Business Software for Microsoft Dynamics 365

Enhance your operational efficiency and boost your profits with the Unit4 PSA Suite. Tailored specifically for your sector, this advanced Professional Services Automation solution is designed to oversee every aspect of your business, from initial client interactions to invoicing and cash flow management, all built upon the robust Microsoft Dynamics 365 platform. Safeguard your organization with risk and compliance management facilitated by integration with WWFT/BSA/ASM, while accurately logging your hours on the appropriate project through the Mobile App equipped with a timer. Streamline revenue recognition and track Work-In-Progress seamlessly within a single solution to eliminate the hassle of tedious time and expense reporting. Additionally, optimize the scheduling of your outsourced resources using the Gantt chart feature that provides an overview of availability and utilization, ensuring that your projects run smoothly and efficiently. By implementing these innovative tools, you can transform the way your business operates, driving greater success and satisfaction.

Elevate your sales prospecting efforts with Salezeo, where you can tap into a vast pool of potential clients while seamlessly planning, organizing, and analyzing your sales activities through our innovative Sales Prospecting Software. Enhance your sales team's efficiency by structuring your efforts around key actions and leveraging our multi-choice research feature to pinpoint precise targets based on industry, role, location, and company size. Don't overlook the opportunities right in front of you! Our web tracking capabilities enable you to identify which prospects have recently shown interest in your website, providing you with essential contact details from our extensive database. Save valuable time and improve productivity by easily assigning various targets to your team members using a convenient drag-and-drop interface. With Salezeo, you access the most thorough market information available, ensuring you stay ahead of the competition. This comprehensive approach allows for a more strategic and effective sales process, ultimately driving better results for your business.

EMAsphere, a SaaS performance management platform, automates your forecasting and reporting processes. Our 50+ connectors allow you to automatically collect your operational and financial data and transform it into pre-configured, customizable KPIs or dashboards. The platform also offers expertise features, such as analytical views, management consolidations, cash flow monitoring, budgets, and forecasts. You can now concentrate on analysis and not on handling errors.

Achieve marketing and sales success by aligning your technology stack with seamless integrations that enhance your workflow rather than hinder it. You already know that using disconnected systems can hinder progress, which is why you're exploring your options. At SyncSmart, we streamline your operations through HubSpot integrations that unify your teams, enhance your understanding of customer behavior, and provide clear visibility into your data. Our user-friendly pricing calculator ensures that finding and purchasing your integrations is straightforward, avoiding any unexpected fees or surprises. What you see upfront is exactly what you’ll pay, ensuring transparency throughout the process. After your purchase, we remain committed to your success; rely on SyncSmart to assist you in customizing your integrations whenever necessary. Together, we’ll create tailored solutions that cater to your unique business requirements, empowering you to operate more efficiently and effectively. By partnering with us, you can focus on driving growth while we handle the technical details.

A comprehensive construction software solution tailored for the industry, designed to ensure you stay ahead of the curve with complete real-time project visibility, enabling you to optimize your profits. Utilizing state-of-the-art technology and built on the robust Microsoft Dynamics 365 framework, 4PS Construct offers a fully integrated solution that addresses all aspects of your end-to-end business operations. At 4PS, our philosophy is to maintain simplicity while providing a user-friendly, advanced technological platform in Microsoft Dynamics 365 Business Central. This all-encompassing tool specifically addresses the needs of your sector, effectively supporting vital business processes ranging from initial tendering to ongoing maintenance, ensuring a seamless experience throughout your project lifecycle. By choosing 4PS Construct, you are investing in a future-ready solution that enhances your operational efficiency and drives success in your construction endeavors.

Automating accounts payable processes is possible with Accounts Payable Automation. AP Automation can eliminate manual data entry, making it more efficient, error-free, and providing better control and visibility over invoice data. Our Accounts Payable Automation software allows for a seamless experience in invoice processing. This workflow is easy to set up and allows you to route exceptions or approvals to the appropriate department and managers within your company. Intertec's AP Automation makes it easier for accounts payable to become paperless and more productive. AP Automation allows you to scan paper-based invoices, convert them into digital format or images, use OCR to capture all details, perform 3-Way match verification based upon PO, invoice, and receipt data, route it to the appropriate approvals, and then populate the data into your accounting system. This makes the entire AP process much more efficient and precise.

