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Fin365 CRM for Financial Services
FinPal
+2
Applicable to:
Sales
Customer Service
Fin365 is a cloud based business and customer management system for financial services professionals
4.8
(10 ratings)
1 out of 60
RapidStart Sales for Microsoft Dynamics 365
Forceworks
+3
Applicable to:
Marketing
Sales
Power Apps
Based on the Original RapidStart CRM App! But made to deploy and use on Microsoft Dynamics 365
2 out of 60
Crowe CRM for Banking
Crowe LLP
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Crowe CRM for Banking modernizes and automates bank operations with Dynamics 365
3 out of 60
Sirion for Dynamics 365
SIRIONLABS, INC.
+1
Applicable to:
Sales
Transform how you create, manage, and measure contracts with SirionOne
4 out of 60
Zap Time Entry - Case Time Tracking + Timesheet
Zap Objects
+2
Applicable to:
Sales
Customer Service
Track and log time spent across Cases or Projects!
5 out of 60
Back Office Bundle
MTC
+4
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
CRM Add-on Combo for Back Office Functions.
6 out of 60
Interactive Activity Timeline
Soluzione IT Services Pvt. Ltd.
+3
Applicable to:
Sales
Customer Service
Field Service
View activities and notes in an integrated & interactive vertical timeline manner.
5.0
(1 ratings)
7 out of 60
Bureau van Dijk Connector
Bureau van Dijk
+1
Applicable to:
Sales
Seamlessly refresh and enrich your CRM data and find the companies most likely to buy from you.
8 out of 60
SMS Integration for Dynamics 365
Magnetism
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Send and receive SMS's directly from within Dynamics 365
9 out of 60
Data Masking
HSO
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
A highly configurable tool for bulk anonymization or randomization of your sandbox databases!
10 out of 60
UDS Duplicate Checker
UDS SYSTEMS LLC
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Perform all actions with duplicate records in one interface
5.0
(3 ratings)
11 out of 60
Smart Alerts
Biztech Consulting & Solutions
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Dynamics 365 Alert Notification plugin enables CRM users to add & manage alerts for entities.
5.0
(4 ratings)
12 out of 60
portatour® – sales-route planner – AppSource
impactit GmbH
+3
Applicable to:
Sales
Customer Service
Field Service
portatour® - The gold standard in automatic sales route-planning
13 out of 60
AutoMerge
Genbil Software
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Intelligent Duplicate Detection and automatable multi-record merge
5.0
(1 ratings)
14 out of 60
CRM Alerts
Nemely
+4
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Extend Dynamics 365 with the power of instant push notifications and one tap responses and approvals
15 out of 60
Business Central Data in Power Apps via Virtual Table
Beans Infotech
+6
Applicable to:
Sales
Customer Service
Power Automate
Power Virtual Agents
Power Apps
Power Pages
Empower Sales users with instant view of Business Central in Dynamics CRM & Power App
5.0
(1 ratings)
16 out of 60
Crowe CRM for Insurance Brokers
Crowe LLP
+3
Applicable to:
Sales
Customer Service
Power Apps
BenefitsBridge for Dynamics 365 provides integrated agency management for employee benefits brokers
5.0
(1 ratings)
17 out of 60
Note Pro
MTC
+4
Applicable to:
Marketing
Sales
Customer Service
Field Service
Add Microsoft Word or Note like Capability to Your CRM Entity Form
18 out of 60
Mortgage365 CRM Solution Offering
VerTech Solutions Group
+4
Applicable to:
Marketing
Sales
Power Automate
Power Apps
Provides loan officers a singular worksurface within the most integrated platform in the industry.
19 out of 60
Cirrus Call Manager
Sysfore Technologies Pvt Ltd.
+1
Applicable to:
Sales
The Cirrus Call Manager is a Dynamics 365 add-on application which is integrated with Cirrus Contact
20 out of 60
iPayments - Credit Card Processing
iSolutions
+3
Applicable to:
Sales
Customer Service
Power Apps
Accept Credit Card payment directly inside of Microsoft Dynamics 365 Sales
5.0
(2 ratings)
21 out of 60
WDX1
WEALTH DYNAMIX
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Client Lifecycle Management solutions for wealth managers
22 out of 60
Customer Engagement Essentials
HSO
+3
Applicable to:
Sales
Customer Service
Field Service
Accelerate your business with Dynamics Customer Engagement Essentials.
