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Copilot extensions
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DocuSign for Dynamics
DocuSign, Inc
+1
Applicable to:
Sales
Close business faster. Send documents for eSignature directly from DocuSign for Dynamics 365.
4.6
(1039 classificações)
1 out of 60
Calendar 365 - Activity Calendar for Dynamics 365
Biztech Consulting & Solutions
+4
Applicable to:
Marketing
Sales
Customer Service
Field Service
Manage Dynamics 365 activities, like appointments and tasks using one calendar.
4.7
(22 classificações)
2 out of 60
Customer Insights customer card add-in (Preview)
Microsoft Dynamics 365
+4
Applicable to:
Marketing
Sales
Customer Service
Field Service
Surface unified customer data and insights within Dynamics 365 applications
3.5
(4 classificações)
3 out of 60
PandaDoc for Microsoft Dynamics
PandaDoc
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
PandaDoc + Microsoft Dynamics CRM Automates Your Sales Process to Boost Productivity
4.8
(1006 classificações)
4 out of 60
RingCentral for Dynamics 365
RingCentral
+2
Applicable to:
Sales
Customer Service
Drive productivity by integrating your RingCentral cloud communications solution into Dynamics 365
4.2
(783 classificações)
5 out of 60
DocumentsCorePack, professional document generation and automation
mscrm-addons.com ( PTM EDV Systeme )
+8
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Automate
Power Apps
Document generation, processing and automation in Dynamics 365 and template design in Microsoft Word
4.9
(29 classificações)
6 out of 60
Quote Manager CPQ for Microsoft Dynamics 365
CRM Dynamics Ltd
+2
Applicable to:
Sales
Power Apps
Simplify your Quoting Process, Generating branded quotes & proposals in minutes.
5.0
(3 classificações)
7 out of 60
Clone or Copy Bulk Records in Dynamics 365 CRM - Click2Clone
Inogic
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Copy/Clone Microsoft Dynamics 365 CRM records with deep links in single click with Click2Clone
5.0
(33 classificações)
8 out of 60
Alerts/Notifications Management in Dynamics 365 CRM - Alerts4Dynamics
Inogic
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Schedule, Manage, and Prioritize Alerts/Notifications to target audience in Dynamics 365
4.7
(11 classificações)
9 out of 60
Bluestar Dynamics PLM - Engineering
Bluestar Dynamics PLM
+3
Applicable to:
Supply Chain Management
Operations
Finance
The Missing Link Between Engineering & Manufacturing
10 out of 60
Mind Map View of Relationships/Connections between Dynamics 365 CRM Records - Map My Relationships
Inogic
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Visualize all relationships/connections of any record or entity, in a single mind map view
5.0
(10 classificações)
11 out of 60
Investment & Portfolio Management
Dynamic Netsoft
+2
Applicable to:
Operations
Finance
Robust solution to manage Investments and Portfolios
5.0
(1 classificações)
12 out of 60
Attachments & Documents Management for Optimized Storage in Dynamics 365 CRM - Attach2Dynamics
Inogic
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
SharePoint, Dropbox, or Azure Blob Storage - Manage CRM Attachments and Documents in a Smart way!
5.0
(11 classificações)
13 out of 60
Address Validation for Dataverse
Sharp XRM
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Helps keep your Power Apps and Dynamics 365 address data complete, accurate and standardized
14 out of 60
Attachment Extractor moves note and email attachments from Dataverse to SharePoint or Azure Blob
mscrm-addons.com ( PTM EDV Systeme )
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Save file capacity by moving e-mail attachments and notes
4.9
(9 classificações)
15 out of 60
Undo/Restore Records in Microsoft Dynamics 365 CRM - Undo2Restore
Inogic
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
1 Click to Undo and Restore Deleted History Dynamics 365 CRM Records in Bulk
5.0
(4 classificações)
16 out of 60
Leapwork Automation Platform
LEAPWORK
+6
Applicable to:
Commerce
Supply Chain Management
Operations
Finance
Project Operations
Human Resources
Build, maintain, and scale automation faster with our AI-powered visual test automation platform.
4.7
(44 classificações)
17 out of 60
Siemens Teamcenter PLM integration
To-Increase B.V.
