Business Software for Microsoft Dynamics 365

Diagnose and resolve service issues quickly, accurately, and more profitably. Neuron7's AI predicts issue categories and resolution steps to help your newest team members perform as well as experienced call center agents and field service technicians. Deflect calls, increase first time resolutions, and reduce parts wastage while capturing expert knowledge. Neuron7's AI continually learns to find the best resolution paths and guide people to success quickly, despite having 1000s of agents and 1000s product configurations.

Proarc's document management software is designed to manage engineering documents. It provides teams with controlled collaboration tools and automated workflows that support document best practices. The system also gives them a central repository for all asset operations and project documents. Proarc's EDMS provides a solution for companies who need to plan, execute, collaborate and track documentation from the moment it arises until the handover and operation of the finished facility. Proarc allows your entire team to deliver on time at each milestone and can be audit-ready at all times. Proarc is highly configurable and can be tailored to meet the specific needs of each project, as well as supporting the overall policies of the organization. Our solutions have been used successfully in the industry for almost 30 years. They are adaptable to meet changing requirements.

At Progress DataDirect, we are passionate about enhancing applications through enterprise data. Our solutions for data connectivity cater to both cloud and on-premises environments, encompassing a wide range of sources such as relational databases, NoSQL, Big Data, and SaaS. We prioritize performance, reliability, and security, which are integral to our designs for numerous enterprises and prominent analytics, BI, and data management vendors. By utilizing our extensive portfolio of high-value connectors, you can significantly reduce your development costs across diverse data sources. Our commitment to customer satisfaction includes providing 24/7 world-class support and robust security measures to ensure peace of mind. Experience the convenience of our affordable, user-friendly drivers that facilitate quicker SQL access to your data. As a frontrunner in the data connectivity sector, we are dedicated to staying ahead of industry trends. If you happen to need a specific connector that we have not yet created, don't hesitate to contact us, and we will assist you in developing an effective solution. It's our mission to seamlessly embed connectivity into your applications or services, enhancing their overall functionality.

Dynamic commerce empowers you to oversee multiple e-commerce channels using a single comprehensive solution. This robust online shop software seamlessly integrates e-commerce with ERP processes. You can manage various platforms, including B2B and B2C online stores or major marketplaces like Amazon. The foundation of this system is Microsoft Dynamics, which allows for the consolidation of all business processes into one cohesive platform. As a result, Microsoft Dynamics has become the go-to all-in-one software for small to medium-sized enterprises. You can efficiently manage payment options across shops, languages, regions, countries, payment groups, weights, and order values, including associated fees. Elevate your brand visibility and attract new customers through an accessible online shop. Our software solutions equip you with all the necessary functionalities to operate a professional B2C online store effectively. Furthermore, the complete integration with your ERP systems significantly minimizes the time and effort required for data handling and order management, streamlining your business operations. By adopting this solution, you can enhance your operational efficiency and focus more on growing your business.

Welcome to Dynamics 365 Customer Service! We are thrilled to provide you with a comprehensive array of tools designed to help your business deliver top-notch customer service experiences. Our philosophy centers on understanding your customers, which allows for personalized interactions and maximizes your agents' efficiency, fostering long-term customer loyalty. At the core of Dynamics 365 Customer Service lies the agent experience, which is essential for enhancing service delivery satisfaction. It is crucial for agents to manage customer inquiries from various channels, simultaneously handle multiple sessions, seamlessly interact with different applications while maintaining context, and improve their workflows using productivity-enhancing tools. Additionally, you can customize and oversee the various features in Customer Service through any of the available applications, depending on the licensing package you have selected. This flexibility ensures that your customer service strategy can evolve alongside your business needs.

