Best Workflow Automation Software for Microsoft Dynamics 365
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Compare the Top Workflow Automation Software that integrates with Microsoft Dynamics 365 as of April 2026
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This a list of Workflow 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 Workflow Automation Software for Microsoft Dynamics 365?
Workflow automation software helps organizations design, execute, and manage automated processes that reduce manual effort and improve efficiency. It enables teams to define rules, triggers, and actions that move tasks and data seamlessly between systems and people. The software often includes visual workflow builders, integrations with business applications, and real-time monitoring. Many platforms support approvals, notifications, and error handling to ensure processes run smoothly. By standardizing and automating workflows, workflow automation software increases productivity, consistency, and scalability across the organization. Compare and read user reviews of the best Workflow Automation software for Microsoft Dynamics 365 currently available using the table below. This list is updated regularly.
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1
onPhase
onPhase
onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction. AP Automation and Vendor Payments Solutions: Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. Document Management Solution: Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. Forms and Workflow Automation: Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more. -
2
Square 9
Square 9
Square 9 removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding and Contracts Management.Starting Price: $50/month/user -
3
Rayven
Rayven
Rayven designs and delivers operational systems for industrial and asset-intensive businesses. We connect fragmented data from IT, OT, IoT, files, and existing systems - anything - without rip-and-replace, then turn it into automation and made-to-fit operational solutions that run in a single environment. Rayven is built for real operational conditions - sites, assets, field teams, production, logistics, and infrastructure. Teams get real-time visibility and automated workflows that reduce manual work, close gaps between systems, and improve coordination across operations. Everything is delivered end-to-end. Rayven designs the solution, provides the underlying technology, deploys it, and supports it over time - without requiring internal development teams or large implementation projects. Rayven works directly with customers and via partners through white-label and co-branded solutions. Based in Australia and New Zealand, supporting industrial organisations globally.Starting Price: $0 -
4
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 -
5
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. -
6
altaFlow
airSlate
altaFlow is a document-first, no-code automation platform designed to streamline and govern document-driven business workflows by combining document generation, smart forms, eSignatures, and workflow automation into a single system. It enables organizations to transform static documents into intelligent, self-operating workflows that connect people, data, and systems across tools like CRM and ERP platforms. Users can build custom workflows through a drag-and-drop interface, allowing processes such as contract generation, approvals, quoting, onboarding, and invoicing to be automated without coding. It includes dynamic document generation that pulls data directly from connected systems to ensure accuracy, as well as web-based forms that capture information and trigger workflows instantly upon submission. It also features automation bots that validate data, send reminders, and move documents between systems, eliminating manual handoffs and reducing delays.Starting Price: $399/month -
7
n8n
n8n
Build complex automations 10x faster, without fighting APIs. Your days spent slogging through a spaghetti of scripts are over. Use JavaScript when you need flexibility and UI for everything else. n8n allows you to build flexible workflows focused on deep data integration. And with sharable templates and a user-friendly UI, the less technical people on your team can collaborate on them too. Unlike other tools, complexity is not a limitation. So you can build whatever you want — without stressing over budget. Connect APIs with no code to automate basic tasks. Or write vanilla Javascript when you need to manipulate complex data. You can implement multiple triggers. Branch and merge your workflows. And even pause flows to wait for external events. Interface easily with any API or service with custom HTTP requests. Avoid breaking live workflows by separating dev and prod environments with unique sets of auth data.Starting Price: $20 per month -
8
fileAI
fileAI
The most powerful digitization and categorization tool on the market, processing a wide range of digital, scanned or printed document types, submit documents in any file type and form. With hundreds of available integrations, you stay hands-off on data entry, manual verification or account code tagging. A tool to manage import and export at the same time, stay in control with automatic approvals and notifications. Trigger approvals based on events at your convenience. Send approvals to team members, clients, or stakeholders at once. Remove friction with multi-layered approvals and your most convenient format: email, mobile app or in app. Get a real-time view of your finances every time you check your preferred tools and eliminate human error from your reporting.Starting Price: $99 per month -
9
Flows
Bipath
Flows by Bipath is a fully managed service that integrates business tools, automates workflows and facilitates seamless data movement between applications without requiring user intervention. By connecting to any API-enabled application, Flows automates business processes, allowing companies to concentrate on growth while eliminating the need for coding or learning new systems. The platform supports integration with a wide array of applications. The process involves submitting a request with specifications, building the workflow integration to industry standards with error handling and alerts, testing the integration, and activating it into production. This approach ensures that applications communicate effectively, streamlining operations and enhancing efficiency. Once fully tested, your new Flow will activate into production. Managed workflows and API integrations at scale.Starting Price: $99 per month -
10
UnifyApps
UnifyApps
Reduce fragmented systems & bridge data silos by enabling your teams to develop complex applications, automate workflows and build data pipelines. Automate complex business processes across applications within minutes. Build and deploy customer-facing and internal applications. Use from a wide range of pre-built rich components. Enterprise-grade security and governance and robust debugging and change management. Build enterprise-grade applications 10x faster without writing code. Automate complex business processes across applications within minutes. Powered by enterprise-grade reliability features like caching, rate limiting, and circuit breakers. Build custom integrations in less than a day with connector SDK. Real-time data replication from any source to the destination system. Instantly move data across applications, data warehouses, or data lakes. Enable preload transformations, and automated schema mapping. -
11
Unifonic
Unifonic
Unifonic is an AI-driven platform that enables personalized omnichannel customer engagement. It offers a range of communication channels, including SMS, WhatsApp, Messenger, push notifications, and voice, allowing businesses to connect with customers through their preferred mediums. The platform supports over 100 native integrations with tools like Salesforce, HubSpot, and Shopify, facilitating seamless workflow automation. Unifonic's Flow Studio provides pre-built templates for common use cases such as abandoned cart reminders, OTPs, and chatbot automation, simplifying the implementation of automated workflows. The platform is designed to enhance marketing efforts, streamline IT and operations with low-code development tools, and improve customer support by offering 24/7 AI-powered assistance. Unifonic has a global reach, with 95% coverage, over 25 billion messages sent, and more than 5,000 customers.
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