Business Software for Microsoft Dynamics 365

Enhance your understanding of customers with the innovative Microsoft Customer Experience Platform. Fragmented data can obstruct your ability to see a comprehensive picture of your clientele and hinder the establishment of enduring relationships. Discover how to obtain the insights necessary for success. By unlocking the potential of your customer data, you can craft personalized experiences that resonate. Utilize a platform that empowers you to manage your customer data effectively, allowing for more pertinent interactions and fostering deeper connections. Engage directly with your customers on your own terms while maintaining complete control over your data. Anticipate customer intentions to provide the most suitable content through the appropriate channels at precisely the right time. Ensure seamless customer experiences at every interaction by leveraging AI-driven journeys. Combine transactional, behavioral, and demographic information in real-time to develop a rich, 360-degree perspective of your customers, yielding actionable insights that drive your business forward. This comprehensive approach not only enhances customer satisfaction but also strengthens your brand’s loyalty.

involve.ai offers a user-friendly, no-code solution designed to consolidate all your scattered customer data into a comprehensive early warning dashboard. This platform allows you to grow your business effectively without the need to hire numerous new Customer Success Managers or data analysts. By merging all your fragmented information, you gain complete visibility into your customer interactions, enabling you to enhance their experience as you scale. The system provides tailored action suggestions throughout the customer journey, helping you determine which clients to focus on daily in order to adopt a proactive approach. Furthermore, the sentiment analysis feature yields precise insights into customer health, aiding in the early detection of churn risks and opportunities for upselling or cross-selling before they arise. Additionally, leveraging historical data enables you to establish recommended segmentation and benchmarking, which helps in identifying critical leading indicators for your business's success. This comprehensive approach ensures that you stay ahead in understanding and meeting your customers' needs.

Create a cohesive and tailored omnichannel shopping journey for both customers and partners. Build enduring connections through advanced omnichannel retail solutions that enhance your brand identity. Ensure remarkable buying experiences by integrating physical stores, digital platforms, and backend operations into a single commerce platform. Allow customers the flexibility to choose when, how, and where they wish to shop—utilizing any device and engaging with all available online and offline retail avenues. Facilitate options for customers to make online purchases and either pick them up in-store or have them delivered to their homes through interconnected ordering and fulfillment systems. Effectively oversee promotions and discounts across every retail channel by leveraging precise, real-time data regarding omnichannel sales and costs. Equip B2B organizations and their users with the specialized tools and features necessary for efficient self-service purchasing experiences. By doing so, you can significantly enhance customer satisfaction and loyalty.

DQ For Dynamics offers a comprehensive solution for managing data specifically tailored for MS Dynamics CRM users. It is designed to ensure that the customer data you rely on is both reliable and accurate. This software caters to Dynamics 365 users and CRM administrators, particularly when the standard Dynamics tools fall short and additional support is necessary. DQ for Dynamics integrates seamlessly with Dynamics 365, streamlining the process of cleaning and consolidating CRM records to create a unified view of your customers, making your data more suitable for business applications. With this solution, you can significantly cut down on the time spent reviewing duplicates—up to four times faster than the standard merge review process. The platform allows you to easily configure rules and manage duplicate records through an intuitive multi-record review interface. By enhancing the efficiency of your marketing initiatives, sales monitoring, and comprehensive reporting, DQ for Dynamics addresses underlying issues to facilitate effective segmentation of your CRM data and improve overall data management outcomes. This results in a more coherent strategy for leveraging customer insights across your organization.

DQ Studio™ serves as a robust and highly adaptable engine for managing master data. It boasts the capability to interface with more than 130 different data sources and targets, allowing users to extract information, implement advanced data quality processes, and transfer data to new locations, all within a user-friendly low-code/no-code framework. This application facilitates data extraction from various legacy systems, on-premise setups, or online platforms, ensuring smooth transitions to new environments. With a legacy of over 25 years focused on customer data, we have encountered numerous data quality challenges, and our dedicated team is focused on completing each project within the agreed timeline and budget. Rest easy knowing that your data undergoes proper formatting, transformation, and enrichment before it is checked for duplicates and subsequently inserted or updated in your business applications. The versatility of DQ Studio™ allows for seamless connections to over 130 data sources and targets, empowering users to efficiently migrate data from one location to another, integrate multiple systems, or consolidate numerous platforms by leveraging our diverse connectors. In today's data-driven world, having such a comprehensive tool at your disposal can significantly enhance your organization's data management capabilities.

