Business Software for Microsoft Dynamics 365

Boost your deal closing rate by delivering highly personalized offers to potential clients through a customized microsite, allowing you to effectively group the content for greater influence, engage in direct conversations with prospects, send tailored email reminders, and much more. The initial interaction is the starting point of your personalized connection with each prospect, which evolves from the proposal stage to the signing phase, and ultimately transitions into onboarding. Envivo serves as your comprehensive solution for managing all client-related activities. It allows you to address inquiries, present offers, share important documents, and oversee contracts and onboarding processes seamlessly. With Envivo, you engage in meaningful dialogue with both customers and prospects, who can conveniently access your offers from any device, whether it be a smartphone, tablet, or laptop. This innovative platform consolidates all your sales activities, eliminating the need for endless emails, phone calls, and scattered documents, and ensures that the entire sales process occurs within a single digital environment. As a result, you can focus on building stronger relationships with your clients while streamlining your operations.

Our eCommerce add-on for various platforms empowers you with complete oversight of site search, merchandising, and personalized recommendations, ensuring that your visitors enjoy a tailored shopping experience. By implementing our solution, you can enhance relevance and customer satisfaction while achieving a remarkable conversion increase of over 15%! Instead of juggling multiple tools, every retailer needs a single, comprehensive eCommerce suite. Tweakwise presents an all-inclusive suite designed to elevate your webshop and position it as a leader in the market, all while avoiding unnecessary expenses. Our solutions cater to diverse industries, including fashion, home goods, food, wholesale, DIY, electronics, and more. They address the critical areas of expertise required for eCommerce success. The growth strategy we have devised has been validated to effectively enhance your shop's performance across these vital dimensions. Elevate your business further with our four progressive and modular growth stages that adapt to your needs. As you embark on this journey, watch your shop transform into a formidable competitor in the marketplace.

Maplytics integrates Bing Maps and Dynamics 365 to create a geospatial map. It allows you to visualize Dynamics CRM/365 data on a Map, improve business processes, and engage the right customers at a specific time. It is a preferred solution on Microsoft AppSource for Dynamics 365 CRM / PowerApps. It includes popular features such as Route Optimization, Auto Scheduling, Radius Search, Territory Management, Census Data, Heat Maps, and more! Maplytics is a robust field sales and service feature suite that enables organizations to achieve their goals by providing insight. Key Features: Map CRM data: Geocode and plot categorized records with color-coded, custom pushpins on a map. Proximity search: Search records in specified radii or time around a location. Route optimization: Plan travel routes, and find more records along them and around places of interest with navigation directions for Google Maps, Apple Maps, and Waze App. Sales territory management: Auto-create or draft territories on the map, perform binary operations, and assign single/multiple territories to records with assignment rules. Auto scheduling: Multi-user, multi-day auto-optimized appointment planning.

For automating subscriptions, recurring bills and tax calculations within Dynamics 365 CRM, Subscription and Recurring Billing Management was designed for subscription-based businesses. It handles the billing and allows organizations to focus on the expansion and growth of their business. It is a time-saving tool that ensures accuracy and efficiency. It eliminates billing bottlenecks, making it easy to manage subscriptions. Features: Plans & Add-Ons: Define and introduce multiple pricing plans and add-ons for the customers to choose from. Multiple Pricing Models: Supports a variety of pricing models to ensure a smooth billing process for all subscription-based businesses. Subscription Schedules: Create detailed framework of what, when & how much should be billed to customers. Proration: Calculate subscription charges for products on pro-rata basis. Revenue Analysis: Indicate business health through detailed reporting of important metrics - MRR, ARR, ARPU, Churn Rate, CLTV, etc. Delayed Charge Schedules: Set up Delayed Charge Schedules for penalty calculation on overdue invoices. Margin Schedules: Set up Margin Schedule to assign details of the margin offered to the partners.

Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits. Entity Support: Supports OOB and Custom Entities Round Robin: Divide the Leads equally among the team using Round Robin Algorithm. Capacity: Assign Leads based on the individual capacity of each user Rules: Create multiple assignment guidelines for different selection criteria for Leads Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users. Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements Period: Define a period for the assignment of work items based upon that period

Kanban Board is a productivity tool that allows you to visualize Dynamics 365 CRM data using Kanban View. For quick review and analysis, records are categorized and arranged in compact, movable cards in multiple rows and lanes. It allows you to easily drag and drop the values of records, and performs quick actions to record activities such as Email, Task, or Phone Call with just one click. It can be configured for any View within Dynamics 365 CRM or CDS.

itamlink is the only software solution specifically designed for multi-property owners and occupiers. It is easy enough for your entire team, yet powerful enough to allow you to manage and analyze data across a global portfolio. You can improve team collaboration and maintain data integrity by having all your data in one secure web-based location. Integrations with top ERP, financial and property management software reduce duplication and help to free up time. With configurable standard and customized reports, you can make better business decisions. You can compare year-over-year trends within different jurisdictions and identify potential opportunities across your entire portfolio. Plus, administrative reports help you maintain data integrity. Relying on spreadsheets or manual processes to manage your property taxes portfolio is inefficient and risky. Itamlink's data management tools, central repository and automation streamline workflows and ensure data accuracy.

