Business Software for Microsoft Dynamics 365

Velostics was the first to offer a unified schedule for truck shipments that includes shipper, broker, and end-customer. Say goodbye to multiple tools and dispersed communication. Improve existing technology strategy by implementing a unified schedule platform to meet customer expectations quickly. Shippers make money when they ship and not when they are waiting. Increase throughput. Automate inbound/outbound shipments precisely, freeing up resources for more valuable tasks. Focus on what's important, knowing that logistics processes are running smoothly and flawlessly. Velostics is more than just replacing outdated software, such as spreadsheets, with a modern SaaS-based platform. We are partnering with you to provide intelligent, high-performance logistics.

VeriTouch helps you to serve, solve and sell. VeriTouch, a vertical Customer Engagement solution built on top of Microsoft Dynamics 365 and optimized with industry best practice, allows financial institutions to put customer relationship management (CRM) at the heart of their digital transformation journey. VeriTouch consolidates information from the organization's digital channels and back-end systems. It provides a unified interface with standardized processes for serving customers efficiently. It also offers streamlined and tailored solutions that address customer concerns and needs. It also provides recommendations and guided sales tools to deliver relevant and differentiating offers to customers. VeriTouch Benefits; Improve Data Quality, Reduce TAT and Cost of Servicing. Improve Cross-sell Rate, Provide Single View Of Customer, Improve Sales Team Efficient, Reduce Cost of Client Acquiring, Improve Marketing Efficiency.

Dapt seamlessly integrates payroll, accounting, time-tracking, and various other tools to ensure everything remains current and precise. With Dapt, you can monitor ongoing work and evaluate profitability, allowing for real-time adjustments. Your accounting team will no longer need to spend excessive hours seeking straightforward answers. Thanks to Dapt's strong compatibility with accounting platforms like QuickBooks, JobTread, MS Dynamics, Sage, and more, you receive accurate data every time you run payroll. By eliminating the need for spreadsheets and preventing double entries, Dapt saves over 40 hours each month. Additionally, Dapt automates job costing, rate calculations, and numerous repetitive processes, thereby reducing errors and the necessity for manual input. Customers of Dapt can select the payroll and time solutions that best suit their needs. At Dapt, our dedication lies in empowering our customers to thrive by offering precise and timely data. Beginning with the simplification of job cost accounting, we have developed a comprehensive, flexible, and user-friendly SaaS solution that caters to diverse business requirements. Our goal is to ensure that every aspect of your financial management is as streamlined and efficient as possible.

Harness the capabilities of tailored models to gain a strategic edge in your market. With our advanced enterprise Gen AI framework, you can surpass conventional limits and delegate repetitive tasks to robust assistants in real time – the possibilities are endless. For businesses that prioritize data protection, customize and implement generative AI solutions within your own secure cloud environment, ensuring safety and confidentiality at every step.

Envision a scenario where endless hours spent on invoices, receipts, and accounting tasks are no longer a burden. Instead, you can concentrate on what truly propels your business, such as pursuing new ventures and making pivotal decisions that influence your future. Digitoo provides the convenience of receiving invoices in familiar digital formats like PDF, PNG, JPEG, TIFF, or ISDOC. This innovation eliminates the hassle of managing paper documents and the tediousness of manual data transfers. With Digitoo, you are guaranteed an efficient and paperless accounting journey, which saves you both time and effort. There’s no need for laborious manual data entry, document scanning, or printing anymore, as these functions are automated to liberate precious time for you and your team. Furthermore, having instant access to your financial information empowers you to make well-informed decisions confidently. Understanding your company's financial landscape is crucial, and with Digitoo, you can process all your invoices in real-time, enhancing your operational efficiency. This transformation not only boosts productivity but also allows you to focus on scaling your business.

