Dynamics 365 & Microsoft Office – Better Together
Add Microsoft Dynamics 365 to your Office 365 subscription and transform the way you work with customers.
Let’s take a look at how Dynamics 365 and Office 365 work together.
Outlook & Dynamics 365
Create new Dynamics 365 records in Outlook. Never fail to track email leads again. Click one button and the email sender becomes a record in Dynamics 365. You can also bulk create records from any of your Outlook contacts.
Quick create customer tasks. Create activity lists in response to emails. Simply drag emails that need actioning into Outlook Tasks. These are automatically scheduled as tasks in Dynamics 365 and added to the customer record.
See important account info in Outlook. View account info next to the message. Dynamics 365 draws sales activities, cases and opportunity information about the account and places it next to the relevant mail.
Log your sales activities from within Outlook Calendar. With a single click from within Outlook Calendar, track meetings and customer appointments. Managers get an update on these activities without the sales rep having to log in to Dynamics 365.
Mobile. Take notes on the move. Dynamics 365 will connect these to the customer record.
Connect Excel to Dynamics 365 data at the touch of a button. If you prefer seeing reporting data within excel, Dynamics 365 will link with whatever reports you produce. The data in Excel remains linked to Dynamics 365, so your reports update dynamically. And because the data is drawn from Dynamics 365, user security roles are maintained. If the excel doc contains some data above your security clearance, that part of the data will be hidden on the spreadsheet.
Create custom dashboards. Set up all your key metrics in one window. Import datasets from Dynamics 365 with a few clicks, using the pre-built content packs. It’s never been easier to see the data you need, all in one place, on any device.
See calendars and shared docs from within Dynamics 365. Your company SharePoint accounts automatically get imported to Dynamics 365, making integration easy and seamless.
Smart collaboration on proposals. Source customer data from Dynamics 365 and those documents automatically get attached to the customer record.
Instant follow up. Conduct webinars or whiteboard discussions with Skype for Business and then immediately send a record of the event to participants. Dynamics 365 will track who received it, and add it to their customer record.
Don’t miss more articles by The CRM Team
Why marketing automation is important for every business – including yours Many companies know the term “marketing automation”. But what, exactly, is it? In short, marketing automation is this: the digital tools that make marketing simpler and more effective. At a...
Teams and Dynamics 365 - They go together like PB & J! And that’s just part for the lunchbox of new tech reveals at Microsoft Inspire 2021. Microsoft recently held its annual Inspire conference – the tech giant’s annual release of all that’s new and innovative in...
8 key benefits of marketing automation In a nutshell, marketing automation refers to all the digital tools that help marketers reach customers more efficiently, effectively and scalably. But what are the real differences between business that use marketing automation...
Discover More Stories