Top 6 Dynamics 365 Apps

1. Dynamics 365 Channel Integration Framework

The Dynamics 365 Channel Integration Framework is a powerful Microsoft Dynamics 365 app designed to enhance communication capabilities across various Dynamics 365 applications. This framework supports seamless integration with Dynamics 365 Sales, Customer Service, and Field Service, allowing businesses to tailor their communication strategies effectively.

This advanced framework facilitates cloud-to-cloud integration of third-party channel providers with model-driven apps in Dynamics 365, utilizing a browser-based JavaScript API library. It comprises a comprehensive set of APIs (methods, events, and protocols) that empower developers and partners to create immersive communication experiences. For instance, it enables third-party communication widgets operating in a channel provider cloud to interact directly with the Dynamics 365 model-driven app.

With the Dynamics 365 Channel Integration Framework, you can easily integrate any third-party phone providers or telephony aggregators into your model-driven app. This framework serves as a vital interface between these providers and your Dynamics 365 applications, ensuring smooth communication flows.

The solution allows you to configure the communication channel within the model-driven app, enabling your agents to efficiently access and manage customer interactions.

You can opt for version 1.0 to integrate a channel provider of your choice if your organization utilizes one of the model-driven Dynamics 365 apps for single sessions, such as Dynamics 365 Customer Service, Dynamics 365 Sales, Dynamics 365 Project Service, or Dynamics 365 Field Service.

For more complex needs, version 2.0 is ideal for integrating your telephony channel with multisession web experiences, such as Omnichannel for Customer Service and Customer Service Workspace. This version also allows you to leverage cross-channel analytics, enhancing your insights and operational efficiency across Dynamics 365 business applications.

Key features:

• Embedded Profiles
• Activity Writeback

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 Source: https://learn.microsoft.com/

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2. Valprovia Dynamics Integrator

Enhance your sales and marketing productivity with Valprovia's Dynamics Integrator, a powerful solution that seamlessly connects Microsoft Dynamics 365 with SharePoint and Microsoft Teams. This integration automates data exchange, streamlining workflows and improving collaboration across your organization.

Many companies that do not utilize the Valprovia Dynamics Integrator encounter significant challenges, including:

• Lack of permission transfer from Dynamics 365
• Manual metadata management
• Inefficient filing structures
• SharePoint system limitations
• Poor document findability

Additionally, without the Dynamics Integrator, teams risk losing 15 minutes per record in Dynamics 365, which can accumulate and severely impact productivity.

With this scalable productivity solution for Dynamics 365, you can automate 100% of manual metadata maintenance, reducing the effort required per record by 15 minutes. This not only frees up 0.5 FTE of IT resources but also saves each employee an impressive 3 hours each month that would otherwise be spent searching for documents.

Valprovia Dynamics Integrator is beneficial for organizations of any size, particularly those with more than 30 Dynamics 365 licenses, making it a cost-effective choice for enhancing operational efficiency.

Explore four effective ways to map Dynamics 365 records to Microsoft 365 workspaces and transform your data management processes today!

Key features:

• Predefined filing structures
• SharePoint and Microsoft Teams integration
• Permission transfer
• Metadata transfer
• Scalable storage of Dynamics 365 attachments
• Valprovia Dynamics Integrator can not only integrate Dynamics 365 with SharePoint but also integrate Dynamics Business Central or SAP or Salesforce with SharePoint

Dynamics and SharePoint Integration with Dynamics Integrator
 Dynamics and SharePoint Integration with Dynamics Integrator

3. Microsoft Dynamics 365 App for Outlook

Unlock the full potential of your Dynamics 365 apps with the Microsoft Dynamics 365 App for Outlook, which seamlessly integrates your email communications with Dynamics 365 functionalities. This app allows you to access critical customer information directly within Outlook, whether you're on your desktop, in a browser, or using your mobile device.

With this integration, you can easily view detailed information about emails and appointments, linking them to opportunities, accounts, or customer transactions within your Dynamics 365 applications. By enhancing Outlook's productivity capabilities, your team can leverage the Common Data Service (CDS) to manage customer communications effectively.

Customer interactions can be recorded directly in Outlook, allowing you to track emails and appointments and map them to the appropriate records in CDS. This ensures that all communications are documented without leaving your email interface.

You can also create and view new contacts and CDS records in the context of your customer communications, streamlining your workflow. Additionally, the app synchronizes your Outlook and CDS contacts, keeping your Exchange and CDS information up to date.

The Microsoft Dynamics 365 App for Outlook is compatible with any device you use, including the Dynamics 365 desktop app, Outlook Web Access, and the D365 mobile app, ensuring you stay connected and informed on the go.