Empower your development team to significantly reduce time spent on tasks, streamline processes, and rapidly provide exceptional experiences using Canopy. Establish secure connections to top-tier SaaS platforms, relational databases, spreadsheets, and CSV files. Create new connectors to any dataset within minutes, accommodating internal data, niche and long-tail SaaS applications, as well as intricate integrations. Format your data precisely to suit any action or experience required. Distribute data via your tailored API, implementing the ideal communication and caching methods to ensure peak performance. Instantly monitor, manage, and resolve issues related to your priorities with real-time insights, actions, and controls at your fingertips. Designed to surpass enterprise requirements, Canopy offers unparalleled security, compliance, scalability, and rapid response times, making it an essential tool for modern businesses. With its robust features, Canopy ensures that your team can focus on innovation rather than getting bogged down by operational challenges.

Connect your CRM platform, like Salesforce or Microsoft Dynamics 365 Sales, seamlessly with your ERP system, such as Microsoft Dynamics 365, using Rapidi for a swift and uncomplicated integration process. Our data integration solution is designed to facilitate the connection between Salesforce and any Microsoft Dynamics ERP or CRM application effectively. With pre-built templates available for immediate use, you can also tailor them to fit your specific needs without requiring any coding skills. Managing any integration project involving Microsoft Dynamics and Salesforce is hassle-free, ensuring that your business experiences minimal disruption, no matter the size or complexity of the integration. This streamlined approach allows you to enhance operational efficiency and improve data accuracy across your systems.

Centralize your Treasury processes with the most comprehensive and flexible platform that is built to handle any level of complexity. Datalog TMS automates the reconciliation of accounts, calculation of fees, and optimization of interest rates. You will be able to manage cash flows, forecasts, payments, in-house banking and sophisticated financial instruments. You're ready to modernize your Treasury but don't have a clue where to start? Choose a TMS Module that will help you where you need it the most. You can then add on, rolling out new modules gradually with minimal disruption, until you have an integrated TMS that meets all your treasury requirements. Connect seamlessly with any ERP, IT, or accounting system. Automatically exchange account data in any file format with any bank.

Both organizations and their workforce face various legal and financial hazards. Numerous elements contribute to the complexity of the current processes. Each nation has distinct and ever-evolving regulations regarding equity, which can lead to significant financial repercussions for both the business and its employees. The intricacies of tax codes related to equity can be daunting, and errors can have lasting consequences, often resulting in missed opportunities for substantial tax savings. Establishing and managing global equity plans demands considerable time and resources, as it involves extensive and costly research. Keeping track of ongoing changes is challenging, and the potential for errors is high. To navigate these complexities effectively, it is crucial to implement proactive alerts that help maintain compliance on a global scale and prevent any possible exposure issues. This approach not only safeguards against penalties but also streamlines the management of equity plans, making the entire process more efficient.

Holiday Management serves as an enhancement for Dynamics 365 Project Operations, enabling both supervisors and staff to effectively oversee and track vacation days and various absences. For managers, it allows the establishment of holiday lists that can be categorized into international, national, and regional types, which can be applied to specific employee groups based on their geographical location. The system can seamlessly integrate holidays into team members' calendars as non-working days, ensuring they are reflected on the Schedule Board within the PSA or PO applications. Additionally, managers have the ability to automate approval processes for specific absence types, streamlining the workflow. Meanwhile, team members can utilize the application to submit vacation requests for full days, half days, or extended periods off. The app is accessible on smartphones, tablets, and desktops, providing users the ability to monitor the status of their vacation requests and track the remaining vacation days available for the year. Essential features of the application include the management of holiday requests and approvals, a comprehensive overview of team members’ absences, and a holiday list tailored to various employee groups based on their location, ensuring a customized experience. Furthermore, this tool enhances communication and transparency regarding time off, fostering a better work-life balance for all employees.

