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PandaDoc for Microsoft Dynamics

Per PandaDoc

Apps

PandaDoc + Microsoft Dynamics CRM Automates Your Sales Process to Boost Productivity

Microsoft preferred solution

Alerts/Notifications Dynamics 365: Alerts4Dynamics

Per Inogic

Apps

Schedule, manage & send priority-based alert/notification to target audience in Dynamics 365

Microsoft preferred solution

Dynamics 365 Workflow Tools

Per Axazure

Apps

Dynamics 365 Workflow Tools

Microsoft preferred solution

Kanban Board for Dynamics 365

Per Inogic

Apps

Kanban view of records with the ability to quickly update or add activities against the records.

Microsoft preferred solution

Manage Dynamics 365 Usage - User Adoption Monitor

Per Inogic

Apps

Smart activity tracker app to review and administer CRM usage in Dynamics 365 CRM

Microsoft preferred solution

kanDO | Agile Projects

Per M&P Business Solutions GmbH

Apps

Agility and collaboration as a success factor for your project business!

Microsoft preferred solution

Export /Email Dynamics 365 Reports - Click2Export

Per Inogic

Apps

Export, Email & Download Dynamics 365 CRM Reports/CRM Views/Word/Excel Templates in just 1 Click

Microsoft preferred solution

Clone / Copy Dynamics 365 Records - Click2Clone

Per Inogic

Apps

Copy/Clone Dynamics 365 CRM records with deep links in single click with Click2Clone

Microsoft preferred solution

Customer Service Management

Per Systems Limited

Apps

Knowledge-centric complaint handling system, supports incident-based services through SLA

Microsoft preferred solution

Customer Portal for Dynamics 365 - PortalXpand

Per AppJetty

Apps

A next-gen self-service Portal to engage with your customers better and enhance their experience.

Microsoft preferred solution

Crowe Project Management

Per Crowe LLP

Apps

Project Management for Dynamics 365 is a comprehensive and easy-to-use project management solution.

Microsoft preferred solution

View Mind Map Dynamics 365 - Map My Relationships

Per Inogic

Apps

Visualize key information related to the record in a single view

Microsoft preferred solution

Dynamics Telephony

Per Dynamics Telephony

Apps

CTI for Sales & Contact Center- Inbound & Outbound functionality - Avaya, Cisco, Ringcentral, etc.

Microsoft preferred solution

Lead Assignment and Distribution Automation

Per Inogic

Apps

Auto-Assign and Distribute Leads/Cases systematically using Round Robin Algorithm

Microsoft preferred solution

Calendar 365 + Activity Calendar For PowerApps

Per AppJetty

Apps

Manage all the activities such as appointments, tasks and more using one calendar for PowerApps

Extended Field Service - Warranty Management

Per Hitachi Solutions

Apps

Automatically track and manage customer asset warranty activity in Dynamics 365 for Field Service

Microsoft preferred solution

Client Engagement and CRM for Legal

Per Peppermint Technology Limited

Apps

Designed for Law firms to help improve Client Engagement with their clients

Microsoft preferred solution

QuickBooks Integration for Dynamics 365 – InoLink

Per Inogic

Apps

Implement Bi-directional integration between Intuit QuickBooks and Dynamics 365 CRM with InoLink

Microsoft preferred solution

Crowe CRM for Insurance Brokers

Per Crowe LLP

Apps

BenefitsBridge for Dynamics 365 provides integrated agency management for employee benefits brokers

Microsoft preferred solution

Attachments + Storage Management - Attach2Dynamics

Per Inogic

Apps

Seamless Attachment/Document Management on SharePoint, Dropbox & Azure Blob within Dynamics 365 CRM

Microsoft preferred solution

legal360 engage

Per SAGlobal

Apps

Easy, Fast, and Flexible CRM solution pre-built specifically for Law Firms

Microsoft preferred solution

Undo Dynamics 365 Records - Click2Undo

Per Inogic

Apps

Undo changes & restore records in Dynamics 365 CRM with a single click

Microsoft preferred solution

Crowe EditAble CRM Grid

Per Crowe LLP

Apps

Build advanced Dynamics 365 Sub-Grids with point-and-click configuration module and robust API

Microsoft preferred solution

aec360 engage

Per SAGlobal

Apps

Premier CRM solution pre-built specifically for Architects, Engineers and Contractors

Microsoft preferred solution

Social Feels Selling

Per Cross Regions Technology

Apps

Pull qualified social media leads into your Dynamics 365 sales funnel

Attendance and Time Sheet Management

Per AMY Softech Pvt Ltd

Apps

An complete attendance and time sheet management system.

GDPR Management for Dynamics 365 - proGDPR

Per CRMFIRST GmbH

Apps

proGDPR supports Organizations to achieve GDPR Compliancy – natively in Dynamics 365!

Microsoft preferred solution

Crisis Management Application

Per Systems Limited

Apps

Management system for handling crisis, keep your team safe, productive and well informed.