EASY ApiOmat offers a robust platform designed to support customers throughout their digital transformation journey. It assists companies in swiftly and flexibly implementing innovative solutions while ensuring scalability. Users can develop modern applications with EASY ApiOmat that effectively adapt to the ever-evolving demands of the market. By separating front-end and back-end processes, the development of multi-experience applications becomes significantly quicker, secure, and seamlessly integrates with existing legacy systems. This platform empowers users to efficiently launch new digital products and services across various front-end devices. Organizations can track their success and continually enhance the user experience, paving the way for the creation of advanced services for cutting-edge devices and the expansion into new channels. With a focus on maximizing standards and maintaining compliance for each application, EASY ApiOmat allows businesses to create a multi-experience layer that facilitates rapid development of solutions for any front-end interface. Consequently, digital services can be effortlessly expanded from web or mobile applications, enhancing the overall reach and functionality.

We are here to transform your traditional paper-based business operations into a digital format. Our software solutions encompass areas such as document management, human resources, invoice processing, and contract management, ensuring that your document processes are both legally compliant and decentralized. With EASY DMS, we streamline your documentation, turning your organization into a hub of efficiency. Additionally, our EASY archive meets both local and international standards, including EU-GDPR, allowing for the secure archiving of data and documents that complies with audit requirements. This system is not only reliable and certified but also allows you to consolidate all documents related to a specific business transaction into a single e-file, eliminating the need for time-consuming searches. Transitioning from paper invoices to digital emails, we help you organize your unstructured documents effectively. EASY DMS seamlessly integrates with various business processes, boasting numerous interfaces that ensure compatibility with your existing ERP or CRM systems. Furthermore, our robust workflow management system adeptly manages even the most intricate business processes, keeping a close eye on all deadlines and legal obligations. As a result, your organization can focus on what truly matters: driving success and achieving your goals.

How it works? 1/ An app that integrates with your preferred video calling software such as Microsoft Teams or Google Meet (We are also working on Zoom). 2/ The dashboard is where you can set up all your tools for your sales/csm teams You can use all of the sales/csm tools you have at your disposal for your videoconference: checklists and battlecards, sales pitches, battlecards meeting script, crm viewer, crm qualifier, and crm viewer. 3/ Transcription of and recording of meetings Access the audio recording and the written transcription of your video conference call to improve, find information or simply report on the meeting. 4/ Analytics and Interactive Report The interactive report will show you the complete agenda of your meeting. You can measure your performance with statistics

Service Geeni takes an asset-centric approach to service management, overcoming the limitations of traditional systems that focus primarily on job tracking rather than asset performance. Organisations managing industrial machinery, fleets, and critical infrastructure use Service Geeni’s asset-first SaaS platform to bring assets, engineers, and data together in one connected environment. The platform delivers full asset visibility by capturing service history, parts usage, and work activity at the asset level. Engineers have access to the information, tools, and schedules required to improve first-time fix rates. By automating and streamlining service workflows, Service Geeni reduces administrative overhead and drives operational efficiency. Real-time intelligence supports failure prediction, minimises downtime, and enhances asset performance. Built for complex, high-value service operations, Service Geeni integrates smoothly with existing technology ecosystems, providing a complete service management view across preventive and reactive maintenance.

DocuQuest offers an entirely automated solution that manages the entire lifecycle of documents, starting from their creation, moving through the approval and issuance stages, and finally leading to archiving and destruction in accordance with retention guidelines. Documents often become disorganized, scattered across SharePoint drives and personal computers, making it challenging to verify that only authorized individuals can create controlled documents. Many organizations face issues like manual or absent approval processes, leading to confusion over which document version is the most current, and personnel may inadvertently access outdated versions. Additionally, the difficulties in locating documents often stem from a lack of structured processes for reviewing, initiating, or controlling content revisions, resulting in non-compliance with corporate retention policies regarding archiving and disposal. With DocuQuest, you can effectively oversee all your controlled documents from their inception through revisions and ultimately to archiving and destruction, ensuring that the right information is accessible whenever and wherever it is needed across any device. Moreover, the system guarantees complete version control and generates an automatic history log to maintain compliance. This approach not only streamlines document management but also enhances accountability and traceability within your organization.

