Add-On Products
Explore solutions that simplify document management, automate workflows, and improve overall efficiency within your Dynamics 365 environment.
DocumentsCorePack
DocumentsCorePack is a comprehensive solution for Microsoft Dynamics 365 that simplifies document creation, management, and automation. Ideal for businesses looking to enhance productivity, it allows users to generate professional documents—such as quotes, invoices, and contracts—directly from Dynamics 365 data using pre-built or custom templates. The tool seamlessly integrates with workflows to automate document creation and distribution, helping teams save time and reduce manual efforts.
DocumentsCorePack supports digital signatures through integration with platforms like DocuSign and Adobe Sign, making it easy to securely sign and manage documents. Whether you’re looking to streamline internal processes or improve client interactions, DocumentsCorePack offers the tools to efficiently handle all your document-related needs.
Learn more about DocumentsCorePack.
TIBCO
TIBCO is a leading integration and analytics platform that enhances CRM systems by enabling seamless data integration and real-time process automation. With over 200 pre-built connectors, it allows businesses to connect CRM platforms like Microsoft Dynamics 365 to other enterprise systems, streamlining workflows and improving data accuracy.
TIBCO’s real-time data processing and event-driven architecture provide valuable insights into customer behaviors, helping businesses make smarter decisions and optimize customer relationship management.
Learn more about TIBCO.
Zap Copy Record
Zap Copy Record is a powerful app for Microsoft Dynamics 365 designed to streamline the process of duplicating records. With this tool, users can easily copy key records such as quotes, orders, opportunities, and more, along with all their associated data and relationships. This eliminates the need for manual re-entry of information, saving time and improving efficiency.
The app ensures that all critical details, including child records and connections between records, are accurately copied, making it a valuable solution for businesses that regularly work with templates or need to quickly replicate data. Ideal for sales, customer service, or administrative teams, Zap Copy Record simplifies workflows and helps maintain data integrity, reducing the risk of human error during the duplication process.
Learn more about Zap Copy Record.
