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Copilot extensions
Discover apps that work with Microsoft Copilot. Currently only showing Teams apps that work with Copilot, but more to come soon.
Financial Services
Become a trusted partner to your customers and differentiate your financial institution from competitors. Explore financial services offerings that help you create new value with innovative technology.
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Apps results for Financial Services
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Affinity for Outlook
Project Affinity
+1
Applicable to:
Outlook
Manage and Close Deals Faster with Affinity for Outlook
1 out of 60
acterystableedit-ad
Managility
+1
Applicable to:
Power BI visuals
Acterys Table Edit Visual with AAD Support
2 out of 60
Qvidian for Microsoft Office (US)
Upland Software Inc.
+2
Applicable to:
Excel
Word
RFP and questionnaire response with Qvidian library access and answer recommendations.
5.0
(3 ratings)
3 out of 60
NICE CXone Agent for Microsoft Dynamics
NICE
+1
Applicable to:
SaaS
Integrate CRM and contact center controls for more efficient agents and exceptional experiences.
4 out of 60
iTimekeep
Aderant
+1
Applicable to:
Outlook
Track your time by quickly converting calendar events and email into compliant timecards
4.8
(11 ratings)
5 out of 60
Forbury
Forbury Property
+1
Applicable to:
Excel
Input data into Forbury and process calculations with the Forbury cloud engine.
5.0
(1 ratings)
6 out of 60
IT Service Management on Azure
ServiceNow
+1
Applicable to:
SaaS
ServiceNow IT Service Management on Azure for Regulated Markets
4.5
(793 ratings)
7 out of 60
DataFinder
Knoema
+2
Applicable to:
Excel
Word
Automatically find, visualize, and integrate relevant global data and charts into your workflow.
3.9
(12 ratings)
8 out of 60
Willis Towers Watson Radar Live
Towers Watson Software Limited
+1
Applicable to:
SaaS
Industry leading point-of-quote insurance rating software delivered as a service
9 out of 60
MarketXLS Select 5: Excel Your Investments with Premium Data & Analytics for US Stocks, Mutual Funds, ETFs, Options, and Cryptocurrencies (Up to 5 Symbols)
MarketXLS
+1
Applicable to:
Excel
Institutional Grade Stock Data in Excel for Stocks, Mutual Funds, Options, ETFs & Cryptocurrencies
5.0
(5 ratings)
10 out of 60
Landis Contact Center for Microsoft Teams
Landis Technologies LLC
+1
Applicable to:
Teams
A Call Center Designed for Office 365 Phone System that brings advanced queuing & analytics to Teams
3.5
(381 ratings)
11 out of 60
Autopilot
Autopilot Workflow Solutions
+1
Applicable to:
SaaS
+included add-ins
+1
Get tasks approved efficiently whilst maintaining enterprise-standard controls.
4.5
(546 ratings)
12 out of 60
Adrenalin Max
Adrenalin eSystems Limited
+1
Applicable to:
SaaS
Adrenalin Global HR Software, Payroll, Talent Management, Leave & Attendance, Performance Management
13 out of 60
Dayforce Payroll
Dayforce
+1
Applicable to:
SaaS
Dayforce Payroll integrates seamlessly with Microsoft Dynamics D365 HR to support global payroll
14 out of 60
Timesheet Plus - HR365
HR 365
+1
Applicable to:
SharePoint
Timesheets Plus – HR365 : Smart and modern way to manage timesheets for the employees
4.6
(13 ratings)
15 out of 60
SOFT4Lessee for IFRS 16/ AASB 16
SOFT4
+1
Applicable to:
Business Central
Lease accounting software designed specifically to support IFRS 16/ AASB 16 standards.
5.0
(2 ratings)
16 out of 60
SimCorp Dimension as a Service
SimCorp A/S
+1
Applicable to:
SaaS
SimCorp Dimension as a Service
4.5
(21 ratings)
17 out of 60
Loan Vision for Dynamics 365 Business Central
Bestborn Business Solutions, LLC
+1
Applicable to:
Business Central
Mortgage Industry Finance System
5.0
(2 ratings)
18 out of 60
Charturo Interactive Line Chart
Mi4 Corporation
+1
Applicable to:
Power BI visuals
Line chart that allows end users to select log or linear axis scale, also supports inverted Y axis.
