Business Software for Microsoft Dynamics 365

Duet360 OneOffice, created by Endowance Solutions, is an integration platform designed to effortlessly link Salesforce with a variety of ERP systems such as Infor, Epicor, Sage, Microsoft Dynamics, NetSuite, SAP, and IFS. This innovative solution empowers organizations to harmonize data across several ERPs within a single Salesforce instance, accommodating intricate needs like multi-company accounting and tailored management of Ship-To accounts. By streamlining both front and back-office operations, Duet360 OneOffice allows for swift implementation—typically within a four-week timeframe—enabling businesses to make strategic, data-driven choices while proactively meeting customer needs. As a managed cloud service, it simplifies integration challenges, boosts performance and stability, and reduces the necessity for extensive IT involvement, thereby ensuring that businesses can focus on their core operations without the distraction of technical hurdles. This comprehensive approach not only enhances operational efficiency but also positions companies to adapt quickly to changing market conditions.

Unifonic is an innovative platform driven by artificial intelligence, designed to foster personalized engagement with customers across multiple channels. It supports a variety of communication methods, such as SMS, WhatsApp, Messenger, push notifications, and voice calls, enabling businesses to interact with their clients via their preferred communication avenues. With over 100 native integrations with popular tools like Salesforce, HubSpot, and Shopify, it streamlines workflow automation effectively. Additionally, Unifonic's Flow Studio features ready-made templates for common scenarios, including abandoned cart notifications, one-time passwords, and chatbot integration, making it easier to set up automated processes. This platform not only boosts marketing initiatives but also enhances IT and operational efficiency through low-code development capabilities, while providing round-the-clock AI-driven customer support. Unifonic serves a global market, boasting an impressive 95% coverage, having dispatched over 25 billion messages, and catering to a client base of more than 5,000 businesses, showcasing its extensive impact in the industry. Furthermore, its commitment to innovation ensures that businesses can adapt to the evolving demands of customer engagement.

Precog is an advanced platform for data integration and transformation, crafted to enable businesses to easily access, prepare, and analyze data from various sources. Featuring a no-code interface alongside robust automation capabilities, Precog makes it straightforward to connect to multiple data sources and convert raw data into actionable insights without necessitating any technical skills. The platform also facilitates smooth integration with widely-used analytics tools, allowing users to accelerate their data-driven decision-making processes. By reducing complexity and providing exceptional flexibility, Precog empowers organizations to fully harness their data's potential, enhancing workflow efficiency and fostering innovation across different teams and sectors. Moreover, its user-friendly design ensures that even those without a technical background can leverage data effectively.

Walmeric presents an all-encompassing platform for managing leads that transitions seamlessly into revenue management, aimed at refining the processes of lead handling, marketing, and sales. This platform facilitates omnichannel lead capture, enabling businesses to automate their interactions with leads while tracking digital footprints, optimizing calls, and delivering tailored messaging. By leveraging artificial intelligence and machine learning, it enhances sales conversion rates, effectively segments target audiences, and monitors leads throughout each phase of the sales funnel. The system incorporates speech analytics to gain deeper insights into customer discussions, thereby refining the lead qualification process. Additionally, Walmeric supports effortless integration with various external platforms through APIs and connectors, further enhancing its capabilities. By merging cutting-edge technology with strategic marketing instruments, Walmeric empowers organizations to expand their operations, elevate lead engagement, and achieve improved conversion rates. Thus, with its innovative approach, Walmeric stands out as an essential tool for businesses aiming to thrive in a competitive landscape.

Akitra Andromeda represents a cutting-edge, AI-driven compliance automation solution aimed at simplifying the complex landscape of regulatory compliance for organizations, regardless of their size. It accommodates an extensive array of compliance standards such as SOC 2, ISO 27001, HIPAA, PCI DSS, SOC 1, GDPR, NIST 800-53, along with tailored frameworks, allowing businesses to maintain ongoing compliance with ease. With more than 240 integrations available for major cloud services and SaaS applications, it effortlessly fits into existing operational processes. The platform’s automation features significantly lower the expenses and time involved in traditional compliance management by automating the processes of monitoring and gathering necessary documentation. Additionally, Akitra offers an extensive library of templates for policies and controls, which aids organizations in developing a thorough compliance program. Its continuous monitoring functionality guarantees that assets are not only secure but also remain compliant at all times, providing peace of mind for businesses. Ultimately, Akitra Andromeda empowers companies to focus on their core operations while seamlessly managing their compliance obligations.

