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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
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.
2 out of 60
Imperium CPQ for Power Platform
IMPERIUM DYNAMICS LLC
+4
Applicable to:
Sales
Power Automate
Power Apps
Power Pages
Configure, Price and Quote solution
3 out of 60
Global Search
MTC
+2
Applicable to:
Sales
Customer Service
Enable Global Search within Your CRM
4 out of 60
Seamless Autotask - Dynamics 365 Integration
Recursyv
+2
Applicable to:
Sales
Customer Service
Keep your business in sync by quickly integrating Autotask with Dynamics 365.
5.0
(27 ratings)
5 out of 60
Curo365
PrenticeWorx llc
+1
Applicable to:
Sales
Law Firm Practice Management Software
4.0
(1 ratings)
6 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.
7 out of 60
Inventory Management
Orby
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Efficient inventory management with real-time insights powered by Dataverse.
8 out of 60
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)
9 out of 60
CS PPM Power Suite
Campana & Schott GmbH
+2
Applicable to:
Project Service Automation
Power Apps
A tool for modern project portfolio management based on Microsoft Power Platform
10 out of 60
UST Attachment Mover for Dynamics 365
UST Global
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
UST Attachment Mover for Dynamics 365 optimizes CRM storage and boosts performance.
11 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.
12 out of 60
Interactive Activity Timeline
Soluzione IT Services Pvt. Ltd.
+3
Applicable to:
Sales
Customer Service
Field Service
View activities and notes in an integrated & interactive vertical timeline manner.
5.0
(1 ratings)
13 out of 60
Data Quality Studio (AI Powered)
To-Increase B.V.
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
Monitor and correct duplicate data and perform historical data corrections.
14 out of 60
Power Sports Team Management
Proximo3
+2
Applicable to:
Sales
Power Apps
A framework to allow Sport Clubs to securely store and manage all information on their teams
15 out of 60
Property-xRM for Real Estate
Metadata Technologies
+4
Applicable to:
Sales
Customer Service
Field Service
Power Apps
Property-xRM is equipped with core functionalities to streamline Property Management Operations.
4.8
(4 ratings)
16 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
17 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)
18 out of 60
Map My Customers for Dynamics 365
Map My Customers
+3
Applicable to:
Marketing
Sales
Field Service
See accounts, contacts, opportunities, and activities on a map. Plan routes. Find new leads.
4.6
(127 ratings)
19 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)
20 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
21 out of 60
Open CTI for Microsoft Dynamics and Microsoft Teams
AMC Technology-DaVinci
+2
Applicable to:
Sales
Customer Service
Open CTI for Microsoft Dynamics and DaVinci for Microsoft Teams
22 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
23 out of 60
Scrive for Dynamics 365
Scrive AB
+2
Applicable to:
Sales
Power Apps
Scrive + Microsoft Dynamics CRM - Take Control Of Your Sales Cycles
24 out of 60
Field Service Integration, Project and Inventory
Microsoft Dynamics 365
+2
Applicable to:
Sales
Field Service
Integration between Field Service and Finance and Operations, with Project and Inventory
5.0
(1 ratings)
25 out of 60
Argano CX Connect for Financial Services
Argano LLC
+8
Applicable to:
Marketing
Sales
Customer Service
Field Service
Customer Voice
Power Automate
Power Virtual Agents
Power Apps
Optimize customer experience with personalized and predictive interactions across all channels
26 out of 60
Enlyft Account Intelligence
Enlyft
+3
Applicable to:
Marketing
Sales
Power Apps
Enlyft provides deep account intelligence data.
4.6
(77 ratings)
27 out of 60
LoginRadius Customer Identity & Access Management
LoginRadius Inc
+2
Applicable to:
Sales
Field Service
Solve Your Customer's Broken Digital Experience Without Compromising Security
4.9
(11 ratings)
28 out of 60
PPM365 extension for Microsoft Project for the Web
Trusted IT Group Inc.
+2
Applicable to:
Project Service Automation
Power Apps
PPM 365 is extension of Project for the Web
29 out of 60
CRM4Retail - Retail Clienteling App
SB Soft Srl
+3
Applicable to:
Marketing
Sales
Mixed Reality
CRM4Retail is a Cloud-Based platform integrated with Microsoft Dynamics 365, ready for mobile phones
5.0
(2 ratings)
30 out of 60
Cemantica Customer Journey Management Platform
Cemantica
+5
Applicable to:
Marketing
Sales
Customer Service
Customer Voice
Power Apps
A Customer Journey Mapping Platform that empowers brands to deliver great customer experiences
5.0
(3 ratings)
31 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.
