Best Workflow Management Software for Microsoft Dynamics 365

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Moxo elevates workflow management with its innovative Service Orchestration Platform. The platform's Moxo Flow feature enables businesses to orchestrate complex, multi-party workflows seamlessly, from client onboarding to ongoing services. By consolidating these processes into a single, secure digital workspace, Moxo streamlines operations and enhances efficiency. The platform offers customizable workflow templates and native actions like digital signatures and file requests, allowing for tailored, high-touch service experiences. With extensive integration capabilities, including connections to CRMs and external applications, Moxo ensures that workflows remain aligned with existing systems of record, facilitating smooth data flow and process automation across the organization.

Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, and employee onboarding. Ensure the right stakeholders are involved at each step of your process, however simple or complex, minimizing delays and bottlenecks.

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.

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.

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.

AgilePoint Low-Code Digital Process Platform empowers businesses to accelerate digital transformation. It empowers its multidisciplinary teams with the ability to automate, streamline or consolidate workflows and process, continuously improving customer outcomes, increasing operational effectiveness, driving revenue growth, and ensuring resilience and scalability.

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.

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.

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.

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

Replace multiple services and apps for your business with a single ecosystem. Bitrix24: Discover the tools. You have at your disposal the Activity Stream, Group Chat, Calendars, Workgroups, and other collaboration tools. Bitrix24 will help you plan and execute projects on time, every time. Available online and on premise with open-source code access. Collaboration task management for large and small teams. Time tracking, templates, reminders and reporting, as well as task dependencies, are all available. The most popular free CRM in the world by number of companies (12 million and growing). Real-time assistance tools that make customers happy and keep them coming back to buy your products or services. Anyone can create stunning websites, landing pages, and online shops without having to write a single line code. Includes free domain name and hosting. Bitrix24 can be run on your own server.

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.

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.

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.

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.

Your ad ops workflows will be simplified, saving you and your team hours in setting up and managing campaigns. Integrate with multiple ad server, custom ad server, and all of your downstream tech stack. Voiro takes out the complexity so you don’t have to worry. Your teams will be empowered with data. They will be alerted to growth opportunities, revenue at-risk, and many other reports. Your business will grow when you empower your teams with data. Revenue can be transformed from a lagging indicator to a leading indicator by providing accurate, real-time projections of revenue across all channels, business streams, systems, and channels. Voiro's real time revenue reconciliation will reduce your monthly billing and accounting cycles to minutes. Voiro's accuracy assurance ensures that revenue reports can be automated and configured with all major ERP systems. Voiro's APIs allow you to see every detail of your business and push revenue numbers into all your downstream programs.

Build complex automations up to 10x faster without battling APIs. The days of slogging through a mess of scripts is over. JavaScript is the best choice when you want flexibility, and UI for all other tasks. n8n lets you build flexible workflows that are focused on deep data integration. With a user-friendly interface and templates that can be shared, even the less technically minded members of your team can work together on them. Contrary to other tools, complexity does not limit you. You can build anything you want, without worrying about budget. Connect APIs without code to automate basic functions. You can also use vanilla Javascript to manipulate complex data. You can implement more than one trigger. You can branch and merge your workflows. You can even pause flows while you wait for external events. Custom HTTP requests allow you to easily interface with any API or service. Separate dev and production environments with different sets of authentication data to avoid breaking live workflows.

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.

Kindo has arrived and the way you work will never be quite the same. Workflows allow you to automate your tasks and connect to any AI model with just a few simple clicks. Kindo streamlines work, so you can focus on the most important parts of your job and not all the extra stuff. The first self-serve Al Platform that securely and privately connects OpenAI ChatGPT, Google Bard or Cohere Claude to your company's information. You can work efficiently with Al search, connect to up to 200+ SaaS Integrations, and create AI-powered workflows without coding. Ask questions and get answers in seconds. No need to sift through spreadsheets and wikis. Kindo layers AI tools on top of your existing apps, allowing you to answer all your burning questions.