CRMJetty, a division of Biztech IT Consultancy, excels in providing tailored portal solutions for various CRM platforms such as Salesforce, Microsoft Dynamics 365, SuiteCRM, and SugarCRM. Their product range encompasses self-service portals, partner relationship management (PRM) portals, and vendor portals, all aimed at boosting user engagement and improving operational efficiency. Emphasizing security, no-code customization, and seamless real-time integration with CRM systems, CRMJetty delivers scalable solutions. Recently, they have rolled out AI-enhanced features to further refine portal management. With over 15 years of industry expertise, they assist businesses in developing effective and user-friendly portals that meet diverse needs. By continually innovating, CRMJetty ensures that their solutions remain relevant and highly competitive in the marketplace.

Obol transforms cash management by centralizing real-time bank data, transactions, and forecasts into a single, intuitive system. Teams can set up the platform in minutes, instantly replacing manual tracking with automated reporting and live dashboards. Obol’s AI-powered Copilot provides instant answers, trend identification, and cash flow explanations to support faster, data-driven decisions. Built-in forecasting models automatically sync with live data to ensure every plan reflects current financial reality. Finance leaders can simulate scenarios, identify gaps, and assess runway with precision. With 35,000+ bank and ERP integrations, Obol adapts to any financial stack. Its automation capabilities reduce manual entry by over 80%, freeing teams to focus on strategy instead of admin work. Designed for startups, SMBs, mid-market companies, and global enterprises, Obol scales with the evolving needs of modern finance teams.

The SAP Store serves as a vast online marketplace where companies can find, test, and buy more than 3,000 applications, extensions, and services provided by SAP and its reliable partners. This platform presents a diverse range of solutions aimed at helping organizations tackle various business challenges, including enterprise software and tools for finance, human resources, and analytics, in addition to innovative applications and enhancements. Users have the option to explore both complimentary trials and premium offerings, ensuring smooth access to SAP and partner solutions that enhance business operations. With user-friendly browsing and search functionalities, businesses can easily locate, acquire, and manage their desired solutions while enjoying seamless integration with their existing SAP technologies. This convenience ultimately empowers organizations to optimize their workflows and drive efficiency across all departments.

Endear functions as a comprehensive platform for retail customer relationship management and clienteling, consolidating customer information such as preferences, past orders, and engagement history to enable tailored interactions in both online and in-store settings. It includes a variety of features like automated marketing campaigns, a centralized messaging inbox that accommodates email, text, and WhatsApp, sophisticated omnichannel analytics, a tool for creating shoppable stories, and resources for appointment scheduling and follow-ups. The platform also ensures smooth integration with numerous retail systems, allowing for real-time data updates and a holistic view of customer interactions. Users have reported impressive outcomes, achieving a 136-fold return on investment, a 72% boost in average order value, and a 55% increase in order frequency after adopting Endear's solutions. Furthermore, Endear's ability to enhance customer engagement has made it an invaluable asset for retailers looking to optimize their operations.

Lumi AI serves as a comprehensive analytics platform designed for enterprises, allowing users to delve into data and derive personalized insights through natural language inquiries, which removes the necessity for knowledge in SQL or Python. This platform provides a range of features, including self-service analytics, conversational analytics, customizable visual representations, knowledge management, smooth integrations, and strong security measures. It caters to various teams such as data analysis, supply chain management, procurement, sales, merchandising, and financial planning by delivering actionable insights that align with specific business terminology and metrics. Lumi AI's intelligent workflows can manage both straightforward and intricate queries, revealing underlying causes and enabling sophisticated analyses while effectively interpreting language tailored to business contexts. Additionally, Lumi AI seamlessly connects with multiple data sources and upholds enterprise-level security by processing data within the client's infrastructure and implementing advanced user permissions and query management, thereby fostering a secure and efficient analytics environment. This multifaceted approach ensures that organizations can harness their data to drive informed decision-making and strategic growth.

