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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
Pendo for Power Platform and Dynamics 365
Pendo
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Drive application success with the #1 on-boarding, training and communication platform.
4.6
(1000 ratings)
2 out of 60
Higher Education Blueprint
CRM Dynamics Limited
+3
Applicable to:
Marketing
Sales
Customer Service
D365 for Higher Education. Manage all aspects including Recruitment, Enrollment, and Fundraising.
3 out of 60
ASC Recording Insights for Microsoft Cloud for Financial Services
ASC Technologies AG
+3
Applicable to:
Sales
Customer Service
Power Apps
Legally compliant recording, archiving and conversation insights for Cloud for Financial Services
4 out of 60
Five9 Intelligent Cloud Contact Center for multisession applications
Five9
+4
Applicable to:
Sales
Customer Service
Field Service
Power Apps
Intelligent Cloud Contact Center for Microsoft Dynamics 365 and Microsoft Teams
5 out of 60
EvergreenWorx Cases Pro
EvergreenWorx
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
Excellent support, workflow efficiency, ticket management, and better productivity
6 out of 60
Infinity Buttons - Clone Record in Dynamics 365
Magnetism
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Easily Clone any record in Dynamics 365 including table records and related activities
7 out of 60
Sequence Generator
C Centric Solutions Pvt Ltd
+1
Applicable to:
Field Service
...helps you address the need of a flexible record numbering process
8 out of 60
Patient Care NXT Solution
PERSISTENT SYSTEMS LIMITED
+6
Applicable to:
Marketing
Customer Service
Customer Voice
Power Automate
Power Virtual Agents
Power Apps
Patient Care NXT platform built on MS Cloud for Healthcare is a holistic platform for patient care.
9 out of 60
Local Government Accelerator
TechAir Group
+3
Applicable to:
Customer Service
Field Service
Power Apps
Help local government organizations quickly modernize their apps on Office 365 Government (GCC)
10 out of 60
Dialog Builder for Dynamics 365
Magnetism
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Dialog Builder allows you to create fully customisable dialogs and popups in Dynamics 365.
5.0
(4 ratings)
11 out of 60
Resco Suite
Resco
+4
Applicable to:
Sales
Field Service
Power Apps
Power Pages
Resco solutions with configuration and administration tools.
5.0
(2 ratings)
12 out of 60
Clarabridge for Dynamics 365 and Customer Voice
Clarabridge, Inc
+4
Applicable to:
Sales
Customer Service
Field Service
Customer Voice
Clarabridge delivers actionable insights from every customer interaction, in one platform.
13 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
14 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)
15 out of 60
Loyalty Program Management Add-on for Dynamics 365
ACW Solutions Limited
+2
Applicable to:
Marketing
Sales
It allows you to create and realize successful global loyalty programs in an easy way.
16 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)
17 out of 60
Safety Suite
Becloudsmart Pty Ltd
+6
Applicable to:
Sales
Field Service
Project Service Automation
Project Operations
Power Automate
Power Apps
Modern Business | Safety Suite helps your business to automate your safety processes.
18 out of 60
Approval Management
Intech Systems Pvt Ltd.
+5
Applicable to:
Sales
Customer Service
Field Service
Project Operations
Power Apps
Elevating your approval processes with streamlined workflows and enhanced decision-making.
5.0
(1 ratings)
19 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
20 out of 60
Avalara for Dynamics 365 Sales
Avalara
+1
Applicable to:
Sales
Automate sales and use tax compliance within Microsoft Dynamics 365
5.0
(1 ratings)
21 out of 60
Real Estate with D365
Evincible Solutions
+4
Applicable to:
Marketing
Customer Service
Power Automate
Power Apps
Why a successful Real Estate Industry Need Microsoft Dynamics CRM !!
22 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
23 out of 60
PowerGrid
PowerObjects An HCL Company
+2
Applicable to:
Sales
Field Service
Consolidate your editing processes by searching from within a view in your CRM.
24 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
25 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
26 out of 60
dox42 for Dataverse and D365 Document Automation
dox42
+6
Applicable to:
Sales
Customer Service
Field Service
Customer Voice
Power Automate
Power Apps
Generate documents from D365 CE & Dataverse with one click, design your templates in MS Office.
27 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.
28 out of 60
Project Gantt for PSA and PO
proMX AG
+5
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
The add-on helps project managers to better structure, plan and control projects in PO and PSA.
3.0
(2 ratings)
29 out of 60
Drift
Drift.com, Inc.
