Business Software for Microsoft Dynamics 365

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.

You can schedule meetings faster and stop sending back-and-forth emails. Your calendar is full and you are productive. Let prospects book a time that suits them both. You can book more meetings and appointments in less time. Syncs with Google Calendar or Office 365 Calendar. Do not get bogged down in an email chain trying to find a time for everyone to meet. HubSpot's meeting tool allows prospects to book meetings with you and multiple people within your company. The HubSpot meeting planner works with the apps you already use and is connected to your HubSpot contacts list. This means that every prospect who books a meeting, your database grows and stays in sync. Book more appointments in less time and allow your time to be spent on the important things. Give prospects the ability to book meetings with your company and save hours on emailing.

Celebrate birthdays, anniversaries, and various events without the hassle of apps or software needed for client communication. With our system, automated and efficient messaging allows you to focus more on what you excel at. We liaise directly with your compliance team to ensure that all communications are monitored and properly archived. Importing contacts from your CRM or mobile device is a breeze, enabling you to start texting right away. Every conversation will be automatically saved within your CRM for easy access. You can also plan future messages and set up recurring alerts for significant dates, giving you peace of mind. Just hit send once, and let your marketing run seamlessly! In case you lack a landline for text functionality, we can provide you with a dedicated text number and will forward any incoming calls to your preferred number. This way, you can maintain constant communication with your clients without any interruptions.

Autymate is a business intelligence and financial automation platform built for franchises, accounting teams, and businesses operating across multiple locations. It brings data from QuickBooks, point-of-sale systems, payroll platforms, banking tools, CRM software, and other systems into a unified real-time reporting dashboard. The platform helps users automate financial reporting, consolidate key accounting data, and monitor performance across individual stores, franchisees, regions, or business units. Autymate supports reporting for P&L, balance sheets, accounts receivable, accounts payable, general ledger activity, royalty reporting, KPIs, and other financial metrics. Teams can drill down from high-level dashboards into transaction-level details to better understand the numbers behind business performance. Its AI Growth Advisor helps identify profit leaks, compare performance across locations, set goals, and surface recommendations that support smarter decision-making. Autymate also helps franchise operators benchmark locations and spot underperforming areas before issues become larger financial problems. No-code integrations make it easier for teams to connect their existing systems without heavy technical work. With role-based access and automated workflows, Autymate gives finance and operations teams a more accurate, scalable, and efficient way to manage reporting across complex businesses.

Streamlined data management can enhance your business's efficiency. Quickly connect, transform, and visualize your data in a scalable manner. Kleene simplifies the process of accessing data from your SaaS applications. After extraction, the data is securely stored and meticulously organized within a cloud data warehouse. This ensures that the data is cleaned and prepared for thorough analysis. User-friendly dashboards empower you to uncover insights and make informed, data-driven decisions that propel your growth. Say goodbye to the time-consuming process of creating data pipelines from scratch. With over 150 pre-built data connectors at your disposal, and the option for on-demand custom connector creation, you can always work with the latest data. Setting up your data warehouse takes just minutes, requiring no engineering skills. Our unique transformation tools speed up the building of your data models, while our exceptional data pipeline observability and management capabilities offer you unparalleled control. Take advantage of Kleene’s top-notch dashboard templates and enhance your visualizations with our extensive industry knowledge to drive your business forward even further.

Welcome to our innovative online platform designed to establish direct connections between inland shippers and carriers. Cargobot is a cutting-edge digital service that empowers shippers and carriers to enhance their freight movement efficiency. Gain deeper insights into your supply chain and prepare for potential challenges. Effectively forecast and manage fluctuations in load costs. Discover essential strategies for effectively outsourcing elements of your supply chain approach. Receive immediate notifications regarding incidents related to your cargo. Our advanced logistics tools offer a seamless, integrated experience for your inland freight operations. Cargobot is developed by a dedicated team with over 55 years of collective experience in the inland freight sector. We recognize the challenges and inefficiencies associated with traditional shipping methods. Rely on our platform to eliminate the need for artificial intelligence or complex predictive models in load planning. Break free from disjointed communication methods that hinder real-time load tracking and incident notifications, allowing for a more streamlined shipping experience. Embrace a new era of logistics with Cargobot, where efficiency meets innovation.

Pulse is a leading provider for call center solutions. Its Web Real-Time Communication enhances the efficiency of operations in call centers. With over two decades of experience in the call center industry, Pulse has helped clients in Pan India, Northern America and Europe to establish seamless customer interactions. Pulse's personalized call center solutions, which are equipped with advanced features, optimize the customer journey while maximizing revenue and loyalty. This allows businesses to meet customers' needs by providing them with a customized solution. These features encourage proactive customer engagement, and deliver exceptional user experience.

