Business Software for Microsoft Dynamics 365

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.

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.