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Discover apps that work with Microsoft Copilot. Currently only showing Teams apps that work with Copilot, but more to come soon.
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DocumentsCorePack, professional document generation and automation
mscrm-addons.com ( PTM EDV Systeme )
+8
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Automate
Power Apps
Document generation, processing and automation in Dynamics 365 and template design in Microsoft Word
4.9
(29 ratings)
1 out of 56
Alerts/Notifications Management in Dynamics 365 CRM - Alerts4Dynamics
Inogic
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Schedule, Manage, and Prioritize Alerts/Notifications to target audience in Dynamics 365
4.7
(11 ratings)
2 out of 56
PandaDoc for Microsoft Dynamics
PandaDoc
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
PandaDoc + Microsoft Dynamics CRM Automates Your Sales Process to Boost Productivity
4.8
(1008 ratings)
3 out of 56
Address Validation for Dataverse
Sharp XRM
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Helps keep your Power Apps and Dynamics 365 address data complete, accurate and standardized
4 out of 56
Mind Map View of Relationships/Connections between Dynamics 365 CRM Records - Map My Relationships
Inogic
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Visualize all relationships/connections of any record or entity, in a single mind map view
5.0
(10 ratings)
5 out of 56
Clone or Copy Bulk Records in Dynamics 365 CRM - Click2Clone
Inogic
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Copy/Clone Microsoft Dynamics 365 CRM records with deep links in single click with Click2Clone
5.0
(33 ratings)
6 out of 56
DocuSign CLM Connector
Marshfield Consulting LLC
+7
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Automate
Power Apps
Connect DocuSign CLM to Dynamics 365 for Doc Gen, Document Management, eSignature, and CLM
7 out of 56
Attachments & Documents Management for Optimized Storage in Dynamics 365 CRM - Attach2Dynamics
Inogic
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
SharePoint, Dropbox, or Azure Blob Storage - Manage CRM Attachments and Documents in a Smart way!
5.0
(11 ratings)
8 out of 56
Undo/Restore Records in Microsoft Dynamics 365 CRM - Undo2Restore
Inogic
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
1 Click to Undo and Restore Deleted History Dynamics 365 CRM Records in Bulk
5.0
(4 ratings)
9 out of 56
Attachment Extractor moves note and email attachments from Dataverse to SharePoint or Azure Blob
mscrm-addons.com ( PTM EDV Systeme )
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Save file capacity by moving e-mail attachments and notes
4.9
(9 ratings)
10 out of 56
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)
11 out of 56
Experlogix Smart Flows - Document Automation for D365 Sales and CE
Experlogix
+8
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Automate
Power Apps
Document generation and output management for Microsoft Dynamics 365
12 out of 56
Doxee Document Generation and Customer Communication Management for Microsoft Dynamics
Doxee
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Manage the document creation process in a collaborative and automated way. Watch our demo today!
13 out of 56
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)
14 out of 56
Lead Assignment and Distribution Automation in Dynamics 365 CRM
Inogic
+4
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Auto-Assign and Distribute Leads/Cases systematically using Round Robin Algorithm
5.0
(4 ratings)
15 out of 56
Business Manager
Becloudsmart Pty Ltd
+6
Applicable to:
Marketing
Sales
Customer Service
Project Service Automation
Project Operations
Power Apps
Lookup tool allows you to do searches using ABNs within Dynamics 365
16 out of 56
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
17 out of 56
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)
18 out of 56
Public Contract Management
Gestisoft Inc.
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Effortless Contract Management for Enhanced Visibility and Compliance
19 out of 56
Workflow Engine and Task Management for PowerApps
Advvy
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Mixed Reality
Power Apps
Create workflow templates, deploy against any entity and manage tasks associated with that entity.
20 out of 56
SmartBar for effective navigation and record count in Dynamics 365
mscrm-addons.com ( PTM EDV Systeme )
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Streamline your navigation in Dynamics 365 & enhance productivity by simplifying common tasks
4.5
(2 ratings)
21 out of 56
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.
22 out of 56
ActivityTools for simple email and activity handling in Dynamics 365
mscrm-addons.com ( PTM EDV Systeme )
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Efficient activity management for Dynamics 365 & Power Apps
4.7
(6 ratings)
23 out of 56
North52 Business Process Activities
North52
+4
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Build simple or complex business rules using point-click editor, eliminates C# and JavaScript coding
5.0
(1 ratings)
24 out of 56
Data Quality Studio for Dataverse
To-Increase B.V.
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
Maintain consistent, reliable, and high-quality data without the need for development
25 out of 56
Timeline
xRM Consultancy
+4
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Displays time based data like Activities in an easy to read and visually pleasing way
3.3
(3 ratings)
26 out of 56
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)
27 out of 56
Touchdown - Suite Marketing
Touchdown
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Tous les outils marketing et vente intégrés dans votre Microsoft Dynamics 365.
