Product directory
Discover apps, connectors and solutions for the way you work.
email and productivity
Native Dynamics 365 Business Central no-code email automation that sends personalized, data-driven emails (order confirmations, invoices, payment reminders, approvals, alerts) triggered by BC data changes. Includes the full Business Rules engine (10 action types), email templates, real-time delivery tracking and audit trail, and works with standard, ISV and custom BC tables without coding.
AppSource PCF/React activity timeline add-on for Dynamics 365 CRM that unifies emails, calls, tasks, meetings and notes into one scrollable interactive timeline with filters, search, color-coded icons, stats and in-timeline create/open/delete actions.
Outlook-style activity and email preview pane for Dynamics 365 Sales, Customer Service and Field Service forms, with signatures, filters and on-demand loading.
Native Dynamics 365 Business Central emailing extension that sends emails from customizable templates across sales and purchase documents, posted documents, reminders, finance charge memos and customer statements. Users define e-Mail Cards to control how each document type is generated and sent, including individual or batch customer statements.
Dynamics 365 CRM / Dataverse alerts and notifications managed solution for rule-, record- and event-based real-time pop-ups, emails, banners and mobile push—purpose-built in-CRM alerting for Sales, Customer Service and custom entities beyond native D365 toast limits.
Extends Business Central's email functionality to add CC and BCC recipients directly to sales and purchasing documents, ensuring key stakeholders are automatically copied on quotes, orders, invoices, and purchase documents.
Dynamics 365 CRM productivity app that exports Dynamics 365 reports to PDF, Excel, Word, CSV or TIFF with a single click and attaches the file to an email or note in CRM.
Automation app for Business Central that sends customer statements and invoices via email based on schedules or posting events. Supports customizable email templates, job queue scheduling, and reduces manual email communication tasks.
Business Central AppSource extension that queues and batch-sends posted sales/purchase documents by email on a schedule—automatic enqueue after posting, attachments, status tracking and sending log, processed via Job Queue without interrupting users.
Business Central extension that allows multiple document attachments to be bundled and sent with outgoing emails, supporting attachment groups, report layout attachments, file uploads, and dynamic attachment generation from Business Central tables.
AI-powered in-app assistant that provides context-aware guidance and answers to Business Central questions without leaving the application, available 24/7.
Commercial collection of Dynamics 365 / model-driven productivity command-bar add-ons—Record to PDF, multi-file SharePoint upload and attach-to-email, Record to ZIP export, and Clone Record—installed as managed solutions purpose-built for Dynamics 365 UX gaps.
Native Dynamics 365 Business Central AI agent that extends Microsoft’s Sales Order Copilot Agent for subscription-centric selling. Interprets inbound customer emails to create quotes/orders, converts them into new or changed LISA Business subscriptions/contracts (add/remove lines, pro-rata credits, future-dated cancellations), with controlled auto-invoicing and full audit trail.
A Business Central app for automating document distribution with configurable email scenarios, PDF and XML format support, multi-recipient delivery, and document customization including overlays and general conditions.
Business Central extension for rich HTML pop-up notes on customers, vendors, items, sales/purchase docs and production orders, plus event-driven alerts (credit limit, job queue failure, etc.) and ad-hoc user/group tagging with emailed links back into BC.
A Business Central extension enabling transactional and marketing email delivery through SendGrid directly from BC, eliminating SMTP workarounds. Tracks delivery, open, and bounce events. Microsoft AppSource certified.
Omnichannel communication app integrating SMS messaging within Dynamics 365 CRM, enabling sending, receiving, scheduling, and automating SMS messages without leaving the CRM interface with conversation tracking and personalized messaging capabilities.
Microsoft-native Digital Adoption Platform for Dynamics 365 providing role-based, in-app guidance and training to drive user adoption. Deploys as a managed solution without browser extensions and supports the entire Dynamics 365 family including Sales, Field Service, Customer Service, Marketing, Finance, Supply Chain, Commerce, Human Resources, Project Operations, and Business Central.
Outlook-style email reading pane inside Dynamics 365 CE / model-driven Power Apps with attachment preview, regarding update, participant-list views, child-entity email rollup, and queue/dashboard support — Microsoft AppSource-certified CE productivity app.
Email-to-case and agent productivity suite that turns Dynamics 365 Customer Service into an advanced helpdesk with case matching, spam/loop protection, quick responses, notifications and web-to-case — built on D365 CS, not a multi-CRM helpdesk.
Document delivery app for Dynamics 365 Business Central that emails batches of personalized sales orders, invoices, statements and reminders as a background task, with flexible delivery rules, dynamic attachments, consolidated documents, email templates and scheduled sending.
Email and productivity products connect Microsoft Dynamics 365 to Outlook, Teams and the tools where daily work happens. They track correspondence against ERP and CRM records, generate documents and messages from Dynamics data, and cut the copy-paste between systems. Teams use them to keep the system of record complete without extra admin.
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