Rimsys provides a single, cloud platform for end-to-end regulatory process digitization and automation. Designed by and for regulatory affairs professionals, Rimsys helps medtech companies reduce repetitive administrative work, speed time to market, respond faster to changing regulations, and drive alignment across internal teams, affiliates, and partners. Only Rimsys provides a holistic platform that supports a full range of regulatory activities. Use regulatory intelligence and digital templates to guide regulatory strategy and streamline submissions. Create compliant, submission-ready content, and consolide PDF packages for electronic and print submissions. Digitally collect and maintain evidence of compliance. Link to relevant standards and get notified of changes. Get notified of changing standards, laws, regulations, and guidance documents that impact your products. Create self-service application, product, and country reports to see exactly where your products can be sold and their current registration status.

Polaris self-driving professional services automation (PSA) employs cutting-edge technology to assess real-time data and provide insights to maintain project timelines, resource allocation, and financial health. With the inclusion of MissionControl in Polaris PSA, users gain immediate access to all essential metrics required for efficient task management. This consolidation ensures that project details, financials, and resource information are housed in a singular, easily accessible location. By utilizing an updated and live overview of the operations, you can exercise control and implement timely adjustments as necessary. Harness both historical and current data to swiftly respond to fluctuations and make informed decisions on the spot. Establish a clear framework and methodology to effectively oversee projects, resources, and finances, while seamlessly applying standardized processes and workflows throughout your organization. Achieving alignment among all team members is crucial for consistent execution and fostering growth, and this is made possible through the customizable PSA software. Additionally, this innovative approach not only enhances operational efficiency but also positions organizations to better navigate the complexities of project management in an ever-evolving landscape.

The Polaris project and portfolio management (PPM) solution provides a comprehensive overview of your projects, encompassing timelines, resources, costs, and more. With Polaris MissionControl, you can visualize your organization's strategic goals through an overarching perspective of your project portfolio. Tailored to suit your specific role, it functions on a unified data platform, eliminating data silos and fostering collaboration among teams. Establish your framework and methodologies for overseeing projects, resources, and portfolios effectively. You can also define risk and strategy scores to assist in prioritizing your portfolio. Standardize processes, formats, data, and workflows across the organization with ease, ensuring that everyone is aligned for consistent execution and growth. Organize your projects into portfolios as your business tracks them using our PPM tool, while also being able to set any needed attributes and metrics. Manage delivery, costs, resources, and priorities transparently, ultimately enhancing the performance of your portfolio. This holistic approach not only streamlines project management but also drives organizational success forward.

Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Limit SharePoint access to the same level as Dynamics 365 CRM security privileges. Replicate any Dynamics 365 CRM security privileges changes in SharePoint. Features Manage Security: Access to SharePoint Folders controlled by the security roles defined in Dynamics 365 CRM Real Time Sync: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders Drag & Drop: Friendly UI to drag and drop multiple files and folders to upload them all at once Create Link: Generate anonymous links to the documents to share the documents outside of your organization Email: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files File management: Deep Search, View, Rename and Delete files from SharePoint provided you

BestCPQ software is a valuable tool for Salesforce users, enabling companies to generate highly customized quotes that adhere to intricate product, pricing, and business regulations, allowing sales teams to efficiently close larger deals. Designed for organizations that handle complex products, services, and distribution channels, it enhances the capabilities of Salesforce CRM. One of the standout features of BestCPQ is its seamless synchronization with your ERP system, providing sales teams with instant access to essential information. This integration eliminates the need for duplicate data entry, streamlining processes significantly. Furthermore, closed and won orders can initiate workflows in the ERP, leading to a more efficient operation. BestCPQ utilizes commercial SYNC to facilitate a cohesive relationship between front office and back-office functions. With real-time access to detailed product configurations, pricing, and business rules, sales representatives and partners can swiftly and accurately generate quotes, reducing errors and driving improved business results. This efficiency not only accelerates the sales process but also fosters stronger partnerships and customer satisfaction.