Agentic Brain provides advanced AI sales agents that automate mundane tasks, enabling sales teams to dedicate more time to closing deals. These specialized agents are tailored with the latest data and top-tier sales strategies, guaranteeing prompt follow-ups while delivering a steady influx of qualified leads. Functioning around the clock without the need for manual intervention, Agentic Brain effortlessly integrates with a variety of communication platforms, lead generation tools, project management applications, and customer relationship management systems. The implementation process encompasses a thorough project assessment, AI customization, integration, testing, and complete deployment along with continuous support. By streamlining various tasks, Agentic Brain seeks to enhance talk time, boost inbound leads, and improve overall sales productivity, ultimately transforming how sales teams operate. This innovative approach not only maximizes efficiency but also empowers sales professionals to focus on building relationships and closing more deals.

Fexa is an advanced computerized maintenance management system tailored for businesses operating across multiple locations, aimed at simplifying intricate operations and fostering smooth collaboration among staff, service providers, and management teams. The platform features automated work order management, customizable workflows, and provides real-time data analytics, along with mobile access for field technicians and tools for managing service providers and budget planning. With its ability to integrate seamlessly with various systems, including ERP and accounting software, Fexa's facility management software enhances operational efficiency, adapts to changing needs, and improves performance at all locations. It equips facilities management teams with a user-friendly tool that not only integrates with existing processes but is also designed to automate complex workflows effortlessly. Furthermore, Fexa empowers organizations to tailor their workflows to address specific business challenges, effectively anticipating and mitigating issues that they may not even realize exist. This proactive approach allows teams to operate with heightened efficiency and effectiveness, ultimately leading to improved overall productivity.

The SCExpert platform, developed by Made4net, serves as a versatile and responsive supply chain execution solution tailored to the evolving demands of contemporary enterprises. It is accessible through both cloud-based and on-premise deployments and boasts an integrated suite that covers warehouse, transportation, labor, and yard management functionalities, which can be implemented individually, adjusted, or combined as necessary. Designed with a unified technology stack from the outset, SCExpert facilitates smooth integration with a variety of backend systems, such as SAP, Dynamics, Netsuite, Sage, Acumatica, along with ecommerce solutions like Magento and Shopify. Among its standout features are a flexible data model that accommodates multiple inventory and document formats, customizable business logic for establishing multi-tiered policies, and a user-friendly interface that allows for tailored views, searches, reports, and dashboards. Additionally, it provides role-based user access and an open integration layer, simplifying the process of incorporating third-party applications into the ecosystem. This adaptability ensures that businesses can optimize their supply chain processes to align with their specific operational requirements.

PaperSave, a solution by PairSoft, is designed to simplify document management and automate workflows, allowing businesses to reduce reliance on paper and manual processes. Integrated with leading ERP systems such as Microsoft Dynamics, PaperSave enables businesses to capture, store, route, and manage documents electronically with minimal effort. The platform automates invoice processing, approval workflows, and document archiving, helping businesses improve operational efficiency and reduce costs. PaperSave’s advanced search functionality and audit trail ensure that businesses can easily access, track, and manage documents while maintaining compliance with industry regulations.

Translate4Dynamics simplifies multilingual support within Microsoft Dynamics 365 CRM by offering real-time translation of CRM records using Azure AI Translator Services. It enables businesses to instantly translate specific CRM fields, offering flexibility in choosing which records to translate. The platform supports rich text translations, preserving original formatting, and includes a side-pane feature for easy comparison of original and translated content. By automating the translation process, Translate4Dynamics reduces manual effort and enhances communication, improving collaboration across global teams and boosting customer satisfaction with seamless multilingual support.

FIESA is a sophisticated and intelligent field service automation platform that leverages Microsoft Dynamics 365 to optimize all dimensions of field operations. This software automates critical processes such as work order management, technician scheduling, dispatching, and facilitates immediate communication with customers. With more than 15 years of expertise in software development, FIESA significantly boosts workforce efficiency, minimizes operational expenses, and enhances service quality within the field service sector. It incorporates advanced features like AI and IoT-driven predictive maintenance, seamless integration with WhatsApp for quick technician updates, and accessibility across various devices including desktops, tablets, and smartphones. Among its capabilities are contract management, inventory tracking, detailed work order and asset oversight, along with robust analytics and reporting functionalities. FIESA is tailored specifically for technicians, ensuring they remain connected in the field, which not only improves service efficiency but also allows for dynamic workforce management in real-time. By harnessing these features, FIESA empowers organizations to deliver exceptional service and adapt quickly to changing operational needs.

