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Dynamics 365 Financial Services Accelerator

By Microsoft

Apps

Build innovative industry apps with the Financial Services Accelerator

(12)

1 out of 38

Demand forecasting Dashboard

By Bit Peak sp. z o.o.

Power BI

Demand forecasting for your products/services backed by machine learning

2 out of 38

Events Calendar

By Dotsquares

Apps

Manage your tasks, appointments and phone calls from a single page.

(1)

3 out of 38

Dynamics Telephony

By Dynamics Telephony

Apps

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

4 out of 38

Export /Email Dynamics 365 Reports - Click2Export

By Inogic

Apps

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

(6)

5 out of 38

Coaching

By Microsoft Labs

Apps

Coaching enables organization to make contextual Knowledge Article(s) easily accessible to users

(4)

6 out of 38

InRule® for Microsoft Dynamics 365

By InRule Technology

Apps

Easily Automate Business Rules and Processes using the InRule® Decision Platform

(1)

7 out of 38

Crowe EditAble CRM Grid

By Crowe LLP

Apps

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

8 out of 38

Crowe CRM for Banking

By Crowe LLP

Apps

Crowe CRM for Banking modernizes and automates bank operations with Dynamics 365

9 out of 38

Aptivio for Dynamics 365 Customer Engagement

By AptivIO

Apps

Real-time opportunity discovery for B2B sales

10 out of 38

SideKick 365 CRM PowerPack (Preview)

By Skylite Systems

Power BI

SideKick 365 CRM PowerPack - Make Your SharePoint Data Come Alive

11 out of 38

NICE inContact CXone Agent for Microsoft Dynamics

By NICE

Apps

Integrate CRM and contact center controls for more efficient agents and exceptional experiences.

12 out of 38

WDX1

By WEALTH DYNAMIX

Apps

Client Lifecycle Management solutions for wealth managers

13 out of 38

Pragma AutoNumber

By Pragmasys Consulting

Apps

Pragmasys Auto Numbering - A Guaranteed Unique Auto Numbering Solution

(2)

14 out of 38

Crowe CRM for Wealth Management

By Crowe LLP

Apps

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

15 out of 38

iPayments - Credit Card Processing

By iSolutions

Apps

Accept Credit Card payment directly inside of Microsoft Dynamics 365 Sales

(2)

16 out of 38

Traviata

By Realdolmen

Apps

Traviata CRM for Insurance is tailored to fit the unique processes in the Insurance industry.

(1)

17 out of 38

PRM - Partner Relationship Management

By Netwise S.A.

Apps

Netwise PRM is a stand-alone Partner Relationship Management solution built on Microsoft Azure.

18 out of 38

NORBIT: AutoDistr

By НОРБИТ

Apps

Автоматизация типовых процессов автодилеров по продажам ТС, аксессуаров/услуг и тех. обслуживания

19 out of 38

AI-Powered Next Best Action for Dynamics 365

By ABAKA Holdings Limited

Apps

Machine Learning algorithms predict how Next Best Actions can be personalised & activate customers

20 out of 38

Hitachi Solutions D365 Tools

By Hitachi Solutions

Apps

Overcoming Barriers of Success

21 out of 38

Crowe CRM for Insurance Brokers

By Crowe LLP

Apps

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

22 out of 38

DealHub.io - Contract Lifecycle Management, MSD365

By Dealhub.io

Apps

DealHub - Contract Life-cycle Management for Microsoft Dynamics

(1)

23 out of 38

Medallia for Microsoft Dynamics 365

By Medallia, Inc.

Apps

Medallia for Microsoft Dynamics 365

24 out of 38

Telephony Integration for PowerApps

By C Centric Solutions Pvt Ltd

Apps

Improved Customer Engagement and Call Agents Productivity

25 out of 38

GDPR Management for Dynamics 365 - proGDPR

By CRMFIRST GmbH

Apps

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

(1)

26 out of 38

Dynamics Association Blueprint

By CRM Dynamics Limited

Apps

D365 for Membership Associations. Manage all aspects including Memberships, Marketing and Funding.