Microsoft preferred solution

Crowe CRM for Wealth Management

Per Crowe LLP

Apps

Crowe CRM for Wealth Management helps financial advisors create more meaningful client relationships

Microsoft preferred solution

proMX 365 for Construction

Per proMX AG

Apps

Sales and project management with specific features for construction suppliers in Dynamics 365

DXC Justice Case Management

Per DXC

Apps

Modernize your agency and gain better insight with an integrated case management solution.

Microsoft preferred solution

Customer Service Management

Per Visionet Systems, Inc

Apps

Knowledge-centric complaint handling system, supports incident-based services through SLA

Case and Matter Management for Legal

Per Peppermint Technology Limited

Apps

Designed for law firms to improve client service and boost productivity

Microsoft preferred solution

GUMU™ for Sage ERP - Dynamics 365 CRM Integration

Per Greytrix

Apps

Sync Sage 100 | Sage X3 | Sage 300 with Dynamics 365 CRM for Quick and Effective Data Integration

Microsoft preferred solution

TANDEM, by XRM Vision - Insurance Broker Solution

Per XRM Vision

Apps

The Broker Management System of choice for Group Insurance and Employee Benefits Profesionals

Microsoft preferred solution

VETyy Sales: for Clinics and Veterinary Networks

Per WHY Dynamics

Apps

VETyy is a Microsoft Veterinary CRM Solution

Microsoft preferred solution

Supersearch

Per Mammuth

Apps

Supersearch is an advanced tool to search and build complex queries in Dynamics 365 and Power Apps

Microsoft preferred solution

2B-LAW 365

Per 2B Solutions

Apps

A legal management solution built on Dynamics 365. Streamline all aspects of firm management.

Microsoft preferred solution

Extended Field Service - Time Card Module

Per Hitachi Solutions

Apps

Quickly and easily create, manage, and integrate technician time cards in D365 for Field Service

Microsoft preferred solution

SharePoint Security Sync

Per Inogic

Apps

Sync Dynamics 365 CRM Security Model with SharePoint

Microsoft preferred solution

Document Template Downloader PRO

Per Thrives

Apps

Document Template Downloader PRO gives you the possibility to update your document templates

Microsoft preferred solution

DocDrive365

Per CRM CONSULTANCY LTD

Apps

Intelligent document management with team sharing connectivity between SharePoint & Dynamics.

Microsoft preferred solution

Sysfore PROMOT 365

Per Sysfore Technologies Pvt Ltd.

Apps

Target, Connect and Engage with quality leads using the combined power of Mailchimp and Dynamics 365

Microsoft preferred solution

Government Contracting CRM-Capture 360

Per Aligned Business Solutions, LLC

Apps

Federal Opportunity and Capture Management

PowerSalesToolBelt

Per PowerObjects An HCL Company

Apps

View, create records for accounts,contacts, opportunity & get directions in your Mobile App For D365

GovWin Connector

Per TechnoMile

Apps

GovWin IQ Connector

Microsoft preferred solution

docQ

Per exghts

Apps

Automatically generate documents based on information extracted from an ID Card

Microsoft preferred solution

Essentials pour la migration de données

Per Hitachi Solutions Europe Limited

Apps

Réduisez vos coûts et délais grâce à la migration automatique des données

goTime, Attendance, PTO and Expense Management

Per Resource Metrix

Apps

Track employee time, attendance, PTO, and expense management.

Prospur: One Platform for SMB to acquire & engage

Per Zensa LLC

Apps

Accelerate COVID-19 recovery and reimagine small businesses (SMB)

Microsoft preferred solution

Chloe.ai Payments

Per Chloe ai Inc

Apps

Get paid faster with Chloe.ai by enabling payments via SMS, Phone Calls, Email, and Whatsapp

Microsoft preferred solution

GovCon Suite : Growth

Per TechnoMile

Apps

GovCon Suite : Growth

Microsoft preferred solution

Vertical Suite Verenigingen & Ledenorganisaties

Per Pylades B.V.

Apps

Klaar voor de toekomst met een totaaloplossing waarmee leden en medewerkers optimaal worden bediend.

Microsoft preferred solution

Contractor-360

Per Aligned Business Solutions, LLC

Apps

Microsoft Dynamics Cloud Based ERP for Government Contractors

BE-terna Collection CRM

Per BE-terna

Apps

BE-terna Collection CRM - Ensure that your cash-flow is always healthy.

MyAcademy - Softwarelösung für Lerndienstleister

Per itteliance GmbH

Apps

Lerndienstleistermanagement, Kursmanagement, Teilnehmermanagement, Trainer-/Ressourcenmanagement.

Hitachi Solutions - Essentials for Data Migration

Per Hitachi Solutions Europe Limited

Apps

Enhanced control of the ETL process as part of Dynamics 365 implementation

Microsoft preferred solution

HRX

Per AMY Softech Pvt Ltd

Apps

An complete Human resource and payroll management system.

CRM Advogados

Per Bizapp

Apps

CRM para gestão de clientes e negócios em Escritórios de Advocacia

PowerBulkDelete

Per PowerObjects An HCL Company

Apps

Deletes records in bulk to clean up storage