Best System Utilities for Microsoft Dynamics 365

Shift is your power browser. The only browser to merge all your applications into one beautiful window. Connect all of your email accounts and manage all your apps from one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Tired of juggling apps, hundreds of tabs, and multiple accounts? Most browsers make that feel messy, Shift makes it simple.

Create automations that work for your business. ThinkAutomation gives you an open-ended studio that allows you to create any automated workflow you need. All this without any volume restrictions and without having to pay per process, license, or 'robot.

Adobe Acrobat is an all-in-one PDF productivity and e-signature platform and one of the leading enterprise document platforms that scales for global teams — designed to simplify document creation, editing, collaboration, and protection. Users can edit text and images directly within PDFs, reorganize pages, and compare file versions to quickly identify changes. The software enables fast conversion between PDFs and common file formats such as Microsoft Word, Excel, PowerPoint, and image files. Integrated e-signature capabilities allow businesses to collect legally binding signatures and track responses securely. With Acrobat Studio, Adobe Acrobat expands beyond core PDF and e‑signature tasks into an AI‑powered workspace for document insight, content creation, and collaboration.Acrobat AI Assistant adds intelligent document support by summarizing content, generating insights, and answering contextual questions with cited references. PDF Spaces creates a collaborative workspace where teams can centralize files, comments, and AI-driven guidance. Built-in protection tools safeguard documents with encryption, permissions, and redaction features. Mobile apps such as Acrobat Reader and Adobe Scan ensure access and editing capabilities from anywhere. Designed for individuals, students, and enterprises, Adobe Acrobat helps reduce document processing time and improve overall productivity.

Zapier is a comprehensive AI automation platform that helps organizations transform how work gets done. It allows teams to connect AI tools with everyday apps to automate workflows end to end. Zapier supports AI workflows, custom agents, chatbots, forms, and data tables in one unified system. With over 8,000 integrations, it eliminates manual handoffs between tools and teams. Built-in AI assistance helps users design automations quickly without technical complexity. Zapier enables teams to deploy AI agents that work continuously, even outside business hours. The platform offers full visibility into automation activity with audit logs and analytics. Enterprise-grade security and compliance ensure safe AI adoption at scale. Zapier is used across departments including marketing, sales, IT, and operations. It helps teams save time, reduce costs, and scale productivity with confidence.

Microsoft Excel, part of Microsoft 365, transforms the way individuals and organizations work with data. It’s a powerful platform for creating dynamic spreadsheets, conducting financial analysis, and uncovering insights through AI-enhanced tools. The new Copilot in Excel uses natural language prompts to generate formulas, analyze trends, and even automate complex data modeling—no coding required. Excel’s integration with Python allows professionals to perform advanced analytics directly within their spreadsheets, bridging the gap between data science and everyday productivity. With PivotTables, charts, and conditional formatting, users can visualize data patterns and make data-driven decisions with confidence. Cloud-based real-time collaboration makes teamwork seamless, letting multiple people coauthor spreadsheets simultaneously from anywhere. Excel’s security, supported by OneDrive and Microsoft Defender, ensures your data remains protected and recoverable. Whether for budgeting, forecasting, or business intelligence, Excel remains the trusted tool for clarity, collaboration, and confidence in every calculation.

Secure and manage all your content across distributed teams, devices and apps. Uncover new business insights, scale compliance and governance, reduce costs, and increase productivity. Right out of the box. Flexible deployment models, robust integration ecosystem, and open APIs to address the business needs of companies in diverse industries and regions, and at different levels of cloud adoption. Egnyte helps thousands of customers take their cloud office strategy into hyper-drive. Transform your approach to content governance, privacy, compliance, and workflow automation with a single, turnkey platform.

