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How Dynamics 365 and Office 365 integration helps your business?

March 28th, 2018 Intech SystemIntech Systems Dynamics 365, Office 365

Businesses rely on many applications for seamless experience. When these applications are all centralized, you will get a seamless working experience that will also add to your productivity. Furthermore, with everything going on cloud, it has become important that you get access to your data and work on any device, at any time. Dynamics 365 is a cloud-based business solution with the combined capabilities of ERP and CRM while Office 365 is a subscription based package of productivity applications like Word, Excel, Outlook, etc. Hence, when you combine these two applications, the benefits become twofold. Dynamics 365 and Office 365 integration will:

  • Make your daily work easier with constant connectivity and easy access to the familiar applications
  • Track customer interactions and make sure you both are on the same page
  • Allow easy maintenance, better productivity, and more availability across various devices
  • Provide smarter insights to sales data

So how does combining Dynamics 365 and Office 365 benefit your business?

1. Excel and Dynamics 365microsoft excel logo

For most businesses, Excel is their go-to tool for calculations and analysis. But it is not just feasible to use Excel for all your business calculations when your business is large. You can integrate Excel with Dynamics 365 so that you can:

  • Use Excel Online directly in Dynamics 365 to update and analyse large amounts of records whenever needed
  • Save the updated information and analysis in Dynamics 365
  • View the up-to-date reporting data within Excel
  • Maintain user security role so you can control who can see which data


2. Word and Dynamics 365Image result for word

By integrating Word and Dynamics 365, you can access some features of Word right from Dynamics 365. Here’s how:

  • Get customer information from Dynamics 365 in quote or proposal template
  • Create sales documents in a jiffy
  • Easily merge and summarize customer data into Word templates


3. Outlook and Dynamics 365Image result for outlook

By integrating Dynamics 365 with Outlook, you can track customer interactions in a click. This combination is perfect for:

  • Tracking emails with ease
  • Creating new Dynamics 365 records from Outlook
  • Creating customer tasks quickly in Dynamics 365 and adding to the customer record
  • Viewing account information, sales activities, etc.
  • Tracking meetings and customer appointments

4. Skype for Business and Dynamics 365

Skype for Business is a trusted app for business meetings. By integrating this business meeting app to Dynamics 365, you can:

  • Call anyone directly from Dynamics 365
  • Get the details of all the call logs of a customer under its record
  • Conduct webinars or whiteboard discussions and send the recorded file to the participants
  • Keep a track of recipients of the recorded file under their respective customer record

5. OneNote and Dynamics 365Image result for onenote

OneNote is like a digital notebook for you to take notes on-the-go. Integrating it with Dynamics 365 (requires SharePoint integration) will help you:

  • Link your notes (OneNote files) including text notes, voice memos, spreadsheets, and images with CRM records
  • Make and edit notes within an activity wall record

6. SharePoint and Dynamics 365sharepoint

SharePoint is a document sharing and management tool by Microsoft. When integrated with Dynamics 365, it can help you:

  • Save database space and reduce your data storage
  • Access the documents in SharePoint within Dynamics 365 and vice versa
  • Collaborate with external users and even share documents
  • Source customer data from Dynamics 365 to SharePoint and those documents will get attached to the respective customer record

Microsoft Dynamics 365 and Office 365 are the business tools which have their own benefits, objectives and use. Thus, when you connect them together, they bring a new level of productivity, efficiency and ease of doing business. The integration is seamless, customer-oriented and empowers collaboration. For more information about this powerful combination, schedule a demo with us.

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