Business Software for Microsoft Dynamics 365

Connecting every data source with analytics services on a single AI-powered platform will transform how people access, manage, and act on data and insights. All your data. All your teams. All your teams in one place. Create an open, lake-centric hub to help data engineers connect data from various sources and curate it. This will eliminate sprawl and create custom views for all. Accelerate analysis through the development of AI models without moving data. This reduces the time needed by data scientists to deliver value. Microsoft Teams, Microsoft Excel, and Microsoft Teams are all great tools to help your team innovate faster. Connect people and data responsibly with an open, scalable solution. This solution gives data stewards more control, thanks to its built-in security, compliance, and governance.

Introducing DonorDock, the ultimate CRM solution for nonprofits. Simplify your fundraising efforts with our intuitive interface. Easily manage donors, track interactions, and drive sustainable growth. Say farewell to scattered spreadsheets and tedious data entry. DonorDock centralizes donor information for effortless management. Engage donors with personalized communication tools. Craft targeted emails, schedule automated campaigns, and send customized thank-you notes. Gain insights with advanced analytics. Track performance, monitor donor retention, and make data-driven decisions. Your data is also secure with top-notch measures. DonorDock seamlessly integrates with QuickBooks and Mailchimp, enhancing productivity. Join our nonprofit community and experience the transformative power of DonorDock. Our dedicated support team is here to assist you. Elevate fundraising and create impact with DonorDock – the CRM designed for nonprofits.

Sourcetable is an AI-powered spreadsheet and data platform designed for a wide range of data-related tasks, including analyzing files, cleaning and enriching data, conducting research, creating visualizations, generating reports, and supporting business intelligence. It combines the functionality of traditional spreadsheets like Excel and Google Sheets with enhanced capabilities for data integration and analysis. Sourcetable supports standard spreadsheet formulas and functions while allowing users to connect to over 100 databases and applications, enabling real-time data centralization and analysis. The platform integrates advanced AI models to automate workflows, identify patterns, and assist with decision-making. This reduces the need for manual processes and improves efficiency in working with data. Sourcetable is suitable for building dashboards, running financial analyses, preparing data for machine learning, or organizing and analyzing information for various applications. Its combination of traditional spreadsheet features and modern data capabilities provides users with tools for efficient, data-driven problem-solving.

Qobra is the all-in-one sales compensation and commission management platform built for revenue, finance, and operations leaders who want to replace spreadsheets with automation, transparency, and control. Designed to handle the most complex commission structures, Qobra connects seamlessly to your CRM and data tools, providing real-time insights and 100% reliable calculations. With Qobra, teams can design and automate any compensation plan—from recurring commissions to bonuses, SPIFs, and draw models—using a no-code, drag-and-drop interface. Finance teams ensure accuracy and compliance through audit trails and validation workflows, while sales reps gain live visibility into earnings, targets, and performance dashboards that build trust and motivation. Qobra empowers leaders to analyze performance and model scenarios with actionable analytics that align incentives with business goals. Its flexible architecture supports multi-currency, multilingual, and multi-hierarchy structures, enabling global scalability with ease. Rated among the best sales compensation solutions by G2 and Capterra, Qobra helps companies reduce commission processing time by up to 80% and increase sales performance by 20%. From startups to enterprise organizations, Qobra is the trusted partner to automate, secure, and optimize your sales compensation strategy, so you can focus on growth, not spreadsheets.

Solvimon replaces home-built billing code. It is one API-first system for usage metering, pricing, quote-to-cash, invoicing, payments, and revenue recognition. Send raw events (tokens, API calls, agent actions) via API or ingest them from Snowflake, BigQuery, Redshift, S3, GCS, or Azure Blob Storage. Solvimon aggregates them against meters, prices them with whatever model you sell (seats, usage, credits, commits with overages, outcome-based, or all of it on one contract), and produces the invoice. Payments run through Stripe, Adyen, or Checkout.com, so no PSP lock-in. Tooling: REST API, SDKs, frontend components, a CLI, and an MCP server for agent-driven billing operations. Sandbox available without a sales call. The team previously built billing at Adyen (€1T+ processed volume). Pricing changes ship as configuration, not as a rewrite of your invoicing pipeline.

