List of the Top 13 Forms Automation Software for Microsoft Dynamics 365 in 2025

Resco Inspections+ serves as a highly adaptable digital platform tailored for various sectors including construction, manufacturing, oil and gas, nonprofits, utilities, and property management. This innovative tool enables organizations to eliminate reliance on paper by converting audits, inspections, surveys, and checklists into fully customizable digital workflows. By seamlessly integrating with Dynamics 365 and Salesforce, it enhances CRM and ERP functionalities, allowing for efficient collection and updating of field data even when away from the office. Its offline-first design is particularly advantageous in situations where internet access may be intermittent, such as on remote oil rigs, at construction sites, in garages, or even within bustling urban areas. This feature empowers field technicians, auditors, and inspectors to gather essential data without any interruptions, while the sophisticated synchronization engine works automatically to update information once connectivity is restored. Moreover, Inspections+ boasts a user-friendly drag-and-drop questionnaire builder equipped with intelligent questions, business logic, and multimedia capture options, facilitating easy no-code customization for various purposes like safety evaluations, compliance documentation, or trial audits. With immediate access to data insights, organizations are positioned to streamline their operations, minimize errors, and make informed decisions efficiently, thereby enhancing overall productivity and effectiveness in their respective fields.

Streamlines the gathering, directing, authorization, and communication workflows for expense approvals, vacation requests, and new employee onboarding. Guarantees the appropriate participants are engaged at every stage of your procedure, regardless of its simplicity or complexity, reducing hold-ups and obstacles.

Square 9's advanced AI-driven platform revolutionizes information management by eliminating the need for paper, streamlining tasks with automated digital workflows that enhance productivity. It simplifies operations by capturing data from scanned documents or PDFs, organizing files in an easily searchable database, and creating digital replicas of existing processes using visual workflow designs. This innovative approach not only saves time but also increases efficiency in everyday tasks.

Develop automation solutions tailored to your business needs with ThinkAutomation, which offers a versatile studio for crafting any required automated workflow. This platform provides the freedom to create without limitations on volume and eliminates the need to pay for each individual process, license, or robotic implementation. With such flexibility, you can streamline operations and enhance efficiency seamlessly.

UnForm offers a robust solution for enterprise document management and process automation, allowing for seamless integration with any application. Our platform-independent and fully browser-based solutions empower users to create, deliver, capture, index, route, and store documents efficiently, enabling easy access to the entire transaction life cycle through a single search. With advanced data extraction and workflow functionalities, we facilitate the automation of processes that require intensive data entry. For those utilizing cloud-based ERP systems or seeking a solution that eliminates the need for hardware management, UnForm.Cloud serves as an ideal hosting service for UnForm Document Management. The implementation process for UnForm has never been simpler, especially with the reliable backing of a well-established hosting vendor like Oracle, which guarantees the safety and security of your data through meticulously managed data centers and cross-region backups. This ensures that you can consistently access your information whenever necessary, providing an additional layer of reliability for your document management needs.

Prestartr serves as the premier platform for field operations tailored specifically for civil and mining contractors who are looking to modernize their processes, manage budgets effectively, and increase productivity. Eliminate the hassle of outdated paper forms, complex spreadsheets, and manual data entry—Prestartr transforms site workflows from inception to completion. Effortlessly oversee timesheets, dockets, and project tracking in real-time, which guarantees precise payroll, invoicing, and compliance documentation readily available. Maintain budgetary control with immediate insights into cost centers and forecasting tools designed to avert overruns proactively. Additionally, Prestartr enhances your fleet's efficiency by monitoring equipment utilization, automating maintenance schedules, and reducing expensive downtime. Improve workplace safety and simplify adherence to regulations through built-in digital checklists, inspections, and thorough audit trails. With versatile customization options, Prestartr seamlessly integrates with your current accounting, ERP, and fleet telematics systems, serving as the core of your daily operations. Renowned by top contractors throughout Australia and New Zealand, Prestartr not only helps you complete projects more swiftly but also increases profitability, setting a new standard in the industry. By leveraging this platform, organizations can adapt more easily to market changes and maintain a competitive edge.

Cognito Forms provides an intuitive platform for building robust forms and user interfaces, making it accessible to all users, whether they are beginners or seasoned programmers. This tool empowers individuals to develop their own online applications that streamline workflows and increase efficiency. Additionally, Cognito Forms seamlessly integrates with existing software systems, enabling faster development and offering a digital alternative to traditional paper-based procedures. By blending advanced features with user-friendly design, Cognito Forms simplifies the task of managing complex tasks and automating repetitive processes. Utilize our drag-and-drop form builder along with a variety of free templates to craft aesthetically pleasing forms in no time. Furthermore, you can easily incorporate conditional logic or perform calculations, enhancing the functionality of your forms to further optimize your workflow.