19 out of 60
ASC Recording Insights
ASC Technologies AG
+1
Applicable to:
Teams
View package options
/staticstorage/e7c2c4d/assets/web-apps_a73225cc7579f3b9084d.svg
Legally compliant call recording, archiving and analytics in a certified Microsoft Teams app
3.2
(343 ratings)
20 out of 60
Power PRM by Netwise - Partner Relationship Management (PRM) for Dynamics 365
Netwise S.A.
+3
Applicable to:
Marketing
Sales
Power Apps
Power PRM is a stand-alone Partner Relationship Management solution built on Power Platform
5.0
(4 ratings)
21 out of 60
Gaia Workspace
GaiaDigits Inc.
+1
Applicable to:
Teams
Gaia Workspace makes your space & visitor management easier and more efficient.
4.0
(24 ratings)
22 out of 60
Access Ledger Add-in for Excel
Access Group
+1
Applicable to:
Excel
Access Ledger Add-in for Excel provides users the ability to import a TB directly from Excel.
23 out of 60
Cryptofinance
Kraken Exchange
+1
Applicable to:
Excel
Returns the exchange rate and other data for over 1,000 cryptocurrencies.
24 out of 60
Dot Plot Chart by Office Solution
Office Solution
+1
Applicable to:
Power BI visuals
Dot plot chart by office solution
25 out of 60
Dynamics 365 for Wealth Management
Xpedition
+2
Applicable to:
Sales
Customer Service
Connect intelligence throughout your firm with tailored business applications for Wealth Management.
26 out of 60
My Links
Dalikoo Inc.
+1
Applicable to:
SharePoint
View package options
/staticstorage/e7c2c4d/assets/web-apps_a73225cc7579f3b9084d.svg
Your central links repository, available anywhere in SharePoint and Microsoft Teams.
5.0
(4 ratings)
27 out of 60
ExploreTheData
ExploreTheData
+2
Applicable to:
Excel
PowerPoint
Visualize and explore your data with interactive, cross-linked charts and tables.
3.0
(2 ratings)
28 out of 60
TimeTracker
365 Software LLP
+1
Applicable to:
SharePoint
TimeTracker for SharePoint which allows team members to log attendance via SharePoint Modern WebPart
3.5
(2 ratings)
29 out of 60
TOConline Connector
ORDEM DOS CONTABILISTAS CERTIFICADOS
+1
Applicable to:
Excel
Increase your productivity and insert in an Excel file your company's real time data.
30 out of 60
Aimplan Status Visual
Aimplan AB
+1
Applicable to:
Power BI visuals
Track and set statuses seamlessly with Aimplan Status Visual for Power BI.
31 out of 60
UiPath Enterprise RPA Platform
UiPath
+1
Applicable to:
SaaS
Fast track your hyperautomation deployment
4.9
(1000 ratings)
32 out of 60
FormulAI
Mosaique, LLC
+1
Applicable to:
Excel
FormulAI is a powerful Microsoft Excel formula assistant using AI.
5.0
(2 ratings)
33 out of 60
IEX Cloud Stock Data
IEX Cloud
+1
Applicable to:
Excel
Connect real-time and historical financial data for U.S. equities into Excel from IEX Cloud
3.5
(11 ratings)
34 out of 60
Dealbase
TrickyLeaf
+1
Applicable to:
Excel
Automate everything from customer file and P&L analysis to data requests - right in Excel.
5.0
(2 ratings)
35 out of 60
Anywhere365® WebAgent
Workstreampeople BV
+1
Applicable to:
SaaS
Anywhere365® WebAgent is a fully featured Teams Contact Center platform to embed within any CRM
4.3
(3 ratings)
36 out of 60
Conga X-Author for Contracts Advanced
APTTUS CORP
+1
Applicable to:
Word
Conga X-Author for Contracts Advanced is a Microsoft Word add-in that lets you work on contracts
37 out of 60
Board Connect
Engage Squared
+1
Applicable to:
Teams
View package options
/staticstorage/e7c2c4d/assets/web-apps_a73225cc7579f3b9084d.svg
Board Connect brings documentation and meeting details relating to board meetings into one location.
5.0
(1 ratings)
38 out of 60
PRISM Analytics
Datazoic Inc
+1
Applicable to:
SaaS
A Predictive Analytics Platform for Full Service Investment Banks and Asset Management Firms
39 out of 60
LexCheck Copilot Proofreader
LexCheck
+1
Applicable to:
Word
Accelerate contract workflows with LexCheck’s AI proofreading tool.
