Business Software for Microsoft Dynamics 365

Top Software that integrates with Microsoft Dynamics 365

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    Alcméon Reviews
    Alcméon’s innovative cloud technology allows businesses to leverage popular messaging platforms like Facebook Messenger, iOS Messages, and WhatsApp as dynamic channels for customer service, marketing, and conversational commerce. It integrates seamlessly with leading social media and messaging APIs, including Facebook, Instagram, Twitter, Messenger, WhatsApp, Apple Business Chat, WeChat, and Google My Business, with a commitment to rapidly adopting new features by collaborating directly with their technical teams. Furthermore, Alcméon’s back office is designed for effortless connectivity to clients' information systems and CRM platforms such as Salesforce, Oracle, Zendesk, and Efficy, ensuring streamlined operations. Clients benefit from the support of a dedicated customer success manager, along with comprehensive training options both online and offline, as well as exclusive events tailored just for them. This comprehensive approach not only enhances customer engagement but also empowers businesses to stay ahead in the ever-evolving digital landscape.
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    CLEAN_Data Reviews
    CLEAN_Data offers a comprehensive suite of enterprise data quality solutions aimed at effectively managing the dynamic and complex profiles of contact information for employees, customers, vendors, students, and alumni. These solutions are essential for maintaining the integrity of your organization's data. Regardless of whether your data processing occurs in real-time, through batch methods, or by linking different data systems, Runner EDQ provides a trustworthy integrated solution that meets your needs. Specifically, CLEAN_Address serves as the integrated address verification tool that standardizes and corrects postal addresses across various enterprise systems, including Oracle® and Ellucian®, as well as ERP, SIS, HCM, CRM, and MDM platforms. Our integration ensures that addresses are verified in real-time during data entry and also allows for the correction of existing records through batch processing and change of address updates. This real-time verification capability enhances the accuracy of address entries on all relevant pages within your SIS or CRM, while the integrated batch processing feature helps in rectifying and formatting your current address database effectively. Through these capabilities, organizations can significantly enhance their data quality and operational efficiency.
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    Statflo Reviews
    Leverage the power of tailored communication with customers through their chosen channels. Statflo stands out as the sole enterprise-grade customer engagement platform that is fully compliant and specifically crafted for front-line teams. Our primary focus is to guarantee that robust compliance controls and security protocols are established for customer interactions. With intelligent filtering, your front-line teams can engage in personalized conversations via business text messaging while complying with legal, security, and brand standards. Integrate your favorite applications and tools to access customer data seamlessly within the platform, enabling your customer-facing teams to utilize pertinent information effectively. Utilize real-time data to connect with each customer on an individual basis, facilitating the creation of campaigns and offers that are strategically aligned with every phase of the customer journey. This approach not only enhances customer relationships but also drives greater engagement and loyalty over time.
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    FairPlanner Reviews
    FairPlanner is a 360° Hospitality Financial Planning & Analysis Software. It is designed for efficient revenue & profitability planning for all departments based on hotel-specific P&L charts of accounts. It is your go-to hotel budget and forecast planning software. With interfaces to all major data integration systems (PMS, ERP, etc.), it is an intuitive planning & controlling solution with a dashboard of relevant KPIs; 360° insights at a glance.
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    Blotout Reviews
    Enhance customer experiences with full transparency through infrastructure-as-code solutions. Blotout's SDK equips businesses with familiar analytics and remarketing capabilities while prioritizing top-notch privacy for users. Designed to comply with GDPR, CCPA, and COPPA right from the start, Blotout’s SDK leverages on-device, distributed edge computing to conduct analytics, messaging, and remarketing without compromising personal data, device identifiers, or IP addresses. Achieve comprehensive customer insights by measuring, attributing, optimizing, and activating customer data with total coverage. It is the only platform that seamlessly integrates the entire customer lifecycle by consolidating event data along with both online and offline sources. Cultivating a trustworthy data relationship with customers fosters loyalty and ensures adherence to GDPR and other international privacy regulations, thereby enhancing your brand's reputation.
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    Indigo.ai Reviews
