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triomis CopyEntity for Dynamics 365 - CRM 2016
triomis GmbH
+2
Applicable to:
Sales
Field Service
Create quotes, orders and invoices on the fly and become more productive.
1 out of 60
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.
2 out of 60
Dynamics Workflow Scheduler
CRM Dynamics Limited
+1
Applicable to:
Sales
The CRM Dynamics Workflow Scheduler will allow you to set-up time-based automated processes.
3 out of 60
Hearsay Dynamics 365 Connector
Hearsay Systems
+1
Applicable to:
Sales
Looking to automatically capture 10-15x client engagement data?
4 out of 60
Ameyo Contact Center Connector for MS Dynamics 365
Drishti Soft Solutions Private Limited
+1
Applicable to:
Sales
Integrate Ameyo's Contact Center capabilities into MS Dynamics 365 Sales & Service Hub
5 out of 60
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
6 out of 60
Clone Record With Hierarchy
LTIMindtree Limited
+1
Applicable to:
Sales
Clone CRM record(s) in few clicks along with hierarchy
7 out of 60
Clone Record
LTIMindtree Limited
+1
Applicable to:
Sales
Clone CRM record(s) in few clicks
8 out of 60
Clone Bulk Records
LTIMindtree Limited
+1
Applicable to:
Sales
Clone Bulk Records
9 out of 60
Timeline
LTIMindtree Limited
+1
Applicable to:
Sales
Time duration calculation between two events on the custom configuration
10 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
11 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
12 out of 60
Location Insights
C Centric Solutions Pvt Ltd
+2
Applicable to:
Sales
Field Service
QUICK AND EFFICIENT FIELD ENGAGEMENT
13 out of 60
CCentric's 360° Screen Designer
C Centric Solutions Pvt Ltd
+2
Applicable to:
Sales
Field Service
360 Screen Designer -Collate and present actionable insight to your CRM users
14 out of 60
Digital Profiler for CRM
C Centric Solutions Pvt Ltd
+1
Applicable to:
Sales
..helps you capture the right data in the right sequence at the right time
15 out of 60
Collection Management Solution
C Centric Solutions Pvt Ltd
+1
Applicable to:
Sales
Helps manage the entire collection life cycle
16 out of 60
PowerApps Connector for Kaizala Partner Management
C Centric Solutions Pvt Ltd
+2
Applicable to:
Sales
Field Service
Extend your Sales & Service soln to your partners through our Kaizala Partner Management Soln.
17 out of 60
Sales Management for Financial Services
C Centric Solutions Pvt Ltd
+2
Applicable to:
Sales
Field Service
Sales Management for Financial Services
18 out of 60
Renewal and Collection Management for Insurance
C Centric Solutions Pvt Ltd
+1
Applicable to:
Field Service
specially designed for Insurance companies to manage the Policy Renewals & Collection process
19 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.
20 out of 60
Audit Downloader for Dynamics
LTIMindtree Limited
+1
Applicable to:
Sales
This accelerator allows Admin to export/download the audit log
21 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
22 out of 60
Hitachi Solutions Engage for Private Equity
Hitachi Solutions
+3
Applicable to:
Marketing
Sales
Customer Service
Build the Right Relationships for Success
23 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
24 out of 60
KORUS CRM | Russian Data Privacy Plugin
KORUS Consulting
+4
Applicable to:
Marketing
Sales
Customer Service
Field Service
Depersonalization сustomer data
25 out of 60
VIDSigner Connector
INFOAVAN Soluciones S.L.
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Dynamics 365 - VIDSigner Connector
26 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
27 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
28 out of 60
Prodware Wealth Management for CE
Prodware Group
+1
Applicable to:
Sales
Identify and manage client potential in wealth management
29 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.
30 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
31 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.
32 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
33 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
34 out of 60
Netiks 360Bank
NETIKS
+2
Applicable to:
Sales
Customer Service
Netiks 360CRM is a banking CRM vertical built on Dynamics365
35 out of 60
Axm 360 Bank Insurance
AXELINK MA
+3
Applicable to:
Sales
Customer Service
Power Apps
Axm 360 Bank Insurance
36 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
37 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
38 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
39 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)
40 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)
41 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
42 out of 60
EJADA LOS (Loan Origination System)
Ejada Systems
+1
Applicable to:
Sales
Loan Origination System built on top of Microsoft Dynamics 365
43 out of 60
G-Invest
Global ITS
+3
Applicable to:
Sales
Customer Service
Power Apps
GITS Invest for Dynamics 365 Customer Engagement
44 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.
45 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.
46 out of 60
Prodware Mergers & Acquisitions
Prodware Group
+1
Applicable to:
Sales
Manage your M&A process from pitch to closed deal
47 out of 60
HUDI HR Management
HUDi srl
+3
Applicable to:
Sales
Customer Service
Power Apps
An effective human resource management solution.
48 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
49 out of 60
EJADA Corporate Banking Relationship Officer Kit
Ejada Systems
+1
Applicable to:
Sales
EJADA Corporate Banking Relationship Officer Starter Kit
50 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
51 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
52 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.
53 out of 60
Sinqia Service Desk
Sinqia
+4
Applicable to:
Customer Service
Field Service
Power Automate
Power Apps
Sinqia Service Desk
54 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
55 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
56 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
57 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
58 out of 60
G-Insure-CRM
Global ITS
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
GITS Insurance for Dynamics 365 Customer Engagement
59 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
60 out of 60
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