Transform your audit experience by utilizing 10-minute user access evaluations, adaptable provisioning and de-provisioning processes, along with comprehensive reporting capabilities, all integrated within a single, scalable Identity Governance and Administration (IGA) platform. The streamlined onboarding process alleviates the implementation workload from your team, allowing them to focus on other crucial IT projects. With automated evidence gathering compiled into an easily accessible ledger, the hassle of collecting spreadsheets and screenshots is eliminated, saving valuable time. Additionally, features like nested entitlements and Clarity Explorer grant clarity on the factors influencing user access and the rationale behind it. The platform also supports true role-based access control (RBAC) and includes automated workflows, ensuring complete harmony with your organization’s structure and requirements. In contrast to conventional manual approaches, Clarity equips you with all the essential tools to swiftly enhance your identity governance strategy while flexibly adjusting to your organization’s expansion. Quick assessments facilitate the certification of user access, entitlements, roles, application access, and much more, ensuring a robust and efficient governance framework. This comprehensive approach not only simplifies the process but also fosters a proactive stance in managing access controls effectively.

The "for All" platform was designed to accommodate a new breed of "citizen campaigns managers" who do not require any technical knowledge. Training for 50+ use-cases can be done on the move (10 minutes) to ensure seamless conversations throughout the customer journey. Train bots to be deployed seamlessly across 15+ channels, including telephony and web, social media, WhatsApp, and more. Our templates are ready to use for industries like banking, insurance and automotive. Teams can save time and energy. Web SDK and channel-specific integrations make it easy to deploy bots designed for multiple channels in minutes. Add images, docs, short links, carousels, etc. Make text conversations visually engaging for your customers. This unique feature allows the conversion of text between languages without the need to type manually in each language.

Introducing Skail, your innovative digital twin designed for AI-driven email automation. This groundbreaking communications platform harnesses AI context embedding to help you develop a virtual counterpart that effortlessly integrates into your daily routine, automating your email correspondence while maintaining your distinctive style and voice. With Skail at your side, you can eliminate the tedious hours spent on researching and composing tailored emails. Our sophisticated AI technology effortlessly links with your CRM and external data sources, generating personalized and impactful messages in mere seconds. Skail creates emails by drawing from both the personal and professional information you provide, as well as analyzing real writing samples. This strategy allows Skail’s AI to accurately replicate your unique writing style, tone, and mannerisms. Consequently, you can significantly boost your productivity while ensuring that the quality and human element of your communication remain intact, providing a seamless blend of efficiency and authenticity. In a world where effective communication is key, Skail empowers you to stay connected without sacrificing your individuality.

As a leader in the business arena, it's crucial to have unwavering confidence in your data, ensuring it is thoroughly governed, compliant, and precise. This entails incorporating all data from every source and location without any restrictions. It's important to have a comprehensive grasp of your data resources. Conduct audits to assess risks, compliance, and quality to support your initiatives. Create a detailed inventory of data across all sources and types, fostering a collective understanding of your data resources. Execute a swift, cost-effective, and precise one-time audit of your data assets. Audits for PCI, PII, and PHI are designed to be both fast and thorough. This service approach eliminates the need for any software purchases. Evaluate and audit the quality and duplication of data within all your enterprise data assets, whether they are cloud-native or on-premises. Ensure compliance with global data privacy regulations on a large scale. Actively discover, classify, track, trace, and audit compliance with privacy standards. Additionally, oversee the propagation of PII, PCI, and PHI data while automating the processes for complying with Data Subject Access Requests (DSAR). This comprehensive strategy will effectively safeguard your data integrity and enhance overall business operations.

CDG Elements is a cloud-based, open architecture OSS/BSS platform designed to enable service providers in broadband, data, utility, and interconnect services to build an ideal service ecosystem that fosters customer growth, enhances business intelligence, and implements AI/ML and automation technologies to boost operational efficiency and revenue. As a company that is owned and managed by operators, we are committed to transforming the telecommunications landscape by offering innovative, operator-centric open architecture OSS/BSS solutions that allow our clients to provide outstanding services to their users. Our platform supports a wide range of services, including voice, video, data, circuits, and interconnect options tailored for both retail and wholesale broadband providers and carriers. By leveraging our open architecture and operator-focused solutions, we create significant value for our clients, facilitating the development of an optimal service ecosystem aimed at expanding their customer base. Ultimately, our mission is to empower service providers to adapt and thrive in a rapidly evolving telecommunications environment.

