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G-Wealth-CRM
Global ITS
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
GITS Wealth CRM for Dynamics 365 Customer Engagement
1 out of 12
S Currency Rates for Dynamics 365
Solutionade
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Get access to real-time currency exchange rates and historical data for dozens of major currencies
2 out of 12
Blitz
João Pedro Américo - Sociedade Individual de Advocacia
+8
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Automate
Power Apps
Blitz
3 out of 12
Insurance Solution for Microsoft Dynamics 365
IBM Consulting - EA
+5
Applicable to:
Sales
Customer Service
Customer Voice
Power Automate
Power Apps
The Solution provides a powerful platform for digital transformation program of an Insurance carrier
4 out of 12
Dynamics Quick Start - Sales Professional
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Sales
Rapid deployment of Dynamics 365 Sales Professional
5 out of 12
Heshun Investment & Finance platform
和顺正业(北京)数据科技有限公司
+10
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Customer Voice
Project Operations
Power Automate
Power Virtual Agents
Power Apps
我们提供募、投、管、退业务的全生命周期的投资业务管理系统。系统通过智能地分析投资数据,快速构建投资全流程的智能化管理,实现投资业务流程自动化与协同办公自动化的无缝集成。
6 out of 12
Inform
NexJ Systems Inc
+3
Applicable to:
Marketing
Sales
Power Apps
Engage with Wealth Management clients using news & content personalized to the client’s interests
7 out of 12
Infosys REF-OR-M CE for Mortgage
Infosys Limited
+7
Applicable to:
Marketing
Sales
Customer Service
Customer Voice
Power Automate
Power Virtual Agents
Power Apps
Digitizing Sales, Service and Marketing for the Mortgage sector across end to end lifecycle
8 out of 12
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
9 out of 12
Infosys REF-OR-M Modern CX for Insurance
Infosys Limited
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Customer Voice
Power Automate
Power Virtual Agents
Digitizing Sales, Service, Field Service & Marketing for Insurance across end-to-end lifecycle
10 out of 12
WealthCraft
WealthCraft
+3
Applicable to:
Sales
Customer Service
Power Apps
Meet WealthCraft, your digital office assistant
11 out of 12
Voice for Dynamics 365
Enreach Marketplace
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Voice services integration component for Microsoft Dynamics 365 supporting CIFv1 and CIFv2
12 out of 12
Atgal
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