Business Software for Microsoft Dynamics 365

Coupa’s cloud-native Business Spend Management (BSM) platform provides powerful capabilities and an end-to-end processes that helps drive collaboration across procurement, finance, treasury, compliance, and supply chain leaders to help their companies spend smarter, mitigate risk, and improve resilience. A unified platform approach frees up IT from complex integrations to help leaders deliver on these goals.

Donna transforms field sales by acting as a smart, always-on assistant that keeps reps prepared, organized, and in motion. The platform deeply integrates with CRM systems, calendars, and email platforms to ensure every task, update, and follow-up is handled accurately and on time. Sales teams benefit from automatic syncing of meeting data, route planning, and activity tracking without needing to enter information manually. Donna’s advanced workflow intelligence helps reps stay ahead of appointments and ensures that no opportunity slips through the cracks. Organizations can rely on Donna’s strong security posture, backed by leading compliance frameworks and ISO 27001 certification. With endorsements from major partners like PwC, Deloitte, and Plaud, Donna has proven its value across enterprise ecosystems. Teams using Donna report faster sales cycles, less administrative overhead, and a smoother end-to-end customer engagement process. As the only AI assistant purpose-built for field sales, it stands out as a practical and high-impact tool for modern sales organizations.

Odyssey serves as a robust automation platform that requires no coding, seamlessly linking individuals, applications, and data to enhance your organization's capabilities now and in the long run. It simplifies the integration of devices, applications, and departments without the hassle of complicated setups. Bid farewell to inconsistent temporary connections; with the Odyssey Platform, you can establish reliable channels for collaboration that minimize risk, streamline workflows, and empower your workforce. Its no-code setup allows users of all skill levels to automate processes easily. The guided workflows accelerate operations and reduce costs, making it an ideal choice for modern businesses. Ultimately, Odyssey transforms the way organizations operate by making automation accessible to everyone.

StockIQ's forecasting hierarchy provides top-down data at the product-group and category levels so that you can reach general consensus about volumes and revenue. StockIQ will monitor the inventory in your warehouse and alert you if there are any problems. To help you balance your inventory efficiently, we'll recommend grouped transfers. StockIQ analyzes your promotion history to determine what is most important to the promotion response. This allows you to accurately predict the effect of the next promotions on demand. StockIQ's supplier management module lets you use actual receipt history to calculate lead times. StockIQ keeps track of the performance of all vendors. StockIQ keeps track of all dates on your orders before and after adjustments. This allows you to determine which suppliers are always on time and which ones are always late. StockIQ can help you predict when certain items will expire. StockIQ can identify excess inventory and track new items. It can also see what is back ordered.

SoftCo Procure-to-Pay provides intelligent automation for finance teams that want to streamline purchasing and accounts payable in one unified platform. Designed for mid-sized and enterprise organizations, SoftCoP2P supports indirect spend by simplifying catalog management, requisitions, and purchase order creation while enforcing control from the start of the process. At the heart of the platform is SoftCo Accounts Payable Automation, which handles both PO and non-PO invoices from AI-driven data capture through invoice matching, approval, query handling, and payment. Advanced AI Matching reconciles invoices with purchase orders and receipt data using two-way and three-way matching logic, even in complex scenarios. Non-PO invoices are automatically coded to the correct general ledger and cost centers based on learned patterns, while a built-in AI Assistant helps users resolve exceptions, answer questions, and move work forward faster without leaving the workflow.

The challenge of limited talent availability coupled with squeezed profit margins renders digital transformation essential for staffing and recruitment firms aiming for profitability and expansion. Streamlining and digitizing everyday operations is crucial for enhancing responsiveness to client needs while minimizing placement costs. 1Staff serves as a comprehensive staffing solution built on the robust Microsoft Dynamics and Azure cloud platforms, ensuring seamless management across various functions. It facilitates everything from strategic business planning and budget management to marketing, lead generation, and customer engagement, as well as applicant tracking, compliance, onboarding, and time billing, all the way to comprehensive ERP financial solutions. With its 360-degree visibility through intuitive dashboards and regulated reports, 1Staff effectively meets the diverse needs of modern staffing agencies. Ultimately, leveraging such a holistic system can significantly elevate agency performance and client satisfaction.

