Best Forms Automation Software for Microsoft Dynamics 365
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Compare the Top Forms Automation Software that integrates with Microsoft Dynamics 365 as of August 2025
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This a list of Forms Automation software that integrates with Microsoft Dynamics 365. Use the filters on the left to add additional filters for products that have integrations with Microsoft Dynamics 365. View the products that work with Microsoft Dynamics 365 in the table below.
What is Forms Automation Software for Microsoft Dynamics 365?
Forms automation software is a type of software used to streamline various organizational processes. It can help automate the creation and distribution of forms, as well as the collection and analysis of data from those forms. It typically includes features such as search capabilities, integration with other systems, automated notifications, and customizable templates. These tools can help organizations save time and money by reducing manual tasks associated with form processing. Compare and read user reviews of the best Forms Automation software for Microsoft Dynamics 365 currently available using the table below. This list is updated regularly.
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1
Resco Inspections+
Resco
Resco Inspections+ is an advanced mobile forms solution crafted for teams that need reliable data collection—especially if current paper processes or mobile tools aren’t meeting your standards for flexibility and versatility. Inspections+ lets you seamlessly convert audits, inspections, surveys, and checklists into digital formats that enhance safety, compliance, and ease of use. With seamless Dynamics 365, Power Platform, Business Central, or Salesforce integration, Inspections+ brings critical CRM/ERP data right to the field. Its offline-first architecture ensures that technicians, auditors, frontline workers, and inspectors can capture and update data even without internet access, whether on remote construction sites, oil rigs, garages, or in densely populated urban areas with inconsistent connectivity. The platform also includes an advanced questionnaire designer with smart questions, business logic, rules, and media capture, allowing full customization without coding skills.Starting Price: $55/month per user -
2
onPhase
onPhase
Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, and employee onboarding. Ensure the right stakeholders are involved at each step of your process, however simple or complex, minimizing delays and bottlenecks. -
3
Square 9
Square 9
Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage. The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows. Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing.Starting Price: $50/month/user -
4
ThinkAutomation
Parker Software
Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.Starting Price: $2,700/year -
5
UnForm
Synergetic Data Systems, Inc.
UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.Starting Price: $500/month -
6
Prestartr
Prestartr
Prestartr is an all-in-one operations platform for civil and mining contractors seeking to streamline workflows, control costs, and eliminate paperwork. Replacing manual timesheets, dockets, and job tracking, Prestartr automates payroll, invoicing, compliance, and work orders, significantly reducing admin time. Gain live insights into budgets, forecasting, and cost centres to improve financial control and prevent overruns. Optimise fleet utilisation through equipment tracking, proactive maintenance scheduling, and reduced downtime. Simplify safety compliance with integrated HSEQ tools, digital checklists, and audit trails. Adaptable to your unique workflows, Prestartr integrates seamlessly with your existing accounting, ERP, and telematics systems, becoming your central operational hub. Backed by local support, Prestartr helps contractors across Australia and New Zealand deliver projects efficiently and profitably.Starting Price: $15/month/user -
7
Cognito Forms
Cognito Forms
Cognito Forms is a powerful form builder that enables users to create, manage, and automate their data collection process. Build your form in minutes with drag-and-drop form fields, templates, and AI form builder. Cognito Forms has advanced features like calculations, conditional logic, repeating sections, Lookup fields, custom branding, and data encryption. Power your complex business processes with Workflow Automation. You can set up conditional logic rules to automate and document approvals, signatures, payments, and other repetitive tasks requiring user input in your workflow. With email notifications and automatically assigned Workflow Tasks, you can bring the right people in at the right time. Overall, Cognito Forms delivers a powerful yet approachable solution for anyone looking to streamline data collection and automate workflows. Its advanced features, user-friendly design, and flexible pricing make it a valuable tool for businesses, teams, and solo entrepreneurs.Starting Price: $19 per month -
8
Integrify
Integrify