Delivr serves as a holistic identity resolution platform designed to allow businesses to access and collaborate seamlessly on data from any cloud or platform. This versatile solution caters to numerous use cases, helping organizations gain deeper insights and effectively engage with their audiences driven by zero-party data. As the pioneering identity resolution platform, Delivr enables companies to refine and enhance their go-to-market strategies. Organizations can discover reliable and scalable methods for achieving growth. By leveraging zero-party data alongside closed-loop attribution, businesses can obtain a clearer understanding of their audiences and activate them effectively. Through cutting-edge approaches to data privacy, ethics, and enterprise identity, our platform enhances your operational ecosystem, ensuring that engagement is both precise and confident. Ultimately, Delivr equips companies with the tools they need to thrive in a data-driven landscape.

Microsoft Dynamics 365 Project Operations, Project Service Automation and Time Tracking are compatible with the add-on Time Tracking. Time Tracking enhances the functionality of the time and expense tracking features. • Edit bookings until the point where they are submitted and create time and expense entries for other resources. • Improve the accuracy of time entries by using exact time stamps. • Improve your control capabilities by using the multi-project and multitask view.

Beam AI stands out as a premier platform focused on agentic process automation, empowering organizations to implement self-learning AI agents that improve operational efficiency and lower expenses. Both Fortune 500 firms and emerging startups leverage Beam AI's agents, which offer task automation that rivals human accuracy and performance, functioning around the clock to reduce mistakes and boost productivity. The platform features an extensive array of pre-trained agents designed for various tasks such as customer service, data extraction, email sorting, appointment scheduling, and financial reporting. Furthermore, Beam AI equips users with tools to develop and tailor AI agents according to specific organizational requirements, ensuring smooth integration with current systems to enhance workflows and elevate business effectiveness. This flexibility and adaptability make Beam AI an invaluable resource for companies looking to innovate and stay competitive in their industries.

Endear is an AI-powered clienteling platform built for retail brands that need to operationalize customer relationships at scale. At its core, Endear consolidates data into a unified customer profile with purchase history, behavior, and preferences combined into a single view store associates can actually act on. From there, Endear AI automatically builds a prioritized opportunity queue by identifying who to reach out to, when, and what to say so teams spend less time digging through data and more time engaging customers. Outreach runs natively across SMS, email, and WhatsApp, and every interaction is tracked and attributed back to revenue. With more than 2,000 retail deployments worldwide and over $1 billion in attributed sales, Endear gives both store teams and the technical infrastructure behind them a platform that performs. For retail organizations serious about turning customer data into a measurable growth channel, it's built to deliver at scale.

Call Optix is an innovative platform that utilizes AI for sales intelligence and voice analytics, turning customer interactions into actionable revenue insights. It provides automatic transcription and analysis of each call, incorporating sentiment analysis and dynamic tagging to uncover trends and identify upselling possibilities. Additionally, the AI is capable of extracting tailored fields pertinent to your business, such as check-in dates, policy numbers, and vehicle preferences. Performance scorecards for agents evaluate call quality and efficiency, offering managers insightful visibility regarding both strengths and areas needing improvement for focused coaching. The Business Intelligence Dashboard functions as an up-to-the-minute command center, displaying call metrics, talk time, and revenue statistics, while the visual Sales Board and Pipeline Funnel facilitate the tracking of deals through customizable stages, complete with win/loss ratios and conversion information. By streamlining the entire process from lead acquisition to deal management while maintaining a comprehensive activity history, Call Optix integrates conversation intelligence and CRM into a single platform, supported by AI agents that manage bookings, qualify leads, and conduct follow-ups effectively. This cohesive approach not only enhances operational efficiency but also empowers teams to make informed decisions that drive sales growth.

