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Financial Services imageMicrosoft

Financial Services

Discover intelligent banking solutions that deliver differentiated customer experiences, drive real-time payments and manage risk across the enterprise.

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Featured

Microsoft Dynamics 365 App for Outlook

Per Microsoft Dynamics 365

Dynamics 365

Empower your team to achieve more with Dynamics 365 and Outlook.
3.1 out of 5 stars
(25)
1 out of 5

Workday for Outlook

Per Workday, Inc.

Outlook
Approve time off requests and view Workday profiles within Outlook. Your Workday just got easier!
3.4 out of 5 stars
(43)
2 out of 5

Analytic Solver

Per Frontline Systems Inc.

Excel
Analyze risk, find the best way to allocate resources using Monte Carlo Simulation and Optimization
2.5 out of 5 stars
(8)
3 out of 5

Advanced Pie and Donut - xViz

Per Visual BI Solutions

Power BI visuals

Advanced Pie and Donut charts are used to show the proportions of categorical data
4.7 out of 5 stars
(3)
Power BI Certified
4 out of 5

Adobe Document Cloud PDF Experience for Office 365

Per Adobe Inc.

Web app
Do more with enterprise PDF tools, built right into SharePoint Online and OneDrive for Business.
2.2 out of 5 stars
(68)
5 out of 5

Resultats de l'aplicació (2132)Visualitza els serveis de consultoria (497)

Microsoft Dynamics 365 CRM Hub

Per Microsoft Dynamics 365

Apps

Manage customer engagements with this customizable relationship management core app
1 out of 60

Microsoft Dynamics 365 - Gamification

Per Microsoft Dynamics 365

Dynamics 365

Turn work into play with fun and exciting contests that motivate and engage employees.
3.1 out of 5 stars
(17)
2 out of 60

Dynamics 365 Financial Services Accelerator

Per Microsoft

Apps

Build innovative industry apps with the Financial Services Accelerator
4.8 out of 5 stars
(12)
3 out of 60

Adobe Sign for Microsoft Dynamics 365

Per Adobe

Dynamics 365

Close business faster, safer, and more efficiently with Adobe Sign e-signatures for Dynamics 365.
3.4 out of 5 stars
(23)
4 out of 60

Xero

Per Microsoft

Power BI

Visualize your small business finances with Xero and Power BI.
1.8 out of 5 stars
(20)
5 out of 60

Simplifai Emailbot

Per Simplifai as

Web app
Automate customer service, case handling or any email based business process
5.0 out of 5 stars
(1)
Microsoft preferred solution
6 out of 60

PowerBI Robots

Per DEVSCOPE

Web app
PowerBI Robots - automate Power BI reports
5.0 out of 5 stars
(1)
Microsoft preferred solution
7 out of 60

TeamsPower (free): Power Bi Digital Transformation

Per ENCAMINA S.L.

Power BI

Power BI reporting offering the status of Digital Transformation and Office365 Adoption
3.4 out of 5 stars
(9)
8 out of 60

OPplus 365

Per gbedv GmbH & Co. KG

Dynamics 365

OPplus 365 offers an extended Payment Import and Export with an automated application
5.0 out of 5 stars
(7)
9 out of 60

EcoVadis Business Sustainability Rating

Per EcoVadis

Web app
Promote your Corporate Social Responsibility with the world's most trusted Sustainability Rating
5.0 out of 5 stars
(1)
Microsoft preferred solution
10 out of 60

Contract Management for Dynamics 365 proCONTRACTS

Per CRMFIRST GmbH

Dynamics 365

Create, manage and analyse all of your contracts directly in Dynamics 365 Customer Engagement.
4.2 out of 5 stars
(5)
Microsoft preferred solution
11 out of 60

Analyze Popular Stocks with Power BI

Per Microsoft

Power BI

Analyze Popular stocks with Power BI
5.0 out of 5 stars
(3)
12 out of 60

Zoho Invoice

Per Zoho Corporation Private Limited

Web app
Zoho Invoice is intuitive, online invoicing software that makes your invoicing hassle free.
4.8 out of 5 stars
(8)
13 out of 60

Trade Insights - Investment Performance

Per International Economics Consulting Ltd

Power BI

Trade Insights - Investment Performance Dashboards
4.9 out of 5 stars
(10)
14 out of 60

Dynamics 365 Data Archival and Retention

Per Microsoft Labs

Apps

Highly scalable , secured and re-usable solution for Data Archival and Retention
3.0 out of 5 stars
(6)
15 out of 60