InoLink is an integration tool between Intuit QuickBooks online and Dynamics 365 CRM Online. It provides a 360-degree view to customer which allows for understanding their historical data such as aging balances, transaction histories, and totals. In Dynamics 365 CRM, you can view customer transactions and top customers. InoLink allows data exchange and prevents duplication between Dynamics 365 CRM (QuickBooks) and Dynamics 365 CRM (QuickBooks). This integration tool allows you to sync one or more QuickBooks companies with a single instance Dynamics 365 CRM. It allows for the secure transfer of real-time data between Dynamics 365 CRM and QuickBooks. Features: • Bi-Directional: Two-way sync of Accounts, Contacts, Products, and Prices • Transaction Sync: Promote Quote/Order/Invoice from Dynamics 365 to QuickBooks • Accounting History: View transaction history in Dynamics CRM • Account Balances: Customer open balances and aging details in CRM • Tax Calculation: Calculate tax for Quotes, Orders and Invoices in Dynamics 365 • Reporting: View Recent Transactions, Top Customers and Open Invoices with dashboards • Security: Control access to accounting data with security roles and field level sec.

To notify your Dynamics 365 CRM users of important updates, add, schedule, and manage alerts from within your CRM. You can add information to a single record or a set of records to send notifications to your Dynamics 365 CRM users. These notifications can be displayed for an indefinite period or created and displayed again. The notification button can be accessed from any place in the CRM and is available for all entities. • Create Announcement, Rule-Based, Record-Based, and Event-Based alerts. • Alerts can be shown as Pop-ups or Form Notifications to Dynamics 365 CRM users and also can be sent as Email to Dynamics 365 CRM users or to customers (external audiences). • Alerts can be categorized as Information, Warning, or Critical. • Define process start date from when the notifications will start getting created and process end date when the creation of new notifications will stop. Also, you can define how long the Notification would be visible if the notification is not dismissed by the user. • Alerts can be configured to be shown to a particular set of audiences as well as dynamic audiences. • User is given the choice to select the mode to receive alerts i.e., through Pop-ups or Email Notifications.

Rencore Governance offers unparalleled flexibility and effectiveness in managing governance for various Microsoft 365 services, including Microsoft Teams, SharePoint, OneDrive, Azure, Exchange, Yammer, and Power Platform. It enables monitoring of user activity while identifying any discrepancies from established best practices and organizational policies, allowing for automated corrections. This solution is essential for maintaining an organized, compliant, and secure Microsoft 365 environment. By pinpointing potential issues swiftly, Rencore Governance aids in their prompt resolution. It seamlessly integrates with your Microsoft 365 services, presenting a centralized portal that grants a detailed view of your environment's status. Additionally, Rencore Governance continuously observes your ecosystem and consolidates its findings into detailed reports and dashboards, ensuring that you and all relevant stakeholders receive timely updates on current conditions. This proactive approach not only enhances governance but also fosters a culture of accountability within your organization.

The user-friendly interface is designed to help teams efficiently convert more leads while saving valuable time. Enhance your outreach with automated follow-up features that keep the conversation going. With tailored workflows and always-active auto responders, your team will ensure that no message goes unanswered. FlowUp streamlines follow-up interactions seamlessly across various platforms. Engage with prospects using Voice, Ringless Voicemail, and SMS channels to boost response rates and drive sales growth. Extend your drip campaigns beyond just the email inbox. FlowUp allows you to create interactive, trigger-based customer experiences tailored for each scenario across a variety of marketing channels. You can integrate Text, Voice, and Ringless Voicemail into your onboarding, follow-up, and support strategies, ensuring you remain connected with your leads at all times. With FlowUp's capabilities for inbound communication, you can reach out to leads 24/7, even during off-hours, maximizing your engagement opportunities. This comprehensive approach ensures that every potential customer feels valued and informed throughout their journey.

Experience the most secure and user-friendly method for digitally signing documents. Explore the diverse range of electronic signature options offered by VIDsigner, which is designed for both in-person and remote signing scenarios. By integrating advanced cryptography and biometrics, VIDsigner ensures a safe and legally binding way to electronically sign contracts and documents. This SaaS solution seamlessly connects via API Rest with a variety of software applications, including those used in healthcare, records management, and document management, in addition to HR, finance, sales, and logistics systems. VIDsigner provides a comprehensive suite of services that can be tailored to meet specific needs, whether signing multiple documents electronically with a certificate, using a tablet during client meetings, or signing from any location via phone, all while also offering reliable notification services to keep users informed. The flexibility of VIDsigner ensures that it can adapt to any signing situation, making it an invaluable tool for businesses across various industries.

