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Copilot extensions
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UST Workflow Scheduler for Dynamics 365
UST Global
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
Enhance control through automated CRM workflows with UST Workflow Scheduler for Dynamics 365.
1 out of 49
UST Auto Assignment for Dynamics 365
UST Global
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
UST Auto Assignment for Dynamics 365 streamlines task distribution for enhanced team efficiency.
2 out of 49
iDynamics Credit Insurance
iDynamics Business Solutions
+1
Applicable to:
Business Central
Manage credit insurance policies and check the status of your customers' credit.
3 out of 49
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.
4 out of 49
Connections UI Interface for Dynamics 365 CRM
JourneyTEAM
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Simplified, Configurable, Intuitive Interface for Connections Between Dynamics 365 Entities.
5 out of 49
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
6 out of 49
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
7 out of 49
Clever Data Validation
Clever Dynamics
+1
Applicable to:
Business Central
Get your master data correct, right from the start
8 out of 49
Clone Record With Hierarchy
LTIMindtree Limited
+1
Applicable to:
Sales
Clone CRM record(s) in few clicks along with hierarchy
9 out of 49
Clone Record
LTIMindtree Limited
+1
Applicable to:
Sales
Clone CRM record(s) in few clicks
10 out of 49
Clone Bulk Records
LTIMindtree Limited
+1
Applicable to:
Sales
Clone Bulk Records
11 out of 49
Timeline
LTIMindtree Limited
+1
Applicable to:
Sales
Time duration calculation between two events on the custom configuration
12 out of 49
Risk Advisory Solution for Dynamics 365 CE
Wipro Ltd
+2
Applicable to:
Sales
Field Service
Risk Advisory Solution for Dynamics 365 Customer Engagement
13 out of 49
Sequence Generator
C Centric Solutions Pvt Ltd
+1
Applicable to:
Field Service
...helps you address the need of a flexible record numbering process
14 out of 49
Collection Management Solution
C Centric Solutions Pvt Ltd
+1
Applicable to:
Sales
Helps manage the entire collection life cycle
15 out of 49
Audit Downloader for Dynamics
LTIMindtree Limited
+1
Applicable to:
Sales
This accelerator allows Admin to export/download the audit log
16 out of 49
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
17 out of 49
Record Translator
Thrives
+3
Applicable to:
Sales
Customer Service
Field Service
Easily and quickly translate text fields to all languages enabled in your system
18 out of 49
Hitachi Solutions Engage for Private Equity
Hitachi Solutions
+3
Applicable to:
Marketing
Sales
Customer Service
Build the Right Relationships for Success
19 out of 49
KORUS CRM | Russian Data Privacy Plugin
KORUS Consulting
+4
Applicable to:
Marketing
Sales
Customer Service
Field Service
Depersonalization сustomer data
20 out of 49
VIDSigner Connector
INFOAVAN Soluciones S.L.
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Dynamics 365 - VIDSigner Connector
21 out of 49
CoordinatIR
Prosoft Systems Intl
+2
Applicable to:
Customer Service
Power Apps
Coordinat-IR, is a Cybersecurity Threat Management application designed for Incident Response Teams.
22 out of 49
Hitachi Solutions Engage for Asset Management
Hitachi Solutions
+3
Applicable to:
Marketing
Sales
Customer Service
Purpose-built relationship management for the asset management industry
23 out of 49
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
24 out of 49
Precise Messaging
Precise Communications
+3
Applicable to:
Marketing
Sales
Customer Service
Precise Messaging will help you to enable Marketing and Transactional SMS features.
25 out of 49
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
26 out of 49
Hitachi Solutions Engage for Banking
Hitachi Solutions
+3
Applicable to:
Marketing
Sales
Customer Service
Purpose-built relationship management for the banking industry
27 out of 49
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
28 out of 49
CRM Banking Catalyst
Systems Limited
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Centralized banking CRM management solution with personalized and unified Omni channel experience.
29 out of 49
Netiks 360Bank
NETIKS
+2
Applicable to:
Sales
Customer Service
Netiks 360CRM is a banking CRM vertical built on Dynamics365
30 out of 49
Axm 360 Bank Insurance
AXELINK MA
+3
Applicable to:
Sales
Customer Service
Power Apps
Axm 360 Bank Insurance
31 out of 49
OptimalQ – Science of Availability
OptimalQ
+2
Applicable to:
Sales
Customer Service
Increase customer engagement rate by prioritizing engagement queues with the Science Of Availability
32 out of 49
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
33 out of 49
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
34 out of 49
Speech & sentiment analytics for Dynamics
Daisee Pty Ltd
+1
Applicable to:
Customer Service
Improve contact center quality assurance and risk management using AI-driven speech analytics.
35 out of 49
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 49
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 49
Tenfold Advanced CTI for Dynamics 365
Callinize, inc. dba Tenfold
+2
Applicable to:
Sales
Customer Service
Advanced CTI for Dynamics & D365 Sales & Service | Cisco, Avaya, Genesys, InContact & Dozens More
38 out of 49
BE-terna Collection Management
BE-terna
+3
Applicable to:
Customer Service
Power Automate
Power Apps
BE-terna Collection Management - Ensure that your cash-flow is always healthy.
39 out of 49
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 49
Financial Services Blueprint
CRM Dynamics Limited
+1
Applicable to:
Customer Service
Microsoft Dynamics 365 for Financial Services
41 out of 49
HAITB HR Solution
Sahara Watira for Digital Transformation
+2
Applicable to:
Customer Service
Power Apps
Internal Process Intelligent Automation Solution
42 out of 49
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
43 out of 49
G-Bank-CRM
Global ITS
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
GITS Bank CRM for Dynamics 365 Customer Engagement
44 out of 49
G-Insure-CRM
Global ITS
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
GITS Insurance for Dynamics 365 Customer Engagement
45 out of 49
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
46 out of 49
G-Wealth-CRM
Global ITS
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
GITS Wealth CRM for Dynamics 365 Customer Engagement
47 out of 49
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
48 out of 49
VeriTouch Complaints & Service Request Management on Microsoft Cloud for Financial Services
VeriPark
+1
Applicable to:
Customer Service
Providing automated processes for the resolution of customer complaints and service requests.
49 out of 49
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