Duplicate Detection Addon for Dynamics 365

Per Cowia Solutions

Dynamics 365

Increase/maintain good data quality by preventing duplicates in Dynamics CRM and easy auto clean-up
5.0 out of 5 stars
(11)
Microsoft preferred solution
16 out of 60

Dynamics 365 Workflow Tools

Per Axazure

Apps

Dynamics 365 Workflow Tools
1.0 out of 5 stars
(1)
Microsoft preferred solution
17 out of 60

Hootsuite for Microsoft Dynamics 365

Per Hootsuite

Dynamics 365

Harness social data to better understand customers, refine sales leads, and optimize marketing
Microsoft preferred solution
18 out of 60

Invoice Automation for Dynamics 365

Per Bottomline Technologies

Dynamics 365

Achieve seamless accounts payable automation within Dynamics 365
Microsoft preferred solution
19 out of 60

Provance ITSM

Per Provance

Apps

The Most Microsoft-centric IT Service Management Solution Available.
3.1 out of 5 stars
(7)
Microsoft preferred solution
20 out of 60

Multi-Entity Management (NA)

Per Binary Stream Software Inc.

Dynamics 365

Enhance your Dynamics 365 Business Central with Multi-Entity Management - available in North America
5.0 out of 5 stars
(14)
21 out of 60

iPayment

Per iSolutions

Dynamics 365

Accept Credit Card payment directly inside of Microsoft Dynamics 365 Business Central
5.0 out of 5 stars
(14)
22 out of 60

Enerfy

Per Greater Than AB

Web app
Our AI price and predict risk per car in real-time
Microsoft preferred solution
23 out of 60

Jet Analytics

Per Jet Global Data Technologies

Dynamics 365

Deliver a Single Source of Truth for Fast, Flexible Enterprise-Wide BI and Analytics
24 out of 60

VeriTouch

Per VeriPark

Dynamics 365

CRM solution for the Financial Services Industry
5.0 out of 5 stars
(5)
Microsoft preferred solution
25 out of 60

Dynamics 365 Business Central - Cashflow

Per SucceedIT B.V.

Power BI

Power BI application that provides debtor and creditor information
4.0 out of 5 stars
(1)
26 out of 60

D&B Optimizer for Microsoft

Per Dun & Bradstreet

Dynamics 365

D&B Optimizer for Microsoft
3.0 out of 5 stars
(2)
Microsoft preferred solution
27 out of 60

Anywhere365 Cloud Contact Center for Teams and Dynamics

Per Workstreampeople

Web app
Anywhere365 Web Agent is a full Dynamics 365 Cloud Contact Center platform and embedded client
Microsoft preferred solution
28 out of 60

Apptivo

Per Apptivo

Web app
Sync contacts and collaborate with colleagues, interact with customers, manage your business better.
5.0 out of 5 stars
(27)
29 out of 60

CMS Correspondence Management System

Per IT-Blocks

Web app
CMS archive and organize organizations correspondences
30 out of 60

Zoho Inventory

Per Zoho Corporation Private Limited

Web app
Zoho Inventory is an online inventory management software crafted for the growing businesses
3.0 out of 5 stars
(2)
31 out of 60

Subscription Billing Suite

Per Binary Stream Software Inc.

Dynamics 365

Extend your Dynamics 365 Business Central with Subscription Billing Suite
5.0 out of 5 stars
(5)
32 out of 60

Demand forecasting Dashboard

Per Bit Peak sp. z o.o.

Power BI

Demand forecasting for your products/services backed by machine learning
33 out of 60

ESGeo Sustainability Intelligence

Per Techedge S.p.A.

Web app
SUSTAINABILITY INTELLIGENCE WITH ESGEO
34 out of 60

Dynamics 365 Meeting Scheduler

Per Microsoft Labs

Apps

Solution to Schedule Meeting in CRM instances using Power App Platform
Microsoft preferred solution
35 out of 60

Code Generator

Per C Centric Solutions Pvt Ltd

Dynamics 365

Create & Customize your QR/Bar Code on any CRM Entity dynamically as per your organizational needs
4.0 out of 5 stars
(1)
Microsoft preferred solution
36 out of 60

ChargeLogic Payments

Per ChargeLogic, LLC

Dynamics 365

PCI-validated credit card processing software for all your sales channels.
3.6 out of 5 stars
(7)
37 out of 60

Connector for GMail and Microsoft Dynamics 365

Per iEnterprises Holdings, LLC.