The issue of digital identity has been a longstanding concern. Ever since the onset of the internet era, ensuring the absolute authenticity of individuals' identities in the digital realm has posed significant challenges for both users, who often find their privacy compromised and their control over personal information diminished, and companies, which face the financial burden of frequent security breaches related to identity verification. VIDchain addresses this issue by providing a decentralized self-sovereign identity (SSI) service that leverages blockchain technology, empowering individuals to manage their own identities and enabling secure access to various online services. This innovative solution streamlines processes and lowers the costs associated with identity verification. Furthermore, it employs robust identification protocols and bolsters anti-fraud initiatives while adhering to regulations such as eIDAS and GDPR. By utilizing standards that render numerous credentials unnecessary, users can effortlessly confirm their digital identity with any desired party. Ultimately, this approach enhances trust and security in online interactions.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

Propeller is changing the way B2B commerce works. Propeller is moving away from separate worlds where the sales team, e-commerce, and e-commerce are not connected channels to a single approach that brings together offline and on-line sales. Propeller is a software-as-a-service platform designed for B2B and D2C commerce, where you have all the data at your fingertips to drive more revenue, reduce errors to 0% with zero-touch order processes and deliver outstanding customer experiences with personalized customer portals.

Slingshot is a digital workplace that combines all the best features of traditional office software to boost team performance. Only Slingshot can combine data analytics, project management, information management, chat, goals-based strategy benchmarking, and data analytics. Slingshot makes it easier to find and retrieve information, thereby creating calm and efficiency among teams, departments, clients, and external parties. Your team can use data to increase productivity and leverage actionable insights. You will achieve better results if everyone is focused on the same goals and strategies. Create a culture that encourages ownership and accountability, as well as transparency in workflow. Slingshot is being used by more and more companies to improve their workplace capabilities, increase project success, and provide a revolutionary software solution that unleashes the potential of their teams. Slingshot connects with your most important business tools, making it your project control centre.

Zynk offers the capability to integrate with a diverse array of systems and services. Specializing in robotic process automation software for the fintech and eCommerce industries, Zynk empowers users without any coding expertise to create workflows that facilitate the automation of various business processes traditionally handled by humans, including data entry, data migration, dashboards, reporting, business alerts, and more. Numerous tasks, from routine chores to mission-critical operations, are currently performed manually, often without much thought. With Zynk's workflow platform, you can automate tasks such as generating reports, dispatching customer statements, sending invoices, monitoring stock levels, and transferring data between systems, among others. By utilizing Zynk's solutions, businesses can streamline these processes, which ultimately saves our clients thousands of hours previously spent on manual tasks. This automation not only enhances efficiency but also allows internal teams to focus on key areas of the business, particularly improving customer service and other human-centric activities. Embracing Zynk means investing in a smarter way to manage your operations while elevating the overall productivity of your workforce.

SupportLogic is an AI-powered platform designed to improve enterprise support and customer success operations. Its Cognitive AI Cloud processes unstructured data across support channels—like email, chat, and voice—to surface real-time insights around sentiment, urgency, churn risk, and product feedback. These insights drive a suite of AI agents that help with smart case routing, summarization, escalation prevention, coaching, and account health monitoring. The platform integrates directly with CRMs like Salesforce and Zendesk and tools like Slack and Snowflake—amplifying existing systems without disruption. With enterprise-grade security and compliance, SupportLogic helps global teams cut escalations, streamline operations, and improve customer experience.

Gauge, comprehend, and respond to customer insights effectively. Leverage customer experience software to streamline your surveys related to experience and loyalty. Scrutinize customer opinions and implement changes within your existing IT frameworks. Incorporate customer feedback seamlessly into your daily operations. By automating your surveys, you can gain a comprehensive view of customer experiences and take meaningful actions that add value. We simplify the process of measuring, interpreting, and responding to customer insights. Nps.today transforms lengthy questionnaires into concise, targeted questions delivered at optimal times for respondents. Utilize automated prompts throughout the customer journey with surveys that are informed by data. Integrate your customer satisfaction and loyalty surveys into all communication channels and external outreach. Benefit from insightful dashboards to pinpoint areas for enhancement and elevate customer experiences. Employ categorization or artificial intelligence to uncover avenues for improvement, while also merging additional data sources for deeper insights into customer behavior. This holistic approach ensures you remain attuned to the evolving needs of your clientele.

Microsoft is at the forefront of innovation, continually enhancing its platform and tools to meet the project, portfolio, and work management requirements of its customers. The latest iteration of Project Online, built on the Microsoft Power Platform, provides a strong foundation that fosters enhanced collaboration among teams, enabling them to achieve successful business outcomes like never before. This approach to strategy execution management is designed to cater to the evolving portfolio management demands of business strategists, steering committees, strategy realization offices (SROs), and enterprise portfolio management offices (EPMOs). To thrive in today’s fast-paced environment, product teams must embrace innovation, agility, and efficiency in allocating appropriate resources to tasks at the optimal moments. The timing of a product's market entry can be pivotal, distinguishing between industry leadership and settling for second place. Equipping new product development (NPD) teams with the necessary tools can provide a significant competitive edge. As demand can arise from various sources, staying adaptable and responsive is crucial for sustained success.