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7 Ways to Integrate Your Office with Dynamics 365

Published Date
Author Ryan Pollyniak

 

Microsoft Dynamics 365 and Office 365 are a powerful combination to elevate customer engagement and boost productivity, especially when most of today’s workers (and customers) are on the go. With the availability of hundreds of third-party apps and easy customizations, learn how we can help you integrate your office and build a tailored solution for the way you need to work.

Dynamics 365 is already designed to allow users to manage their daily activities in a single experience, eliminating the distractions of bouncing between applications and the need to export data. This reduces the time it takes to complete tasks and allows people to focus on doing their job. Whether you are embarking on a new ERP implementation or want to expand and integrate an existing solution, here are some ideas to help you achieve a truly integrated environment.  

 

  1. Excel: There are many Excel templates that can automate core tasks, such as enabling sales to calculate commissions or manage forecasts. You can also use Microsoft Excel to do a quick analysis right from within Dynamics 365, eliminating the frustration, time and effort required to switch between applications.
  2. Outlook: Dynamics 365 and Outlook integration enables people to track emails and add contacts from within an email. You can even create new records to track emails through the browser on a laptop or phone. Users can view contextual Dynamics information about the email senders, including sales activities, cases, and opportunities.
  3. SharePoint and OneDrive: You can seamlessly open Office apps within Dynamics 365, including SharePoint, OneDrive, and Office 365 groups. Users can open a document in Dynamics 365 using different applications on various devices like Microsoft PowerPoint for iPad or Microsoft Word for iPhone. After reviewing the document, they can return back to the CRM app simply by tapping on the “back” button.
  4. Cortana: Cortana integration uses predictive intelligence to surface what’s most relevant to users at any time – across both personal and professional sources.
  5. OneNote:  Users can share information easier with OneNote embedded inside Dynamics 365. You can create and view notes containing text, photos, voice, spreadsheets—even handwritten notes on a napkin—all within the context of the account, opportunity or any other record. With OneNote embedded, account information is automatically linked with the CRM Online record.
  6. Power BI: Using the connector and templates in Power BI, users can analyze customer data such as sales, pipeline, and forecasts to manage team activities, providing self-service analytics.
  7. Yammer: Yammer gives colleagues a central place to have conversations, create and edit documents, and share information without sending a single email or attending any meetings. Users will see posts in a newsfeed on their Microsoft Dynamics 365 dashboard whenever people update customer info, and they’ll be able to join in the conversation with their own posts.

 

We love helping our customers meld the best of Dynamics 365 with Office 365 to maximize their investment. Whether you need to extend the functionality of your applications, create custom apps, or automate processes—let us help you meet customer and market demands and keep up with the fast pace for business. Discover what you’ve been missing from common apps you probably already have in place and your users already know.