Chemeter is an innovative software tool specifically crafted for the creation and management of Material Safety Data Sheets (MSDS) tailored to organizations that work with hazardous materials. It streamlines adherence to global chemical regulations by automatically producing safety data sheets that are legally compliant with the requirements of each specific country. With a focus on user-friendliness, Chemeter incorporates a sophisticated calculation system that guarantees MSDS documents conform to local language standards, workplace exposure limits, and pertinent legal frameworks. The platform facilitates smooth integration with ERP systems, enabling the straightforward import and management of data from multiple sources, such as Excel and popular SQL databases. Among its many features are an R&D simulator for evaluating the properties of formulas, an updated substance library that ensures accurate classification, and the ability to generate labels compliant with CLP and GHS standards. Furthermore, Chemeter automates the distribution of SDS, alerting the necessary stakeholders whenever documents are revised, thus enhancing overall safety and compliance efficiency within companies. This robust suite of tools not only simplifies regulatory processes but also supports informed decision-making in the handling of hazardous substances.

At Kkonnect.io, each feature is meticulously crafted to deliver tangible outcomes by minimizing time, costs, and inefficiencies, while simultaneously improving transparency and decision-making processes. Discover the essential functionalities that make this platform a must-have for hardware manufacturers. Automate the collection of demand, effortlessly create and circulate RFQs, and monitor supplier responses as they happen. Say goodbye to cumbersome spreadsheet-based workflows. Our AI technology evaluates quotes side-by-side, emphasizing critical differences and cost implications, enabling quicker and more informed choices. Additionally, you can distribute RFQs through a single link to multiple suppliers, eliminating the hassle of managing numerous emails. By streamlining these processes, Kkonnect.io empowers manufacturers to focus on innovation and growth.

inSTREAM is a cutting-edge Intelligent Document Processing (IDP) solution created by Celaton, aimed at automating and simplifying tedious and repetitive tasks in business operations, including accounts payable, sales order processing, customer correspondence, and claims handling. By utilizing advanced technologies such as Artificial Intelligence (AI), Machine Learning (ML), Optical Character Recognition (OCR), and Robotic Process Automation (RPA), inSTREAM efficiently captures, identifies, sorts, extracts, verifies, and enhances data from a variety of document formats without manual input. Its self-learning algorithms consistently optimize automation processes, leading to a significant reduction in manual workload, time expenditure, and overall costs. The platform is designed for seamless integration with pre-existing business systems, thereby facilitating a smooth end-to-end workflow. Offered as a scalable Software-as-a-Service (SaaS) model, inSTREAM ensures secure document storage for easy retrieval and regulatory compliance, while also providing businesses with the flexibility to scale operations as needed. In addition, its intelligent features allow organizations to focus on more strategic tasks rather than being bogged down by routine paperwork.

Discover exactly which companies are exploring your website with Leadview.io, a tool that identifies your visitors, reveals how they arrived at your site, and highlights their interests. The software uncovers the identities of previously anonymous website traffic, transforming them into valuable sales prospects in real-time. You can immediately access the names, job titles, and email addresses of essential contacts that fit your target criteria, sourced from businesses that have interacted with your site. Schedule a demo with our team, and we will provide you with a tailored code snippet to easily integrate into your website. Simply copy and paste this code onto your site and start capitalizing on the leads you were unaware of before. Moreover, the platform seamlessly integrates with leading CRM systems to enhance your data and streamline your workflow, ensuring that you can maximize your outreach efforts effectively. Take the first step today to unlock the potential of your website traffic.