HelloSky is an innovative platform that leverages AI to enhance the efficiency of executive recruitment and talent acquisition processes. By integrating data from human resources, companies, talent pools, investors, and assessments into a single GenAI-driven interface, it provides users with tools for market mapping, real-time monitoring, and the proprietary SmartRank technology, all aimed at improving the identification and assessment of executive talent. The platform's advanced capabilities include executive competency smart tags and relationship intelligence, which facilitate the discovery of actionable pathways to leading talent by analyzing comprehensive employment histories, investment patterns, and educational backgrounds. Additionally, HelloSky enhances user profiles with intelligent tags like 'Revenue Scale' and 'Funding' to streamline the search for professionals with specific qualifications. Beyond these features, it also incorporates firm-wide connection scanning, talent monitoring, CRM and deal system integration, and sector intelligence analysis, making it a comprehensive solution for organizations aiming to optimize their talent acquisition strategies. Ultimately, HelloSky redefines the approach to sourcing top-tier executives by providing unparalleled insights and connections within the talent landscape.

Kernel is an innovative AI platform tailored to improve revenue operations (RevOps) by revolutionizing the way B2B companies handle and leverage their account information. It features modular AI solutions that effortlessly integrate with intricate enterprise CRMs, equipping users with tools to maintain foundational data hygiene and enrichment, thus guaranteeing the integrity and reliability of their data. The AI-enhanced account research and prioritization module provided by Kernel enriches and organizes accounts based on tailored data metrics that correspond to your ideal customer profile. Furthermore, the TAM (Total Addressable Market) account sourcing module identifies and incorporates high-potential accounts that may be absent from your CRM, thereby broadening your market opportunities. By substituting traditional static data providers, Kernel streamlines comprehensive account research, sustains data cleanliness, and creates customized tiered lists, empowering RevOps teams to concentrate on strategic projects instead of data upkeep. This not only optimizes operational efficiency but also drives better decision-making through improved data insights.

Yonda is a comprehensive sales-tax automation solution designed to integrate effortlessly with your current technology infrastructure, including ecommerce platforms, payment gateways, billing applications, and accounting systems, all without the need for coding. It simplifies the process by automatically calculating, filing, and remitting sales tax, VAT, and GST both in the United States and internationally. The platform efficiently monitors your tax obligations ("nexus"), oversees registrations and permits in necessary jurisdictions, applies accurate tax rates during checkout or on invoices, and prepares, reviews, and submits sales tax returns while ensuring timely remittance to the relevant authorities. In addition, Yonda offers complimentary nexus monitoring and assigns a dedicated account manager, merging cutting-edge automation with personalized service to cater to the distinct distribution methods and product offerings of each business. With its easy, no-code integrations with major platforms such as Shopify, Amazon, WooCommerce, Stripe, QuickBooks, and Xero, Yonda provides an intuitive dashboard that enables users to track filings, access reports, and avoid costly penalties. The combination of advanced technology and expert support ensures that businesses can focus on growth while Yonda manages their tax compliance needs effectively.

CereTax is an innovative cloud-native platform designed for sales tax automation, expertly managing complexities while offering rapid and reliable performance. Its architecture is built on a robust AWS multi-regional infrastructure, guaranteeing an impressive 99.999% uptime and exceptional scalability, which allows it to efficiently handle thousands of concurrent API and batch requests without any interruptions. The platform enables real-time transaction processing, checks the validity of purchase addresses, determines nexus and taxability, and calculates exact tax amounts in mere milliseconds. Additionally, it populates invoices with precise tax descriptions to ensure transparency in billing, compiles data for comprehensive reporting, updates financial records seamlessly, and maintains all necessary data for audit purposes. Featuring a sophisticated rules engine, it accommodates custom data inputs, overrides, intricate product bundles, revenue apportionment, and special tax considerations. Moreover, with its pioneering GIS-based rooftop accuracy, every transaction is associated with relevant statute citations, providing clarity and control directly at the user interface level, ultimately enhancing the user experience and ensuring compliance. This level of detail and automation positions CereTax as a leader in sales tax management solutions.