PeopleQuest guarantees that every individual possesses the necessary skills and qualifications for their designated roles within the organization. It facilitates the comprehensive management of employee training, development, and progress tracking, encompassing both course participation and adherence to controlled documentation. The system allows for thorough oversight of each employee's training regimen, ensuring that they are equipped and capable for their respective positions from the moment they begin their orientation and throughout subsequent job assignments. By utilizing a single platform, organizations can attain a holistic view of their workforce. It enables the establishment of essential skill sets and training requirements for various roles and job clusters throughout the company. Each job description is seamlessly connected to specific training prerequisites, enabling efficient monitoring of training compliance across individual departments or the entire organization. The platform provides straightforward management of training plans, schedules, courses, and on-the-job training requirements for all employees. Furthermore, it assesses and tracks the effectiveness of training initiatives and overall competency levels. Additionally, the system can automatically generate organizational charts that reflect authority levels within the company, enhancing clarity in reporting structures. This comprehensive approach not only streamlines training processes but also fosters a culture of continuous improvement and accountability among employees.

ProjectQuest offers a comprehensive solution for overseeing projects, processes, and tasks of any scale, whether they are straightforward or intricate. The platform simplifies the management of these elements, allowing users to observe the project from a broad portfolio perspective or to delve into the specifics to ensure that all details are accounted for. It effectively minimizes both the time and expenses associated with project oversight and execution. The robust Gantt chart feature, which includes inline editing, facilitates easy updates during review sessions. Users can monitor progress through detailed charts, enabling them to implement corrective measures swiftly. Visual indicators for key dates enhance management by showing the project's status relative to important milestones. Additionally, users can define, assess, and modify the project team while promptly assigning multiple tasks to designated team members with automated alerts. The ability to export comprehensive project plans for offline access is also available. Furthermore, email notifications and reminders are dispatched to all relevant stakeholders at various stages of the project, ensuring everyone remains informed. Security levels can be customized as necessary to safeguard sensitive information. Overall, ProjectQuest empowers teams to collaborate more efficiently and stay aligned with project goals.

Homebuilders that produce high volumes of homebuilders can optimize their business processes, operations and margins by leveraging the power HomebuilderONE. This single, end-to-end modern enterprise planning (ERP), solution is built on Microsoft Dynamics 365 and connects all aspects of the business. HomebuilderONE provides native mobile device access. HomebuilderONE provides complete system functionality from any device. Users can access data and input information on the go, whether they are at work or in the field. The most complete ERP solution on the market, HomebuilderONE leverages the flexibility of cloud hosting and mobile accessibility. The HomebuilderONE ERP solution is the best in the homebuilding market. HomebuilderONE allows more homes to be built with greater efficiency, consistent repeatability, and a higher quality. It also reduces the time it takes to create new plans, open new communities and expand into new markets.

Navigating the myriad of databases available can be challenging for any marketer, but our Packed Data Exchange (PDE) tool is specifically designed to assist in connecting marketers with a worldwide audience through our email lists, effectively promoting their offerings. PDE provides comprehensive insights, enabling you to identify and engage with the appropriate individuals within the right teams. By utilizing our database, you and your sales representatives can efficiently monitor activities that significantly contribute to enhancing the volume of opportunities entering your sales funnel. For marketers globally, we offer solutions tailored to alleviate common challenges associated with database procurement and filtering. You can purchase solely what you require, utilizing filters such as country, state, employee size, industry, and revenue to refine your choices. Additionally, we offer the flexibility to acquire only company-specific data as needed, ensuring a streamlined approach to your marketing strategies. This level of customization empowers marketers to optimize their outreach efforts effectively.