Netstock is a leading supply chain planning software trusted by 2,200 customers globally to optimize their planning. Netstock's cloud-based solutions enable businesses to be agile, responsive, and profitable. Each solution integrates with leading ERPs and leverages enhanced analytics so you can quickly respond to market change and make the best supply chain planning decisions for your business. NOTE: NETSTOCK requires you to have an ERP system. Check out our website to see a complete list of the top ERP's that we integrate with.

FloQast provides a transformative accounting platform that uses AI to automate and streamline the financial close process. By integrating with existing tools, it enhances efficiency in reconciling accounts, preparing financial reports, and conducting audits. The AI agents help accounting teams by matching transactions and identifying inefficiencies, allowing accountants to transition from data preparation to strategic oversight. With real-time collaboration and tracking features, FloQast supports accounting teams in delivering faster, more accurate results with reduced operational complexity.

Operational reporting, task automation, and uploads for Microsoft Dynamics can be efficiently managed inside Excel. Manual tasks such as bulk uploads, distributing reports, and entering data again into Microsoft Dynamics consume valuable time, are prone to errors, and create undue stress for your finance team on a monthly basis. The process of identifying and rectifying reconciliation discrepancies is labor-intensive and can lead to significant issues with data integrity. Without proper visibility into your ERP and other data sources, gaining a comprehensive understanding of your financial status and closing the month can be quite challenging. The standard reporting tools that come with Microsoft Dynamics often necessitate substantial IT support, resulting in delays in report generation and creating bottlenecks for your IT department. However, with Atlas, you can effortlessly create and disseminate real-time reports without needing IT’s assistance, as it seamlessly integrates live data from Microsoft Dynamics and other sources, empowering you to generate precise financial and operational reports efficiently. This not only enhances productivity but also allows your finance team to focus on more strategic tasks, ultimately driving better decision-making for your organization.

CallMaker Cloud Dialer enables you to increase your sales by providing an effective sales system that includes a dialer and a platform designed for organizational growth. With its top-notch dialer algorithm and user-friendly interface, CallMaker Dialer offers all the essential features expected from a comprehensive business solution. Whether your booking department caters to corporate clients or private individuals, organizes single meetings or larger seminars, CallMaker Book stands out as the ideal choice for your bookers, project managers, and sales representatives. This sales system is tailored for ongoing B2B transactions where salespeople manage their own leads and engage with them consistently. Managing callbacks leads to a noticeable enhancement in your results, while the inbound module offers call blending, customer service functions, personal numbers, and much more. CM Software is excited to announce the new feature allowing users to purchase address lists for use with CallMaker Dialer, including options for B2B and B2C leads, as well as various types of lists such as selected, sorted, unsorted, nixed, washed, unwashed, and hot lists. This added capability empowers businesses to streamline their outreach efforts and maximize their sales potential.

Hubdrive serves as an international provider of cutting-edge HR management software built on the Microsoft Dynamics 365 Business Platform. Within the HR for Dynamics Toolbox, Hubdrive merges the most advanced HR components from Hubdrive, Microsoft, and its partners to create a cohesive and integrated HR solution for clients globally. This holistic approach to HR for Dynamics represents a significant breakthrough in the digital transformation of HR departments worldwide. By enabling full integration, it maximizes efficiency and automation for organizations while ensuring optimal convenience for their employees. Hubdrive is poised to shape the future landscape of HR operations around the globe! As such, businesses can expect a revolutionary shift in how human resources are managed and streamlined.

Conquer allows sellers to close more deals by reaching your economic buyers faster, where they want to talk, without ever leaving Salesforce. Sales leaders can directly correlate each omnichannel touchpoint to closed-won business to gain a deeper understanding of your revenue generation process. - Reach and close buyers faster by combining enterprise grade voice and omnichannel communications with smart follow-up cadences. - Gain visibility and drive rep efficiency without relying on rep data input through automated logging of all rep activities without application switching in a “single pane of glass” in Salesforce.com. - Close more revenue with less ramp up and training through guided selling with real-time delivery of competitive battlecards and objection responses. - Understand your revenue generation process at a deeper level with Conquer’s intelligent reporting correlating every rep action to closed-won opportunities. Ready to Conquer your day?

You have real-time visibility to your inventory data from wherever you are. Real-time analytics include shelf-life, inventory counts per location, out-of stock by SKU, expiration date by product, shrinkage, and more. You can get alerts about your inventory by warehouse, location, distribution center, and any other analytic data. The Apptricity workflow engine can be used to automate product movement, orders, and deliveries according to pre-defined rules. Apptricity I-Connect scanners can be used to equip locations and tag inventory items. This allows for real-time tracking down to the exact floor. Apptricity offers out-of-the box reports that can be run and emailed to any user. Professional reporting is also available. Users can generate reports on any data point in the system.

