Dynamics 365 & Microsoft Office – Better Together

Every month, more than 85 million people are more productive thanks to Microsoft Office 365. Users can work from anywhere, at any time and across any device.

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

Track customer interactions – in one click

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.

OneNote & Dynamics 365

Sync Notes. Never lose a piece of information about a customer. Record text, photos, voice, spreadsheets and even handwritten notes. Access them directly from the customer record.

Mobile. Take notes on the move. Dynamics 365 will connect these to the customer record.

Word & Dynamics 365

Merge customer data into word templates. Pull customer information into quote and proposal templates at the click of a button. Word imports account information from Dynamics 365 into merge fields. E.g. Company Name, Account Contact etc. Creating sales documents has never been quicker.

Excel & Dynamics 365

Use Excel Online directly inside Dynamics 365. Perform analyses within Dynamics 365 and cut out the frustration of transferring data between applications. View your data in familiar Excel spreadsheets and perform functions like ‘what-if’ analyses. All analyses are saved in Dynamics 365, maintaining the sales workflow.

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.

Power BI & Dynamics 365

Blend data from Dynamics 365 with other data to get smarter insights. E.g. Draw sales figures from Dynamics 365 and compare it against weather reports to see if outside temperature has an effect on sales. View this graphically to spot trends.

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.

Sharepoint & Dynamics 365

Documents added to SharePoint can be instantly accessed in Dynamics 365 against a customer record. And vice versa.

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.

Skype for Business & Dynamics 365

Click to Call. Call anyone from inside Dynamics 365 using Skype for Business. There is no need to invest in telephony platforms. The best part is that all calls will be logged inside 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.

Office 365 Groups & Dynamics 365

Enhanced Group Collaboration. Office 365 Groups automatically import into Dynamics 365. So, you’ll continue to have a central access point for all shared documents and calendars. But now you’ll also see all customer and potential customer records there as well.

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