The era of juggling various applications has come to an end. Chirp was designed to empower customer support representatives by consolidating calls, web chats, emails, and social media interactions into a single platform. With the Chirp JavaScript SDK, users can effortlessly subscribe to Chirp events and perform actions in response, including altering states or initiating calls based on specific web events. Many younger customers gravitate towards live chat due to its expediency. TxChat provides a versatile chat module that seamlessly integrates with your website, allowing you to interact with visitors in real-time. This not only enhances customer satisfaction through personalized offers but also boosts sales conversion rates. The click-to-chat feature allows for direct engagement with potential customers. Additionally, customer support agents benefit from features such as transfer options, canned responses, and the ability to send attachments, which all contribute to delivering quick and effective customer assistance. In a rapidly evolving digital landscape, having such efficient tools at their disposal significantly elevates the support experience.

AtClose is the next generation in digital title, mortgage and escrow solutions. It enables faster closings and data driven insights for better communication and a shorter cycle time for both title and mortgage lending. Automate title, settlement, and appraisal. Automated workflows and robust vendor management solutions simplify and streamline complex processes. Integrated with all major lenders, vendors and other parties in the pre- and post-closing environment. The powerful and comprehensive software platform is designed to improve accuracy, reduce repetition, improve vendor relationships, and save time. Automated business process for appraisal. Title & settlement processing and search automation. Post-close automation & recording automation. Automation and management of underwriters vendor management & detailed reporting. Dynamic, template-based document generation system. Separate portals and systems for vendors and clients.

Enhance your online sales and elevate customer engagement by embracing real-time interactive shopping experiences tailored for your eCommerce venture. Live Commerce embodies Visionet's commitment to transforming customer experiences through innovative product offerings and strategic experience design. This dynamic live streaming marketplace allows sellers to establish their own shopping channels and conduct live shows, enabling them to reach a worldwide audience directly. Maintain the integrity of your brand experience while having the ability to moderate interactions and access real-time data analytics. Facilitate impulse purchases with seamless in-video checkout options that keep customers engaged throughout their experience. Effortlessly integrate this service with your current eCommerce platform to ensure a smooth sync of your product feed. Today's consumers are increasingly seeking interactive, engaging, and enriched shopping experiences, which often include live demonstrations and product reviews. As a result, the realm of livestream eCommerce is witnessing unprecedented global growth and capturing an ever-increasing portion of online retail transactions, showcasing the importance of adapting to modern shopping trends.

As the creators of Microsoft Grants Manager Plus, along with its earlier versions Microsoft Grants Manager and Microsoft Stimulus360 for Microsoft Corporation, we hold the distinction of being the most experienced partner in deploying these comprehensive solutions. InfoStrat Grants Manager Plus offers grantors a seamless, integrated platform that streamlines the entire grants process, covering everything from initial solicitation to review, scoring, awarding, payment processing, and post-award activities. The capability to deploy Grants Manager Plus on the Microsoft Cloud for Government ensures its compliance with FedRAMP standards, making it secure for use. This solution is not only advantageous for federal agencies but is also well-suited for state and local governments, educational institutions, associations, and international governmental bodies. Its versatility and robust features make it an ideal choice for diverse grant management needs across various sectors.

As the race for lucrative deals becomes more fierce, proactive companies are increasingly looking to harness diverse data sources and intelligence, alongside advanced analytics and workflow management systems, to gain a competitive edge. By utilizing Syfter’s robust prebuilt connectors, firms can consolidate their preferred data sources into a single platform, while also collaborating with us to leverage our data science capabilities for training machine learning models that aid in identifying and monitoring target companies. By integrating all existing data subscriptions along with internal data into Syfter, organizations can craft the most comprehensive company profiles available. Furthermore, the Syfter technology suite is designed to automate a substantial portion of the tasks related to company discovery and monitoring, streamlining processes for analysts and researchers in private equity by merging data from various sources and employing machine learning models to generate insights aligned with the firm's unique investment strategies. Ultimately, this blend of innovation and automation not only enhances efficiency but also empowers firms to make more informed investment decisions.

