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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.
1 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)
2 out of 60
WarrantyCONNECT Registration and Claims
MCA Connect
+3
Applicable to:
Sales
Power Automate
Power Apps
WarrantyCONNECT helps manufacturers manage the post-sale warranty claims processing process.
3 out of 60
SignD365 Document Signature
CRM Dynamics Ltd
+1
Applicable to:
Sales
Document E-Signature Solution For Microsoft Dynamics 365
4 out of 60
Enteract - CRM for Banking
Fiserv
+2
Applicable to:
Sales
Customer Service
Enteract from Fiserv is a comprehensive sales & service solution for retail & commercial banking.
5 out of 60
Sirion for Dynamics 365
SIRIONLABS, INC.
+1
Applicable to:
Sales
Transform how you create, manage, and measure contracts with SirionOne
6 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
7 out of 60
Imperium CPQ for Power Platform
IMPERIUM DYNAMICS LLC
+4
Applicable to:
Sales
Power Automate
Power Apps
Power Pages
Configure, Price and Quote solution
8 out of 60
CTI for Microsoft Dynamics and Genesys Cloud
AMC Technology-DaVinci
+2
Applicable to:
Sales
Customer Service
CTI for Microsoft Dynamics and DaVinci for Genesys Cloud
9 out of 60
Tenfold Advanced CTI for Dynamics 365
Callinize, inc. dba Tenfold
+2
Applicable to:
Sales
Customer Service
Advanced CTI for Dynamics & D365 Sales & Service | Cisco, Avaya, Genesys, InContact & Dozens More
10 out of 60
PayFabric®
Nodus Technologies
+3
Applicable to:
Sales
Customer Service
Field Service
Credit Card and ACH/ECheck Payment Processing within Microsoft Dynamics 365/CRM
11 out of 60
Inventory Management
Orby
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Efficient inventory management with real-time insights powered by Dataverse.
12 out of 60
SharePoint Metadata Capture
Soluzione IT Services Pvt. Ltd.
+4
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Capture document metadata while uploading document to SharePoint from Dynamics 365 CE
5.0
(2 ratings)
13 out of 60
Multi-File Uploader to SharePoint
MTC
+4
Applicable to:
Sales
Customer Service
Field Service
Power Apps
Upload Multiple Files to SharePoint at one go from within Dynamics 365/CRM
5.0
(1 ratings)
14 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)
15 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
16 out of 60
PensionSoft - Pension & Life Insurance CRM
Genbil Software
+2
Applicable to:
Sales
Customer Service
End-to-end CRM solution for pension and life insurance companies
17 out of 60
Org Chart by DemandFarm - #1 Relationship Mapping App For Microsoft
DemandFarm Inc.
+4
Applicable to:
Marketing
Sales
Customer Service
Field Service
World's Best Relationship Mapping Org Chart Tool. Trusted by 250+ Global Brands & 25000+ Happy Users
18 out of 60
Global Search
MTC
+2
Applicable to:
Sales
Customer Service
Enable Global Search within Your CRM
19 out of 60
CTI for Microsoft Dynamics and Microsoft Teams
AMC Technology-DaVinci
+2
Applicable to:
Sales
Customer Service
CTI for Microsoft Dynamics and DaVinci for Microsoft Teams
20 out of 60
Field Service Integration, Project and Inventory
Microsoft Dynamics 365
+2
Applicable to:
Sales
Field Service
Integration between Field Service and Finance and Operations, with Project and Inventory
5.0
(1 ratings)
21 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
22 out of 60
UST Attachment Mover for Dynamics 365
UST Global
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
UST Attachment Mover for Dynamics 365 optimizes CRM storage and boosts performance.
23 out of 60
Account summary AI for Dynamics 365
Breathe IT AS
+4
Applicable to:
Marketing
Sales
Customer Service
Field Service
AI-Powered Account summarizer for Dynamics 365 Transform your Dynamics 365 experience with our AI
24 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.
25 out of 60
Power Sports Sponsorship
Proximo3
+2
Applicable to:
Sales
Power Apps
Manage your clubs sponsorship process
26 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
27 out of 60
UnicWorks CRM
Unica ICT solutions
+2
Applicable to:
Sales
Power Apps
UnicWorks: de krachtige en laagdrempelige CRM-module voor bedrijven
28 out of 60
Klevr Membership Management
Klevr Apps
+6
Applicable to:
Marketing
Sales
Customer Service
Project Operations
Power Apps
Power Pages
Dynamics 365 app for memberships, entitlements, renewals, and member portal with Stripe payments
29 out of 60
Email Attachment Manager
MTC
+2
Applicable to:
Sales
Field Service
Move CRM Attachments and Notes to SharePoint or Azure or Both and Save your CRM Database.
