Find the right app | Microsoft AppSource

Investment and Portfolio Management Software on Dynamics 365Dynamic Netsoft

+2

Robust solution to manage Investments and Portfolios

1 out of 60

VymoVymo

+1

Transform your CRM experience with mobility and intelligence.

2 out of 60

Token Terminal for ExcelToken Terminal

+1

An easy-to-use tool for analyzing institutional-grade onchain data directly in your spreadsheets.

3 out of 60

CheckboxCheckbox Technology

+1

The Checkbox Word Add-In makes document automation easy on the Checkbox workflow automation platform

4 out of 60

Retarus Fax for Outlook Add-Inretarus GmbH

+1

The Enterprise Solution to send and receive faxes easily and securely via your email client.

5 out of 60

Multiple RSS ViewerBEYOND KEY SYSTEMS

+1

Multiple RSS Feeds Viewer

6 out of 60

BlipBlip

+1

Complete platform for conversations at people's pace

7 out of 60

Suralink Workpaper SuiteSuralink, Inc.

+1

Automate workpaper prep, improve client communication & manage engagement requests from Excel.

8 out of 60

Vena for Microsoft TeamsVena Solutions

+3

Ask Vena Copilot for FP&A to create reports, analyze data and more—all within Microsoft Teams

9 out of 60

IntelligenceBank AssetsIntelligenceBank

+4

The IntelligenceBank Assets add-in makes it easy to browse, search, insert or link approved assets.

10 out of 60

MSCI Real Capital Analytics Add-In for ExcelMSCI Inc.

+1

Use MSCI’s RCAnalytics Trend Tracker & pull aggregated real estate trends into your spreadsheet

11 out of 60

FIS Memento Enterprise FraudFIS

+1

FIS Memento is an award-winning banking and payments fraud prevention and management system.

12 out of 60

Lightning Tools Lightning ConductorLightning Tools

+2

SharePoint Content Aggregation From SharePoint Lists, Microsoft 365 Apps, and External Data.

13 out of 60

Signeasy for Microsoft TeamsGlykka LLC

+1

Signeasy: Collaborate with your team members to sign or send documents for signatures

14 out of 60

eformity | Signature Managereformity document solutions

+1

Consistent & professional email signatures, centrally managed with eformity

15 out of 60

Oracle Autonomous Database for ExcelOracle Inc

+1

The Oracle Autonomous Database Add-in for Excel.

16 out of 60

Bipsync for OutlookBipsync

+1

Seamlessly capture and tag Outlook emails and events into your Bipsync RMS.

17 out of 60

EmailFlowgetNEXT

+1

Collaborative email review and approval add-in for Outlook

18 out of 60

InRule for Microsoft Dynamics 365InRule Technology

+6

Easily Automate Business Rules and Processes using the InRule® Decision Platform

19 out of 60

Valorx for SalesforceValorx, Inc.

+1

Make Excel the face of your CRM

20 out of 60

ConnectMELinkPoint

+1

The Leading productivity integration for Salesforce. Bring the power of Salesforce into Outlook.

21 out of 60

Planyway Calendar for TrelloRubius Group LLC

+1

Visual project management and time tracking for Trello to deliver work on time

22 out of 60

ADP Workforce Now® Connector for Microsoft D365FOGuru Group LLC

+2

Guru Group provides ADP Integration, a leading human capital management (HCM) platform, with D365FO

23 out of 60

officeatwork | Mail Signature User Subscriptionofficeatwork

+1

One Template. Unique Email Signatures for Everyone.

24 out of 60

Dubber Unified Call RecordingDubber Corp

+1

Unified Cloud Call Recording & Voice AI for Compliance, Sales & Service Performance

25 out of 60

MacabacusMacabacus Inc.

+1

The fastest way to get more done in Microsoft 365

26 out of 60

Abacum connector for ExcelAbacum

+1

Abacum connector for Excel empowers mid-market finance teams to automate workflows.

27 out of 60

Loan IQFinastra

+1

The most trusted commercial and syndicated loan platform

28 out of 60

ApptivoApptivo

+1

Sync contacts and collaborate with colleagues, interact with customers, manage your business better.

29 out of 60

UPSIDER株式会社UPSIDER

+1

UPSIDERカードによる決済の通知と証憑自動提出

30 out of 60

Access Ledger Add-in for ExcelAccess Group

+1

Access Ledger Add-in for Excel provides users the ability to import a TB directly from Excel.