FieldINSPECT, developed by Lattice Gulf, is a mobile inspection and audit management tool that aims to transform traditional field inspections, safety audits, compliance evaluations, and facility assessments into a digital format. This innovative platform allows businesses to perform inspections with tailored digital checklists, document findings with photos and geo-tagged evidence, monitor compliance issues, delegate corrective measures, and oversee the status of resolutions in real time. Among its notable features are the capacity for offline inspections, automated workflow processes, risk assessment tools, task management capabilities, interactive dashboards, digital signature support, immediate notifications, centralized reporting functions, management of inspections across multiple sites, and comprehensive analytics. By utilizing FieldINSPECT, organizations can enhance their operational efficiency, ensure adherence to regulations, minimize the reliance on paper documents, boost employee productivity, and achieve full transparency throughout their operations. Ultimately, this solution empowers teams to work more effectively and securely in their inspection processes.

BluIQ stands out as the sole cloud-centric subscription management solution specifically crafted for businesses with intricate billing needs that aim to capitalize on the current subscription trend. It is tailored to assist organizations in swiftly implementing subscription and as-a-Service billing systems that align with their unique operational requirements, offering straightforward, rapid, and cost-effective fully personalized approaches to challenging billing situations. The platform simplifies the automation of complex recurring billing, manages subscriptions, and provides revenue analytics, allowing companies to efficiently scale, uncover new revenue streams, and monetize innovative offerings rapidly, regardless of the subscription, usage, or consumption-based business models they employ. By leveraging BluIQ, organizations can not only streamline their billing processes but also enhance their overall operational efficiency and responsiveness to market changes.

One call can connect your entire business. Fusion Connect is your Managed Services Provider, providing business internet solutions for your SDWAN, business VoIP (UCaaS), internet accessibility, secure networking, and other requirements. Fusion Connect's Business VoIP includes Internet-based faxing and softphones. Compatible with Windows and Mac as well as other devices.

ShipHawk provides modern transportation management and shipping software (TMS) for manufacturers, retailers, distributors, and other businesses. This cloud-based software supports over 200 carriers and offers multi-carrier rating on parcel, freight, and LTL in one system. Our advanced shipping automation software helps find the best shipping carriers and rates while saving companies time and money throughout the shipping process.

Gatekeeper is an AI-driven, powerful contract management solution that gives businesses complete control and visibility over their contracts. Gatekeeper supports its customers: Reduce costs Customers can see all contracts clearly and identify areas that need consolidation or waste, as well as manage all contract renewals. Save time. Gatekeeper's workflow engine automates contract processes, reducing manual effort and ensuring that agreed procedures are followed. Mitigate risks. Gatekeeper's customers reduce contract risk by effective categorisation, management, and the establishment of fully auditable records for all contract activity. Realise agreed contract benefits. Research shows that on average, half of the savings negotiated are not realized after a contract has been signed. This is due to a lack of oversight and monitoring. Gatekeeper helps customers stay on track.

Bloomfire stands out as the frontrunner in knowledge engagement, providing a seamless experience that links teams and individuals to the essential information required for job success. Our cloud-based platform serves as a centralized, searchable hub where users can interact with shared knowledge, fostering the growth of their organization's collective intelligence while enhancing collaboration and efficiency.

Riskonnect Portfolio and Program Management Software is a comprehensive solution that helps organizations manage projects, programs, portfolios, and associated risks in a centralized environment. The platform is designed to improve project visibility, strengthen governance, and support strategic decision-making by aligning resources, budgets, and risk management processes across the organization. Businesses can use the software to plan and prioritize projects based on factors such as return on investment, resource availability, organizational goals, and risk exposure. The system provides powerful tools for budgeting, cost tracking, scheduling, workflow automation, and resource allocation to help teams maintain control over complex projects. Risk management features allow organizations to identify potential issues, evaluate threats, implement mitigation strategies, and monitor risks across multiple projects and programs in real time. Interactive dashboards, customizable reports, and risk-adjusted Gantt charts provide immediate visibility into project health, timelines, deadlines, and critical dependencies. The platform also improves collaboration by allowing contributors, project managers, executives, and stakeholders to update records, manage risks, and communicate effectively within a shared environment. Riskonnect helps organizations eliminate fragmented spreadsheets and disconnected systems by consolidating project and risk data into one secure platform. Automated workflows simplify approvals, task assignments, and governance processes while reducing administrative overhead. Users can drill directly into records, modify risk details instantly, and generate reports with just a few clicks to support faster decision-making.