    Indigo.ai serves as a comprehensive conversational AI platform that enables the creation and development of engaging chatbots, facilitates the scaling of AI applications, and provides tools for analyzing conversational interactions. Many top organizations leverage Indigo.ai to enhance their conversational AI capabilities. It offers a centralized solution for managing all conversational AI data and communications, automating interactions, constructing AI solutions, and tapping into valuable insights from dialogues. The platform is equipped with an array of advanced tools designed for text annotation, dataset enhancement, and ensuring the quality of natural language processing. To enhance both AI model performance and customer satisfaction, it’s crucial to engage with and comprehend textual information. Users can develop highly accurate machine learning models while optimizing efficiency and minimizing expenses. Additionally, the platform allows for the collection of information and insights from business conversations, automatically transforming unstructured data into structured text. By interacting with customers, businesses can gain a deeper understanding of their needs, leading to improvements in products, services, and customer support. Ultimately, Indigo.ai empowers organizations to harness the full potential of conversational interactions for better decision-making and growth.
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    IDL Konsis Reviews
    As familiarity with legacy consolidation tools wanes within your organization, they become increasingly difficult to support, leading to significant risks in your financial close process. The separation of financial consolidation from financial planning complicates the establishment of a unified source of accurate information. Relying solely on static spreadsheets is inadequate, particularly under the scrutiny of auditors. The process of generating consolidated financial statements should be streamlined, avoiding the pitfalls of being lengthy, manual, and prone to errors. With close cycles shrinking and regulatory demands intensifying, IDL Konsis streamlines finance and accounting operations by eliminating tedious manual tasks, allowing for a faster and more efficient closing process through fully compliant, standardized consolidations that address all aspects of group reporting. This commitment to excellence is a key factor in IDL's strong position within the corporate consolidation sector, ensuring businesses can adapt to evolving financial landscapes effectively.
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    IDL Publisher Reviews
    Current workflows are often inefficient and labor-intensive, leading to lengthy delays when collaborating with external agencies. Time is frequently squandered on repetitive tasks, as each reporting cycle demands the narrative to be built anew from the ground up. This inconsistency makes it challenging to generate coherent internal and external reports that accurately convey the story behind the data, especially when the figures or information in the reports may become outdated before they are even released. Furthermore, the absence of compliance and control during the "close to disclose" phase consumes valuable hours, as data is laboriously transferred between source systems, and various spreadsheets are exchanged through insecure means like email. It is essential to produce well-defined annual, quarterly, and other external business reports, along with their corresponding management summaries, tailored for individual companies or the entire corporate group to streamline communication and enhance clarity. This improvement can significantly minimize the risk of errors and enhance overall efficiency in reporting processes.
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    Longview Tax Reviews
    Streamlining the collection and processing of tax data within your organization can greatly enhance efficiency, enabling you to devote more time to strategic initiatives that drive growth. Longview Tax empowers you to leverage tax data effectively, revealing essential insights that inform your decision-making processes. By automating tax data management from a centralized source, you can simplify tax operations, instill greater confidence in your data integrity, and minimize operational costs and associated risks. This automation eliminates the need for your tax team to rely on manual transfers from the finance department, which often delays the consolidation of book income. As a result, you experience a significant reduction in time spent on manual tasks, allowing your team to operate with increased agility and speed up the tax completion timeline, all while enhancing your department's independence. This transformation not only optimizes resources but also positions your organization to respond proactively to tax-related challenges.
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    IDL Designer Reviews
    Excessive time is wasted in the manual gathering and computation of data, resulting in insufficient time for thorough analysis that could inform effective decision-making. The planning cycles are cumbersome and inefficient, often failing to merge departmental operational strategies with financial objectives, which undermines precise planning and forecasting efforts. IDL Designer accelerates these planning cycles and enhances accuracy in reporting and analysis by seamlessly incorporating operational planning within your financial performance management framework. By merging operational and financial plans, you can create a consolidated group plan and evaluate it against actual results to identify and analyze variances, all within a single platform. This comprehensive approach is why IDL continues to lead the market in financial performance management solutions, ensuring organizations can make informed decisions swiftly. Moreover, the ability to streamline these processes empowers teams to focus on strategic initiatives rather than getting bogged down in tedious data management tasks.
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    ETI Reviews

