Top 6 Dynamics 365 Apps

1. Dynamics 365 Channel Integration Framework

Dynamics 365 Channel Integration Framework is a Microsoft Dynamics 365 app that is compatible with Dynamics 365 Sales, Customer Service, and Field Service. Depending on your business requirements, you can choose between Dynamics 365 Channel Integration Framework 1.0 or 2.0. 

This app is an advanced framework for cloud-to-cloud integration of third-party channel providers with model-driven apps in Dynamics 365, using a browser-based JavaScript API library. 

Composed of a set of APIs (methods, events, and protocols), it enables developers and partners to create immersive communications experiences, such as allowing third-party communications widgets running in a channel provider cloud to interact with the Dynamics 365 model-driven app.

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With this framework, you can integrate any third-party phone providers or telephony aggregators in a model-driven app, where Dynamics 365 Channel Integration Framework acts as an interface between the providers or aggregators and a model-driven app.  

The application (solution) allows you to configure the channel in the model-driven app so that your agents can access and handle your customers. 

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You can use 1.0 to integrate a channel provider of your choice if your organization uses 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.

 Source: https://learn.microsoft.com/
 

Use 2.0 to integrate your telephony channel with multisession web experiences (Omnichannel for Customer Service and Customer Service Workspace). Leverage cross-channel analytics by using Dynamics 365 channel integration framework 2.0 with multi-session apps like Omnichannel for Customer Service and Customer Service Workspace. 

 Source: https://learn.microsoft.com/

Key features:  

• Embedded Profiles  
• Activity Writeback 

2. Valprovia Dynamics Integrator

Increase sales and marketing productivity with Valprovia's Dynamics Integrator for Dynamics 365 software solution, which seamlessly integrates Microsoft Dynamics 365 and SharePoint. This app automates the exchange of data between Dynamics 365 and SharePoint & Microsoft Teams, as well as the transfer of permissions and metadata and the deployment of filing structures. 

Dynamics and SharePoint Integration  
 

Most companies that don't use Valprovia Dynamics Integrator have problems with:

• lack of permission transfer from Dynamics 365 
• manual metadata  
• transfermanual filing structures 
• SharePoint system limitations
• poor document findability 

Add to that the risk of losing 15 minutes per record in Dynamics 365 when working without Dynamics Integrator. 

With the scalable productivity solution for Dynamics 365, you automate 100% of manual metadata maintenance, reduce effort per record by 15 minutes, free up IT by 0.5 FTE, and save each employee 3 hours of fruitless document searching each month. 

It is independent of your company size, because using Valprovia Dynamics Integrator is profitable for you if you have more than 30 Dynamics 365 licenses. 

Four ways to map Dynamics 365 records to Microsoft 365 workspaces  

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 

3. Microsoft Dynamics 365 App for Outlook 

Using the Dynamics 365 App for Outlook, you can benefit from the power of Dynamics 365 apps by using Outlook on the desktop, in the browser, or on your cell phone.  

You can view more information about an email or appointment, or link it to an opportunity, account, or customer transaction in your app.

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By extending the productivity capabilities in Outlook with Microsoft Dynamics 365 App for Outlook, you enable your team to use the Common Data Service App, in the context of customer communications, in Outlook.

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Customer communication can be recorded directly in Outlook: By tracking your emails and appointments in Outlook to CDS and mapping them to the correct records. 

You can quickly create and view new contacts and CDS records in the context of customer communications without leaving Outlook. 

Synchronize your Outlook and CDS contacts and other related information to keep Exchange and CDS up to date.

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You can install the Microsoft Dynamics 365 App for Outlook on any device that is in use by you, including Outlook Desktop, Outlook Web Access, and Outlook Mobile, to stay up to date 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 

4. LinkedIn Sales Navigator for Dynamics 365

The LinkedIn Sales Navigator for Dynamics 365 app is a Dynamics 365 sales app and is applicable in sales.  

By creating the system of record with the data charts and LinkedIn insights, you increase key application scenarios.

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By creating custom applications based on LinkedIn Sales Navigator data, you improve business processes with data about people, organizations, and relationships.

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With a seamless connection between Sales Navigator and Microsoft Dynamics 365 for Sales, empower your people to build meaningful relationships, sell smarter, increase productivity, and improve sales performance.

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There are two variants of LinkedIn Sales Navigator control elements, and they can be placed in any desktop application form for the unified user interface. Configure the entities to display more than one control element at a time. 

The LinkedIn Sales Navigator Lead control element displays information about a LinkedIn member profile, while the LinkedIn Sales Navigator Account control displays information about a LinkedIn company profile.  

Both control elements have the core function of simply acquiring information about potential customers in order to be convincing in the actual conversation with them, so that the potential customer ultimately becomes a customer. In addition, there is also the feature to find similar companies or members LinkedIn profiles. 

Key features:  

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

5. Adobe Acrobat Sign for Microsoft Dynamics 365

Use the Adobe Acrobat Sign for Microsoft Dynamics 365 app from Adobe to close deals faster and send contracts and agreements for electronic signature without leaving Dynamics, and sign on any device using the app. 

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Recipients can also complete and sign documents anytime, anywhere, using any device or browser. 

From Dynamics you can insert data into contracts and likewise transfer data back from signers.

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Adobe Acrobat Sign works with Dynamics 365 Sales, Customer Service, and Field Service. Status updates and reminders help you keep track of documents more easily.  

You can store signed documents in SharePoint and then connect them to other applications. For even more automated workflows, you can also leverage other Adobe Acrobat Sign integrations like Power Automate. 

Source: https://store-images.s-microsoft.com/

Adobe Acrobat Sign e-signatures are legally binding in almost all countries through global compliance, minimizing legal and compliance risks. 

Key Features:  

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

6. DocuSign for Dynamics 

DocuSign for Dynamics is an app that allows companies to provide contracts digitally, have them countersigned via e-signature and archive the agreements.  

With the app, you can not only sign documents in Dynamics CRM but also request signatures, but at the same time you improve the workflow in your company and make that approvals are completed easily, securely and completely digitally, so you can focus more on other tasks. 

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

Because DocuSign for Dynamics CRM is designed to be highly configurable, routing contracts to selected individuals helps you close deals faster so that contracts that are legally binding and supported by a court-approved audit trail can be reviewed and signed by decision makers in a short period of time. 

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To have more control and visibility over your business processes, you should customize documents and reduce errors by pre-filling documents from existing Dynamics data and it is important to update the records in Dynamics if the recipient has made changes to this data.  

There is an audit trail for DocuSign that will always notify you when the recipient has made changes and give your users visibility into the editing process. 

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Obtaining signatures or signing or sending documents stored in Dynamics CRM is easy in Dynamics 365 because the "Send with DocuSign" action is preconfigured. So-called workflow assemblies make it even easier to adapt DocuSign to your business process.  

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