5.0
(2 ratings)
40 out of 60
Subscription and Recurring Billing Management within Dynamics 365 CRM
Inogic
+1
Applicable to:
Sales
Automate Subscriptions, Recurring Billing Process & Tax Calculations in Microsoft Dynamics 365 CRM
41 out of 60
SIEVERS DATEV
SIEVERS-GROUP
+1
Applicable to:
Business Central
Transfer in the correct format for your tax advisor.
5.0
(1 ratings)
42 out of 60
VerifAI for Microsoft Word
SpotDraft
+1
Applicable to:
Word
VerifAI is a generative AI powered MS-Word add-in which helps save 15+ hours/week in contract review
5.0
(1 ratings)
43 out of 60
Atradius Flow 2.0
RelateIT A/S
+1
Applicable to:
Business Central
Integrate your Credit Insurance administration into Microsoft Dynamics 365 Business Central
5.0
(1 ratings)
44 out of 60
KNOWLER
NTT DATA EMEAL
+1
Applicable to:
SaaS
Making your Digital Workplace Smarter
45 out of 60
Stock Market Index Ticker
SharePinPöint Apps and IT Services
+1
Applicable to:
SharePoint
Provides the capability to add scrolling tickers for Stock markets around the world
4.9
(55 ratings)
46 out of 60
Dynamo
Dynamo Software
+1
Applicable to:
Outlook
The Dynamo Software integration with Outlook lets you experience Dynamo in Outlook.
4.2
(11 ratings)
47 out of 60
LiveFlow - Advanced Reporting & Consolidation for Microsoft Excel
LiveFlow
+1
Applicable to:
Excel
Connect, analyze, and share QuickBooks Online data seamlessly and securely
5.0
(3 ratings)
48 out of 60
Talkdesk Microsoft Teams Connector
Talkdesk, Inc.
+1
Applicable to:
SaaS
Microsoft Teams integration to Talkdesk that enables directory and direct routing
49 out of 60
OwnBackup for Dynamics 365
Own
+11
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Customer Voice
Project Operations
Mixed Reality
Power Automate
Power Virtual Agents
Power Apps
The premiere Azure SaaS solution proven to mitigate risk of data loss within D365 & Power Platform
4.8
(277 ratings)
50 out of 60
RPA Bot Migration Assistant to Power Automate
Blueprint Software Systems Inc.
+1
Applicable to:
SaaS
Quickly & securely migrate existing automation portfolios from other RPA tools into Power Automate
51 out of 60
Atominvest for Excel
Atominvest Software
+1
Applicable to:
Excel
Pull and analyze your Atominvest portfolio, cashflow and ESG data from within Excel in real time
52 out of 60
Planyway Calendar for Trello
Rubius Group LLC
+1
Applicable to:
Teams
Visual project management and time tracking for Trello to deliver work on time
4.5
(20 ratings)
53 out of 60
ezTeam
Enterprizid
+1
Applicable to:
Teams
Secure, comply, and govern without ever leaving your Microsoft Teams workspace
5.0
(4 ratings)
54 out of 60
Zenduty - Incident management platform
YellowAnt
+1
Applicable to:
Teams
Manage your critical incidents, infrastructure alerts, and support tickets
5.0
(1 ratings)
55 out of 60
Thread Software for Law Firms, Case Management Software built on Microsoft 365
Expd8 Ltd T/A Thread Software
+1
Applicable to:
SaaS
Intuitive Practice Management, created for Lawyers
56 out of 60
Backbase Engagement Banking for Cloud for FSI
Backbase
+4
Applicable to:
Customer Service
Power Automate
Power Virtual Agents
Power Apps
Backbase Engagement Banking, Backbase Digital Onboarding, Backbase Digital Banking
57 out of 60
Checkbox
Checkbox Technology
+1
Applicable to:
Word
The Checkbox Word Add-In makes document automation easy on the Checkbox workflow automation platform
58 out of 60
Export and Attach Dynamics 365 CRM Reports/Documents Templates to Email - Click2Export
Inogic
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Export, Email & Download Dynamics 365 CRM Reports/CRM Views/Word/Excel Templates in just 1 Click
4.8
(13 ratings)
59 out of 60
TimeSense
Blueprint Intelligence Inc
+1
Applicable to:
Outlook
Making it easier to schedule meetings across time zones and internationally for multiple contacts
5.0
(2 ratings)
60 out of 60
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