Collections Management enables the automation of workflows tailored to individual customers, allowing for the centralization of accounts receivable and contact information. You can effectively target clients based on their balances, aging accounts, and additional criteria, while also emphasizing invoices that have been promised for payment. Moreover, it facilitates the tracking of customer interactions and necessary follow-up actions. Currently, nearly 3,200 clients are utilizing Collections Management, and we frequently encounter similar challenges faced by these customers in the debt collection process. These issues often include clients surpassing their payment deadlines, the time-consuming effort of pursuing overdue debts, and the overall burden of managing collections. By addressing these common obstacles, Collections Management seeks to streamline your collections procedure, enabling you to focus less on administrative tasks and more on enhancing cash flow for your business. In this article, we will outline the primary difficulties reported by customers and demonstrate how Collections Management can effectively address these challenges.

Discover everything necessary for seamless online sales with eCommerce software designed to meet the intricate demands of contemporary retail enterprises. Browntape’s eCommerce channel integration allows users to interface with various omnichannel systems, including ERP, WMS, POS, and CRM, ensuring a cohesive operation. Maintain a unified and accurate inventory overview across all online platforms, regardless of the number of warehouses or physical stores involved. With intelligent inventory management rules, you can avoid over-selling by receiving alerts for low stock and managing buffer stock effectively. Effortlessly manage all your eCommerce marketplace orders through a single seller dashboard, streamlining the shipping process. The software supports multi-warehouse integration for centralized inventory control, making management more efficient. Additionally, you can generate remittance reports in Excel to gain insights into your eCommerce performance. It also facilitates the connection of both company-owned and franchise stores to websites and marketplaces, enabling the online sale of shelf inventory. Furthermore, the built-in Ginesys POS integration links to store POS systems, ensuring that order information is automatically transmitted to your ERP for seamless billing and accounting. This comprehensive software solution equips retailers with the tools needed to thrive in the digital marketplace.

aBILLity is an exceptional tool designed to efficiently manage your service portfolio while ensuring accurate billing for your customers. This comprehensive communication billing platform has been meticulously developed and enhanced to meet all your billing needs. Exceed your business goals with features like real-time analytics, fraud detection, customizable customer portals, and smooth back-office integrations. It protects you from supplier overcharges and ensures that you do not miss out on potential revenue from your customers while also identifying and preventing fraudulent activities. With aBILLity, you can design attractive bundles and subscription plans for a wide range of ICT services that will delight your clientele. Additionally, aBILLity guarantees precise calculations for your bills, merging all fixed and variable charges into a single, convenient invoice for each customer, streamlining your billing process. This innovative solution not only simplifies management but also enhances customer satisfaction through its reliable and transparent billing practices.

Procure to Pay Software addresses your most significant challenges by providing complete visibility and compliance within a secure cloud-based environment. The Apptricity Procure-to-Pay (P2P) Software Application enhances the procurement process by automating every step, from requisition through to reimbursement. With our user-friendly web and mobile interface, you receive more than mere electronic invoice processing. Our procure-to-pay systems eliminate the need for paper filing, significantly reducing paper expenses by utilizing optical character recognition technology. With just one tap on your smartphone, you can effortlessly create and edit documents or spreadsheets to store your paper receipts, bills of sale, or reports. Bid farewell to manual paper filing permanently and boost the accuracy, compliance, and visibility of all records throughout the procurement process with software tailored to your business needs. You can monitor spending, status, and payments in real-time, making it simpler to follow company policies regarding approvals and audits while enhancing operational efficiency. This comprehensive approach not only streamlines your processes but also fosters a more organized and effective procurement environment.