Apptricity’s Travel and Expense Management Software simplifies the processes of entering, reviewing, authorizing, approving, and auditing expenses. This software is designed to be user-friendly, providing advantages to everyone in the organization, from entry-level team members to top executives, ultimately enhancing productivity. The innovative drag-and-drop interface allows real-time automation of corporate travel expenses from any location across the globe. Our adaptable platform guarantees that your travel and expense management solution complies effortlessly with established standards, thanks to our robust business rules and workflow engine—facilitating a seamless integration with existing legacy systems. By implementing an automated travel expense management system, companies can expect to boost employee efficiency while reducing compliance challenges. Establishing clear business rules empowers employees while ensuring that upper management can maintain a level of oversight and control. This balance of freedom and structure fosters a more efficient work environment.

Kytes PSA can be integrated with ERP, CRM, HRMS, BI and any other third-party or home-grown application to provide the single source of truth. Kytes PSA is built on state-of-the-art-technology-stack, offers comprehensive and thoughtful functionalities, excellent user experience, secure & scalable & single tenant cloud hosting. Its highly configurable and that makes it easier to implement and response to the change requests becomes time and cost efficient. Overall Kytes PSA provides the best value to cost ration across global PSA offerings. Kytes PSA can be used to drive different project types, contract types (T&M, Fixed Price, Retainership, UFP and others), delivery methodologies like waterfall, agile, ticket based etc., Kytes PSA provides the best of both worlds, an out-of-the-box and yet tailor made solutions for customers looking to digitize and automate their complete business processes for customer projects, New Product Development (NPD) projects and Internal Initiatives projects.

Digital contracts make it easier to be more productive and faster to complete your work. You can automate the entire contract process, including creating, signing, and managing it. A digital contract process makes it easy to create, sign, and manage agreements. Contracts without any tricks. Automated processes and intelligent insights unlock the data in your agreements to make you more efficient and smarter. You can forget about the limitations of paper and PDFs. You can see all of your contracts in one place and know what's happening. You have all the transparency and visibility you need at your fingertips. You can integrate your favorite tools into your contract workflow to make it even more efficient. You can create, sign, and manage any type agreement you can imagine. Processes are more efficient, decisions are better and deals are completed faster. It's a simpler, more efficient, and smarter way to work for teams of any size.

Embrace a groundbreaking age of analytics through the Alteryx AI Platform. Equip your organization with streamlined data preparation, analytics powered by artificial intelligence, and accessible machine learning, all while ensuring governance and security are built in. This marks the dawn of a new era for data-driven decision-making accessible to every user and team at all levels. Enhance your teams' capabilities with a straightforward, user-friendly interface that enables everyone to develop analytical solutions that boost productivity, efficiency, and profitability. Foster a robust analytics culture by utilizing a comprehensive cloud analytics platform that allows you to convert data into meaningful insights via self-service data preparation, machine learning, and AI-generated findings. Minimize risks and safeguard your data with cutting-edge security protocols and certifications. Additionally, seamlessly connect to your data and applications through open API standards, facilitating a more integrated and efficient analytical environment. By adopting these innovations, your organization can thrive in an increasingly data-centric world.

ClickDimensions stands out as the sole integrated platform for marketing, analytics, and services tailored for organizations utilizing Dynamics. This suite of digital marketing solutions is crafted to foster growth and enhance engagement, all at competitive market rates. It serves as an enterprise-grade tool for consolidating and analyzing marketing, sales, and customer information. Additionally, it offers extensive customer success initiatives, managed services, and specialized support in both marketing and Microsoft Dynamics. The platform features multichannel marketing applications that seamlessly operate as a single solution alongside Microsoft Dynamics, ensuring cohesive functionality. With dedicated services aimed at optimizing performance, it strives to yield improved results. Furthermore, its data-driven analytics capabilities allow businesses to assess which activities are effectively driving their success. ClickDimensions not only simplifies marketing efforts but also empowers organizations to harness the full potential of their customer relationships.

Managers in departments frequently lack the call insights necessary for informed decision-making. This crucial data can be difficult to retrieve, overly complex to gather, or only accessible from past records. You may find yourself facing all these challenges simultaneously. With PBXDom, you can effortlessly begin tracking phone call activities and system usage, obtaining vital information in mere seconds. The installation process is straightforward, and the dashboards can be tailored to highlight the insights that matter most to you. Uncover chances to optimize resource allocation, identify your highest achievers, and much more. Additionally, receive alerts whenever someone in your team dials 911, allowing for prompt resource mobilization. You can also anticipate your estimated bill before it arrives, enabling proactive measures to avoid unpleasant surprises. Embrace the power of data-driven decisions and enhance your operational effectiveness.

