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Copilot extensions
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Dynamics Association Blueprint
CRM Dynamics Limited
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
D365 for Membership Associations. Manage all aspects including Memberships, Marketing and Funding.
1 out of 50
Royalty and Payouts Accelerator - Brokerage Firms
Domain 6 Inc.
+2
Applicable to:
Operations
Finance
Royalty and Payouts Accelerator for Finance and Operations. Solution for Real Estate Brokerage firms
2 out of 50
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
3 out of 50
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
4 out of 50
Hitachi Solutions Engage for Private Equity
Hitachi Solutions
+3
Applicable to:
Marketing
Sales
Customer Service
Build the Right Relationships for Success
5 out of 50
COREFIN Loyalty Management
PBS
+2
Applicable to:
Sales
Power Apps
COREFIN Loyalty Management is a horizontal add-on to Dynamics 365 / Customer Engagement
6 out of 50
KORUS CRM | Russian Data Privacy Plugin
KORUS Consulting
+4
Applicable to:
Marketing
Sales
Customer Service
Field Service
Depersonalization сustomer data
7 out of 50
Hitachi Solutions Engage for Asset Management
Hitachi Solutions
+3
Applicable to:
Marketing
Sales
Customer Service
Purpose-built relationship management for the asset management industry
8 out of 50
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
9 out of 50
Prodware Wealth Management for CE
Prodware Group
+1
Applicable to:
Sales
Identify and manage client potential in wealth management
10 out of 50
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.
11 out of 50
Hitachi Solutions Engage for Banking
Hitachi Solutions
+3
Applicable to:
Marketing
Sales
Customer Service
Purpose-built relationship management for the banking industry
12 out of 50
BeeCastle
BeeCastle
+1
Applicable to:
SaaS
BeeCastle helps MSPs to sell more of their solution stack to customers through data driven insights.
13 out of 50
MiO - AI Sales, Marketing, Lead Management System
Artivatic Data Labs
+1
Applicable to:
SaaS
AI Lead management, sales management, sales engagement, communication, advertising, email etc.
14 out of 50
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
15 out of 50
N5 commercial platform / N5 plataforma comercial
N5
+1
Applicable to:
SaaS
CRM + Commercial Sistematyc & plan+ analitycs / CRM + sistemática Y plan comercial + análisis
16 out of 50
EJADA LOS (Loan Origination System)
Ejada Systems
+1
Applicable to:
Sales
Loan Origination System built on top of Microsoft Dynamics 365
17 out of 50
G-Invest
Global ITS
+3
Applicable to:
Sales
Customer Service
Power Apps
GITS Invest for Dynamics 365 Customer Engagement
18 out of 50
DealFabric CRM Suite
DealFabric
+1
Applicable to:
Power Apps
Suite CRM dédié aux professionnels du Capital Investissement
19 out of 50
BE-terna Insurance CRM
BE-terna
+2
Applicable to:
Sales
Customer Service
BE-terna Insurance Solution – custom made CRM solution for the insurance industry.
20 out of 50
BE-terna Banking CRM
BE-terna
+2
Applicable to:
Sales
Customer Service
BE-terna Banking CRM – custom made CRM solution for banking industry.
21 out of 50
Prodware Mergers & Acquisitions
Prodware Group
+1
Applicable to:
Sales
Manage your M&A process from pitch to closed deal
22 out of 50
TietoEVRY Customer Engagement Banking
Tietoevry
+1
Applicable to:
SaaS
Dynamics 365 for Banking
23 out of 50
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
24 out of 50
CRMSensor
CRMSensor LLC
+1
Applicable to:
SaaS
An interactive way to communicate with customers, control service quality and increase sales
25 out of 50
Agire
Eagle Software Srl
+1
Applicable to:
SaaS
Il sistema integrato per la gestione delle attività degli intermediari assicurativi
26 out of 50
EJADA Corporate Banking Relationship Officer Kit
Ejada Systems
+1
Applicable to:
Sales
EJADA Corporate Banking Relationship Officer Starter Kit
27 out of 50
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
28 out of 50
Intercompany Accounting Eliminations
EOS Solutions
+1
Applicable to:
Business Central
Features to generate consolidation financial statements in Microsoft Dynamics 365 Business Central
29 out of 50
SmartLoan
Smartstatz Solutions LLP
+3
Applicable to:
Sales
Power Automate
Power Apps
los, banking, assets, loan origination, loan underwriting, credit assessment, credit approval notes
30 out of 50
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
31 out of 50
DS CRM : Integrated with Teams Chatbot
DOTSQUARES TECHNOLOGIES INDIA P LTD
+1
Applicable to:
SaaS
Allow us automate your customer interactions through our sales, marketing and customer services.
32 out of 50
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
33 out of 50
G-Bank-CRM
Global ITS
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
GITS Bank CRM for Dynamics 365 Customer Engagement
34 out of 50
G-Insure-CRM
Global ITS
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
GITS Insurance for Dynamics 365 Customer Engagement
35 out of 50
Customer onboarding by Autopilot
Autopilot Workflow Solutions
+1
Applicable to:
SaaS
Looking to sign up new customers faster?
36 out of 50
OneToOne
1TO1 S.A.C.
+1
Applicable to:
SaaS
Implementación CRM Saas Microsoft Dynamics Sales Marketing Customer Service 365
37 out of 50
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
38 out of 50
Talisma Customer Relationship Management (CRM)
Anthology Inc.
+1
Applicable to:
SaaS
An omnichannel customer engagement platform that transforms your customers journey
39 out of 50
G-Wealth-CRM
Global ITS
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
GITS Wealth CRM for Dynamics 365 Customer Engagement
40 out of 50
AP Automation with Tally using AI And RPA
Compusoft
+1
Applicable to:
SaaS
Accounts Payable Automation
41 out of 50
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
42 out of 50
Banking Solution for Microsoft Dynamics 365
IBM Consulting - EA
+4
Applicable to:
Customer Service
Customer Voice
Power Automate
Power Apps
The solution provides a powerful platform for digital transformation programme of a Banking client.
43 out of 50
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
44 out of 50
Dynamics Quick Start - Sales Professional
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Sales
Rapid deployment of Dynamics 365 Sales Professional
45 out of 50
Nintex AssureSign
Nintex
+1
Applicable to:
SaaS
Create and automate eSignatures, streamline the signing process, trigger workflows, from anywhere.
4.6
(8 classificações)
46 out of 50
Databook real-time customer intelligence platform
Databook Labs, Inc.
+1
Applicable to:
SaaS
Databook helps GTM teams develop an understanding of their customer and engage as trusted advisor.
47 out of 50
Vymo's Sales Engagement Platform for BFSI Frontline Teams
Vymo
+1
Applicable to:
SaaS
Vymo's Intelligent Sales Engagement Cloud that helps frontline sales teams achieve more.
4.7
(159 classificações)
48 out of 50
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
49 out of 50
WealthCraft
WealthCraft
+3
Applicable to:
Sales
Customer Service
Power Apps
Meet WealthCraft, your digital office assistant
50 out of 50
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