    ETI

    ETI Software Solutions

    Enables clients to independently manage their needs through a user-friendly online portal. Intuitive customer service dashboards offer immediate insights to enhance interactions with customers. The incorporation of predictive analytics and proactive field engagement significantly enhances the efficiency and quality of resolving issues. Continuous monitoring and assurance of services for CPE management work to minimize inefficiencies and costs, elevate subscriber satisfaction, and support the implementation of next-generation services. Utilizing advanced analytics and visual representations assists in addressing business-level obstacles, facilitating proactive decision-making, and effectively overseeing operations across various domains, including workforce management and sales/marketing. Furthermore, it ensures the optimization of network performance and reliability, alongside comprehensive reporting and analysis of network performance trends. This comprehensive approach not only streamlines processes but also fosters a more responsive and agile operational environment.
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    Engage2Serve Reviews
    Engage2Serve (e2s), a global provider for Student Lifecycle CRM solutions, is a college and university solution provider. We help institutions transform the student experience and engagement, from the first interaction to enrollment, class start, graduation, and for a lifetime relationship with alumni. This includes mentoring and career modules. The entire solution is available on one platform, mobile-first and cloud-based for students, intuitive, and easy to implement.
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    Health Desk Reviews
    Enhance the connection between your team and patients throughout the entire healthcare process, starting from appointment scheduling and continuing through triage and follow-up. Health Desk elevates the patient access experience, increases revenue, and boosts utilization rates. Dive deeper into our comprehensive Solution Overview. Safety measures are integrated at every interaction point. It is essential to acknowledge the inherent risks associated with telehealth, ensuring that patients, as well as both clinical and non-clinical staff, have access to clear decision-making support before undertaking any potentially hazardous actions. Streamline patient flow and reduce repetitive tasks with our flow tools. The beautifully designed patient and staff workspaces serve as intuitive resources, facilitating the efficient and safe management of all patient requests, from scheduling and triage to referrals and beyond. Training support staff has never been easier, making it a seamless experience for everyone involved. This innovative approach not only promotes better patient outcomes but also fosters a more cohesive healthcare environment.
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    Order Taker Reviews

    Order Taker

    OrderTaker

    $50 per user per month
    Order Taker stands out as the most user-friendly and feature-rich app for wholesale mobile ordering and B2B eCommerce available today. We take pride in delivering a user experience that is straightforward, intuitive, and accessible even for those who lack technical expertise. Users can enjoy a fully customizable DSD mobile ordering solution and B2B eCommerce platform that easily integrates with any back-office accounting system. Additionally, we offer some of the most sophisticated mobile ordering features for field sales and B2B eCommerce web stores tailored to the needs of sales representatives and buyers. Sales reps benefit from the ability to utilize the mobile or tablet app offline, ensuring that they can prepare orders, review order history, and gather account information even without an internet connection. This adaptable mobile ordering application and B2B eCommerce web store cater to the diverse requirements of wholesale distribution and enterprise-level brands, regardless of their size. Furthermore, our commitment to innovation ensures that we continually enhance our platform to meet the evolving needs of our users.
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    DLS Financials Reviews

    DLS Financials

    The Computer Department Inc

    $2,500 for 4 years
    Affordable banking software designed for non-profit organizations is available through DLS Financials, which streamlines the process of managing savings and loan accounts according to the workflow. Users can customize their settings by creating personalized drop-down lists that allow for quick field completion. Features are included to help parishes avoid excessive debt, enhancing financial stability. The platform supports the integration of various documents, spreadsheets, emails, images, and PDFs, linking them to specific locations, accounts, or transactions for convenient access. Automatic transactions can be set up for recurring events, greatly simplifying financial management. The global functions enable users to conduct extensive tasks effortlessly with just one click. DLS Financials is particularly adaptable, catering to a diverse range of user requirements, and it offers numerous configurations and default options. Moreover, users can request additional management reports, functions, and features, ensuring that the software aligns perfectly with their operational needs, fostering a more efficient and customized banking experience. This flexibility makes it a valuable tool for any organization looking to optimize their financial management processes.
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    HotelCRM 365 Reviews

