EasySend App for Dynamics 365

EasySend provides a quick and easy way to streamline customer data intake and automate your workflow, turning clunky, manual forms into easy digital experiences.

EasySend’s omnichannel process automation solution can fit any organization that needs to intake data and e-signatures from customers and eliminates the need for lengthy and expensive development projects. By leveraging no-code technology, organizations can go live with their digital transformation fast and at a fraction of the cost and internal resources.

The no-code platform is complete with a seamless two-way integration to your Microsoft Power Platform, including a plug-and-play connector to the Microsoft ecosystem that allows you to launch digital processes to your customers directly from Dynamics 365, as well as to push and pull data from the dataverse for personalized experiences, streamlining customer interactions, increasing conversion rates and ensuring data accuracy.

With EasySend’s solution in the Microsoft AppSource, users can:

• Build digital customer data intake processes in the cloud right from Dynamics 365 using native fields and objects.

• Track customer progress, see how processes are performing, and optimize every step based on real data.

• Manage all digital processes in one place. When it comes time to launch, click send from Dynamics 365.

• Make it easy for customers to fill out the right answers with pre-populated fields and a two-way database that auto-syncs.