Drink-IT is a management solution tailored for the beverage sector, developed on the Microsoft Dynamics 365 Business Central platform by NORRIQ. This software aids beverage companies in overseeing various aspects such as finance, accounting, supply chain management, operations, customer relationship management (CRM), and business intelligence (BI) reporting. With over 15 years of industry expertise integrated into its framework, Drink-IT seamlessly connects with other Microsoft offerings like Office 365, Power BI, and PowerApps, while also integrating with external business partners across e-commerce, retail, and warehousing sectors. A growing number of leading companies in the beverage industry have adopted Drink-IT's ERP solutions, contributing to a vibrant community of users. By leveraging the capabilities of our interconnected world, Drink-IT enhances business operations through advanced tools for mobility, effective communication, and improved collaboration, ensuring that companies can thrive in a competitive market.

As soon as your employees exit the classroom, retention of knowledge begins to fade, so it's crucial to combat this by integrating learning into their daily tasks. Enhance their confidence and efficiency by providing tailored learning resources directly within their applications right when they are needed. Given that your processes and applications are constantly evolving, it's essential to keep your educational content fresh and relevant. Speed up the creation and updating of materials, allowing subject matter experts to swiftly record lessons within your bespoke apps, and easily make revisions to stay aligned with any changes. Distributing and managing this content for those who require it can often be a challenging task, so streamlining your authoring and delivery processes is vital. Additionally, ensure that your content is accurate and adheres to policy regulations through thorough editorial reviews, robust version control, and insightful reporting analytics. By doing so, you not only enhance the learning experience but also foster a culture of continuous improvement and adaptability within your organization.

Expand your capabilities beyond conventional accounting solutions with PB3™ and PetroCycle™. Discover how CMI harnesses the strength, scalability, and efficiency of top accounting platforms like Microsoft Dynamics™ and QuickBooks™ to provide tailored features and functionalities specifically for petroleum marketers, allowing you to optimize your operations and drive business growth.

A CRM solution integrated with Microsoft, specifically designed for the insurance industry, streamlines sales processes and manages marketing campaigns effectively. It assesses sales activities in relation to production objectives while offering an exceptional, ready-to-use user experience tailored to the sector. The system features lead tracking capabilities to attract new agents, profile potential clients, and maintain relationships with current agents. Users can develop targeted campaigns, segment their audience precisely, and leverage comprehensive dashboard reporting for insights. Additionally, it allows for seamless integration with iPipeline Agency Integrator and can utilize existing organizational data to enhance functionality. This innovative platform ensures that insurance professionals can optimize their operations and achieve better results.

Our cloud-driven platform empowers your team to engage with customers precisely at the moments that are most critical. By employing a distinctive method for managing inbound media, your agents can simultaneously oversee various communication channels in real-time, effectively prioritizing them along with their respective campaigns. Featuring omnichannel capabilities, tailored service level agreements, skill-based agent routing, and advanced search algorithms, all these elements collaborate seamlessly to identify the most qualified agent with minimal delay. Elevate your customer service by leveraging contextual insights tailored specifically for each customer. Deliver a service that not only meets but exceeds customer expectations, enhancing speed and efficiency. Today, social media has become a pivotal outlet for consumers to voice their thoughts and experiences. Centcom Live SM equips you with essential KPIs, comprehensive monitoring tools, and diverse media channels to ensure your clients receive accurate responses, thereby improving the overall customer experience significantly. As a result, your organization can foster stronger relationships and build trust with your customer base.

CData Sync is a universal database pipeline that automates continuous replication between hundreds SaaS applications & cloud-based data sources. It also supports any major data warehouse or database, whether it's on-premise or cloud. Replicate data from hundreds cloud data sources to popular databases destinations such as SQL Server and Redshift, S3, Snowflake and BigQuery. It is simple to set up replication: log in, select the data tables you wish to replicate, then select a replication period. It's done. CData Sync extracts data iteratively. It has minimal impact on operational systems. CData Sync only queries and updates data that has been updated or added since the last update. CData Sync allows for maximum flexibility in partial and full replication scenarios. It ensures that critical data is safely stored in your database of choice. Get a 30-day trial of the Sync app for free or request more information at www.cdata.com/sync