Key features:

• Link email messages, meetings, and appointments to a line, such as a specific company, potential customer (sales opportunity), or inquiry
• View information in the context of an e-mail message, meeting or appointment
• Synchronizing contacts and related information so Exchange and the app are always up to date
• Add email templates, knowledge articles, and sales documentation when composing an email message or scheduling a meeting

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4. LinkedIn Sales Navigator for Dynamics 365

Transform your sales strategy with the LinkedIn Sales Navigator for Dynamics 365, a powerful tool that enhances your sales efforts by integrating LinkedIn insights directly into your Dynamics 365 applications. This app empowers sales teams to leverage rich data about people, organizations, and relationships, ultimately driving better business outcomes.

By establishing a comprehensive system of record with data charts and LinkedIn insights, you can significantly enhance key application scenarios. This integration allows your team to gain contextual insights from LinkedIn, making it easier to identify and engage with potential customers.

With a seamless connection between Sales Navigator and Microsoft Dynamics 365 for Sales, your team can build meaningful relationships, sell smarter, and boost productivity. This integration not only improves sales performance but also synchronizes relationship data across systems, ensuring that your team has the most up-to-date information at their fingertips.

The app features two variants of LinkedIn Sales Navigator control elements, which can be easily integrated into any desktop application form for a unified user interface. You can configure these entities to display multiple control elements simultaneously, enhancing user experience.

The LinkedIn Sales Navigator Lead control provides detailed information about LinkedIn member profiles, while the LinkedIn Sales Navigator Account control offers insights into LinkedIn company profiles. Both elements are designed to help your sales team acquire valuable information about potential customers, enabling them to engage effectively and convert leads into loyal clients. Additionally, the app includes features to discover similar companies or LinkedIn profiles, further expanding your networking opportunities.

Leverage the LinkedIn Sales Navigator for Dynamics 365 to elevate your sales processes and drive success in your Dynamics 365 business applications.

Key features:

• Automatic save
• Write back activity
• ROI reporting
• CRM badges and search filters
• Champions list
• Lead to contact
• Update leads and contacts

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5. Adobe Acrobat Sign for Microsoft Dynamics 365

Experience the power of the Adobe Acrobat Sign for Microsoft Dynamics 365 app, designed to accelerate your deal-making process. With this seamless integration, you can effortlessly send contracts and agreements for electronic signatures without ever leaving Dynamics. Whether you're in the office or on the go, sign documents on any device, ensuring flexibility and convenience.

Recipients enjoy the freedom to complete and sign documents anytime, anywhere, using any device or browser. This accessibility enhances collaboration and speeds up the signing process. Within Dynamics, you can easily insert data into contracts and transfer information back from signers, streamlining your workflow.

Adobe Acrobat Sign is compatible with Dynamics 365 Sales, Customer Service, and Field Service, providing comprehensive support across your organization. With status updates and reminders, keeping track of documents becomes a breeze, allowing you to focus on what truly matters.

Once signed, documents can be securely stored in SharePoint, where they can be connected to other applications for enhanced organization. For those seeking even greater efficiency, Adobe Acrobat Sign integrates seamlessly with tools like Power Automate, enabling automated workflows that save time and reduce manual effort.

Moreover, the e-signatures provided by Adobe Acrobat Sign are legally binding in nearly all countries, ensuring global compliance and minimizing legal risks. Embrace this innovative solution to transform your contract management and elevate your business processes.

Key Features:

• Self-service web forms
• Mega Sign
• CI-compliant experiences
• Online payment
• Worldwide compliance
• Proof of Identity

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6. DocuSign for Dynamics

DocuSign for Dynamics is a transformative app that empowers companies to manage contracts digitally, facilitating e-signatures and seamless archiving of agreements. With this innovative tool, you can effortlessly sign documents within Dynamics CRM and request signatures, all while enhancing your workflow. This means approvals are completed securely and entirely digitally, allowing you to concentrate on other important tasks.

Designed for high configurability, DocuSign for Dynamics CRM streamlines the routing of contracts to designated individuals, enabling you to close deals more swiftly. The contracts generated are legally binding and come with a court-approved audit trail, ensuring that decision-makers can review and sign them in a timely manner.

To enhance control and visibility over your business processes, you can customize documents and minimize errors by pre-filling them with existing data from Dynamics. It’s crucial to keep your records updated in Dynamics if any changes are made by the recipient, ensuring accuracy throughout the process.

DocuSign also provides a comprehensive audit trail, keeping you informed whenever a recipient makes changes, thus offering transparency into the editing process. Signing or sending documents stored in Dynamics CRM is a breeze, thanks to the preconfigured "Send with DocuSign" action. Additionally, workflow assemblies simplify the adaptation of DocuSign to fit your unique business processes, making it easier than ever to integrate this powerful tool into your operations.

Embrace the efficiency and security of DocuSign for Dynamics, and watch your contract management transform.

Key features: 

• Flexible document routing
• Security and legal compliance
• Generate and store a trusted audit trail for each agreement
• Over 400 integrations and leading APIs
• Insert standard fields into your contracts, such as a signature or date, or create and save custom fields

Source: https://www.docusign.de/

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