+4
Applicable to:
Supply Chain Management
Operations
Finance
Project Operations
Connecting engineering and operations. No-code, point-and-click adjustable solution
18 out of 60
Data8 Duplicare™ De-dupe and multi-merge for D365
Data8
+4
Applicable to:
Sales
Customer Service
Field Service
Power Apps
Deduplication via advanced fuzzy duplicate detection and multi-record merging
4.8
(11 classificações)
19 out of 60
EDI Connector for Dynamics 365 and AX
Inway Systems GMBH
+4
Applicable to:
Commerce
Supply Chain Management
Operations
Finance
EDI-Integration in your Dynamics: For a faster business processes by connecting business partners
20 out of 60
Detect, Prevent and Merge duplicate records in Dynamics 365 CRM - DeDupeD
Inogic
+3
Applicable to:
Sales
Customer Service
Power Apps
Data Deduplication Solution for Dynamics 365 CRM - Make decisions based on trustworthy data!
21 out of 60
AI Builder Invoice Processing Starter Kit
Microsoft Dynamics 365
+2
Applicable to:
Sales
Power Apps
Reference implementation of AI Builder, Power Apps and Automate for processing of invoices.
4.0
(7 classificações)
22 out of 60
Yavica FlexProperty for Real Estate
Yavica
+2
Applicable to:
Operations
Finance
FlexProperty is built to address the requirements of today’s global Real Estate companies.
23 out of 60
Dynamics Attachments
HSO Innovation
+4
Applicable to:
Commerce
Supply Chain Management
Operations
Finance
Dynamics 365 F&O add-on
24 out of 60
CAD/ERP LINK for SOLIDWORKS, Inventor, Solid Edge
Bluestar Dynamics PLM
+3
Applicable to:
Supply Chain Management
Operations
Finance
The link between CAD & ERP. Supported CAD systems: SOLIDWORKS, Solid Edge, Inventor.
25 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 classificações)
26 out of 60
Dynamic Calendar
MSCRM Guru
+2
Applicable to:
Sales
Field Service
Dynamic Calendar - easily view any record with a date in a calendar
27 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 classificações)
28 out of 60
PowerMap
PowerObjects An HCL Company
+2
Applicable to:
Sales
Field Service
View a visual representation of all your records plotted in one map in your CRM
3.6
(5 classificações)
29 out of 60
Partner Center Referrals Connector for Dynamics365
Microsoft Partner Center
+2
Applicable to:
Sales
Power Apps
Automated bi-directional solution for synchronizing referrals between Partner Center and your CRM
2.1
(13 classificações)
30 out of 60
Business Process To-do Checklist for Dynamics 365 CRM
Inogic
+5
Applicable to:
Sales
Customer Service
Field Service
Project Operations
Power Apps
Enforce best practices using Business Process Checklist within Dynamics 365 CRM!
31 out of 60
Aptean Food and Beverage ERP Enterprise Edition
Aptean
+3
Applicable to:
Supply Chain Management
Operations
Finance
Aptean F&B Enterprise is a Fully Embedded Solution for Food, Fresh, and Farming Companies
5.0
(1 classificações)
32 out of 60
Data8 Email Verification and Phone Validation
Data8
+4
Applicable to:
Sales
Customer Service
Field Service
Power Apps
Validate email addresses and telephone numbers at point of capture
5.0
(1 classificações)
33 out of 60
eProcurement
Systems Limited
+4
Applicable to:
Supply Chain Management
Operations
Finance
Project Operations
Optimize Vendor On-boarding and Procurement
34 out of 60
Genogram
JD Cloud Solutions
+2
Applicable to:
Sales
Field Service
A genogram chart is an extended family tree diagram that displays information about each person
35 out of 60
Lead Assignment and Distribution Automation in Dynamics 365 CRM
Inogic
+4
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Auto-Assign and Distribute Leads/Cases systematically using Round Robin Algorithm
5.0
(4 classificações)
36 out of 60
Oneflow for Dynamics 365
Oneflow
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Streamline sales process with fully automated contract management & e-signatures inside Dynamics 365
4.6
(333 classificações)
37 out of 60
DMS Add-On Dynamics 365 for Finance and Operations
bossinfo.ch AG
+3
Applicable to:
Supply Chain Management
Operations
Finance
DMS for Dynamics 365 for Finance and Operations
38 out of 60
Dynamics 365 Data Archival
Pragmasys Consulting
+2
Applicable to:
Sales
Field Service
Effective Dynamics 365 data management and archival solution
39 out of 60
Experlogix Smart Flows - Document Automation for D365 Sales and CE
Experlogix
+8
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Automate
Power Apps
Document generation and output management for Microsoft Dynamics 365
40 out of 60
m-hance NfP 365 Accelerator
m-hance
+2
Applicable to:
Sales
Power Apps
NfP 365 Accelerator stores and organises data about supporters, donors and volunteers in one place.