Transform your accounts payable operations with Apptricity’s cutting-edge Enterprise Invoice Management Systems. Enjoy the benefits of a fully automated, paperless invoice solution that operates in real-time. With the ability to access invoices seamlessly on any device, you can work more efficiently from any location. Our comprehensive approach to invoice management encompasses everything from initial creation to final settlement, along with instant reporting capabilities, ensuring a fully optimized workflow. Utilizing advanced Machine Learning OCR technology, our AP Automation solutions rapidly digitize invoices, extracting essential data and structural elements from various formats, including paper documents, emails, and spreadsheets. Additionally, implement exceptions and rules for audits both prior to and following processing, all while maintaining real-time visibility and a complete transaction history. By eliminating the need for time-consuming paper file searches and generating alerts during the approval process, we help streamline your operations. Ultimately, automating the entire invoice management process can lead to a remarkable reduction of up to 70% in manual processing costs, making your financial operations more efficient and cost-effective than ever before. Embrace the future of accounts payable with our innovative solutions.

Since its inception in 2010, Brandlive has established itself as the premier provider for comprehensive hosting, production, and assistance of the most significant and impactful virtual events globally. Prominent Fortune 100 companies select Brandlive to design distinctive, customizable events, benefiting from the expertise of Brandlive’s committed support teams. The intuitive suite of Brandlive products—Events, Showrooms, Greenroom, and Studios and Productions—empowers users to conduct their key communication moments in over 30 languages, accommodating audiences that may exceed one million, and includes features such as sophisticated registration and top-notch audience analytics. True to its name, Brandlive serves as a dedicated platform for enhancing your brand's visibility. Clients have the option to purchase services on a per-event basis or secure an annual license for ongoing broadcasting needs. Additionally, each customer is provided with personalized support from our skilled team, which includes both onboarding assistance and ongoing email support, ensuring a seamless experience. As such, Brandlive not only facilitates events but also actively contributes to the branding journey of its clients.

Enterprise Asset Management (EAM) software and systems enable organizations to achieve global, real-time visibility by utilizing secure technologies like LTE, RTLS, RFID, and Bluetooth for tracking essential corporate assets. Managing your organization's EAM software does not need to be a complex endeavor; in fact, Apptricity’s Enterprise Asset Management Software application offers a cohesive and comprehensive view of your asset and inventory management processes. Designed as a cloud-based solution, Apptricity’s EAM software includes mobile applications enhanced by IoT integrations, ensuring that you receive real-time updates throughout the entire EAM process. Each component of the Enterprise Asset Management Software can be utilized independently or together, allowing for scalability based on your specific requirements. Furthermore, Apptricity’s integration with ERP systems allows our software to effectively process data from and to external sources, thereby enhancing overall operational efficiency. This flexibility ensures that your asset management strategy can evolve seamlessly with your business needs.

The DataMatch Enterprise™ solution is an intuitive data cleansing tool tailored to address issues related to the quality of customer and contact information. It utilizes a combination of unique and standard algorithms to detect variations that are phonetic, fuzzy, miskeyed, abbreviated, and specific to certain domains. Users can establish scalable configurations for various processes including deduplication, record linkage, data suppression, enhancement, extraction, and the standardization of both business and customer data. This functionality helps organizations create a unified Single Source of Truth, thereby enhancing the overall effectiveness of their data throughout the enterprise while ensuring that the integrity of the data is maintained. Ultimately, this solution empowers businesses to make more informed decisions based on accurate and reliable data.

