Explore the Powerful Combination of Dynamics 365 with Office 365

Marketing Team
Published on November 30, 2021

Integrating Dynamics 365 with Office 365

As the business expands, users rely on multiple apps and then arises the need to centralize all apps under a single system. Dynamics 365 is a cloud-based solution that combines CRM and ERP functionality into a single package, whereas Office 365 is a subscription service that provides access to office apps such as Word, Outlook, and Excel. It also gives you access to additional internet-based productivity tools. Integrating them together can simplify all your business processes.

Microsoft Excel and Dynamics 365

By integrating Excel with Dynamics 365, you can easily update records in Excel online, within Dynamics 365.

Microsoft Excel has been around for quite some time and has been a constant instrument for every business. But Excel, on the other hand, has its limitations in the workplace. The constraints are most noticeable when a large number of records is updated. By integrating Excel with Dynamics 365, you can easily update records in Excel online, within Dynamics 365, without having to edit them. This integration can assist you in utilizing Microsoft Dynamics 365's capabilities. When your Excel is connected to Dynamics 365, you can use the reporting capability to analyze data and obtain an automated updating of data in reports, making sophisticated data analysis simple for your organization.

Microsoft Word and Dynamics 365

Save time by sharing your documents directly with the integrated Dynamics solution.

Microsoft Word is a widely used word processing tool that is used all over the world. The need for professional-looking papers for your business needs is one of the biggest reasons to combine Word with Dynamics 365. You don't have to waste time producing new documents for similar records with Dynamics 365 and Word; instead, utilize custom templates in Dynamics 365. Other advantages of Word and Dynamics 365 connection include the ability to design a document's layout in a manner similar to that of Office, the elimination of time wasted creating a new document, and the ability to merge data within a Word template to create summaries.

Microsoft Outlook and Dynamics 365

Use the Dynamics 365 and Outlook interaction to create new records in Dynamics, schedule tasks, and add data automatically.

Outlook is the most widely used emailing platform on the planet. You will be able to manage your emails, monitor sales activities within Outlook Calendar, track meetings, and follow-ups by integrating your Outlook with Dynamics 365. You can use the Dynamics 365 and Outlook interaction to create new records in Dynamics, schedule tasks and add data automatically, and create activity lists in response. You only need to download and configure the Microsoft Dynamics 365 App for Outlook because Dynamics 365 CRM and Outlook are both on the Microsoft platform. This connects the apps and allows them to function together in a smooth manner. The program is available in both a cloud and desktop version from Microsoft. Both offer the same functionality; however, the cloud app offers the benefits of automated upgrades and access from any internet-connected device, anywhere and at any time.

Microsoft Power BI with Dynamics 365

The connection of Power BI with Dynamics 365 allows you to obtain insights into your clients' business history, easily retrieve information, analyze, and format data.

Power BI is a cloud-based business intelligence (BI) and analytics solution that allows you to see data and share insights across your company. Power BI was available as part of Microsoft's Office subscription. It's a cloud-based application that, when combined with Dynamics 365, may serve as a self-service analytics solution. The connection of Power BI with Dynamics 365 provides insights into your clients' business history, easily retrieves information, analyzes, and formats data using Power BI graphics, and enhances your operations. Although Microsoft Dynamics 365 is a robust platform in and of itself, there are methods to combine it with the capability of Office 365 applications. Why don't you combine the two? Integrating the proper tool with the correct strategy can help you get the most out of your investment. If you'd like to learn more about how Microsoft products work with Dynamics 365, contact us now to learn how these Microsoft product integrations can benefit your company.

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