Integrify is a low-code, cloud-based workflow automation platform that helps businesses build automated processes, design dynamic forms, create self-service portals and dashboards, track performance, and review activity audit trails. Thanks to our open API, Integrify can integrate with most enterprise applications like ERP, CRM, HRIS, etc. That means our customers can freely move data between systems as part of any process. We also offer a dedicated account manager, full implementation services, and coaching to help make every automation project successful. -Unlimited Forms -Unlimited Processes -Unlimited File/Document Storage -Unlimited Transactions/Requests -Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self-Service Portal -API Integration -Free Workflow App Starter Templates -Dedicated Account ManagerStarting Price: $30/mo/user -
9
Gravity Forms
Rocketgenius
Gravity Forms is the Easiest, Most Trusted Tool to Create Advanced Forms for Your WordPress-Powered Website. Stop Losing Valuable Leads & Grow Your Business with a Professional Contact Form. Packed with tons of time-saving tools & features… Gravity Forms is the only WordPress form management plugin you will ever need. Build and publish your WordPress forms in just minutes. No drudgery, just quick and easy form-building. Select your fields, configure your options and easily embed forms on your WordPress-powered site using the built-in tools. Gravity Forms is Partnering with Your Favorite Web Applications and Online Services to Make Your Forms Even More Powerful and Flexible. After more than 10 years in the WordPress forms game, Gravity Forms is still innovating and offering our customers the best and most popular third party integrations. We're just getting started! Keep an eye out for more premium partner integrations in the near future.Starting Price: $59 per year -
10
Nintex Process Platform
Nintex
Enterprise organizations around the world leverage the Nintex Process Platform every day to quickly and easily manage, automate and optimize their business processes. The Nintex Process Platform includes capabilities for process mapping, workflow automation, document generation, forms, mobile apps, process intelligence and more, all with an easy to use drag and drop designer. Accelerate your organization’s digital transformation journey with the next generation of Nintex Workflow Cloud. Put The Power of Process™ into the hands of your ops, IT, process professionals, business analysts, and power users. Start digitizing forms, workflows, and more today. The Nintex Process Platform is the most complete platform for process management and automation. Nintex makes it fast and easy to manage, automate, and optimize your business processes. -
11
airSlate WorkFlow
airSlate
airSlate WorkFlow is the first and only holistic no-code business automation platform. airSlate WorkFlow combines e-signing, no-code robotic process automation, contract negotiation, document generation and web forms into a single, business automation platform. Configure and automate any business process and integrate it into any system of record without writing a single line of code. Start any process with a single click directly from your system of record. Automatically pre-fill and extract data, route documents based on real-time updates, and archive them once completed. Get started in minutes with tens of thousands of pre-built workflows and document templates for any department and industry use case. A single holistic platform ‒ no need to integrate multiple services or platforms. No‑code configuration and deployment decreases time to value by 10x.Starting Price: $19 per month -
12
Repsly
Repsly
Repsly’s retail execution platform empowers CPG field teams to improve field sales performance, merchandising execution, and promotion compliance by connecting them with the data and tools they need to work more intelligently in their accounts. Repsly’s configurable platform equips field teams with solutions for scheduling, ordering, data collection, time and mileage tracking, sales performance reporting, and more. But what makes us truly unique is our approach to data: The Repsly platform combines data on shelf-level execution, team activity, and sales velocity to help field teams make smarter decisions that maximize their impact. Informed by over a decade of experience helping CPG teams drive smarter execution in the field, today Repsly users complete more than 5 million in-store activities every month in 80 countries around the world. -
13
Xpertdoc
Xpertdoc Technologies Inc.
Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Xpertdoc Smart Forms enables your customers to enter and submit their information through a better, faster, guided, and digital process that improves internal efficiencies and data accuracy. Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Plus, we provide integrations to leading ERP, CPQ, CRM platforms (Microsoft Dynamics 365 and SugarCRM), and more, enabling you to leverage powerful document generation and automation capabilities from your enterprise core systems.
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