Best Workflow Management Software 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.

Streamlines the processes for gathering, directing, approving, and notifying concerning expense approvals, leave requests, and new employee onboarding. Guarantees that all relevant parties are engaged at every stage of your workflow, regardless of its complexity, reducing any potential delays and obstacles.

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.

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.

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

Moxo transforms workflow management through its cutting-edge Service Orchestration Platform. The Moxo Flow functionality empowers organizations to effortlessly manage intricate, multi-party workflows, covering everything from client onboarding to ongoing service delivery. By integrating these activities into a single, secure digital environment, Moxo optimizes operations and boosts productivity. The platform features customizable workflow templates and built-in actions such as digital signatures and file requests, enabling personalized and high-quality service interactions. With robust integration options that connect to CRMs and other external applications, Moxo guarantees that workflows stay in sync with existing record systems, promoting seamless data transfer and process automation throughout the organization.

Asana helps teams orchestrate their work—from daily tasks to strategic initiatives. With Asana, teams are more confident, move faster, and accomplish more with less—no matter where they are located or how many different departments are involved. More than 119,000 paying customers and millions of free organizations across 190 countries rely on Asana to manage everything from company objectives to digital transformation to product launches and marketing campaigns. It’s time to move work out of disjointed spreadsheets and email and let teams collaborate and communicate more effectively in one place. With Asana, it doesn't matter how many different teams or departments are coming together on a project, they can share context and assign ownership with tasks, combine related work, share files, get instant updates on tasks and projects and build effective cross-functional workflows. In Asana, you can track the status of initiatives with ease and get an accurate view of how you’re progressing towards goals. Report on project progress in minutes with real-time work reporting to create visibility for teams and stakeholders. Join millions of users getting work done with a free trial.

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

Consolidate a wide range of applications and services into a singular ecosystem tailored for your business operations by utilizing Bitrix24. With an array of tools such as an activity stream, group chat, calendars, workgroups, and various collaboration features, Bitrix24 enables efficient planning and timely execution of projects. It offers both online and on-premise solutions, complete with open source code access, making it highly versatile for teams of any size. The platform includes collaborative task management, time tracking, reminders, reporting tools, templates, task dependencies, and much more to enhance productivity. Recognized as the world’s most popular free CRM by user count, with over 12 million companies, it provides exceptional real-time support features that ensure customer satisfaction and loyalty. Additionally, users can effortlessly design stunning websites, landing pages, and online stores without any coding knowledge, and benefit from free domain names and hosting. For those who prefer more control, the self-hosted version of Bitrix24 is available, allowing businesses to operate directly on their servers. This flexibility makes Bitrix24 a comprehensive solution for modern business needs.

Intellect's QMS software has been proven to improve quality operations and reduce overall quality cost by up to 40%. Our apps were designed by certified quality professionals and can be easily customized with our no-code platform or drag-and-drop technology. Remote access for your team, mobile apps, dynamic workflows, analytics, reporting, and remote access are all possible with this modern and simple solution. Apps include Document Control and Employee Training, Audit Management CAPA, Nonconformance, as well as other useful features.

Low-code platform for business automation. Automate corporate processes, build custom-built CRMs and deliver business apps with 3x the speed and less programming. Integrate BPM & RPA without programming. Your day-to-day operations will be more efficient. Automate your back-office and front-office processes quickly and easily. The Low-code platform makes it easy to create business apps faster and easier with less coding. Software robots can seamlessly integrate existing IT systems. Automate repetitive tasks like data validation, document scanning and filling out screen forms. RPA will reduce the repetitive tasks of your employees and increase your business efficiency.

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.

AgilePoint's Low-Code Digital Process Platform allows organizations to hasten their digital transformation journey by equipping diverse teams to automate, optimize, or integrate workflows and processes. This capability not only enhances customer experiences but also boosts operational efficiency, fosters revenue growth, and guarantees adaptability and scalability for future challenges. Moreover, the platform supports ongoing improvement initiatives that align with evolving business needs.

Stack Moxie loves marketers. We are marketers. We know technology can make marketers do amazing things. Marketers are set up to fail. Marketing departments need to be efficient, deliver more and comply with strict regulations. A CMO knows that technology is the best way to scale a business and ensure compliance. A CTO would be reluctant. She is aware that marketers are missing a key tool that IT cannot live without. A CTO would insist on stack testing. End-to-end, repeatedly. Are web forms functioning properly? Did customer input trigger the correct actions? Can we pass an audit These tools are not available to marketers, nor is the budget or time required to perform this manually. Stack Moxie was born out of this. Stack Moxie puts IT know-how in the hands of marketers. We make sure martech works: leads don't get lost, digital advertising spend doesn't go to waste, and broken things are noticed.

airSlate WorkFlow, the first and only no-code platform for business automation, is a holistic platform. AirSlate WorkFlow combines electronic signing, no-code robotic automation, contract negotiations, document generation, and web forms in a single business automation platform. Configure and automate every business process, and integrate it with any system of records without writing a line of code. Start any process directly from your record system with just one click. Automatically pre-fill data, route documents according to real-time updates and archive completed documents. Start in minutes by choosing from tens or thousands of pre-built document templates and workflows for any industry and department. No need to integrate multiple platforms or services. The time to value is reduced by 10x with no-code configuration and deployment.