Crunchafi Data Extraction is a powerful automation tool that enables accounting and audit teams to retrieve, standardize, and analyze client financial data in minutes. By connecting directly to client ERPs via a secure, read-only API, it instantly pulls validated data for trial balances, income statements, and general ledger transactions. The platform delivers a pre-built Excel workbook, saving teams hours of manual formatting while ensuring consistency across engagements. Advanced enrichment features automatically calculate financial ratios, AR/AP agings, and cash flow trends, allowing firms to identify risks and opportunities faster. With real-time visualizations and completeness checks, teams can quickly uncover anomalies and present data-backed insights to clients. Crunchafi maintains enterprise-grade data protection—sensitive information is never extracted unless manually entered, ensuring full confidentiality. Whether used for audits, CAS, or transaction services, the software simplifies every step of financial analysis. Trusted by top CPA firms, Crunchafi turns raw client data into reliable, decision-ready intelligence.

For enterprise organizations who need to capture large volumes of paper and digital documents, Brainware Intelligent Capture improves speed, accuracy and efficiency of the capture process. Brainware’s machine learning capabilities automate document classification and data extraction and validation before automatically updating relevant enterprise systems. With Brainware Intelligent Capture, organizations can improve response time, business intelligence and costs.

Solutions for real-time and historical performance management tailored for wallboards and agent desktops are essential. By transforming data into actionable insights, call centers can significantly improve their efficiency. It is crucial to optimize workforce management, ensuring that agents are well-informed and capable of self-managing their tasks. This approach not only enhances the customer experience but also provides real-time performance metrics to adapt to shifting demands. Ensuring that all team members remain aligned fosters a collaborative atmosphere focused on delivering exceptional service to customers. A cohesive agent experience is vital, whether employees are working remotely or on-site. Achieve your operational goals effectively! Geomant Wallboard solutions are capable of aggregating and showcasing data from a multitude of sources. With certified connectors and a wealth of experience with various CRM platforms, we streamline processes for every stakeholder involved. Provide decision-makers with essential metrics across diverse platforms, presenting a comprehensive overview of operations. Additionally, equip your management team with mobile access to effortlessly monitor business health from anywhere, ensuring they remain connected and informed at all times. This level of accessibility transforms how management engages with their teams and drives overall performance.

InfiniteKM is a cloud-driven solution designed to provide a uniform and compliant Customer Experience (CX) across all interactions by enhancing Knowledge Management (KM). It ensures that customers receive timely and accurate information, fostering an engaged and compliant business model with uniform service delivery. By integrating seamlessly with existing technologies like Salesforce, Dynamics, and SharePoint, the InfiniteKM platform promotes governance, risk management, and compliance throughout the organization, empowering teams with the necessary answers. Leading organizations depend on InfiniteKM daily to guarantee that their teams and customers access timely and relevant information across all channels, thereby enhancing CX and ensuring better compliance. Additionally, the platform is utilized to promote strategic alignment among leadership, cultivate team culture, and boost employee engagement, which collectively enhances their capability to provide exceptional CX. This comprehensive approach not only bolsters efficiency but also paves the way for sustainable growth and innovation within the enterprise.

Geomant enhances your current technology to elevate your customer experience significantly. By employing cloud-based solutions and ensuring seamless integrations, we maximize the capabilities of your contact center. Our robust, feature-rich cloud contact center system empowers users with comprehensive functionalities without the burden of expensive hardware or software licenses. With subscription-based pricing, you can easily adjust your licenses based on actual business needs, ensuring you never pay for more than you require. Rapid deployment in just a few hours allows you to quickly enjoy the advantages of integrating a chat solution into your setup. Additionally, we offer support for digital and social channels, in-queue and scheduled callbacks, call recording, and much more! Our solutions also include real-time and historical performance management tools for wallboards and agent desktops. Furthermore, we provide extensive contact center capabilities tailored for Microsoft Teams, ensuring a truly omnichannel experience for all users. This comprehensive approach guarantees that your team can respond effectively to customer needs across multiple platforms.