ACCELQ is an AI-powered, no-code test automation and management on a cloud-native platform. It offers a unified solution for web, mobile, API, database, and packaged apps. With automation-first, codeless capabilities, testing teams can easily use it without technical or programming expertise. ACCELQ enables businesses to achieve 3x productivity and over 70% cost savings through its pioneering autonomics-based automation platform. Recognized as a leader in The Forrester Wave™: Continuous Automation Testing Platforms, Q4 2022, ACCELQ stands out in the industry.

Focus Telecom provides a cloud-based solution designed to streamline communication pathways between clients and business operators across various sectors. This platform can be accessed conveniently through a web browser without the need for additional specialized hardware. Additionally, Focus Telecom boasts a comprehensive suite of features tailored for both inbound and outbound call centers, including sophisticated IVRs, call recording capabilities, integration with Customer Relationship Management (CRM) systems, remote agent oversight, and support for multiple communication channels, among a host of other functionalities. Their user-friendly interface makes it easy for businesses to enhance their communication strategies efficiently.

Astera Centerprise offers an all-encompassing on-premise data integration platform that simplifies the processes of extracting, transforming, profiling, cleansing, and integrating data from various sources within a user-friendly drag-and-drop interface. Tailored for the complex data integration requirements of large enterprises, it is employed by numerous Fortune 500 firms, including notable names like Wells Fargo, Xerox, and HP. By leveraging features such as process orchestration, automated workflows, job scheduling, and immediate data preview, businesses can efficiently obtain precise and unified data to support their daily decision-making at a pace that meets the demands of the modern business landscape. Additionally, it empowers organizations to streamline their data operations without the need for extensive coding expertise, making it accessible to a broader range of users.

Workato is the operating platform for today's fast-moving businesses. It is the only AI-based middleware platform that allows both IT and business to integrate their apps and automate complex business workflows. Our mission is to help companies automate and integrate their apps and business processes at least 10x faster than traditional tools, and at a tenth the cost of traditional tools. Integration is a mission critical, neutral technology that can be used in heterogeneous IT environments. We are the only technology vendor that is supported by all three of the leading SaaS vendors: Salesforce. Workday. And ServiceNow. We are trusted by the world's most recognizable brands and the fastest-growing innovators. Customers consider us to be one of the best companies to do business.

Introducing the Buyer Engagement and Enablement Platform, designed to synchronize sales teams with the various customer buying committees. Purchasing decisions are often influenced by a diverse group of individuals within an organization, and the number of these stakeholders may surprise you. Your ability to comprehend, assist, and learn from these contacts will play a crucial role in your present and future achievements. What insights do you possess regarding your prospects' business challenges and requirements? How do you gather and oversee this vital information? The decision-making process for your prospects is intricate and challenging. What strategies can you employ to support them and minimize the chances of inaction? Who constitutes the buying committee, and what roles, reporting structures, and internal dynamics do they have? Understanding their priorities is essential, as this collective group typically includes executives, economic buyers, technical experts, and end-users, each contributing their unique perspective to the purchasing decision. By fostering a deeper understanding of these dynamics, you can enhance your approach and ultimately drive more successful outcomes.

xtraCHEF by Toast is a platform for financial and operational management that's specifically designed for restaurants. xtraCHEF combines machine learning, data science and quality control to streamline the supply chain. Restaurants of any size and with any service use xtraCHEF’s industry-leading AP automation to increase productivity and make better purchasing decisions. Operators can easily make sense of their books with the help of food cost management analytics and reporting. This will allow them to cut percentage points off their prime expenses. xtraCHEF puts you in control of the kitchen and your profits.

Snitcher transforms anonymous website visitors into high-value leads by identifying the companies visiting your site in real-time. Uncover high-intent decision-makers, access their contact information, and supercharge your outreach efforts automatically. Since 2015, Snitcher has empowered thousands of B2B sales and marketing teams worldwide with the insights they need to maximize revenue without increasing budgets.

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!