23 out of 60
Enlyft Account Intelligence
Enlyft
+3
Applicable to:
Marketing
Sales
Power Apps
Enlyft provides deep account intelligence data.
4.6
(77 ratings)
24 out of 60
Carma
Carma, Inc.
+3
Applicable to:
Sales
Customer Service
Power Apps
Foundational Network and Data Center Inventory links Sales, Revenue, Expenses and CRM to Assets
4.0
(2 ratings)
25 out of 60
Icons and Tooltips with D365
PhuocLe
+6
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
Allow you customize Icons and Tooltips without help from your developer.
5.0
(1 ratings)
26 out of 60
Dental 365 Standard for Dynamics 365
Kaizen Dynamics Partners Inc
+3
Applicable to:
Sales
Customer Service
Power Apps
Canadian Dental ERP and CRM Software to increase productivity and minimize costs
27 out of 60
Power Sports Sponsorship
Proximo3
+2
Applicable to:
Sales
Power Apps
Manage your clubs sponsorship process
28 out of 60
SmartLoan
Smartstatz Solutions LLP
+3
Applicable to:
Sales
Power Automate
Power Apps
los, banking, assets, loan origination, loan underwriting, credit assessment, credit approval notes
29 out of 60
HLi Customer 360 View
HLI TUNISIA
+2
Applicable to:
Customer Service
Power Apps
Customer 360 View is a customer centric Application that provide a single View of the Customer.
30 out of 60
CRM 4UTILITIES - AI 4EMAIL
IDIGITAL3 SRL
+3
Applicable to:
Marketing
Sales
Customer Service
Il CRM per le utilities che estende il Servizio Clienti con l'intelligenza artificiale.
31 out of 60
Conga Quote-to-Cash for Dynamics 365
Apttus
+1
Applicable to:
Sales
Optimize critical revenue & commercial processes with industry-leading Conga Quote-to-Cash
1.0
(1 ratings)
32 out of 60
Dotdigital for Non-profit Organizations
dotdigital
+2
Applicable to:
Marketing
Sales
Leading customer experience and data platform for charities, IGOs and other non-profit organizations
33 out of 60
CPQ - Dynamics Quote Builder by Business Elements
Business Elements
+3
Applicable to:
Sales
Field Service
Project Service Automation
Dynamics Quote Builder for Micrososft Dynamics 365 CE
34 out of 60
Datenqualität in Microsoft Dynamics 365 Marketing & Sales
ACS Informatik GmbH
+3
Applicable to:
Marketing
Sales
Customer Service
Lösungen für Datenqualität, Adressvalidierung und fehlertolerante Suche in Dynamics 365 CRM
5.0
(2 ratings)
35 out of 60
Expense Management
Intech Systems Pvt Ltd.
+5
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
A streamlined solution for effortlessly tracking, submitting, and approving travel expenses.
36 out of 60
Custom Auto Numbering
Biztech Consulting & Solutions
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Mixed Reality
Automatically set incrementing ID numbers to your Dynamics 365 CRM records for any entity with.
3.7
(3 ratings)
37 out of 60
Open CTI for Microsoft Dynamics and Genesys Cloud
AMC Technology-DaVinci
+2
Applicable to:
Sales
Customer Service
Open CTI for Microsoft Dynamics and DaVinci for Genesys Cloud
38 out of 60
Crowe EditAble CRM Grid
Crowe LLP
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Build advanced Dynamics 365 Sub-Grids with point-and-click configuration module and robust API
5.0
(1 ratings)
39 out of 60
Account Planner by DemandFarm: World's #1 Key Account Management App for Microsoft
DemandFarm Inc.
+1
Applicable to:
Sales
World's Favorite Key Account Management Tool. Trusted by 250+ Global Brands & 25000+ Happy Users.