Gigasheet applies AI to healthcare price transparency data to deliver market intelligence for providers, payers, and consultants. The platform structures Transparency in Coverage datasets at scale and analyzes them to benchmark reimbursement rates, identify outliers, and surface opportunities for savings or growth. Organizations can integrate their own claims, contract, or network data within a high-scale spreadsheet-style interface to create a complete view of market dynamics. Gigasheet’s AI agent produces consultant-grade reports, dashboards, and executive summaries, allowing teams to improve contracting and strategy decisions without relying on complex technical workflows.

Parseur is the best email parser and document processing platform. With Parseur, automatically extract text from emails, PDFs, CSVs or Excels and sends it to any app, spreadsheet or database. Parseur will save your business hundreds hours of manual data entry and lets you automate your business. Parseur comes loaded with ready made templates for many industries including food delivery orders (e.g. Grubhub, DoorDash), Google Alerts, real estate leads (e.g. Zillow, Apartments.com), Job applications (e.g. LinkedIn), Bookings (e.g. Airbnb) and many more!

Transform Your Emails into Contacts Effortlessly. Instantly extract every contact detail from your emails, signatures, and calendars, ensuring seamless synchronization with CRM and marketing platforms to keep your contact information current. Understanding How SigParser Operates. We simplify the process for individuals, teams, and entire organizations to discover and refresh their contacts and additional information sourced from emails, signatures, and calendars. Countless Contacts Discovered. Typically, a group of ten sales representatives can uncover approximately 15,600 new contacts within just two years of their email and calendar archives. Regular Scan & Sync Pricing. SigParser conducts automatic scans of all email and calendar accounts several times each day to enhance and update contacts in your CRM and marketing systems. Comprehensive History Scan Pricing. Access up to a decade's worth of past emails and calendar entries to generate a premium contact list ready for integration with CRM and marketing tools. Extensive Developer API Pricing. SigParser provides an extensive range of APIs that developers can leverage for parsing email content, which opens up a world of possibilities for customized solutions. With these tools, you can streamline your contact management process, ensuring that your database remains robust and relevant.

Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Limit SharePoint access to the same level as Dynamics 365 CRM security privileges. Replicate any Dynamics 365 CRM security privileges changes in SharePoint. Features Manage Security: Access to SharePoint Folders controlled by the security roles defined in Dynamics 365 CRM Real Time Sync: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders Drag & Drop: Friendly UI to drag and drop multiple files and folders to upload them all at once Create Link: Generate anonymous links to the documents to share the documents outside of your organization Email: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files File management: Deep Search, View, Rename and Delete files from SharePoint provided you

Safeguard your data against online threats that originate from browser activities. The internet poses significant security risks, which can be problematic as employees require access to it for their work. Citrix Enterprise Browser serves as a solution to this dilemma. This cloud-based browser provides a robust layer of protection for your network while ensuring a seamless user experience. Employees can freely browse the web, and we will effectively manage that traffic to maintain network security. Even if a user accidentally visits a malicious site, your devices and sensitive information will remain secure. This balance enables teams to enjoy more browsing freedom while granting IT greater oversight. Employees are eager to explore without restrictions, while IT departments must prevent web-based security breaches. Citrix Enterprise Browser achieves both objectives. Operating independently from your main network, it ensures that all browsing activities are completely isolated, with each session automatically terminated once completed. Consequently, as you broaden your employees' working options, your organization's valuable resources stay fully protected, allowing for both flexibility and security in the digital workspace.

Datto Workplace offers enterprise-grade file sync and shared to managed service providers without compromising security or efficiency. Datto Workplace is a business-oriented collaboration platform that allows clients to share files from any device. One, simple, and scalable solution that can be used for all roles, from sales technicians to executives. You can customize settings to meet your business's needs and simplify implementation. MSPs can schedule reports on system activity, monitor usage, and perform auditing on-demand. By leveraging integrations with core business tools like Microsoft, G Suite and Active Directory, workplace users can securely collaborate from any device. Clients can work securely with Datto Workplace, which boasts a 99.99% uptime and HIPAA, GDPR and SOC 2 compliance. Datto Workplace offers the security, mobility and control that businesses require.