    HotelCRM 365

    HospiTalitySoft 365

    Our offerings harness the capabilities of the Microsoft Dynamics 365 Power Platform to create a suite of robust customer relationship management tools tailored specifically for the hospitality sector. Whether you operate a resort, hotel, spa, restaurant, golf course, or hospitality management company, our solutions are designed to meet the needs of businesses of all sizes. By consolidating guest interactions within a single platform, you can develop a comprehensive 360° profile of your clientele. We provide two distinct products: HotelCRM 365 and Hospitality Suite CRM. HotelCRM 365 serves as an ideal solution for essential CRM functionalities, including automated messaging and targeted email marketing. In contrast, Hospitality Suite CRM encompasses all the core features available in HotelCRM 365 while introducing numerous additional functionalities to oversee your guest relationships comprehensively. Furthermore, Hospitality Suite CRM evolves into your complete management system, facilitating everything from marketing initiatives to monitoring customer feedback, managing amenities requests, handling gift card transactions, and much more. By integrating these tools, you can enhance operational efficiency and create a more personalized experience for your guests.
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    Hospitality Suite CRM Reviews
    Our offerings harness the capabilities of Microsoft Dynamics 365 Power Platform to create an array of robust customer relationship management tools tailored specifically for the hospitality sector. Various establishments, including resorts, hotels, spas, restaurants, golf courses, and hospitality management firms, regardless of their size, can take advantage of our innovative solutions. By consolidating guest interactions into a single platform, you can cultivate a comprehensive 360° view of your clientele. We provide two distinct products: HotelCRM 365 and Hospitality Suite CRM. At its core, Microsoft Dynamics 365 Customer Engagement serves as a versatile software development platform. The Dynamics 365 system is highly extensible, designed with the intent of customization at its forefront. Central to this offering is what Microsoft refers to as the xRM Platform, which encompasses any relationship management needs. Although the product includes powerful general CRM functionalities, these are not specifically crafted for the hospitality industry, which is precisely where Hospitality Suite CRM comes into play. This specialized approach ensures that the unique demands of hospitality professionals are met effectively.
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    Ingram Micro Cloud Reviews
    Achieving success in business hinges on ensuring that technology is aligned with the fast-evolving digital landscape. Through Ingram Micro Cloud and our comprehensive platform, organizations can swiftly respond to shifts in the industry, capitalize on services via a subscription model, streamline their entire operational processes, and enhance their speed to market and revenue generation by tapping into our vast ecosystem. This adaptability not only fosters innovation but also positions companies for sustained growth in a competitive environment.
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    Grip Reviews
    With Grip, your exhibitors, sponsors, and attendees achieve greater success than ever before. Our innovative event success platform leverages AI-driven matchmaking to enhance visitor engagement, boost lead generation, and increase revenue. Whether it's Sponsored Sessions, Roundtables, or Live Streams, Grip offers a comprehensive array of integration options for your content. By utilizing our platform, you can deliver significant ROI to your exhibitors, as it has been shown to triple the effectiveness of Hosted Buyers events. Additionally, our app solution not only creates an immersive and seamless experience for your attendees but also contributes to making your event more environmentally friendly. Networking is simplified and made more efficient through our advanced AI technology, allowing participants to connect, communicate, and finalize deals with ease. Renowned for our leading AI-powered matchmaking tool, we invite you to explore its capabilities and transform your event’s meetings into genuine business opportunities that can lead to lasting partnerships and collaborations. Ultimately, Grip is dedicated to ensuring your events are not only successful but also memorable for all involved.
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    Copernica Reviews