PowerTextor is an SMS integration tool specifically designed for Microsoft Dynamics 365 and the Power Platform, enabling businesses to enhance their customer relationships by leveraging the capabilities of text message marketing alongside Microsoft Power Automate. By utilizing our service, companies can streamline communication and foster stronger connections with their clientele, ultimately driving engagement and satisfaction.

i95Dev's eCommerce growth engine is a multi-channel integrated eCommerce solution that uses Magento for Microsoft Dynamics and SAP ERP systems. The solution allows Retailers, Manufacturers, and Distributors quickly go-to market. It also helps them create unique and engaging shopping experiences and streamline operations to drive sales.

Effortlessly oversee the daily operations of your restaurant with an intuitive management system. Seamlessly handle orders, integrate the dining area with the kitchen, process payments promptly, and gain insights into your business performance, among other features! Revo XEF offers four different versions—One, Basic, Plus, and Pro—allowing you to customize it according to your specific requirements. You can add items complete with visuals, descriptions, modifiers, preparation instructions, allergens, and various sales formats. Streamline payments by accepting multiple payment methods, splitting bills by item or customer, applying discounts, setting up different rates, managing tips, emailing invoices, and utilizing gift cards. Additionally, you can explore a comprehensive range of reports that provide enhanced visibility into your business's trajectory and progress. This system is designed not only to simplify operations but also to empower owners to make informed decisions.

For over three decades, VistaTrac™ has been a trusted solution within the meat industry, with over half of our clientele consisting of meat-related businesses. Companies engaged in wholesale, foodservice, distribution, online retail, slaughter, and custom processing have all experienced significant advantages from utilizing VistaTrac. This system allows users to weigh and tally loads while recording essential vendor information. It provides a platform to compare live weights against hot weights and access receiving reports that detail shrinkage. Additionally, users can print carcass tags for inventory management, thus streamlining operations and eliminating the need for kill-floor paperwork by incorporating a digital BSE Checklist alongside tailored data collection methods. The system enables the documentation of retained and condemned carcasses as well. Customized slaughter orders can be generated, complete with specific cut instructions for processing client animals. Furthermore, the ability to print customer logos and UPCs enhances product value. Foodservice operations benefit from just-in-time order processing, while cut slips with assigned tables and truck route numbers facilitate order management by route, allowing offices to monitor the status of route fulfillment. Additionally, verifying routes is made efficient by scanning all products during staging and generating pallet labels for easy identification. Overall, VistaTrac offers a comprehensive suite of tools designed to optimize meat processing and distribution, ensuring a smoother workflow and improved accuracy.

Undo2Restore (Power Apps) is a productivity app that allows users to undo and restore records to their previous state using just one click. Undo2Restore is able to restore records to their previous state, or the last changes made to them. Undo2Restore supports both OOB and Custom entities, making it possible to restore all entities for which Auditing is enabled in CRM. Undo2Restore can be described as your own 'ctrl+z" button for Dynamics 365 CRM / Dataverse / Power Apps.

Microsoft Dynamics 365 Product Visualize is an augmented reality mobile app designed for iOS that enhances the sales process by facilitating a quicker mutual understanding between buyers and sellers. Launched in public preview in April 2019, this application is intricately linked with Dynamics 365 Sales through robust data and workflow integration. The introduction of the 2020 release wave 1 brings a new suite of features aimed at empowering sales professionals to deliver more comprehensive and informative product demonstrations. Additionally, the enhancement of the Spatial Notes system, which allows for 3D model annotations, directly responds to customer feedback regarding difficulties in effectively communicating product information, including its functionalities and maintenance needs. This issue is especially prevalent among manufacturers of intricate machinery that experience prolonged sales cycles and heightened technical complexity, which can often leave customers feeling overwhelmed. By addressing these challenges, Dynamics 365 Product Visualize aims to streamline the selling process and improve customer comprehension significantly.