4.7
(44 ratings)
40 out of 60
Lead Generation App
Strategix Business Solutions (Pty) LTD
+2
Applicable to:
Sales
Power Apps
Lead Generation App
41 out of 60
xRM@EVU - CRM für die Energiewirtschaft
EVE Consulting und Beteiligungsges. mbH
+3
Applicable to:
Sales
Customer Service
Power Apps
Template für Energieversorger und Netzbetreiber, um Vertrieb und Kundenservice zu digitalisieren.
42 out of 60
Scrive for Dynamics 365
Scrive AB
+2
Applicable to:
Sales
Power Apps
Scrive + Microsoft Dynamics CRM - Take Control Of Your Sales Cycles
43 out of 60
RED365
PROART Consulting
+3
Applicable to:
Sales
Customer Service
Field Service
Real estate & Property management solution includes marketing, sales, leasing and customer service
44 out of 60
Infobip SMS and WhatsApp for Dynamics 365 Sales
Infobip d.o.o.
+1
Applicable to:
Sales
Communicate and engage with your contacts, and accounts with Infobip SMS and WhatsApp
45 out of 60
Credit Card Processing
MTC
+3
Applicable to:
Sales
Customer Service
Power Apps
Process Credit Card Transactions & Capture Credit Details Securely
46 out of 60
Consulting & Development Services (SI) for Dynamics 365 CRM and Power Platform
Inogic
+8
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Automate
Power Virtual Agents
Power Apps
Power Pages
Inogic Professional Services Division for Microsoft Dynamics 365 CRM and Power Platform
47 out of 60
Global Search
MTC
+2
Applicable to:
Sales
Customer Service
Enable Global Search within Your CRM
48 out of 60
BE-terna Banking CRM
BE-terna
+2
Applicable to:
Sales
Customer Service
BE-terna Banking CRM – custom made CRM solution for banking industry.
49 out of 60
Smart Connector for Microsoft Dynamics
SOFTPHONE INTERNATIONAL LTD
+6
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
Delivers phone calls, emails and chats to agents in a comprehensive UI, boosting agents productivity
50 out of 60
Configure One Connect for Dynamics 365 CE
Revalize Software, Inc.
+1
Applicable to:
Sales
Streamline your business operations by revolutionizing how you quote and sell products and services.
51 out of 60
Zap Attachment Viewer - with drag-and-drop
Zap Objects
+3
Applicable to:
Sales
Field Service
Power Apps
Preview all attachments from notes, emails and portal comments for a particular record
52 out of 60
Gravity
MTC
+4
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Gravity for CRM is the #1 cloud accounting software with Financials & CRM fully integrated.
4.7
(33 ratings)
53 out of 60
Activity Calendar
MTC
+3
Applicable to:
Marketing
Sales
Customer Service
View, Organize & Manage your Activities Effectively
2.0
(1 ratings)
54 out of 60
AMC's DaVinci for Dynamics 365
AMC Technology-DaVinci
+2
Applicable to:
Sales
Customer Service
Enhance your contact center experience for both agents and customers
5.0
(4 ratings)
55 out of 60
Power Search for simple advanced find in Dynamics 365
mscrm-addons.com ( PTM EDV Systeme )
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Combining the simplicity of the Dynamics 365 search with the capabilities of the Advanced Find!
5.0
(1 ratings)
56 out of 60
CRM4Retail - Retail Clienteling App
SB Soft Srl
+3
Applicable to:
Marketing
Sales
Mixed Reality
CRM4Retail is a Cloud-Based platform integrated with Microsoft Dynamics 365, ready for mobile phones
5.0
(2 ratings)
57 out of 60
proMX 365 for Construction
proMX AG
+6
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
Vertical sales and project management solution for the construction industry based on Dynamics 365
58 out of 60
UWhatsApp
Uzman CRM
+3
Applicable to:
Marketing
Sales
Customer Service
UWhatsapp is a solution to read/send whatsapp messages in Dynamics platform. (On-prem & Online)
5.0
(5 ratings)
59 out of 60
Infinity Lookup - Multi Lookup for Dynamics 365
Magnetism
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Create seamless Multi Lookup fields for Dynamics 365 N:N Relationships
60 out of 60
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