Best Workflow Automation Software for Microsoft Dynamics 365

The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.

Most organisations already have the data. The problem is it sits in disconnected systems - ERPs, databases, SCADA, IoT devices, files, and APIs - and nobody has built the layer that ties it all together in real-time. AI makes this worse. Models need clean, integrated, multi-source data to work. Most data environments are not ready. 95% of AI projects never reach production. Rayven builds that layer. It connects IT, OT, IoT, cloud systems, files, data streams, APIs, and proprietary protocols into a single managed data platform - then executes automation, AI models + agentic AI directly on live data. Five unified layers: integration (600+ connectors, bidirectional, real-time), data (processing, storage, AI-ready structuring), execution (automation, AI models, and agentic AI), presentation (custom apps, dashboards, and conversational interfaces), and security, governance + hosting (role-based access, audit trails, and data residency - built in as standard). What gets built on top: custom software, AI agents, predictive analytics, field applications, workflow automations, dashboards, and portals - all from one platform with no external tooling required. Serves businesses from growth-stage to enterprise across 24+ industries globally. Delivery: DIY, Done-For-You (fixed scope, fixed price, two to 12 weeks) + Hybrid. More than 600 pre-built connectors. Ten native AI capabilities. More than 240 deployments live. Rated 5/5 across more than 140 independent reviews.

Integrify is a cloud-based, low-code workflow automation platform that allows businesses to automate processes, design dynamic forms and create self-service portals. It also tracks performance and reviews activity audit trails. Integrify integrates with all enterprise applications, including ERP, CRM, HRIS, and CRM, thanks to our open API. Our customers can move data freely between systems in any process. We offer dedicated account management, full implementation services, coaching, and other support to make your automation project a success. -Unlimited Forms -Unlimited Processes -Unlimited File/Document storage -Unlimited Transactions/Requests Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self Service Portal -API Integration Free Workflow App Starter Templates Dedicated Account Manager

Nintex Process Platform is used by enterprise organizations all over the world to automate, manage and optimize their business process. Nintex Process Platform features include process mapping, workflow automation and document generation. It also includes mobile apps, process intelligence, forms and forms generation, and forms. All of this is done with a drag and drop designer. Nintex Workflow Cloud, the latest version of Nintex Workflow Cloud, accelerates your organization's journey towards digital transformation. Put The Power of Process™ in the hands of your ops and IT professionals, process analysts, business analysts, power users, and more. Digitize forms, workflows and more. The Nintex Process Platform provides the most comprehensive platform for automation and process management. Nintex makes it easy to automate and optimize business processes.

altaFlow is an innovative automation platform that prioritizes documents and requires no coding, aiming to enhance and manage document-focused business processes by integrating document creation, intelligent forms, electronic signatures, and workflow automation into one cohesive solution. This platform empowers businesses to convert traditional static documents into dynamic, self-executing workflows that link individuals, data, and systems across various applications, including CRM and ERP solutions. With a user-friendly drag-and-drop interface, users can design tailored workflows that automate tasks like contract creation, approvals, invoicing, onboarding, and quoting, all without the need for programming knowledge. It boasts advanced document generation capabilities that extract data from connected systems to maintain precision, alongside web-based forms that efficiently gather data and initiate workflows as soon as they are submitted. Furthermore, automation bots are included to verify data, issue reminders, and facilitate the movement of documents across different systems, thus minimizing manual transfers and expediting processes. Overall, altaFlow stands out as a comprehensive solution for organizations seeking to optimize their document workflows and improve operational efficiency.

Create intricate automations at lightning speed, eliminating the hassle of dealing with APIs. The tedious hours spent navigating through a tangled web of scripts are now behind you. Utilize JavaScript for enhanced flexibility while relying on the intuitive UI for everything else. n8n empowers you to establish adaptable workflows that prioritize comprehensive data integration. Additionally, with shareable templates and an easy-to-navigate interface, team members with less technical expertise can also contribute and collaborate effectively. Unlike many other tools, complexity won’t hinder your creativity, allowing you to construct anything your imagination conjures—without worrying about expenses. Effortlessly connect APIs using no-code solutions for simple task automation, or delve into vanilla JavaScript for sophisticated data manipulation. You can set up multiple triggers, branch out, merge workflows, and even pause processes to await external events. Seamlessly interact with any API or service through custom HTTP requests, and safeguard live workflows by maintaining distinct development and production environments with separate authentication credentials. Embrace the freedom to innovate without limits.

The most powerful digitization tool on the market. Processes a wide range digital, scanned, or printed document types. Submit documents in any format and file type. With hundreds of integrations available, you can stay hands-off when it comes to data entry, manual validation or account code tagging. Stay in control of your import and export with automatic notifications and approvals. You can trigger approvals based upon events. Send approvals at once to team members, stakeholders, or clients. Multi-layered approvals in your preferred format (email, mobile app, or in app) will reduce friction. You can now see your finances in real-time every time you use your preferred tools. This eliminates human error and allows you to report accurately.

Bipath's Flows is a comprehensive managed service designed to unify business tools, automate processes, and enable effortless data transfer among various applications without any need for user action. By linking to any application that supports APIs, Flows streamlines business operations, empowering organizations to focus on expansion without the burden of coding or mastering unfamiliar systems. The platform is compatible with a diverse range of applications. The integration process begins with a request submission outlining specific needs, followed by constructing the workflow integration adhering to industry standards, complete with error management and notifications. After thorough testing, the integration is then deployed into the live environment, ensuring efficient communication between applications, which optimizes operations and boosts productivity. Once the testing phase is successfully concluded, the newly created Flow goes live. This managed approach allows for scalable workflows and API integrations, ultimately enhancing overall business performance.

onPhase is a comprehensive financial automation platform that helps businesses optimize their back-office operations. By automating processes like invoice capture, approvals, and payments, onPhase reduces manual errors and speeds up workflows. The AI-powered system ensures that invoices are processed accurately through intelligent 2-way, 3-way, or 4-way matching, improving financial transparency. It also provides powerful document management capabilities, keeping contracts, W-9s, and receipts secure and audit-ready. The platform integrates with leading ERP systems like NetSuite, SAP, and Microsoft Dynamics, ensuring smooth data flow across various systems and real-time updates, which enhances organizational efficiency. With onPhase, companies can focus more on strategic tasks while automating routine back-office functions.

Streamline fragmented systems and eliminate data silos by empowering your teams to create sophisticated applications, automate workflows, and construct data pipelines effectively. Quickly automate intricate business processes across various applications in mere minutes. Develop and launch both customer-facing and internal applications effortlessly. Take advantage of an extensive selection of pre-built rich components to enhance your projects. Ensure enterprise-grade security and governance while benefiting from robust debugging and change management capabilities. Accelerate the development of enterprise-grade applications by tenfold without the need for coding. Leverage powerful reliability features, including caching, rate limiting, and circuit breakers. Create custom integrations in less than a day using the connector SDK, facilitating seamless connections. Achieve real-time data replication from any source to desired destination systems, making it easy to transfer data across applications, data warehouses, or data lakes. Additionally, enable preload transformations and automated schema mapping to streamline your data processes further. This approach ensures that your organization can respond to challenges with agility and efficiency.

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.