Accessing and sharing information about customers, vendors, or employees from your ERP or CRM systems is effortless through a SharePoint portal. The system ensures data security by only showing pertinent information to authenticated users. By utilizing the Office 365 platform, which serves as the backbone for all DynamicPoint portals, businesses can integrate workflows alongside data collection forms, streamlining entire operations. With self-service capabilities available around the clock, customer satisfaction is bound to improve significantly. Additionally, partners can connect directly with your team, allowing for immediate responses to queries in real-time without the need for phone calls or emails. Our portal serves as a gateway to the business data housed within your ERP and CRM systems, eliminating the need for data replication or synchronization. The information is presented in real-time, ensuring accuracy and timeliness. Built on the Microsoft Office 365 platform, users can also take full advantage of the suite's offerings, including Microsoft Power Automate for enhanced workflow automation. This seamless integration not only maximizes productivity but also fosters a collaborative environment that can adapt to evolving business needs.

Capture vendor invoices using a variety of flexible methods such as email, check requests, mobile applications, or vendor portals. Leverage OCR technology and predefined application templates to automate data extraction, seamlessly integrating with your ERP solution. By utilizing your existing Office 365 subscription alongside SharePoint and Microsoft Power Automate, you can establish a comprehensive invoice automation system that reduces costs for your organization. Our solution features integration with Microsoft Power Automate workflows, SharePoint's security protocols, Power App check request functionalities, integrated OCR capabilities, and Microsoft Forms for vendor onboarding. All of this is achievable through a platform you're likely already utilizing. Our EasyAP365 application connects with your ERP system, ensuring that once an invoice is approved, the corresponding transaction is created instantly in real time, accommodating both purchase orders and non-PO invoices. This innovative product is built on the Microsoft Office 365 infrastructure, allowing for seamless operation and access across familiar tools. The adaptability of this solution means it can grow with your business needs.

EasyEXP365 Employee Expense Management streamlines the process of capturing, coding, reviewing, and approving employee expense reports, eliminating the need for expensive and complex alternatives. By leveraging Office 365 features such as SharePoint's document libraries, Power Automate workflows, and Power Apps for mobile entry, it delivers a user-friendly application that is significantly more affordable than competing options, all while maintaining essential functionality. This solution seamlessly integrates into your existing ecosystem, ensuring a cohesive user experience that maximizes the diverse capabilities of the Microsoft Power Platform. The subscription model is typically one you already possess, making it an even more accessible choice. Additionally, our EasyEXP365 app connects with your ERP system, facilitating real-time transaction creation as soon as an expense report receives approval through web services. It also allows for the assignment of credit card transactions to employees, enabling them to allocate expenses to the correct GL account while conveniently attaching receipts for documentation. Thus, EasyEXP365 not only enhances efficiency but also simplifies compliance and record-keeping for your organization.

CorralData is an AI-powered, full service platform that radically streamlines analyzing and unifying data from multiple sources. With CorralData, you can access an on-call human data team and industry-leading AI tools to fuel remarkable, data-driven results easily and cost-effectively. No coding, SQL, or engineering resources required. Looking to streamline your data sources? With over 450 pre-built data connectors, we help you unify your datasets easily. Our top-tier, U.S.-based support team will guide you every step of the way. Then, chat with your data using natural language AI queries to begin instantly and securely unlocking powerful data insights. Or work directly with our human data team to generate the insight you need. The platform includes everything you need to start using data to drive results in one simple, month-to-month subscription—stunning data visualization tools, built-in chat, custom reporting, and access to human experts. Schedule a free demo or start a free trial and see how simple and easy AI-powered data analysis can be.

Organizations with complex labeling requirements will benefit from a central label management solution that manages label design, approval, printing, reporting, and other functions. TEKLYNX CENTRAL allows you to improve operational efficiency by allowing you to manage supply chain labels and integrate with ERP systems. Centralized label management controls help system administrators coordinate licensing. You can define system-wide settings in one location and have them spread across your entire organization. Browser-based access eliminates the need to install individual workstations. You can spend less time managing your software, and more time managing and maintaining your business. An easily customizable user interface reduces errors. Your complicated printing process is simplified into a series of steps that your staff can easily understand.