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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.
Financial Services
Word een vertrouwde partner van uw klanten en onderscheid uw financiële instelling van die van concurrenten. Verken de aanbiedingen voor financiële services die u helpen nieuwe waarde te creëren met innovatieve technologie.
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Apps resultaten voor Financiële dienstverlening
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ALVAO
ALVAO s.r.o.
+3
Applicable to:
Office app
Outlook
Teams
Pakketopties weergeven
/staticstorage/4a5d0dd/assets/web-apps_a73225cc7579f3b9084d.svg
Connect agents and users within one workspace with ALVAO for Microsoft Teams.
5.0
(3 classificaties)
1 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 classificaties)
2 out of 60
Active Ledger & Reporting
Business Fitness
+1
Applicable to:
Excel
Pakketopties weergeven
/staticstorage/4a5d0dd/assets/web-apps_a73225cc7579f3b9084d.svg
Next-generation general ledger that connects your clients data and builds reports with ease
5.0
(1 classificaties)
3 out of 60
Backbase Engagement Banking for Cloud for FSI
Backbase
+4
Applicable to:
Customer Service
Power Automate
Power Virtual Agents
Power Apps
Backbase Engagement Banking, Backbase Digital Onboarding, Backbase Digital Banking
4 out of 60
Checkbox
Checkbox Technology
+1
Applicable to:
Word
The Checkbox Word Add-In makes document automation easy on the Checkbox workflow automation platform
5 out of 60
NetDocuments for Microsoft Word
NetDocuments Inc
+1
Applicable to:
Word
Use NetDocuments to build automations that generate document sets and streamline internal workflows.
6 out of 60
WalkMe for Dynamics
WalkMe, Inc.
+3
Applicable to:
Sales
Customer Service
Field Service
Achieve True Digital Adoption & Value Realization on Dynamics
4.7
(392 classificaties)
7 out of 60
Balanced Scorecard Software with Power BI
Corporater
+1
Applicable to:
SaaS
Balanced Scorecard Software with Embedded Power BI Analytics
1.0
(1 classificaties)
8 out of 60
Conga X-Author for Contracts Advanced
APTTUS CORP
+1
Applicable to:
Word
Conga X-Author for Contracts Advanced is a Microsoft Word add-in that lets you work on contracts
9 out of 60
WhatsApp Archiver
TeleMessage
+1
Applicable to:
SaaS
Regular WhatsApp capturing all calls, chats, attachments and deleted messages in Microsoft 365
10 out of 60
Mergers and Acquisitions Deal Tracker
Definity First
+1
Applicable to:
Sales
Automate and track your M&A pipeline process.
11 out of 60
X365 AMELKIS
AMELKIS
+1
Applicable to:
Excel
Retrieve and refresh your data in real time on Microsoft Excel from Amelkis EPM.
5.0
(1 classificaties)
12 out of 60
Loan Vision for Dynamics 365 Business Central
Bestborn Business Solutions, LLC
+1
Applicable to:
Business Central
Mortgage Industry Finance System
5.0
(2 classificaties)
13 out of 60
CloudCall
CloudCall
+1
Applicable to:
Teams
CloudCall integrates communications with Microsoft Teams and Dynamics 365, Salesforce and more.
4.2
(57 classificaties)
14 out of 60
IEX Cloud Stock Data
IEX Cloud
+1
Applicable to:
Excel
Connect real-time and historical financial data for U.S. equities into Excel from IEX Cloud
3.5
(11 classificaties)
15 out of 60
Mural for PowerPoint
MURAL
+1
Applicable to:
PowerPoint
Send PowerPoint slides to Mural to present slides and/or collect feedback in Mural.
5.0
(1 classificaties)
16 out of 60
Twelve Data
Twelve Data Pte. Ltd.
+1
Applicable to:
Excel
Access real-time and historical financial data directly into Excel using Twelve Data.
1.0
(2 classificaties)
17 out of 60
Atominvest for Excel
Atominvest Software
+1
Applicable to:
Excel
Pull and analyze your Atominvest portfolio, cashflow and ESG data from within Excel in real time
18 out of 60
Dynamics 365 for Wealth Management
Xpedition
+2
Applicable to:
Sales
Customer Service
Connect intelligence throughout your firm with tailored business applications for Wealth Management.
19 out of 60
FinnOne Neo CAS
Nucleus Software Exports Limited
+1
Applicable to:
SaaS
A work-flow driven module which automates the acquisition process for financial institutions.