32 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
33 out of 60
Power Sports Sponsorship
Proximo3
+2
Applicable to:
Sales
Power Apps
Manage your clubs sponsorship process
34 out of 60
Dotdigital for Microsoft Dynamics
dotdigital
+1
Applicable to:
Sales
The marketing automation platform for powerful cross-channel marketing. Make every journey count.
4.5
(703 ratings)
35 out of 60
RED365
PROART Consulting
+3
Applicable to:
Sales
Customer Service
Field Service
Real estate & Property management solution includes marketing, sales, leasing and customer service
36 out of 60
iPayments - Credit Card Processing
iSolutions
+3
Applicable to:
Sales
Customer Service
Power Apps
Accept Credit Card payment directly inside of Microsoft Dynamics 365 Sales
5.0
(2 ratings)
37 out of 60
SAP S/4HANA Sync To Dynamics CRM by Commercient.
Commercient - ERP & CRM SYNC
+2
Applicable to:
Sales
Field Service
Commercient SYNC for SAP S/4HANA And Microsoft Dynamics 365 CRM
38 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.
39 out of 60
Email Attachment Manager
MTC
+2
Applicable to:
Sales
Field Service
Move CRM Attachments and Notes to SharePoint or Azure or Both and Save your CRM Database.
40 out of 60
CRM for Nonprofits - Dynamics 365 Kickstarter
Beyond Key Systems
+4
Applicable to:
Sales
Customer Service
Power Automate
Power Apps
CRM for Nonprofits- Dynamics 365 Kickstarter for Volunteer, Donation and Fundraising Management
41 out of 60
KrispCall For Dynamics 365
KrispCall
+2
Applicable to:
Sales
Customer Service
KrispCall provides seamless integration with Dynamics to make and receive calls directly from MSD.
42 out of 60
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)
43 out of 60
EvergreenWorx Operations
EvergreenWorx
+7
Applicable to:
Marketing
Sales
Field Service
Project Service Automation
Project Operations
Power Automate
Power Apps
The ultimate tool for contract, inventory, procurement, maintenance, and invoice management.
44 out of 60
Greater Real Estate 365 property management
Greater Innovations and Solutions
+3
Applicable to:
Sales
Customer Service
Field Service
Real Estate Property management solution for Commercial or Residential rental/lease/sales and CRM
5.0
(1 ratings)
45 out of 60
ECi JobBOSS Integration for Microsoft Dynamics 365 CRM by Commercient.
Commercient - ERP & CRM SYNC
+2
Applicable to:
Sales
Field Service
Commercient SYNC for ECi JobBOSS And Microsoft Dynamics 365 CRM
46 out of 60
Arango User Manager
arango ehf
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Operations
Power Automate
Power Apps
Arango User Manager is a powerful easy to use access and identity management tool for Dynamics 365
47 out of 60
Klevr Membership Management
Klevr Apps
+6
Applicable to:
Marketing
Sales
Customer Service
Project Operations
Power Apps
Power Pages
Dynamics 365 app for memberships, entitlements, renewals, and member portal with Stripe payments
48 out of 60
VeriLoan Loan Origination Solution for Banking
VeriPark
+2
Applicable to:
Sales
Customer Service
Omni-channel, omni-product loan origination solution for Retail, Corporate & Commercial Banking
5.0
(2 ratings)
49 out of 60
Infinity Lookup - Multi Lookup for Dynamics 365
Magnetism
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Create seamless Multi Lookup fields for Dynamics 365 N:N Relationships
50 out of 60
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.
51 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)
52 out of 60
UnicWorks CRM
Unica ICT solutions
+2
Applicable to:
Sales
Power Apps
UnicWorks: de krachtige en laagdrempelige CRM-module voor bedrijven
53 out of 60
Proff for Dynamics 365
Breathe IT AS
+1
Applicable to:
Sales
The solution ensures automatic and continuous updating of business information in Dynamics 365.
54 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.
55 out of 60
PensionSoft - Pension & Life Insurance CRM
Genbil Software
+2
Applicable to:
Sales
Customer Service
End-to-end CRM solution for pension and life insurance companies
56 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
57 out of 60
CRM Alerts
Nemely
+4
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Extend Dynamics 365 with the power of instant push notifications and one tap responses and approvals
58 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
59 out of 60
leanCRM
The Lean Insight
+3
Applicable to:
Sales
Customer Service
Power Apps
Simple to Use and Fast to Deploy CRM
60 out of 60
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