41 out of 60
8x8 for Microsoft Dynamics 365
8x8, Inc
+2
Applicable to:
Sales
Customer Service
Combine 8x8 and Microsoft Dynamics 365 into one platform
1.0
(2 classificações)
42 out of 60
Workflow Approval App for Microsoft Dynamics Finance & Operations
Folio3 Software Inc.,
+5
Applicable to:
Supply Chain Management
Operations
Finance
Project Operations
Human Resources
Approve Workflows on the go through your preferred smartphone or hand-held device
43 out of 60
Tacton CPQ
Tacton Systems AB
+2
Applicable to:
Sales
Field Service
Tacton CPQ
4.6
(43 classificações)
44 out of 60
ActivityTools for simple email and activity handling in Dynamics 365
mscrm-addons.com ( PTM EDV Systeme )
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Efficient activity management for Dynamics 365 & Power Apps
4.7
(6 classificações)
45 out of 60
SignD365 Document Signature
CRM Dynamics Ltd
+1
Applicable to:
Sales
Document E-Signature Solution For Microsoft Dynamics 365
46 out of 60
Power Apps for Insurance
Alithya Fullscope Solutions, Inc.
+2
Applicable to:
Sales
Power Apps
Manage the agent experience within Power Apps from onboarding to licensing renewal.
47 out of 60
Bank Automation Suite
Inway Systems GMBH
+4
Applicable to:
Commerce
Supply Chain Management
Operations
Finance
Optimize your banking processes with the Bank Automation Suite
5.0
(2 classificações)
48 out of 60
Storage & Attachment Management Solution
TechLabs London
+2
Applicable to:
Sales
Field Service
Automated Dynamics 365 Storage Solution to Azure Blob and SharePoint
49 out of 60
Copy Released Product
HSO
+4
Applicable to:
Commerce
Supply Chain Management
Operations
Finance
Increase Productivity and Save Time with the Creation of New Products!
5.0
(2 classificações)
50 out of 60
Travel and Expense Management App for Microsoft Dynamics 365
Folio3 Software Inc.,
+5
Applicable to:
Supply Chain Management
Operations
Finance
Project Operations
Human Resources
View, edit, submit and approve expenses with ease from anywhere in the world on-the-go!
51 out of 60
IPM Construction Management
IPM Global Pty Ltd.
+5
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
IPM Construction Management for Construction Engineering & Specialty
5.0
(2 classificações)
52 out of 60
Pendo for Power Platform and Dynamics 365
Pendo
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Drive application success with the #1 on-boarding, training and communication platform.
4.6
(1000 classificações)
53 out of 60
Public Contract Management
Gestisoft Inc.
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Effortless Contract Management for Enhanced Visibility and Compliance
54 out of 60
Dynamics 365 and AX Connector for DocuWare
Inway Systems GMBH
+4
Applicable to:
Commerce
Supply Chain Management
Operations
Finance
Connect your DocuWare document management system with your D365
55 out of 60
PowerGrid
PowerObjects An HCL Company
+2
Applicable to:
Sales
Field Service
Consolidate your editing processes by searching from within a view in your CRM.
56 out of 60
Autonumber: Individual ID creation for Dynamics
datom GmbH
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Unique condition-based Dynamics 365 tool to generate and create individualized counter and IDs
57 out of 60
Smart Alerts
Biztech Consulting & Solutions
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Dynamics 365 Alert Notification plugin enables CRM users to add & manage alerts for entities.
5.0
(4 classificações)
58 out of 60
dox42 Document Automation for D365 FO
dox42
+6
Applicable to:
Commerce
Supply Chain Management
Operations
Finance
Project Operations
Human Resources
Generate documents from D365 FO with one click, design your templates in MS Office.
59 out of 60
AvePoint Cloud Backup for Dynamics 365
AvePoint Inc.
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
AvePoint Cloud Backup for Dynamics 365
4.8
(57 classificações)
60 out of 60
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