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Crowe CRM for Wealth Management
Crowe LLP
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Crowe CRM for Wealth Management helps financial advisors create more meaningful client relationships
1 out of 60
Clone Record With Hierarchy
LTIMindtree Limited
+1
Applicable to:
Sales
Clone CRM record(s) in few clicks along with hierarchy
2 out of 60
Clone Record
LTIMindtree Limited
+1
Applicable to:
Sales
Clone CRM record(s) in few clicks
3 out of 60
Clone Bulk Records
LTIMindtree Limited
+1
Applicable to:
Sales
Clone Bulk Records
4 out of 60
Timeline
LTIMindtree Limited
+1
Applicable to:
Sales
Time duration calculation between two events on the custom configuration
5 out of 60
Risk Advisory Solution for Dynamics 365 CE
Wipro Ltd
+2
Applicable to:
Sales
Field Service
Risk Advisory Solution for Dynamics 365 Customer Engagement
6 out of 60
Chinese Walls Solution for Financial Sector
Wipro Ltd
+2
Applicable to:
Sales
Field Service
Chinese Walls Solutions for Dynamics 365 Customer Engagement
7 out of 60
Collection Management Solution
C Centric Solutions Pvt Ltd
+1
Applicable to:
Sales
Helps manage the entire collection life cycle
8 out of 60
Entitlement Manager for MS Dynamics 365 (Trial)
NextLabs, Inc.
+2
Applicable to:
Sales
Field Service
Policy-driven, granular access control to safeguard Dynamics 365 data and business transaction.
9 out of 60
Audit Downloader for Dynamics
LTIMindtree Limited
+1
Applicable to:
Sales
This accelerator allows Admin to export/download the audit log
10 out of 60
Crowe CRM for Banking
Crowe LLP
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Crowe CRM for Banking modernizes and automates bank operations with Dynamics 365
11 out of 60
Record Translator
Thrives
+3
Applicable to:
Sales
Customer Service
Field Service
Easily and quickly translate text fields to all languages enabled in your system
12 out of 60
Hitachi Solutions Engage for Private Equity
Hitachi Solutions
+3
Applicable to:
Marketing
Sales
Customer Service
Build the Right Relationships for Success
13 out of 60
COREFIN Loyalty Management
PBS
+2
Applicable to:
Sales
Power Apps
COREFIN Loyalty Management is a horizontal add-on to Dynamics 365 / Customer Engagement
14 out of 60
KORUS CRM | Russian Data Privacy Plugin
KORUS Consulting
+4
Applicable to:
Marketing
Sales
Customer Service
Field Service
Depersonalization сustomer data
15 out of 60
VIDSigner Connector
INFOAVAN Soluciones S.L.
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Dynamics 365 - VIDSigner Connector
16 out of 60
Hitachi Solutions Engage for Asset Management
Hitachi Solutions
+3
Applicable to:
Marketing
Sales
Customer Service
Purpose-built relationship management for the asset management industry
17 out of 60
Hitachi Solutions Engage for Credit Unions
Hitachi Solutions
+3
Applicable to:
Marketing
Sales
Customer Service
A complete, holistic view of member information for a personalized member experience
18 out of 60
Prodware Wealth Management for CE
Prodware Group
+1
Applicable to:
Sales
Identify and manage client potential in wealth management
19 out of 60
Precise Messaging
Precise Communications
+3
Applicable to:
Marketing
Sales
Customer Service
Precise Messaging will help you to enable Marketing and Transactional SMS features.
20 out of 60
Hitachi Solutions Engage for Investment Banking
Hitachi Solutions
+3
Applicable to:
Marketing
Sales
Customer Service
Purpose Built Relationship Management for Investment Banking and Financial Advisory
21 out of 60
Worx Banking Suite
Cubic Information Systems
+3
Applicable to:
Marketing
Sales
Customer Service
Worx Banking Suite is an end-to-end Consumer Lifecycle Management platform for the BFSI.
22 out of 60
Hitachi Solutions Engage for Banking
Hitachi Solutions
+3
Applicable to:
Marketing
Sales
Customer Service
Purpose-built relationship management for the banking industry
23 out of 60
MS Dynamics
Customer Analytics Technologies Inc
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Integrate MS Dynamics with CloudCherry CEM platform for creating an authentic customer experience
24 out of 60
Netiks 360Bank
NETIKS
+2
Applicable to:
Sales
Customer Service
Netiks 360CRM is a banking CRM vertical built on Dynamics365
25 out of 60
Axm 360 Bank Insurance
AXELINK MA
+3
Applicable to:
Sales
Customer Service
Power Apps
Axm 360 Bank Insurance
26 out of 60
OptimalQ – Science of Availability
OptimalQ
+2
Applicable to:
Sales
Customer Service
Increase customer engagement rate by prioritizing engagement queues with the Science Of Availability
27 out of 60
Virtual Loan Assistant™
TrellisPoint LLC
+3
Applicable to:
Sales
Customer Service
Power Apps
Virtual Loan Assistant™: A Power App that Simplifies your Bank's Commercial Credit Process
28 out of 60
Rhino Bank
Rhino Systems, S.A. de C.V.