27 out of 38

Rhino Bank

By Rhino Systems, S.A. de C.V.

Apps

A platform to streamline business process and enable an omnichannel interaction with customers

28 out of 38

Collection management solution -built on PowerApps

By C Centric Solutions Pvt Ltd

Apps

Helps manage the entire collection life cycle

29 out of 38

Sales management solution built on Power Apps

By C Centric Solutions Pvt Ltd

Apps

Sales management for financial services - built on Power Apps

30 out of 38

TANDEM, by XRM Vision - Insurance Broker Solution

By XRM Vision

Apps

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

31 out of 38

Unity For Dynamics

By Intellective

Apps

Connect Dynamics 365 users with other corporate repositories, workflows, content, and applications

(1)

32 out of 38

COREFIN Loyalty Management

By PBS

Apps

COREFIN Loyalty Management is a horizontal add-on to Dynamics 365 / Customer Engagement

33 out of 38

PSM RERA

By Smartstatz Solutions LLP

Apps

Sales, Sales Recovery and RERA Compliance Solution for Real Estate Developers

34 out of 38

DealFabric CRM Suite

By DealFabric

Apps

Suite CRM dédié aux professionnels du Capital Investissement

35 out of 38

CRM Partners Quick Find

By CRM Partners

Apps

Find records fast and easy with targeted search forms, tailored to your business processes.

36 out of 38

FundCloud - Investor Relations

By Invati inc.

Apps

FundCloud Investor Relations for Private Equity provides seamless processes for capital raising

37 out of 38

Axm 360 Bank Insurance

By AXELINK MA

Apps

Axm 360 Bank Insurance

38 out of 38

Business Data Enrichment

Configure, Price, Quote (CPQ)

Contract Management

CRM

E-commerce

Sales Enablement

Telesales

Banking & Capital Markets

Insurance

Power BI apps

Power BI visuals

Power Apps

Power Automate

Power Virtual Agents

App results (38)View consulting services (204)

Dynamics 365 Financial Services Accelerator

By Microsoft

Apps

Build innovative industry apps with the Financial Services Accelerator

Demand forecasting Dashboard

By Bit Peak sp. z o.o.

Power BI

Demand forecasting for your products/services backed by machine learning

Events Calendar

By Dotsquares

Apps

Manage your tasks, appointments and phone calls from a single page.

Dynamics Telephony

By Dynamics Telephony

Apps

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

Export /Email Dynamics 365 Reports - Click2Export

By Inogic

Apps

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

Coaching

By Microsoft Labs

Apps

Coaching enables organization to make contextual Knowledge Article(s) easily accessible to users

InRule® for Microsoft Dynamics 365

By InRule Technology

Apps

Easily Automate Business Rules and Processes using the InRule® Decision Platform

Crowe EditAble CRM Grid

By Crowe LLP

Apps

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

Crowe CRM for Banking

By Crowe LLP

Apps

Crowe CRM for Banking modernizes and automates bank operations with Dynamics 365

Aptivio for Dynamics 365 Customer Engagement

By AptivIO

Apps

Real-time opportunity discovery for B2B sales

SideKick 365 CRM PowerPack (Preview)

By Skylite Systems

Power BI

SideKick 365 CRM PowerPack - Make Your SharePoint Data Come Alive

NICE inContact CXone Agent for Microsoft Dynamics

By NICE

Apps

Integrate CRM and contact center controls for more efficient agents and exceptional experiences.

WDX1

By WEALTH DYNAMIX

Apps

Client Lifecycle Management solutions for wealth managers

Pragma AutoNumber

By Pragmasys Consulting

Apps

Pragmasys Auto Numbering - A Guaranteed Unique Auto Numbering Solution

Crowe CRM for Wealth Management

By Crowe LLP

Apps

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

iPayments - Credit Card Processing

By iSolutions

Apps

Accept Credit Card payment directly inside of Microsoft Dynamics 365 Sales

Traviata