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myCRM for Insurance Relationship ManagementmyPartner - Consultoria Informática, S.A.

+5

myCRM for Insurance is a vertical app for the insurance industry, built on top of Microsoft Dynamics

1 out of 60

Crowe CX for Commercial LendingCrowe LLP

+3

Commercial lending, simplified with the Microsoft Dynamics 365 platform.

2 out of 60

Entity Record CounterInkey IT Solutions Pvt. Ltd.

+6

Display the number of records of a table or an entity

3 out of 60

Digital Distribution Platform for InsuranceSoluzione IT Services Pvt. Ltd.

+3

Solution for process automation and digital distribution of insurance products

4 out of 60

G-CollectionGlobal ITS

+4

G-Collection for Dynamics 365 Customer Engagement and Power Apps

5 out of 60

AnonyFlowAnonyFlow

+3

Private/Sensitive data detection and protection

6 out of 60

SBT Präsentationenjumoca GmbH & Co. KG

+1

SBT verwandelt Exporte aus Ihrer Buchhaltung in wunderschöne und informative Diagramme.

7 out of 60

UST System Job Insights for Dynamics 365UST Global

+7

Enhance CRM efficiency with UST System Job Insights for Dynamics 365.

8 out of 60

UST Auto Number for Dynamics 365UST Global

+6

UST Auto Number for Dynamics 365 provides advanced, customizable auto-numbering for CRM records.

9 out of 60

UST Workflow Scheduler for Dynamics 365UST Global

+7

Enhance control through automated CRM workflows with UST Workflow Scheduler for Dynamics 365.

10 out of 60

UST Attachment Mover for Dynamics 365UST Global

+7

UST Attachment Mover for Dynamics 365 optimizes CRM storage and boosts performance.

11 out of 60

UST Auto Assignment for Dynamics 365UST Global

+7

UST Auto Assignment for Dynamics 365 streamlines task distribution for enhanced team efficiency.

12 out of 60

Effective B2B and B2C Sales of Banking ProductsAwara IT

+2

Solution for Dynamics 365 Customer Experience for effective B2B and B2C Sales of Banking Products

13 out of 60

Data Preservation for Dynamics 365 and Power PlatformBeans Infotech

+7

Optimize the Cost and Performance of Dynamics 365 CRM and Power Platform using Data Preservation

14 out of 60

CoreFin FIN365 FX RatesPBS

+2

CoreFin FIN365 FX Rates is a horizontal add-on to Dynamics 365 / Customer Engagement

15 out of 60

audius Real Estateaudius GmbH

+3

Branchenlösung für die Errichtung, Vermittlung und Verwaltung von Immobilien

16 out of 60

UST Banking Solution for Dynamics 365UST Global

+3

UST Banking Solution optimizes CRM for banks

17 out of 60

Klevr ContractsKlevr Apps

+6

Contract management, approval, renewal, and supplier portal with Stripe payment on Dynamics 365

18 out of 60

Multi-Stage Process for Case or Any entity in Dynamics CRMBeans Infotech

+6

Data Driven Automation of Case or Any process in Dynamics 365 CRM

19 out of 60

CyberWallet Invoices for OfficeStealth Mail

+4

Generate crypto invoices and insert them to the documents

20 out of 60

Dynamics Contact Centre CTIipSCAPE

+4

Enable telephony for calls in Dynamics for Contact Centre

21 out of 60

Red Marker PPT AURed Marker

+1

Get real-time Brand and Legal reviews for any uploaded document, with targeted feedback.

22 out of 60

Slinker for Dynamics 365 by SolutionadeSolutionade

+2

Synchronize all your LinkedIn contacts and messages in Microsoft CRM to enhance your lead management

23 out of 60

Banking CRM_Unified Customer ViewSchwettmann Technologies Private Limited

+8

Banking CRM provides a comprehensive, unified view of customers, streamlining sales and services.

24 out of 60

Aleph for PowerpointAleph Labs Inc

+1

One source of truth for financial data.

25 out of 60

Top-tier ContractsA3Cloud Solutions

+4

App to streamline and enhance the entire contract management lifecycle with featured approvals flows

26 out of 60

Sage Business ReportingSage Software Inc

+3

Sage Business Reporting integrates Sage data with Microsoft 365 to create and update Insights

27 out of 60

Bill Master - Comprehensive Invoicing & Tax Management Solutionxrmbox

+3

Bill Master simplifies invoicing and tax management with flexible configurations.

28 out of 60

Envestnet CRMTamarac Inc.

+1

Web-based client relationship management system designed specifically for independent advisors.

29 out of 60

LegalWord365 EssentialDocumentaal BV

+3

Simplify and streamline document creation, management, and branding across Microsoft365.