    Copernica

    Copernica Marketing Software

    €225 per month
    Effortlessly enhance customer profiles by utilizing a comprehensive, multi-tiered database. Create impactful email templates and embed dynamic elements through our user-friendly Drag-and-drop or HTML Editor. Establish triggers and follow-up actions to develop completely automated email campaigns tailored to data and user behavior. We will offer you insights, training, and guidance to guarantee your emails reach the intended inbox. At the beginning of your journey, you will be paired with a dedicated specialist who will assist you in launching your efforts immediately. This support ensures that you have the resources you need to maximize your email effectiveness from the very start.
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    Nominow Reviews
    The Dutch-originated customer data platform, Nominow, collects touchpoint data from any operational source within your organization. It consistently enhances and develops customer profiles into a singular data repository, which proves invaluable for any marketing initiative, event, or customer engagement you wish to pursue. Since each organization possesses its own tailored marketing technology stack, every implementation of Nominow is distinct. We collaborate with your team to evaluate the existing circumstances, contextual factors, and strategic goals for which Nominow will be utilized. This includes a thorough analysis of customer data sources and applications, the IT landscape, and particular requirements. Your Nominow setup is customized to align perfectly with your unique situation and needs. Our focus is on empowering you to manage your customer data effectively, ensuring that you have access to truly actionable insights whenever required. Typically, the process of implementing Nominow spans a duration of 6 to 8 weeks, allowing for a swift integration into your operations. This timeline ensures that your organization can quickly begin to leverage the full potential of its customer data.
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    iFunds Reviews
    For over 25 years, we have regarded CRM as a professional endeavor, aiming to empower our clients to make a greater social impact through our innovative solutions. Our focus lies in assisting organizations in establishing a comprehensive 360-degree view of their customers. We facilitate the initiation of effective multi-channel customer journeys for various entities, particularly within the non-profit sector, by leveraging Microsoft Dynamics 365. Our offerings cater to a diverse array of needs, whether you are managing donors, volunteers, members, or supporters, and whether your activities involve grant provision, fundraising, or contribution collection. The iFunds CRM solution is tailored to meet your specific requirements, and we also provide support for the effective monitoring of projects. With our software, engaging with supporters regarding the allocation of their donations becomes seamless and straightforward. Additionally, we enhance the personalization and distribution of your campaigns across all channels through advanced marketing automation solutions. Which innovative solution(s) will you choose to collaborate with? By doing so, you can work more effectively and ensure your strategies are sustainable for the future, thereby gaining a deeper understanding of and improving your reach to both members and donors. This commitment to enhancing your operational efficiency sets you on a path towards lasting success.
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    Orckestra Reviews
    Connect with shoppers digitally across all platforms, enhancing conversion rates through a more intelligent and personalized shopping experience. Eliminate barriers by centralizing your omnichannel business operations and experiences via a unified commerce platform. Equip your retail teams with essential mobile tools to seamlessly integrate online and physical customer interactions. Tailored for the demands of contemporary omnichannel retail, the Orckestra Commerce Cloud empowers you to innovate and create unique experiences. Develop new omnichannel commerce solutions rapidly with a flexible API-driven commerce platform and a comprehensive array of commerce services and business applications. Effectively launch online storefronts and merchandise products on a global scale, ensuring a consistent approach. Our commerce-oriented experience management system enables you to engage customers through customized web and mobile interactions. Sell in any location and fulfill orders from anywhere, while overseeing the complete order lifecycle with our API-first approach, which streamlines processes and enhances overall efficiency. This holistic solution positions your business for success in the ever-evolving digital marketplace.
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    Marketing4Dynamics Reviews
    Marketing4Dynamics integrates Dynamics 365 CRM with Mailchimp. It syncs Mailchimp & Dynamics 365 CRM customers with their marketing statistics data, allowing for quick and easy access to information without having to navigate from one application to the next. Dynamics 365 CRM provides complete details about campaigns and other member activities. This allows users to plan and execute marketing activities more efficiently, and also increases productivity in Dynamics 365 CRM. Features: Sync Mailchimp Data to CRM - Supports syncing of Audience and Tags of Mailchimp along with its members to Dynamics 365 CRM and map with CRM Marketing List. Sync Data from CRM to Mailchimp - Supports syncing of CRM Marketing List and its members (Contacts/Leads) to Mailchimp. Sync Campaigns and Activities - Supports syncing of Campaigns and members activities (Open, Sent, Click, Unsubscribed and Bounced) from Mailchimp to Dynamics 365 CRM. Dashboard & Reporting- Monitor and analyze statistics of Campaigns sent to subscribers.
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    Dayshape Reviews
    Dayshape delivers leading resource management software designed to help organizations achieve extraordinary results. Trusted by Big Four and many other top professional services firms globally, Dayshape is the only solution that combines advanced AI, real-time project financials, and firm-wide insights enabling customers to elevate resource management into a strategic function. With far-reaching connectivity, Dayshape fits into existing ecosystems and stands out as the only resource management vendor with a Workday packaged solution—built to handle complexity and grow with your firm. By driving profitable growth, powering confident decisions, and ensuring satisfied clients and teams—we're helping our customers build strong organizations and careers for the long term.