30 out of 60
KrispCall For Dynamics 365
KrispCall
+2
Applicable to:
Sales
Customer Service
KrispCall provides seamless integration with Dynamics to make and receive calls directly from MSD.
31 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)
32 out of 60
Map My Customers for Dynamics 365
Map My Customers
+3
Applicable to:
Marketing
Sales
Field Service
See accounts, contacts, opportunities, and activities on a map. Plan routes. Find new leads.
4.6
(127 ratings)
33 out of 60
Operations Essentials for Nonprofits
Zimney & Co.
+2
Applicable to:
Sales
Power Apps
The simplest way to manage your nonprofit's projects, awards, and workforce.
5.0
(1 ratings)
34 out of 60
Ledgeview's CRM for Oil and Gas
Ledgeview Partners
+2
Applicable to:
Sales
Customer Service
The only industry specific CRM for Lubricant and Fuel Distributors.
35 out of 60
CRM for Nonprofits - Dynamics 365 Kickstarter
Beyond Key Systems
+4
Applicable to:
Sales
Customer Service
Power Automate
Power Apps
CRM for Nonprofits- Dynamics 365 Kickstarter for Volunteer, Donation and Fundraising Management
36 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
37 out of 60
VeriLoan Loan Origination Solution for Banking
VeriPark
+2
Applicable to:
Sales
Customer Service
Omni-channel, omni-product loan origination solution for Retail, Corporate & Commercial Banking
5.0
(2 ratings)
38 out of 60
Dotdigital for Microsoft Dynamics
dotdigital
+1
Applicable to:
Sales
The marketing automation platform for powerful cross-channel marketing. Make every journey count.
4.5
(703 ratings)
39 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
40 out of 60
Dynamics PHONE SYSTEM
Dynamics Telephony
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Customer Voice
Unified Dynamics 365 and telephone system in one user interface.
41 out of 60
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)
42 out of 60
Proff for Dynamics 365
Breathe IT AS
+1
Applicable to:
Sales
The solution ensures automatic and continuous updating of business information in Dynamics 365.
43 out of 60
Property-xRM for Real Estate
Metadata Technologies
+4
Applicable to:
Sales
Customer Service
Field Service
Power Apps
Property-xRM is equipped with core functionalities to streamline Property Management Operations.
4.8
(4 ratings)
44 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
45 out of 60
Leadfeeder by Dealfront for MS Dynamics 365
Leadfeeder
+1
Applicable to:
Sales
Web Visitors Identification Solution for MS Dynamics 365
4.5
(677 ratings)
46 out of 60
Connectorly for Microsoft Dynamics 365 & Xero
Connectorly Limited
+1
Applicable to:
Sales
Sync invoices, payments, and accounts automatically in real-time and save countless hours
47 out of 60
Supersearch
Mammuth
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Supersearch is an advanced tool to search and build complex queries in Dynamics 365 and Power Apps
48 out of 60
LoyaltyOne Customer Loyalty Management Solution - powered by Power Platform and Customer Insights
Cognizant
+1
Applicable to:
Sales
Inspire loyalty and harness the power of customer data
49 out of 60
CRM Word Interface
Donaubauer AG
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Create complete Word documents directly from CRM
50 out of 60
Wrike For Dynamics
Scaleable Solutions
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Operations
Power Apps
An integration between Wrike with Microsoft Dynamics 365 Apps
51 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)
52 out of 60
WDX1
WEALTH DYNAMIX
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Client Lifecycle Management solutions for wealth managers
53 out of 60
Data8 TPS and CTPS Compliance Checker
Data8
+4
Applicable to:
Sales
Customer Service
Field Service
Power Apps
Check and screen phone numbers against TPS and CTPS registers quickly and easily
54 out of 60
Dynamics Document Manager
HSO Innovation
+2
Applicable to:
Sales
Field Service
Reduce Cost by Reducing Database Storage!
55 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)
56 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)
57 out of 60
PowerDialer for Dynamics
InsideSales.com
+4
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Sales Acceleration with click-to-call, dialing lists, local numbers and automated call logging.
58 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)
59 out of 60
Cemantica Customer Journey Management Platform
Cemantica
+5
Applicable to:
Marketing
Sales
Customer Service
Customer Voice
Power Apps
A Customer Journey Mapping Platform that empowers brands to deliver great customer experiences
5.0
(3 ratings)
60 out of 60
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