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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.
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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
(1006 ratings)
1 out of 15
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)
2 out of 15
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)
3 out of 15
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)
4 out of 15
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)
5 out of 15
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)
6 out of 15
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)
7 out of 15
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)
8 out of 15
IPM Construction Management
IPM Global Pty Ltd.
+5
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
IPM Construction Management for Construction Engineering & Specialty
5.0
(2 ratings)
9 out of 15
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)
10 out of 15
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)
11 out of 15
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)
12 out of 15
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.
13 out of 15
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
14 out of 15
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
15 out of 15