Integrify is a cloud-driven, low-code platform designed for automating workflows, enabling businesses to streamline processes, create interactive forms, and establish self-service portals. Additionally, it provides capabilities to monitor performance metrics and track activity through detailed audit trails. With its open API, Integrify seamlessly connects with a variety of enterprise applications such as ERP, HRIS, and CRM, allowing clients to effortlessly exchange data across different systems within any workflow. To ensure the success of automation initiatives, we provide comprehensive support that includes dedicated account management, thorough implementation services, and training. Our platform offers numerous benefits, including unlimited forms, processes, file and document storage, transactions and requests, audit trails, reports, and dashboards, along with a branded self-service portal and API integration. Furthermore, we supply free starter templates for workflow apps and assign a dedicated account manager to each client to facilitate their journey.

Gravity Forms is recognized as the top choice for creating advanced forms on your WordPress website, thanks to its exceptional user-friendliness and reliability. To avoid losing potential leads, elevate your business with a sleek contact form that comes equipped with a variety of time-saving features and tools. This plugin is all you need for WordPress form creation, enabling you to design and launch forms in just a few minutes. The entire process is simple and efficient; all you have to do is select your fields, modify your settings, and effortlessly embed forms into your site using the easy-to-use built-in tools. Moreover, Gravity Forms integrates seamlessly with popular web applications and online services, enhancing the functionality and adaptability of your forms. With more than ten years of expertise in the WordPress forms arena, Gravity Forms remains at the forefront of innovation, offering the most requested third-party integrations for users. This is merely the start—exciting premium partner integrations are on the horizon, promising to make your form-building journey even more robust. As new features roll out, you can look forward to an even more enriched user experience with Gravity Forms.

The Nintex Process Platform serves enterprise organizations globally to streamline, oversee, and enhance their business processes. It boasts features like process mapping, workflow automation, and document creation, alongside mobile applications, process intelligence, and customizable forms—all facilitated through an intuitive drag-and-drop designer. The latest iteration, Nintex Workflow Cloud, significantly propels organizations toward digital transformation. Empower your operations and IT teams, process analysts, business analysts, and power users by harnessing The Power of Process™. This platform enables the digitization of forms, workflows, and other critical components, making it the most extensive solution available for automation and process management. Nintex simplifies the journey to optimize and automate business processes, ensuring efficiency at every step. With its comprehensive tools, organizations can adapt to changing demands seamlessly.

airSlate WorkFlow stands out as the first and only no-code platform designed specifically for business automation, offering a comprehensive solution. This platform seamlessly merges features like electronic signing, no-code robotic automation, contract negotiations, document generation, and web forms all within one unified interface. Users can easily set up and streamline any business process and integrate it with existing systems of record without needing to write any code. Initiate any process directly from your record system with a single click, allowing for automatic data pre-filling, real-time document routing, and archiving of finished documents. You can get started in just minutes by selecting from tens of thousands of pre-built templates and workflows tailored for various industries and departments. There's no need to juggle multiple platforms or services, leading to a significantly faster time to value, which is reduced by tenfold thanks to the straightforward no-code configuration and deployment options available. Overall, airSlate WorkFlow revolutionizes how businesses approach automation by simplifying processes and enhancing productivity.

Repsly's retail execution platform empowers consumer packaged goods (CPG) field teams to enhance their sales performance, ensure adherence to promotional standards, and optimize merchandising execution by providing access to essential data and tools that facilitate smarter work practices within their accounts. The adaptable nature of Repsly's platform equips these teams with various solutions, including ordering, scheduling, data collection, time and mileage tracking, and sales performance reporting, all of which contribute to its distinctive market position. By consolidating data on shelf-level execution and team activities, the Repsly platform aids field teams in making informed decisions that amplify their effectiveness. With over ten years of experience supporting CPG teams, Repsly has facilitated more than 5 million in-store activities each month across 80 countries, showcasing the platform's global impact and reach. This extensive track record highlights the commitment of Repsly to driving success for its users in the competitive retail landscape.

Xpertdoc offers a versatile solution for crafting both intricate and straightforward documents, whether through interactive methods, in bulk, or via automated workflows. It also facilitates the capture and management of customer data and enterprise content effectively. With Xpertdoc Smart Flows, you can design and implement streamlined automated processes that enhance the generation, storage, and distribution of your documents. Meanwhile, Xpertdoc Smart Forms empowers customers to input their information and submit it digitally, significantly boosting data accuracy and organizational efficiency. Additionally, the Xpertdoc Content Manager provides a secure repository for storing, searching, and retrieving digital assets with ease. Furthermore, we provide seamless integrations with various CRM platforms, including Microsoft Dynamics 365 and SugarCRM, among others, allowing you to leverage the robust document generation and automation capabilities inherent in your core enterprise systems. By utilizing these tools, businesses can enhance their workflows and improve overall productivity.