30 out of 60

WhatsApp as Activity Integration with Dynamics 365 CRMIntelegain Technologies

+4

WhatsApp Integration with Dynamics 365 CRM: Streamlining Customer Engagement

31 out of 60

CRM Launchpad for Financial AdvisorsAmplify Business Solutions Corp.

+4

Transform Your Financial Advisory Business with a User-Friendly, Scalable CRM Solution.

32 out of 60

City Works ProCodeRight Inc.

+4

A tailored software solution that streamlines city finance departments’ Capital Improvement Program

33 out of 60

GridlinesGridlines Inc.

+2

AI assistant for PowerPoint and Excel.

34 out of 60

CRM for Health Insurance BrokersForgeXRM

+3

BenefitsBridge delivers integrated CRM and agency management for health insurance brokers

35 out of 60

Alert & Notification Apps for Dynamics 365 CRM Sales HubMindQuad Solutions Private Limited

+1

Alert & Notification App for Dynamics 365 CRM delivers real-time alerts across the Sales Hub module

36 out of 60

Segic ProSegic Inc

+5

SegicPro automates and enhances pre-sales processes in the group benefits industry through AI-driven

37 out of 60

syncbox365Systems-Limited

+3

All-in-one Azure-powered connector for contact centers streamlines social media, automates workflows

38 out of 60

ABN Lookup Premium for Dynamics 365POWER PLATFORM PROS PTY LTD

+7

Instantly Validate Australian Business Numbers (ABNs) & Auto-Fill Business Data in Dynamics 365

39 out of 60

go2connectGo2solve Limited

+3

Uniﬁed customer engagement solution for ﬁnancial institutions.

40 out of 60

IntelligenceBank Content Risk Reviews for PowerPointIntelligenceBank

+1

Automate compliance checks, identify regulatory risks, and send files to IntelligenceBank approvals.

41 out of 60

NZBN Lookup Premium for Dynamics 365POWER PLATFORM PROS PTY LTD

+7

Instantly Validate New Zealand Business Numbers (NZBNs) & Auto-Fill Business Data in Microsoft D365

42 out of 60

Audit Viewer by LowCodeGoLowCodeGo

+3

Audit Viewer streamlines how you view and manage Dynamics 365 / Power Apps audit history

43 out of 60

UK Companies House Lookup Premium for Dynamics 365POWER PLATFORM PROS PTY LTD

+7

Instantly Validate UK Companies & Auto-Fill Business Data in Microsoft Dynamics 365

44 out of 60

France SIRENE Lookup Premium for Dynamics 365POWER PLATFORM PROS PTY LTD

+7

Instantly Validate French Business Numbers (SIREN/SIRET) & Auto-Fill Company Data in Dynamics 365

45 out of 60

taskpaneWXP1015Test_Test_New1

+3

This app is for validation purpose only.

46 out of 60

LeasepathTurnford Systems Inc.

+1

Leasepath is the premier CRM & Origination (LOS) solution optimized for global Equipment Finance.

47 out of 60

Public Contract ManagementGestisoft Inc.

+6

Effortless Contract Management for Enhanced Visibility and Compliance

48 out of 60

Clone Record With HierarchyLTIMindtree Limited

+1

Clone CRM record(s) in few clicks along with hierarchy

49 out of 60

Clone RecordLTIMindtree Limited

+1

Clone CRM record(s) in few clicks

50 out of 60

Sequence GeneratorC Centric Solutions Pvt Ltd

+1

...helps you address the need of a flexible record numbering process

51 out of 60

Collection Management SolutionC Centric Solutions Pvt Ltd

+1

Helps manage the entire collection life cycle

52 out of 60

Opportunity Sales ForecastingMTC

+2

Opportunity Sales Forecasting & Effectively Plan Your Activities

53 out of 60

Sales Product EditorMTC

+3

Opportunity-to-Invoice Order Management CRM Product Form Editor

54 out of 60

Entitlement Manager for MS Dynamics 365 (Trial)NextLabs, Inc.

+2

Policy-driven, granular access control to safeguard Dynamics 365 data and business transaction.

55 out of 60

Customer SurveyMTC

+3

Integrate and Send Customer Survey Reports from CRM.

56 out of 60

Hitachi Solutions Engage for Private EquityHitachi Solutions

+3

Build the Right Relationships for Success

57 out of 60

COREFIN Loyalty ManagementPBS

+2

COREFIN Loyalty Management is a horizontal add-on to Dynamics 365 / Customer Engagement

58 out of 60

KORUS CRM | Russian Data Privacy PluginKORUS Consulting

+4

Depersonalization сustomer data

59 out of 60

Hitachi Solutions Engage for Asset ManagementHitachi Solutions

+3

Purpose-built relationship management for the asset management industry

60 out of 60

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