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
A platform to streamline business process and enable an omnichannel interaction with customers
29 out of 60
Address Locator for Dynamics 365 CRM
Intech Systems Pvt Ltd.
+4
Applicable to:
Sales
Customer Service
Field Service
Power Apps
Streamline sales with Address Locator in Dynamics 365, capturing real-time locations effortlessly.
30 out of 60
BillingPlatform - Monetization Platform
BillingPlatform
+2
Applicable to:
Sales
Power Apps
Advanced billing & revenue management for companies with hybrid billing models.
4.7
(6 classificações)
31 out of 60
ON24 Webcast Elite for Dynamics
On24
+3
Applicable to:
Marketing
Sales
Customer Service
Create data-rich webinars that provide rich first-person engagement and buying signal data
4.5
(999 classificações)
32 out of 60
PSM RERA
Smartstatz Solutions LLP
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Sales, Sales Recovery and RERA Compliance Solution for Real Estate Developers
33 out of 60
EJADA LOS (Loan Origination System)
Ejada Systems
+1
Applicable to:
Sales
Loan Origination System built on top of Microsoft Dynamics 365
34 out of 60
G-Invest
Global ITS
+3
Applicable to:
Sales
Customer Service
Power Apps
GITS Invest for Dynamics 365 Customer Engagement
35 out of 60
BE-terna Insurance CRM
BE-terna
+2
Applicable to:
Sales
Customer Service
BE-terna Insurance Solution – custom made CRM solution for the insurance industry.
36 out of 60
BE-terna Banking CRM
BE-terna
+2
Applicable to:
Sales
Customer Service
BE-terna Banking CRM – custom made CRM solution for banking industry.
37 out of 60
Prodware Mergers & Acquisitions
Prodware Group
+1
Applicable to:
Sales
Manage your M&A process from pitch to closed deal
38 out of 60
HUDI HR Management
HUDi srl
+3
Applicable to:
Sales
Customer Service
Power Apps
An effective human resource management solution.
39 out of 60
FundCloud - Investor Relations
Invati inc.
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
FundCloud Investor Relations for Private Equity provides seamless processes for capital raising
40 out of 60
EJADA Corporate Banking Relationship Officer Kit
Ejada Systems
+1
Applicable to:
Sales
EJADA Corporate Banking Relationship Officer Starter Kit
41 out of 60
Geo Data Labs Future Customer Behaviour
GEO DATA LABS LTD
+2
Applicable to:
Sales
Power Apps
Geo Data Labs predicts future customer behaviour so UK B2B businesses can acquire new customers
42 out of 60
Retail Banking Customer Management System
Cognizant
+1
Applicable to:
Sales
Leverages D365 CRM to provide digital transformation of retail banking sales & service lifecycle
43 out of 60
CONNECT365 Project Service
Var Group
+1
Applicable to:
Sales
L'extension per la gestione della commessa, dalla fase di prevendita fino alla fatturazione.
44 out of 60
SmartLoan
Smartstatz Solutions LLP
+3
Applicable to:
Sales
Power Automate
Power Apps
los, banking, assets, loan origination, loan underwriting, credit assessment, credit approval notes
45 out of 60
SmartBank
Smartstatz Solutions LLP
+4
Applicable to:
Sales
Customer Service
Power Automate
Power Apps
Banking CRM, Customer Single View, Fixed Deposits, CASA, Savings Account, Loans, Credit Cards
46 out of 60
Infosys REFORM Modern CX for Banking
Infosys Limited
+7
Applicable to:
Marketing
Sales
Customer Service
Customer Voice
Power Automate
Power Virtual Agents
Power Apps
Preconfigured, end-to-end reference solution to amplify and modernize Customer Experience in Banking
47 out of 60
G-Bank-CRM
Global ITS
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
GITS Bank CRM for Dynamics 365 Customer Engagement
48 out of 60
G-Insure-CRM
Global ITS
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
GITS Insurance for Dynamics 365 Customer Engagement
49 out of 60
Acelerador para Industria Financiera en Latam
AW Latam
+7
Applicable to:
Marketing
Sales
Customer Service
Customer Voice
Power Automate
Power Virtual Agents
Power Apps
El Acelerador para Industria Financiera en Latam agiliza los procesos en idioma y terminología local
50 out of 60
G-Wealth-CRM
Global ITS
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
GITS Wealth CRM for Dynamics 365 Customer Engagement
51 out of 60
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
52 out of 60
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
53 out of 60
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
54 out of 60
Dynamics Quick Start - Sales Professional
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Sales
Rapid deployment of Dynamics 365 Sales Professional
55 out of 60
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。
56 out of 60
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
57 out of 60
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
58 out of 60
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
59 out of 60
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
60 out of 60
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