Phocas provides an all-in-one business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses who make, move and sell. Driven by a mission to make people feel good about data, Phocas helps businesses connect, understand, and plan better together. Partnering with ERP systems like Epicor, Sage, Oracle NetSuite, Phocas extends their capabilities by consolidating ERP, CRM, spreadsheets and other data sources into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks like consolidating financial and operational data – saving time and reducing errors. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, Phocas provides the clarity you need to stay ahead.

Advanced AI algorithms transform invoices and receipts into comprehensive data sets tailored for accounts payable (AP) systems. Integration modules ensure precise and automated reconciliation of financial data. With the power of Artificial Intelligence, each field is cross-verified instantly, creating a detailed invoice log that bolsters AP automation. Any discrepancies can be swiftly identified before the payables are processed, leading to enhanced accuracy. Reliable data sets, along with trustworthy exception scores, empower team members to make faster, more informed decisions regarding AP management. Comprehensive business intelligence and reporting tools provide greater transparency into the accounts payable workflow. By speeding up the processing of payables, organizations can take advantage of Early Pay Discounts, minimize costs, and enhance cash flow. Additionally, reducing processing fees and unexpected expenses while eliminating errors streamlines the payment process. The entire AP cycle can be automated, from invoice capture and matching to approval and exception management, while delivering essential analytics that help organizations mitigate risks and ensure vendor compliance. This holistic approach not only enhances operational efficiency but also strengthens financial oversight.

EVision construction ERP software enriches the prominent Microsoft Dynamics Business Central ERP platform by offering specialized applications tailored for the construction sector, such as Subcontract Management, Plant, and CVR, thereby delivering a comprehensive solution to oversee the entire lifecycle of construction and contracting—from the initial bid to the final account settlement on site. This software touches every aspect of your operations and is built in the cloud, enabling EVision and Dynamics 365 Business Central to assist you in completing projects within deadlines and budget constraints by providing total control over your financial, commercial, and operational processes and data. As a fully cloud-based ERP solution, EVision grants your teams role-based access to essential information, ensuring that you can make informed decisions from any PC, laptop, mobile, or tablet device. Designed for larger organizations with a turnover exceeding £25 million, EVision construction ERP software not only enhances the capabilities of Microsoft Dynamics Business Central but also streamlines collaboration among teams, ultimately driving efficiency and productivity throughout the business.

With Qmatic Experience Cloud you reduce actual and perceived wait times, increase customer satisfaction as well as employee productivity and efficiency. Qmatic Experience Cloud is a cloud based Customer Journey Management and Queue Management software that takes care of your visitors from booking an appointment, through the arrival and check-in, to service and feedback. Basically it is a platform to improve customer experience. Qmatic Experience Cloud is an intuitive, dynamic all-in-one platform for effortlessly delighting your customers, empowering your people, boosting your operations – and adapting on the fly. It is designed to work front and back – to give customers a better service, ensure employees have the time and space to perform their job effectively, and give you the management tools to stay in control.

Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales is a sales execution platform that is suitable for corporate to enterprise-size wholesalers, manufacturers, or distributors selling to retail businesses. Bulk data import and export capabilities. Bulk content upload and auto-matching capabilities. Intuitive user interface for content search. You can email content directly from the app. You can create multiple calls in the diary at once. Interface for intuitive diary management. Repeat bulk scheduled calls. Access product content within an order To meet business needs, you can configure an order screen. Capture photos and make notes, then consolidate and combine reports on competitors. You can view progress and target goals at any time within the application. In-application, set targets for a wide variety of items.

All in one place: Spend management, cards and payments. For companies who want to transform their spending culture and manage their business expenditures proactively. Modules for all aspects of spend control. Start with just one module and add more as needed. No more hidden spreadsheets. You can now see your budgets as you spend, so that you can make smart and sensible purchasing decisions. Set up options such as multi-dimensions and opening balances. Reporting is also available. Create, submit, and approve claims anywhere, anytime, on any device. You can use it for corporate, business, or personal cards as well as mileage, travel, or reimbursements. With daily credit card feeds, smart receipt matching, and auto-coding, you can claim expenses without having to touch a thing. Automate and move all your accounts payable processes to the cloud. Eliminate the expensive problem of paper bills, manual entry, and slow approvals.