+4
Applicable to:
Marketing
Sales
Customer Service
Power Virtual Agents
The Conversation Cloud that creates personalized experiences for your customers
30 out of 60
Glympse for Field Service and Deliveries
Glympse
+2
Applicable to:
Customer Service
Field Service
Live location tracking and data to improve operations and customer experience
31 out of 60
Change Warden
Solution Park
+2
Applicable to:
Customer Service
Power Apps
Change Warden helps raising, tracking and approving the IT Change, Release and Deployment Requests
32 out of 60
Global Search
MTC
+2
Applicable to:
Sales
Customer Service
Enable Global Search within Your CRM
33 out of 60
Infor LN Integration for Microsoft Dynamics 365 CRM by Commercient.
Commercient - ERP & CRM SYNC
+2
Applicable to:
Sales
Field Service
Commercient SYNC for Infor LN And Microsoft Dynamics CRM
34 out of 60
Warranty Tracking for Dynamics 365 Field Service
Alithya Fullscope Solutions, Inc.
+3
Applicable to:
Sales
Customer Service
Field Service
Manage product lifecycle within D365 from quote to cash with unified warranty tracking and returns.
35 out of 60
Performance Management for D365 Human Resources
Hubdrive
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Automate your review roll out process in your Microsoft Dynamics 365 Human Resources
4.3
(6 ratings)
36 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.
37 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)
38 out of 60
GUMU™ for Sage ERP - Dynamics 365 CRM Integration
Greytrix
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Sync Sage 100 | Sage X3 | Sage 300 with Dynamics 365 CRM for Quick and Effective Data Integration
39 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.
40 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)
41 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.
42 out of 60
Government Grants Management-Grants 360
Aligned Business Solutions, LLC
+2
Applicable to:
Sales
Power Apps
Comprehensive Cloud Based Grant Award and Management Solution
43 out of 60
Argano CX Connect: Optimizing the Customer Experience
Argano LLC
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Automate
Power Virtual Agents
Power Apps
Optimize sales and service experience: Connect customer lifecycle with automation, AI and analytics
5.0
(1 ratings)
44 out of 60
CRM Banking Catalyst
Systems Limited
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Centralized banking CRM management solution with personalized and unified Omni channel experience.
45 out of 60
Vehicle Inspection
SA Technologies Inc.
+3
Applicable to:
Customer Service
Field Service
Power Apps
This Motor Inspection PowerApps application helps streamlining the Inspection/Auditing process.
46 out of 60
Xactly Incent®: Incentive Compensation and Commissions Management By Xactly Corp
Xactly Corporation
+1
Applicable to:
Sales
Design, automate and manage compensation to drive better sales performance.
4.4
(393 ratings)
47 out of 60
Exeevo Omnicare Patient Engagement Platform
Exeevo Inc
+6
Applicable to:
Marketing
Customer Service
Field Service
Customer Voice
Power Virtual Agents
Power Apps
A CRM that Personalizes the Patient Journey and Handle Use Cases from Commercial to Clinical
48 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)
49 out of 60
Engage 365 Integrated Loyalty Solution
Yeger Tek DMCC
+3
Applicable to:
Marketing
Sales
Customer Service
A Microsoft Dynamics 365 based loyalty platform that allows you to deliver great reward programs
50 out of 60
Text(SMS) messaging for Dynamics 365 Customer Service
IMPERIUM DYNAMICS LLC
+3
Applicable to:
Customer Service
Power Automate
Power Apps
Notify customers on case updates, send and receive text messages to your contacts and groups.
51 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)
52 out of 60
Dynamica SMS Integration
Dynamica Labs
+8
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Automate
Power Apps
Twilio SMS Integration with Dynamics 365
4.5
(2 ratings)
53 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.
54 out of 60
Configurable checklist
Saina Cloud Consulting Services
+9
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Automate
Power Virtual Agents
Power Apps
Configurable checklist with parallel workflow in Power Apps integrated with Dynamics 365 Operations
55 out of 60
EvergreenWorx Maintenance Pro
EvergreenWorx
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
Complete asset lifecycle and work order management in one convenient application.
56 out of 60
ZiftONE PRM
Zift Solutions, Inc.
+2
Applicable to:
Marketing
Sales
Grow partners with through-channel marketing automation and partner relationship management (PRM)
4.6
(429 ratings)
57 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
58 out of 60
AvePoint Cloud Backup for Dynamics 365
AvePoint Inc.
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
AvePoint Cloud Backup for Dynamics 365
4.7
(55 ratings)
59 out of 60
Dynamic FRM - Formula and Recipe Management
New Dynamic, LLC
+2
Applicable to:
Sales
Power Apps
Food & Beverage PLM Tool Accelerating Compliance, Collaboration and Go to Market Strategies
60 out of 60
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