with alerts, visual aids, and teamwork features. Additionally, we enhance inventory management across storage facilities, service vehicles, and strategic stock locations. This holistic approach not only promotes efficiency but also improves overall service quality. -
49
DeDupeD
Inogic
DeDupeD is an innovative application designed for Dynamics 365 that helps users quickly locate and handle duplicate CRM data. By enabling organizations to efficiently find, prevent, and consolidate duplicate entries in Dynamics 365, this tool enhances the overall accuracy and quality of data management. With a streamlined database, sales professionals can optimize their workflow, avoiding unnecessary tasks like contacting the same customer multiple times due to duplicated entries. This application eliminates the tedious process of manually searching through the CRM for duplicate records, making data management more effective and less time-consuming. Ultimately, DeDupeD fosters a more organized and efficient approach to customer relationship management. -
50
Stackdeck
Stackdeck
€2.50 per app per monthThe World's First SaaS OS. Stackdeck handles everything -- from SaaS vendor management to maintenance and negotiation -- so you can focus on what you're best at: growing your business. Did we mention that we will also save you money? Each employee receives a login, allowing them to see all applications and their access status. Stackdeck displays all applications, regardless of whether they were developed internally, hosted on-premises, or cloud-based. Clicking a button is all it takes to request access. Connect your HRIS and we will integrate users seamlessly into Stackdeck. We will also receive notification when an employee leaves your company and ensure that the off-boarding process is thorough across all of your applications. Say goodbye to potential risks and embrace an experience that is seamless! Let's negotiate the best possible deal for you together!