31 out of 60

ti&m placesti&m AG

+1

Implement your hybrid workplace strategy easily with our innovative desk & room booking tool.

32 out of 60

Lopti for WordLopti

+1

AI-powered contract review for transactional lawyers!

33 out of 60

Audit Intelligence TestThomson Reuters Incorporated

+1

Streamlines audits by matching and documenting samples with supporting evidence.

34 out of 60

Board ConnectEngage Squared

+1

Board Connect brings documentation and meeting details relating to board meetings into one location.

35 out of 60

World Currency RatesCONAIS.com

+1

Real-time forex global currency rates at your fingertips.

36 out of 60

Coherent AssistantCoherent

+1

Revolutionize Excel workflows with our AI-powered add-in, enhancing integration and productivity.

37 out of 60

QuikirrOwl Quill Insights

+1

Financial analytics platform for private equity, investment banking, and other M&A professionals.

38 out of 60

WalkMe for DynamicsWalkMe, Inc.

+3

Achieve True Digital Adoption & Value Realization on Dynamics

39 out of 60

Truss DocsTrussTech

+1

The most simple way for CPAs, Attorneys and Financial Advisors to request files from clients.

40 out of 60

Rimes 365Rimes Technologies Limited

+1

Rimes 365 add-in for Excel

41 out of 60

ABIT-BANZAE BI - Balance SheetBanzae Dooel

+1

Power BI custom visual for deeper insights. Dynamic charts & graphs. Perfect for businesses..

42 out of 60

Unqork No-Code PlatformUnqork

+1

Unqork is the only pure no-code enterprise-grade application development platform

43 out of 60

Merge Utility Transact for D365 BCBinary Stream Software Inc.

+1

Instantly merge duplicate customers, vendors, G/L accounts, and more.

44 out of 60

eformity | Template Manager for Wordeformity document solutions

+1

Fast & professional document creation with dynamic templates and building blocks

45 out of 60

Genius Sheets IncGenius Sheets Inc.

+1

Genius Sheets is a financial tool to automate QuickBooks data directly to your existing worksheets

46 out of 60

Trade Insights - Investment PerformanceInternational Economics Consulting Ltd

+1

Trade Insights - Investment Performance Dashboards

47 out of 60

CardioLog AnalyticsIntlock Ltd.

+1

CardioLog Analytics tracks Microsoft Teams and provides meaningful usage reports

48 out of 60

Advanced Subscription Management for Dynamics 365 OperationsBinary Stream Software Inc.

+1

Enhance Dynamics 365 with automated subscription billing, invoicing, and compliance management.

49 out of 60

Priority MatrixAppfluence Inc

+1

Priority Matrix helps teams manage, prioritize, and focus on high-impact tasks.

50 out of 60

CallCabinet Compliance Call Recording and AnalyticsCall Cabinet Corporation

+1

CallCabinet app for compliant video & call recording, analytics & automated QA

51 out of 60

PA PEOPLEPHONE APPLI

+1

人の検索を効率化・従業員同士のつながりを広げます

52 out of 60

CardioLog EngageIntlock Ltd.

+1

CardioLog Engage sends targeted messages to Teams’ users at the right time.

53 out of 60

Adobe CommerceAdobe US

+1

Build and launch personalized commerce experiences for B2C and B2B from one global platform.

54 out of 60

Excel Send to TrelloKryl Solutions

+1

This Excel add-in makes it easy to bulk create cards in Trello from a table.

55 out of 60

Standard Metrics Add-in for ExcelStandard Metrics

+1

Standard Metrics Add-in for Excel allows users to access their Standard Metrics data in Excel.

56 out of 60

Kroll PCM Add-In for ExcelDuff and Phelps

+1

Import Kroll data directly into Excel spreadsheets and templates.

57 out of 60

FreshBooks for OutlookFreshBooks.

+1

FreshBooks Invoicing Add-on is the fastest & easiest way to invoice your clients right from Outlook

58 out of 60

Provance ServiceTeam ITSM EnterpriseProvance

+4

Conceived in Power Apps, ServiceTeam is designed exclusively for Microsoft Customers

59 out of 60

Wrepit highlightsWrepit AS

+1

Bring your report or publication to life with easy-to-use design templates for important highlights.

60 out of 60

Financial Services

Apps results for Financial Services