Web app
Integrate Gmail and the Google Calendar and Microsoft Dynamics 365 CRM
5.0 out of 5 stars
(1)
38 out of 60

Dynamics 365 for Wealth Management

Per Xpedition

Dynamics 365

Connect intelligence throughout your firm with tailored business applications for Wealth Management.
Microsoft preferred solution
39 out of 60

Dimension Manager

Per Business Central Addins

Dynamics 365

Correct and Manage Dimensions - A must for all orgs that rely on accurate and timely reports.
5.0 out of 5 stars
(2)
40 out of 60

PowerBI Portal

Per DEVSCOPE

Web app
PowerBI Portal hosts unlimited Power BI reports and dashboards, and lets you share them with anyone.
2.0 out of 5 stars
(2)
41 out of 60

Document Customizer

Per Abakion

Dynamics 365

Customize and layout your documents in Microsoft Dynamics 365 Business Central in only minutes.
4.9 out of 5 stars
(8)
42 out of 60

Dynamics 365 Deal Management

Per Microsoft Labs

Apps

A CRM Solution to Manage the Special pricing and Deal registration requests for their customers.
43 out of 60

Zoho Expense

Per Zoho Corporation Private Limited

Web app
Expense reporting made effortless
4.3 out of 5 stars
(20)
44 out of 60

MIPA - My Intelligent Personal Assistant

Per iGlobe

Web app
+ complements relacionats
Descarrega els complements gratuïts amb plenes capacitats quan obtinguis MIPA - My Intelligent Personal Assistant:Teams, Outlook
MIPA is what we all dream about having, a personal assistant in Outlook and Teams
4.0 out of 5 stars
(2)
45 out of 60

Zoho Books - Accounting on the go!

Per Zoho Corporation Private Limited

Web app
Zoho Books is smart, online accounting software that helps you manage your business finances easily.
4.6 out of 5 stars
(5)
46 out of 60

Payment Gateway for Dynamics

Per CRM Dynamics Limited

Dynamics 365

PCI Compliant gateway that securely processes credit cards within Microsoft Dynamics 365 / CRM
Microsoft preferred solution
47 out of 60

Approved Contact Microsoft O365/Teams Bundle

Per Approved Contact

Web app
Compare calendar open times, schedule conference rooms w/ video in Teams with Calendar Bot.
48 out of 60

Visual Financial Transactions Analysis

Per Oleg Lobakov

Dynamics 365

Use visualization to analyze financial transactions and posting setup in Microsoft Dynamics 365
5.0 out of 5 stars
(3)
49 out of 60

Sitecore® Experience Platform™

Per Sitecore

Web app
Easily manage content, product information, and assets in one place by putting content at the center
2.7 out of 5 stars
(9)
Microsoft preferred solution
50 out of 60

Events Calendar

Per Dotsquares

Apps

Manage your tasks, appointments and phone calls from a single page.
5.0 out of 5 stars
(1)
Microsoft preferred solution
51 out of 60

Crossware Email Signature for Office 365

Per Crossware Ltd

Web app
Looking to roll out company-wide email signatures with a centrally managed solution?
5.0 out of 5 stars
(4)
Microsoft preferred solution
52 out of 60

Subscription Billing Suite (D365 F&O)

Per Binary Stream Software Inc.

Dynamics 365

Extend your Dynamics 365 for Finance and Operations with Subscription Billing Suite
5.0 out of 5 stars
(2)
Microsoft preferred solution
53 out of 60

Business Central Sapience Pro Trial

Per Beyond Impact 2.0 LLC

Power BI

Financial Reporting for Business Central clients.
54 out of 60

DiLytics Financial Insight Solution

Per DiLytics Inc

Power BI

Financial Insight Solution on Microsoft Power BI
55 out of 60

AskHR Employee Support Chatbot

Per Audseb

Web app
Provide self-service HR support to employees using AI
Microsoft preferred solution
56 out of 60

Rave

Per Flutterwave Inc

Web app
The easy way to collect payments from customers anywhere in the world.
Microsoft preferred solution
57 out of 60

Seismic Sales Enablement for Dynamics 365

Per Seismic Software

Dynamics 365

Seismic Sales Enablement for Dynamics 365
2.0 out of 5 stars
(2)
Microsoft preferred solution
58 out of 60

Work from Home - PowerApps

Per Cynoteck Technology Solutions

Apps

This app is developed to manage and track Work from Home status and progress.
59 out of 60

COVID-19 Desk Planner App

Per Macaw Nederland B.V.

Apps

Your employees easily find and reserve a desk within all buildings of your organization
60 out of 60
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