HitHorizons offers seamless access to a comprehensive database featuring over 80 million European companies through its various tools, including an API, screener, smart charts, patent information, product scanner, financial reports, and an AML sanctions database, along with tools tailored for the UK market. The sales and marketing data API enhances CRM and ERP systems by automatically populating essential company details such as name, address, industry, SIC code, sales figures, employee counts, national identifiers, VAT numbers, and social media links, utilizing autocomplete searches and sophisticated matching processes; additionally, it tracks updates in company information. This platform is instrumental for B2B lead generation and market analysis, providing 18 different filtering criteria such as region, industry, SIC code, sales volume, employee numbers, and website/domain, which facilitate ranking, benchmarking, and the creation of individual company profiles, along with the capability to export data in CSV format for up to 50,000 records. Moreover, it provides current billing information sourced from official registries, including name, legal structure, address, and VAT details, when accessible. With its extensive features and real-time updates, HitHorizons significantly streamlines the process of obtaining crucial business data for various applications.

Join a diverse range of top retailers, franchises, and wholesalers who are opting for our acclaimed solutions to enhance their online and in-store sales. Elevate customer satisfaction and optimize your operational workflows with our SaaS click & collect BOPIS tool. Gain access to exclusive, real-time insights into customer demand for products across your entire retail network. Discover what items customers are seeking online and subsequently purchasing in physical stores. Identify immediate sales loss opportunities at both the product and store levels. Strategically plan your store and seasonal product offerings throughout your network. Designed specifically for retailers, franchises, and wholesalers, our platform aims to improve customer interactions while maximizing your inventory. Process orders directly from your store network to ensure quicker deliveries and lower shipping expenses. Drive in-store traffic from eager shoppers and benefit from real-time reporting on customer demand. This comprehensive approach allows businesses to adapt to changing market conditions and customer preferences seamlessly.

CloudNuro.ai serves as a smart platform for managing both cloud and SaaS environments, providing organizations with enhanced visibility, governance, optimization, and automation capabilities throughout their digital ecosystems. With its unified interface, it effectively identifies all SaaS applications, including those that fall under Shadow IT, using various detection techniques such as DNS, SSO, browser agents, and APIs. The platform continuously catalogs applications in real time and highlights tools that are either unused, duplicated, or not authorized for use. It also provides valuable insights into expenditures, usage patterns, license entitlements, and application engagement metrics, empowering teams to manage costs efficiently and negotiate contract renewals based on solid data. Furthermore, automated workflows facilitate processes such as user onboarding and offboarding, approval workflows, compliance assessments, and policy enforcement, which not only lighten the IT department's burden but also enhance security measures. In addition, CloudNuro.ai boasts robust integrations with leading SaaS and cloud service providers, including M365, Salesforce, and various ITSM tools, which allows for seamless synchronization of catalog information, subscription management, and policy automation, ultimately streamlining operations across the organization. This comprehensive approach ensures that businesses can maintain control over their software assets while maximizing value and minimizing risks.

Longview Transfer Pricing enhances and simplifies the process of operational transfer pricing by consolidating data from various sources into a unified system where aspects like data collection, allocation, segmented reporting, and profitability assessments are managed through user-friendly, customizable modules. Its rule-based engine facilitates the calculation of transfer price targets and necessary adjustments across product, entity, and counterparty levels, allows for intraperiod examinations and goal-seeking scenarios, and utilizes historical data to track margins and uphold global compliance standards. Users are empowered to organize intercompany transactions, establish multi-dimensional segments—such as product, geographic region, and cost center—and perform real-time currency conversions while managing FX rates seamlessly. Furthermore, with the help of dynamic dashboards, engaging visualizations, and detailed analytics, finance and tax professionals can derive valuable insights into pricing strategies, all while ensuring comprehensive audit trails and documentation that align with BEPS regulations. This comprehensive approach not only streamlines compliance but also enhances decision-making capabilities across the organization.

OpenText's B2B Integration Foundation allows companies of all sizes to utilize robust self-service tools, partner kits, and ERP adapters to swiftly onboard and integrate trading partners, significantly minimizing the workload associated with B2B initiatives, which is particularly beneficial for small and medium-sized businesses that may not possess in-house EDI knowledge. The platform offers self-service configurations for various communication methods such as AS2, SFTP, FTPS, and HTTPS, while also streamlining management of the integration environment through an intuitive registration and configuration portal. It includes pre-built trading partner kits, which provide essential documents and protocol support for seamless connections with key partners, and utilizes the OpenText Trading Grid Messaging Service, a global value-added network that guarantees secure and rapid exchanges of business information across the globe. Additionally, the system accommodates up to 100 document maps for effective data translation and facilitates point-to-point connectivity with as many as 50 partners, supporting a diverse array of standards. This comprehensive solution not only enhances operational efficiency but also empowers businesses to adapt quickly to changing market demands.