Forsta is an exceptionally powerful, adaptable, interconnected, and trustworthy platform for experience and research technology. It seamlessly bridges gaps between methodologies and data sources, uniting all aspects of human experience. If valuable insights are present, they can be quantified. You can harness customizable surveys to extract insights from a wide range of audiences, whether they are small teams or vast global communities. Gather the necessary data from any interaction or channel, as Forsta is equipped with comprehensive tools designed to enhance your data quality and provide profound insights. This enables you to advance your business effectively. In addition to customizable surveys, moderated online discussions are available to gain insights from diverse audiences, ensuring that no perspective is overlooked. Consolidate all your data into a single platform, allowing you to uncover the narratives behind the numbers. Leverage sophisticated analytics tools to examine, categorize, and filter the information in a manner that leads you directly to the solutions you seek, making the process more efficient and effective.

Alchemy is a SaaS company focused on transforming the $1 trillion specialty chemicals sector. By streamlining formula development and commercialization, Alchemy enables specialty chemicals firms to enhance customer responsiveness and boost revenue. With its innovative Chemistry Acceleration Software, clients can expand lab capabilities, expedite chemical innovations, and increase sales figures. Alchemy enhances the entire product development journey, from initial concepts to final chemistry, while also elevating service delivery for companies in the chemicals and materials space. Whether engaged in fundamental research, launching new products, or optimizing existing offerings for customers, Alchemy effectively accelerates laboratory, sales, and service operations. This results in a faster route to revenue for new product development, reduced laboratory costs per sale, and improved customer engagement. Alchemy's specialized software is tailored to expedite the development of chemistry, sales, and service processes, making it a vital partner in the industry. As a result, organizations can navigate market challenges with greater agility and efficiency.

QXchange is a versatile and user-friendly data integration solution that facilitates the rapid transfer of information across various standard data formats and applications, such as MS Access, Excel, Comma delimited flat files, MS SQL Server, QuickBooks, and Salesforce.com, among others. It simplifies the process of setting up extraction, transformation, and loading (ETL) instructions to facilitate data exchanges between different formats, with these instructions being organized and managed as profiles. The software features a straightforward and intuitive user interface, allowing individuals to get started without any prior training. Business users can easily perform the majority of tasks they encounter using this tool, as it supports seamless data mapping through a simple drag-and-drop mechanism. Moreover, QXchange's flexibility enables users to convert data effortlessly, employing Excel-like functions for the conversion process while ensuring a smooth user experience. The overall design of QXchange emphasizes ease of use, making it an excellent choice for organizations looking to streamline their data integration processes.

The future of customer relationship management is designed to be user-friendly. Transform sales practices and enhance efficiency through straightforward prompts for your clients, representatives, and account teams, all supported by a unique Edge AI platform that prioritizes sellers. With three decades of leadership in CRM and enterprise software, Tact.ai offers a versatile engagement model and cutting-edge technology, making it the perfect ally for refining your current CRM systems while establishing a more manageable CRM landscape for future success. Prioritize your sellers with Tact Assistant, which provides real-time monitoring, seamless data entry on the go, insightful nudges, and productivity enhancements—all within a comprehensive user experience that boosts representative productivity and strengthens CRM adoption and governance. This innovative approach not only fosters better sales outcomes but also ensures that teams can operate more effectively in an increasingly competitive market.

ActivePlatform is a full-service automated cloud brokerage solution for cloud service providers, Microsoft CSP partners, cloud VAR/VAD, that makes it easier to manage and control the cloud delivery and business profitability. ActivePlatform offers a white-labelled cloud brokerage platform, which supports selling of Microsoft CSP subscription services, including Office 365 and Azure among other services, as well as other vendors' offerings from its global catalogue of leading brands. Service providers on ActivePlatform serve thousands of end users with multi-vendor subscriptions.

Unlock your potential for sales growth with Winmo, a powerful prospecting tool designed to provide essential insights for spotting opportunities and finalizing agreements with advertisers and agencies. Start your journey to acquiring new clients today. Our premier sales solution equips you with crucial information, predictive analytics, and valuable human insight to ensure your success consistently. Do you know who holds the budget you are after? Winmo reveals detailed information about key decision-makers and their objectives. Whether you're looking for connections within brands, corporations, or agencies, you'll have access to all relevant personnel and their budgets, enabling you to reach the right person on your first attempt. If you’re venturing into a new industry or region, swiftly enhance your sales prospecting by pinpointing the companies and decision-makers that should be included on your targeted list, setting you up for success in new markets. With Winmo, you will not only streamline your outreach but also increase your chances of closing more deals effectively.

