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Top Rated Workflow Management Software with Dynamics 365

Last updated: July 2026

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34 software options

Kantata logo

Always Deliver Amazing

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Kantata PSA puts an end to unpredictable projects so professional services teams always deliver amazing.

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Vsimple logo

Operations management platform with optimized workflows

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Vsimple is a cloud-based sales and operations management platform that turns complex processes into simple automated workflows built as per business operations.

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MaintainX logo

AI-driven maintenance & asset management platform

Modern workflow management for frontline teams. Enhance maintenance, safety, and operations in an intuitive, collaborative platform.

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GoFormz logo

Capture better data with digital forms

Streamline and automate your documentation and daily tasks with GoFormz. Customize workflows to automate common tasks, like emailing or uploading forms, and instantly move data between GoFormz and connected systems, like Salesforce, Procore, and more. Sign up for a free trial!

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APPSeCONNECT logo

Integrate. Automate. Accelerate.

APPSeCONNECT is an intelligent integration platform (iPaaS) that connects applications and automates business processes in a jiffy!

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Rayven logo

Operational software for an AI-powered world.

Rayven turns fragmented IT, OT + IoT data into an AI data fabric - then lets you build custom apps, AI agents, automations, and dashboards on top. Works alongside existing systems. Two to 12 weeks to go-live.

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ContractHero logo

The leading contract management software 

ContractHero empowers mid-sized and enterprise businesses by offering extensive control over their contracts and agreements, featuring advanced analytics, customizable roles, and secure data management.

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Doxis AI.dp logo

Intelligent Document Processing solution for businesses

Doxis AI.dp is a cloud-based Intelligent Document Processing solution that helps businesses extract data, convert, classify and verify documents to automate workflows.

Are you ready for the future? Book a free online demo today!

Powered by AI!

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MiClient logo

Business proposal management solution for service providers

MiClient is a cloud-based proposal management solution which assists companies in the service sector with client on-boarding and payment processing. The key features include template customization, invoicing, project progress tracking, lead nurturing, accounting, conversion tracking and reporting.

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ManageEngine AD360 logo

Identity and access management platform

ManageEngine AD360 uses approval-based workflows to govern identity and access changes. IT can design multi-stage workflows for provisioning, group updates, and entitlement changes, ensuring every high-impact action is reviewed, compliant, and fully auditable.

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Sterlo logo

Enterprise No Code platform for agile app development

An Enterprise No Code App development platform that enables users to create and deploy Web and Mobile apps

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Intellect QMS AI logo

QMS AI SaaS and on-premises solution for quality management.

Intellect is an AI-powered Quality Management System (QMS) designed to streamline workflow management across manufacturing, life sciences, and regulated industries. The platform automates and standardizes quality and operational workflows including CAPA, deviations, audits, and change control

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Inselligence logo

The last sales tool you will ever need for your tech stack!

Sales & Revenue Intelligence Platform that allows teams take control of their entire sales process from lead generation to client retention. Start Your 14-Day Free Trail today — Optimize your sales process today and drive growth!

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CAP Platform logo

Agile Business Process Management

CAP Platform is an integrated and robust solution developed by Iteris that enables the digital transformation of companies of all sizes.

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Obzervr logo

Fieldwork automation & mobility for asset maintenance.

Obzervr’s Digital Work Management Solution is an end-to-end fieldwork automation and mobility solution for heavy industry maintenance.

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eRep logo

CPQ software to simplify and automate the quoting process

eRep automates the sales workflow of independent reps, distributors, and inside sales to allow them to select, price, configure, and quote jobs fast and easy. Automated workflows include pricing discount approvals that saves sales managers time. Engineering workflow approval for special orders.

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UniFi logo

UniFi — One system, limitless use cases.

UniFi is one platform with limitless use cases across every department. With limitless use cases, innovative features, and the ability for end users to create bespoke apps without coding knowledge, UniFi is the one system that does it all.

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Kepion logo

Collaborative business planning software

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, modelling technology, and more in a single, centralized platform, enabling users to produce & plan applications around the way their organization works

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Aico logo

Cloud-based financial close platform

Aico is a cloud-based financial close platform for large enterprises. It provides a suite of solutions to automate and streamline all aspects of the financial close process. The key features of Aico include a Closing Task Manager to accelerate month-end close and improve accuracy, automated Account Reconciliations to check balances, and more.

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Elixir Cloud logo

The future of CCM is simplified, secured, and scalable

Elixir Cloud: A revolutionary CCM platform that combines deep industry experience and cloud-native technology to transform customer communications.

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d.velop process studio logo

Workflow management and automation software for businesses

The d.velop process studio is a software for the automation of manual and recurring business processes.

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Front logo

AI-enabled customer service platform for collaboration

Front is a customer operations platform with powerful workflow management that enables support, sales, and account management teams to deliver exceptional service at scale. Front streamlines customer communication with automated workflows and real-time collaboration behind the scenes.

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OTRS logo

Helpdesk software for customer service management teams

OTRS is a helpdesk software designed to help businesses manage resources, workflows, internal communication processes, customers, service requests, and more on a centralized platform. Administrators can configure access permissions, enabling agents to view client data.

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Planview Portfolios logo

Enterprise-class strategic portfolio management platform

Planview Enterprise One enables EPMO and strategic planning leaders to translate strategy into delivery with roadmaps that connect investments, outcomes, business capabilities, technology and financials.

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Boomi logo

Cloud Integration Platform

Automate triggers, events, and other actions to deliver information where it’s needed. Quickly build applications that automate routine workflows and functions to make people more productive, reduce the repetitive tasks that make jobs frustrating, and ensure customers always get what they want.

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