20 out of 60
Sage Intacct
Sage Software, Inc.
+1
Applicable to:
SaaS
+invoegtoepassingen inbegrepen
+1
Sage Intacct: The Leader in Accounting and Financial Management Software
21 out of 60
ePay Credit Card & ACH Payments
Dynamics eShop Inc.
+1
Applicable to:
Business Central
All-In-One Payment Processing Solution for Dynamics 365 Business Central
5.0
(9 classificaties)
22 out of 60
OwnBackup for Dynamics 365
Own
+11
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Customer Voice
Project Operations
Mixed Reality
Power Automate
Power Virtual Agents
Power Apps
The premiere Azure SaaS solution proven to mitigate risk of data loss within D365 & Power Platform
4.8
(276 classificaties)
23 out of 60
Infront Add-in for Excel
Infront Norway
+1
Applicable to:
Excel
Infront market data gateway for Excel. Easy, quick and complete access to Infront market data.
5.0
(2 classificaties)
24 out of 60
Konnect eMail SharePoint Explorer for Outlook
Konnect eMail
+1
Applicable to:
Outlook
Save emails & attachments, edit metadata, attach and search SharePoint files all within Outlook.
25 out of 60
Reflexis Workforce Scheduler
Zebra Technologies Corporation
+1
Applicable to:
SaaS
Optimize Labor Budgeting, Forecasting, and Scheduling with AI-Powered Workforce Management
4.2
(6 classificaties)
26 out of 60
价值大师Excel工具
Gurufocus. LLC
+1
Applicable to:
Excel
快速下载股票的实时信息和历史财务数据,涵盖美股、沪深股等多个地区,实现高度定制化的投资研究。
27 out of 60
Entrilia for Excel
Entrilia Inc.
+1
Applicable to:
Excel
Instantly pull and organize private equity reports directly from the Entrilia Fund Accounting system
5.0
(10 classificaties)
28 out of 60
Spreadsheet Banking
PLATFORM45 (PTY) LTD
+1
Applicable to:
Excel
Integrate your Investec bank account transaction history into an Excel workbook.
5.0
(3 classificaties)
29 out of 60
Petty Cash Management App
Data Semantics Pvt Ltd
+1
Applicable to:
Power Apps
Real- Time Expense Tracking on Petty Cash App
5.0
(1 classificaties)
30 out of 60
Dubber Unified Call Recording for Microsoft Teams
Dubber Corp
+1
Applicable to:
SaaS
The World’s #1 Unified Cloud Call Recording & Voice AI for compliance, sales & service performance
31 out of 60
Spinify - Gamification and Recognition
Spinify
+1
Applicable to:
Teams
Gamification to motivate, engage and celebrate your team's performance.
4.4
(7 classificaties)
32 out of 60
EDS Add-In for Excel
EQUITY DATA SCIENCE, INC.
+1
Applicable to:
Excel
The EDS Add-In for Excel allows EDS users to transfer data back and forth between EDS and Excel.
33 out of 60
Provance ServiceTeam ITSM Enterprise
Provance
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Conceived in Power Apps, ServiceTeam is designed for Microsoft Customers and MSPs.
4.1
(11 classificaties)
34 out of 60
Adobe Experience Manager
Adobe
+1
Applicable to:
SaaS
Get personalized, content-led experiences to market faster in any channel.
4.3
(259 classificaties)
35 out of 60
EmailNotes for Outlook
Standss (South Pacific) Ltd
+1
Applicable to:
SaaS
Add personal notes to your emails in Outlook
5.0
(2 classificaties)
36 out of 60
Seismic Enablement Cloud™ for Dynamics 365
Seismic Software
+4
Applicable to:
Marketing
Sales
Customer Service
Field Service
Elevate data-driven buying experience at scale
4.8
(1004 classificaties)
37 out of 60
officeatwork | Smart Template for Office
officeatwork
+1
Applicable to:
Word
Pakketopties weergeven
/staticstorage/4a5d0dd/assets/web-apps_a73225cc7579f3b9084d.svg
Keeping Office templates on brand and compliant made simple.
38 out of 60
Subscription and Recurring Billing Management within Dynamics 365 CRM
Inogic
+1
Applicable to:
Sales
Automate Subscriptions, Recurring Billing Process & Tax Calculations in Microsoft Dynamics 365 CRM
39 out of 60
Cryptofinance
Kraken Exchange
+1
Applicable to:
Excel
Returns the exchange rate and other data for over 1,000 cryptocurrencies.
