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Copilot extensions
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Tous les résultats
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 évaluations)
1 out of 60
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 évaluations)
2 out of 60
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
3 out of 60
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 évaluations)
4 out of 60
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 évaluations)
5 out of 60
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 évaluations)
6 out of 60
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 évaluations)
7 out of 60
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 évaluations)
8 out of 60
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 évaluations)
9 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 évaluations)
10 out of 60
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 évaluations)
11 out of 60
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 60
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.
13 out of 60
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 évaluations)
14 out of 60
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 évaluations)
15 out of 60
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
16 out of 60
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 évaluations)
17 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 évaluations)
18 out of 60
Autonumber: Individual ID creation for Dynamics
datom GmbH
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Unique condition-based Dynamics 365 tool to generate and create individualized counter and IDs
19 out of 60
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
20 out of 60
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.