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.

With global customers serving multiple industries, including software, finance, media, transportation, and communications, BillingPlatform is the only revenue lifecycle management platform on the market that enables enterprises to effectively monetize any type of product offering, from simple subscriptions to sophisticated usage-based pricing models and everything in between. BillingPlatform provides full process support of the revenue lifecycle – from product setup, quoting, billing and invoicing, revenue recognition, through payment and collections – all on a secure, next-generation cloud platform. The unparalleled flexibility of the platform puts enterprises in control of how they differentiate in the market, maximize profitability, reduce operational costs and improve the customer experience.

Optimize your advertising operations workflows to save your teams countless hours in campaign setup and management. Seamlessly connect with various ad servers, including custom solutions, and integrate with your entire technology ecosystem. Voiro simplifies the process, allowing you to focus on what matters most. Equip your teams with insightful data, keeping them informed about growth opportunities, potential revenue losses, and a comprehensive range of reports. This support enables them to drive significant growth for your organization. Transform your revenue indicators from trailing to leading by utilizing real-time, precise revenue projections across all channels and business segments. Reduce your monthly accounting and billing procedures to mere minutes with Voiro’s real-time revenue reconciliation capabilities. Automate and customize revenue reports that comply with widely-used ERP systems, all supported by Voiro’s commitment to accuracy. Achieve total transparency in your operations through Voiro’s APIs, which effortlessly push revenue data into all your downstream systems, ensuring you stay ahead in the competitive landscape. With these tools, you can focus on strategic growth while Voiro handles the complexities.

Capacity, powered by artificial Intelligence, is the first Work Automation Platform in the world. It automates support for customers and employees. Capacity AI continually learns from your organization and the interactions within your company to automate your helpdesk processes and decisions in real-time. Key Benefits: Reduce costs and increase revenue. A new helpdesk allows you to easily move from tier-0 support to tier-1, reducing the time and money spent answering repetitive queries. Employee engagement can be increased Employees are overwhelmed by emails, phone calls and tickets. Give your team instant access to centralized knowledge so that your support team can concentrate on strategic goals or tasks that require higher-level thinking. Customer satisfaction can be improved Customers have many questions. Customers have many questions. Give them the experience they want with instant answers 24 hours a day.

The Digital Enterprise Suite is more than just business modeling. It also offers business automation. The Digital Enterprise Suite is built on an intelligent fabric called Digital Enterprise Graph and accelerates digital transformation, innovation and improvement via visualization, from business discovery to automation. It combines strategy, design, technology, and automation to provide insight and automation for your organization in order to gain competitive advantage.

SkyStem is a New York City-based company that provides a powerful month end close solution for companies looking to streamline their financial processes. ART, the company's flagship product, is an enterprise technology that allows Controllers and CFOs to reduce the month-end close time and the time it takes to issue financials. It automates balance sheet reconciliations, manages month-end tasks and performs flux analysis. It also provides insightful reporting. The web-based solution reduces manual tasks by up to 90% and strengthens internal controls and corporate governance.

Digitally transform your product packaging and management process from end to end in one integrated solution. 4Pack is a complete solution to manage the entire product information and packaging process, from ideation through artwork production and product launch. It also includes multi-channel distribution of product assets and content. The 4Pack solution combines industry-leading Product Lifecycle Management, Product Information Management and Labelling and Artwork Management functionality into one cloud-based platform. 4Pack integrates key content and information flows to provide significant time, cost, and resource efficiencies during product and packaging development. This makes regulatory compliance much easier and reduces the risk of error and inconsistencies.

Go live in six weeks: Maximl's no-code platform enhances performance and safety for all stakeholders through enterprise-wide digitalization. Organize, receive, edit, and update work orders, monitor real-time quality performance, and provide intuitive analytics. Maximl offers the first full-stack collaboration platform for deskless workers in process industries. Their solution solves the problem of last-mile workflows across the use cases of maintenance, inspection, safety, and operations that can easily integrate with existing business systems to create a single source of truth and bridge the gap that often exists between the field and the office.

Luminai streamlines your internal operations by transforming complex multi-step processes into a single click. If your tasks require switching between various applications, Luminai can simplify and automate these workflows for you. The platform facilitates a quicker onboarding experience, enabling you to focus on your primary responsibilities. With engineering teams often overwhelmed, it's clear that no one wants to dedicate time to developing internal tools. Remarkably, Luminai demands minimal engineering effort to connect your existing tools and automate your processes. Additionally, Tier 1 support agents have access to an overwhelming amount of information, but Luminai filters this data to display only what is essential for effective customer responses, ensuring efficiency and clarity in communication. By enhancing workflow automation, Luminai ultimately allows teams to concentrate on what truly matters.