40 out of 60
TOConline Addin for Excel
Cloudware, S.A.
+1
Applicable to:
Excel
Addin for integrating invoice and management software TOConline with Excel.
41 out of 60
Excel Send to Trello
Kryl Solutions
+1
Applicable to:
Excel
This Excel add-in makes it easy to bulk create cards in Trello from a table.
42 out of 60
Majesco Copilot
Majesco Software and Solutions India Private Limited
+1
Applicable to:
SaaS
Copilot is Majesco's Digital Assistant Based on Chat GPT Generative AI
43 out of 60
Suralink Secure File Sharing
Suralink, Inc.
+1
Applicable to:
Outlook
Send and request files natively using the Suralink Secure File Sharing Add-In for Outlook.
44 out of 60
CoupaMessenger
Coupa
+1
Applicable to:
Teams
The cloud platform for business spend.
45 out of 60
Entrust Verified Mark Certificates
Entrust
+1
Applicable to:
SaaS
Enhance email engagement and brand visibility while improving email security with VMC by Entrust
46 out of 60
Versapay Payments
ChargeLogic, LLC
+1
Applicable to:
Business Central
Drive Efficiency and Cash Flow with Seamless Payments Integration
47 out of 60
RPA Bot Migration Assistant to Power Automate
Blueprint Software Systems Inc.
+1
Applicable to:
SaaS
Quickly & securely migrate existing automation portfolios from other RPA tools into Power Automate
48 out of 60
Ramp
Ramp Business Corp.
+2
Applicable to:
Outlook
Teams
Effortless expense management with Ramp and Microsoft Teams
49 out of 60
Doc2Sign
Datavision Digital S.A. de C.V.
+1
Applicable to:
SaaS
Cuenta con la capacidad de realizar firmas digitales de manera remota.
50 out of 60
RocketDocs LaunchPad
RocketDocs
+2
Applicable to:
Excel
Word
Enables users to locate content in the RocketDocs platform and insert it into a document.
4.4
(92 classificaties)
51 out of 60
Dubber Unified Call Recording
Dubber Corp
+1
Applicable to:
Teams
Pakketopties weergeven
/staticstorage/4a5d0dd/assets/web-apps_a73225cc7579f3b9084d.svg
Unified Cloud Call Recording & Voice AI for Compliance, Sales & Service Performance
3.3
(3 classificaties)
52 out of 60
AzureSimple
SoftwareOne
+1
Applicable to:
SaaS
Accelerate your Microsoft Azure Adoption with AzureSimple
53 out of 60
CallCabinet Compliance Call Recording and Analytics
Call Cabinet Corporation
+1
Applicable to:
Teams
Pakketopties weergeven
/staticstorage/4a5d0dd/assets/web-apps_a73225cc7579f3b9084d.svg
CallCabinet app for compliant video & call recording, analytics & automated QA
3.0
(24 classificaties)
54 out of 60
SOFT4Lessee for IFRS 16/ AASB 16
SOFT4
+1
Applicable to:
Business Central
Lease accounting software designed specifically to support IFRS 16/ AASB 16 standards.
5.0
(2 classificaties)
55 out of 60
PowerMyAnalytics
Power My Analytics
+1
Applicable to:
Excel
Automatically integrate marketing metrics from popular sources in Excel
4.8
(76 classificaties)
56 out of 60
Board Papers
Pervasent Software Inc.
+1
Applicable to:
SharePoint
Pakketopties weergeven
/staticstorage/4a5d0dd/assets/web-apps_a73225cc7579f3b9084d.svg
Make meetings easy and paperless with Board Papers from Pervasent.
5.0
(2 classificaties)
57 out of 60
WorkplaceBuddy - your productivity buddy
WorkplaceBuddy
+1
Applicable to:
Teams
Pakketopties weergeven
/staticstorage/4a5d0dd/assets/web-apps_a73225cc7579f3b9084d.svg
WorkplaceBuddy: work better with Microsoft 365 - get started for free!
4.8
(26 classificaties)
58 out of 60
Aloe.ai> Note Taking Ai Assistant for Office 365
Aloe.ai
+1
Applicable to:
SaaS
Note Taking Ai Assistant Users Love for Meeting and Call Notes
4.0
(1 classificaties)
59 out of 60
FIS Memento Enterprise Fraud
FIS
+1
Applicable to:
SaaS
FIS Memento is an award-winning banking and payments fraud prevention and management system.
60 out of 60
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