InterForm simplifies the process of generating documents from your ERP system effortlessly. It is compatible with all ERP systems, allowing you to craft any design you envision using our intuitive drag-and-drop WYSIWYG editor. Serving as the pivotal output hub for your organization, InterForm enhances your output intelligence. You can configure the system to oversee key processes and establish your own criteria to ensure accurate outputs consistently. With InterForm, you receive alerts for all critical scenarios relevant to you or your team, ensuring nothing important is overlooked. For instance, any documents related to a new or significant customer require approval prior to dispatch, and invoices that exceed a designated amount must also receive a specific individual's approval. InterForm is tailored to fit the unique needs of your business rather than being limited to just your ERP. Furthermore, it can manage information from multiple ERPs or other applications simultaneously, providing everything you require within a single tool. Offering platform-independent output management, it operates seamlessly both on-premise and in the cloud, giving you flexibility in how you deploy it. This adaptability ensures that you can leverage InterForm's capabilities regardless of your existing infrastructure.

Cloud-first ERP solutions are specifically designed to meet the needs of life science companies. Merit for Life Science is a cloud-first ERP system that has been expertly crafted for manufacturers in the biotech, pharmaceutical, and medical device sectors. It enhances Dynamics 365 finance and operations, providing a seamless connection across your entire organization. This system effectively aligns resource qualifications with production needs, while also overseeing vendor relationships in procurement to ensure compliance with quality standards during manufacturing. By offering your life science organization enhanced visibility and transparency, it supports the delivery of safe and innovative products, among other benefits. Recognizing that each organization has its own distinct requirements, we are committed to understanding those needs. Explore the comprehensive solutions we provide, which are tailored to satisfy the stringent demands of the pharma, biotech, and medical device industries. Additionally, our system aids in refining your decision-making processes through dependable and auditable accounting practices, while also establishing robust financial reporting standards for acquired entities or preparing your organization for acquisition, ensuring you are always ready for the next step in your growth journey.

Enhance productivity through improved accessibility and clear visibility of costs, all while safeguarding sensitive information. Tungsten Copitrak serves as a comprehensive solution that effectively monitors and recovers expenses, automates document management processes, and eliminates scanning workflow delays. It ensures that users have the access they need while also delivering valuable insights into spending, profitability, and recovery of costs. Access to certain devices, applications, and resources is restricted to authorized personnel only. Reduce expenses, evaluate expenditures, and manage usage effectively. With Tungsten's OCR features, you can easily and securely track, manage, and locate documents. Additionally, integration with email, line of business (LOB) applications, databases, and other connections is designed to be intuitive, secure, and tailored to meet specific needs. This cohesive platform results in a reduced total cost of ownership while facilitating smooth access across various devices, including smartphones, tablets, and terminals. By streamlining processes, organizations can achieve greater operational efficiency and responsiveness.

K3 Fashion offers a comprehensive ERP solution tailored for the fashion industry, integrated within Microsoft Dynamics 365, aimed at enhancing inventory and distribution efficiency to boost profitability through real-time planning features. This platform classifies all products and materials, providing each with a certificate and vital documentation that detail the ethical and sustainability background of the items. Such transparency equips businesses with the necessary information to make informed decisions regarding their products and materials. By transforming your inventory management practices, you can ensure that the right products are available in the right locations and at the right times. This solution not only streamlines processes but also simplifies the intricate task of developing products suited for various seasons, available in a range of colors and sizes. Furthermore, it enables businesses to operate with greater efficiency and detect potential issues early by offering a comprehensive overview of the entire product lifecycle from inception to completion, empowering companies to thrive in a competitive market.

Greymatter, a Full Lifecycle CRM can be described as a FL-CRM (pronounced "fulcrum") Greymatter, which is a fulcrum, lightens a heavy burden and can be used as a pivotal point for reducing repetitive administrative tasks. It also helps to break down legacy silos that exist between traditional Higher Education solutions. Greymatter allows Universities and Colleges to centralize data, capture and analyze engagement, perform insightful analysis, and strengthen relationships with constituents. This can include prospects, applicants and active students, alumni as well as donors and partners. Greymatter improves community and business relationships through corporate learning and data sharing programs that focus on academic achievements. Management of applicants, counselors, coaches and applicants.