WhatsApp4Dynamics, a productivity application for Microsoft Dynamics 365 CRM, is a product of the Microsoft Dynamics team. The app allows users to communicate with customers, prospects, and business partners around the world via WhatsApp without leaving the CRM ecosystem. WhatsApp4Dynamics allows sales, service and marketing teams to communicate efficiently. The app allows you to communicate effectively to serve clients, market products and service, and reach clients in an easy, fast and effective manner. Take your business to a new level with WhatsApp4Dynamics. Increase your customers' reach by sending short and concise informative messages instead long descriptive emails.

Scispot delivers a powerful lab informatics platform that transforms how life science labs operate. Through its configurable LabOS™ ecosystem, teams can select from a unified suite of tools covering ELN, LIMS, SDMS, QMS, and AI capabilities—all accessible through an intuitive no-code interface. Purpose-built for CROs, Diagnostic Labs, and Biotech R&D teams, Scispot addresses critical challenges in Sample Management, Freezer Management, and GxP Compliance. The platform seamlessly connects with 200+ lab instruments and 7,000+ applications, eliminating manual data entry while ensuring regulatory adherence. Scispot's AI-powered analytics convert experimental data into actionable insights, accelerating discovery timelines. With rapid implementation and a focus on user experience, Scispot enables 1000+ lab scientists and operators to standardize processes, maintain compliance, and focus resources on innovation rather than administrative overhead.

Scanflow transforms industrial operations by automating visual inspection, tracking assets, and improving safety through advanced AI. It evaluates products in real time, flagging defects and inconsistencies before they move further down the production line. The system’s automated identification capabilities cut time spent on manual scanning, labeling, and documentation. Companies can choose edge, cloud, or offline deployments, ensuring flexibility whether they handle sensitive data or operate in low-connectivity facilities. Scanflow’s consultation and customization process tailors the platform to each company’s specific workflows, making implementation smooth and effective. Once deployed, teams benefit from accelerated automation, higher throughput, and fewer operational bottlenecks. The result is improved quality control, lower costs, and enhanced compliance across industrial environments. Scanflow helps enterprises achieve predictable, consistent output—while giving leaders real-time visibility into operations.

Restroworks is an enterprise restaurant management software platform powering more than 25,000 restaurants across 52 countries, with a strong presence in North America, the United Kingdom, Middle East, and Asia Pacific. Purpose-built for multi-location chains, franchise networks, and large QSR brands, Restroworks provides a cloud-native operating system that unifies POS, inventory and supply chain, kitchen automation, self-ordering, CRM and loyalty, and advanced analytics into one centralized platform. Unlike traditional POS providers or SMB-focused tools, Restroworks is designed to manage enterprise complexity — including multi-brand operations, cross-border compliance, regional taxation requirements, and large-scale rollouts. The platform enables centralized governance, real-time data visibility, and standardized operational execution across hundreds or thousands of outlets. With enterprise-grade security certifications, including ISO 27001 and SOC 2 Type 2 compliance, Restroworks supports global restaurant brands in accelerating digital transformation and sustainable expansion.

BusinessBANKER is a cloud-based, scalable Loan Origination Solution from Cognitive Group. It allows lenders to easily manage documents, collaterals and risk scores, workflows and compliance. It simplifies commercial loan processes, from initiation through to closing. BusinessBANKER increases employee productivity through its one-screen system, which was designed using a unique scientific cognitive approach and AI-driven automated automations. BusinessBANKER has editable interfaces for branch employees, mobile customers and web-based self-service. Users can create complex credit applications in under 5 minutes. BusinessBANKER consists of 5 core modules. DIGITAL INTERFACE MANAGER RISK MODELMANAGER DECISION ENGINE WORKFLOW MANAGER CONFIGURATOR Additional modules are available.

SENTINEL is a label printing automation software that works with CODESOFT. It automates your label printing process and integrates with any business system like SAP or Oracle. It saves time and reduces errors. It is the only centralized printing management software that moves label printing from desktops to server rooms for true enterprise printing. Integrate with any business system and drop a flat file into the folder to initiate automatic printing. SENTINEL offers a cost-effective, scalable software solution that eliminates costly, custom, host-side programming.

Our low-code platform empowers you to effortlessly develop personalized AI solutions that cater to your specific requirements. The system's adaptability enables the utilization of a diverse array of AI algorithms, such as OpenAI and ChatGPT, alongside your proprietary data and knowledge base. OmniMind serves as a SaaS that integrates your own information and data from multiple sources to facilitate AI-driven answers. With OmniMind, you can seamlessly process data without needing to code, all within AI frameworks. At OmniMind.ai, we prioritize delivering a straightforward and user-centric interface that simplifies the process of constructing custom AI systems. Whether you are a novice in the AI realm or a seasoned developer, our platform is crafted to help you reach your objectives swiftly and efficiently. In addition, we are committed to continuous improvement, ensuring that our users have access to the latest advancements in AI technology.