4.0
(1 ratings)
28 out of 56
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)
29 out of 56
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)
30 out of 56
UMT360 Power PPM Quickstart
UMT 360, LLC
+2
Applicable to:
Project Service Automation
Power Apps
Enhance Project for the Web with advanced PPM capabilities leveraging Microsoft Power Apps.
5.0
(1 ratings)
31 out of 56
Signicat Sign for Microsoft Dynamics 365
Signicat AS
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Sign contracts with BankID, NemID, Finnish BankID and more.
4.9
(7 ratings)
32 out of 56
Infinity Buttons for Dynamics 365
Magnetism
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Infinity Buttons - must have user experience tools for anyone using Dynamics 365.
5.0
(1 ratings)
33 out of 56
activeTAPI - Validate and format telephone numbers
Schmidt e-Services
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Validate and format telephone number to improve your data quality: 00126212345 -> +1 (262) 12345.
5.0
(1 ratings)
34 out of 56
Leave Management Application Built in PowerApps
SA Technologies Inc.
+3
Applicable to:
Field Service
Project Service Automation
Power Apps
This App will be fully loaded features of Leave Management
5.0
(1 ratings)
35 out of 56
Auto Number
BigLynx Inc
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Auto Number
4.0
(1 ratings)
36 out of 56
Calculated Fields for Microsoft Dataverse
JM Software Pty Ltd
+5
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Auto-populate column data on Microsoft Dataverse for the Power Platform.
37 out of 56
Content Templates for Dataverse
JM Software Pty Ltd
+5
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Configure dynamic HTML templates for email and document automation in Dataverse
38 out of 56
Infinity Buttons - SharePoint Add-On for Dynamics 365
Magnetism
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
The must-have tool for anyone using Dynamics 365 and SharePoint. Save time and upload more, quicker.
39 out of 56
Assessments
Becloudsmart Pty Ltd
+6
Applicable to:
Marketing
Sales
Customer Service
Project Service Automation
Project Operations
Power Apps
Seamless assessments via comprehensive plans and reviews
40 out of 56
E-mail Archival Automation
MindQuad Solutions Private Limited
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
E-mail Archival Automation solution to SharePoint library for Dynamics 365 customer engagement.
41 out of 56
Drag and Drop Listbox
Inkey IT Solutions Pvt. Ltd.
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Use this add-on to insert data into the N:N relationship in Dynamics CRM very easily & quickly.
42 out of 56
Connections UI Interface for Dynamics 365 CRM
JourneyTEAM
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Simplified, Configurable, Intuitive Interface for Connections Between Dynamics 365 Entities.
43 out of 56
Document Template Downloader PRO
Thrives
+5
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Document Template Downloader PRO gives you the possibility to update your document templates
44 out of 56
Automated Task Scheduler for D365
CareSoft UK Ltd
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Rock solid task scheduling for Dynamics 365 CE
45 out of 56
Clone Record Solution
PramitiSoft Pvt Ltd
+4
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Clone Record pro solution allows the user to create multiple clone records in a Single Click.
46 out of 56
Valorx for Dynamics 365
Valorx, Inc.
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Make Excel the face of your Dynamics 365
47 out of 56
Undo History
Houdini Ltd
+5
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Undo changes / mistakes with a single click. Tracks all changes
48 out of 56
NZ Post Integration for Dynamics 365
Magnetism
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Search real-time address data direct from the New Zealand Post and pull into Dynamics 365
49 out of 56
NZBN Integration for Dynamics 365
Magnetism
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Search real-time data direct from the New Zealand Companies Office and pull into Dynamics 365
50 out of 56
In-App, Push, Email alerts in Dynamics 365 CRM - Zap Notifications Generator
Zap Objects
+6
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Power Automate
Power Apps
In-App / Push Notifications / Alerts in bulk, on-schedule OR trigger for Dynamics 365 CRM
51 out of 56
Smart PO
SMART CONSULTING
+3
Applicable to:
Sales
Project Service Automation
Project Operations
Venda, planeje e execute projetos e serviços de forma colaborativa, rentável e eficiente.
52 out of 56
Access Templates
Nemely
+4
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Simplify User Security Role and Team assignment through Access Templates by Nemely.
53 out of 56
Arineo Sales Contract Automation
Arineo GmbH
+8
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Automate
Power Apps
Power App solution for D365 Sales for Contract Creation Automation
54 out of 56
Arineo People Contract Automation
Arineo GmbH
+7
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Automate
Power Apps
HR-Vertragserstellung mit Zusatzdaten per Knopfdruck
55 out of 56
Arineo App Launcher
Arineo GmbH
+9
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Mixed Reality
Power Automate
Power Apps
Dashboard for all Microsoft Power Apps, Power Automate and RPA solutions in your company
56 out of 56