Empower your sales and support teams to operate from any location while assisting customers through voice or chat, eliminating the necessity for traditional infrastructures like servers or telephones. Our contact center software operates on a flexible monthly pay-per-use model, allowing you to scale as needed. We leverage cloud services from prominent providers across Europe, the Middle East, and South Africa, and ensure additional local points of presence and numbers through partnerships in Morocco, Egypt, Pakistan, India, Kenya, Nigeria, and South Africa. Unlike other cloud solutions, this setup guarantees that your customers will not face latency issues caused by round-trip connections to servers located in the UK or the US. In the event that international fiber connections to Europe or the US are compromised, the local points of presence will maintain uninterrupted service, ensuring your customer support remains flawless. With our cloud-based solution, there is no requirement for server installations or phone purchases; all that is needed is a web browser to get started. This convenience allows for seamless transitions and flexibility in managing customer interactions.

MetaViewer serves as a crucial tool for organizations aiming to eradicate manual data entry, reduce expenditures, and transition to a fully paperless environment through a scalable automation solution that can be implemented across the entire organization. This advanced document management and accounts payable automation system is designed to fulfill the demands of contemporary businesses. By seamlessly integrating with ERP platforms such as Microsoft Dynamics, MetaViewer empowers users to carry out daily operations with enhanced efficiency and precision while accommodating your specific business rules and workflows. The solution provides improved oversight of your financial operations, facilitating better management of spending through insightful automation. Additionally, executives gain a comprehensive and in-depth perspective of financial workflows, ranging from invoice processing to payment execution, which fosters more informed, data-driven decision-making. As businesses continue to evolve, MetaViewer stands out as a vital investment for those looking to optimize their financial processes and drive operational excellence.

Evergreen is a next-generation cloud platform that supports a wide range of professional services, including AEC, accounting and marketing, legal, and consulting. Evergreen is built on Microsoft Dynamics 365 and Microsoft 365 and Microsoft Azure. It serves as a processing engine and transactional engine for core professional service functions such as project management, time billing, scheduling, onboarding, and billing. The solution provides more functionality than legacy ERP or Professional Services Automation (PSA) solutions. It helps to increase productivity and profitability by ensuring efficient project, accounting, financial and resource management. Evergreen is a true cloud. This means that you can control your cloud, your data, and the costs associated with it. You can also customize it and configure it to integrate with other services. sa.go! provides rapid value through a proven architecture, defined and tested processes, ready-to-use data models and report packs, advisory hours, and Managed Services. All this is packaged in an easy-to-consume, per-user per-month subscription price model which helps you scale your systems as your business grows.

Built on the Microsoft Power Platform and Azure Web Services, the empower suite offers cutting-edge, cloud-based business productivity tools and solutions. This package contains workflow and automation tools, productivity apps/assistants, and data-driven, subscription-based business intelligence and analytics products. The suite offers role-based data that can assist you in assessing and forecasting the cashflow condition of the company, delivering insightful financial analysis, improving HR procedures, streamlining the onboarding of new clients, and offering client analytics. With the help of a number of connectable adapters, these apps may be combined with Evergreen or any other current finance, billing, and CRM software you may be using, saving you the time and effort of switching between several platforms. Empower can provide "one version of the truth" across all of your tools and apps in addition to evergreen by sa.global and assist with optimization.

Documati is an advanced document creation solution designed for high-volume needs, seamlessly compatible with any CRM or ERP system. Utilize our flexible REST API through platforms like Zapier, RPA tools, or even no-code and low-code environments, as well as your own custom applications. To generate documents, simply open your CRM in a Chrome browser, select a document template, and click a button. Instantly, you will have a Word, PDF, or PowerPoint document populated with relevant data from your CRM. Witness how a typically time-consuming task transforms into a quick, one-minute process. You can easily connect to any CRM without incurring the expenses of an elaborate integration project. In just one minute, produce hundreds of documents by merging data into your chosen template. All it takes is a connection to your CRM and a simple click, while Documati efficiently fills out your documents behind the scenes. This innovative approach enhances productivity and streamlines workflows significantly.