Keep a close watch on your business's operational expenses to streamline the sales process effectively. Enhance your existing operations by implementing automation for tasks that take up valuable time for your sales personnel, thereby boosting their efficiency. Utilize customer segmentation, scoring, or profiling to tailor your sales teams and overall business strategies. Evaluate the optimal methods for engaging with each client to achieve improved outcomes and increased revenue. Take the initiative to identify actions that will lead to superior results. Vincle offers an open platform that seamlessly integrates with various third-party applications via APIs. This specific module can easily connect with other systems, such as SAP, JDE, and Dynamics, as well as external data sources. Consolidate all your commercial strategies on a single platform. This solution not only meets but surpasses your requirements, revealing new opportunities along the way. Accelerate your go-to-market approach, whether it focuses on physical retail, online stores, or B2B e-commerce. In doing so, you position your business for sustained growth and enhanced market presence.

Anywhere365 was established with the conviction that every individual within an organization can function as a Contact Center. Consequently, we developed the Anywhere365 Unified Contact Center tailored for Skype for Business and Microsoft Teams. As an Independent Software Vendor, we are committed to consistently enhancing and evolving our offerings. Our Workstreampeople solutions empower companies to boost their performance and streamline their operations. Anywhere365 envisions a future where unnecessary conversations are minimized. Our Unified Contact Center solution emerged from a long-held vision to ensure that the correct information is delivered to the appropriate person at the perfect moment, regardless of their location. Through our Consultancy and Professional Services division, along with our expertise in crafting intelligent software applications, we have designed solutions for numerous organizations. The introduction of the Unified Contact Center for Microsoft Teams and Skype for Business marks a significant advancement in our journey. This evolution reflects our dedication to fostering seamless communication and operational improvement across various business environments.

Mage Sensitive Data Discovery module can help you uncover hidden data locations in your company. You can find data hidden in any type of data store, whether it is structured, unstructured or Big Data. Natural Language Processing and Artificial Intelligence can be used to find data in the most difficult of places. A patented approach to data discovery ensures efficient identification of sensitive data and minimal false positives. You can add data classifications to your existing 70+ data classifications that cover all popular PII/PHI data. A simplified discovery process allows you to schedule sample, full, and even incremental scans.

Prepare in advance by adding participants and organizing essential documents, brochures, or pertinent products. Optimize every meeting by having marketing and sales materials readily available in one location for easy searching, presenting, and sharing. Demonstrate your expertise in the product through an interactive catalog that includes detailed descriptions, specifications, videos, and useful links. Effortlessly share and monitor an automated summary of the meeting with potential clients through a mobile-friendly website. Beehivr enhances your existing CRM solutions by seamlessly integrating meeting summaries, customer opt-in information, insights, and feedback directly into your CRM while you're on the move, ensuring nothing is overlooked. This efficient system not only streamlines communication but also fosters stronger relationships with clients.

BDA Automated Invoice Processing efficiently reconciles, validates, and codes invoice records according to your accounts payable (AP) rules. With BDA, managing business expenses and producing reports from precise invoice data becomes seamless. If you already have an AP system but require improved invoice management, BDA can enhance your workflow without necessitating a complete system overhaul. This Software as a Service (SaaS) solution is quick, effective, and scalable, making it suitable for businesses of all types and sizes. By integrating BDA, you can simplify your existing invoice processing workflow and controls, allowing you to maintain your current working methods. Additionally, BDA is capable of syncing with your accounting software, providing further convenience and efficiency in your financial operations. This integration ensures a smoother experience while handling invoices and helps keep your records organized.