How to Integrate Your Microsoft Office 365 with Microsoft Dynamics 365

In the era where everything is available everywhere right on the palms of your hands, businesses capitalize on such a breakthrough by integrating technological solutions. The most powerful combination of two sophisticated software – Microsoft Office 365 and Microsoft Dynamics 365, allows organizations to elevate customer engagement and boost productivity from anywhere at any time.

The powers and capabilities of the mighty Dynamics 365 helps in managing regular activities and routine tasks from a single platform, thereby eradicating the disturbances caused by switching between applications and the need to export data. Eventually, it allows people to focus on core business objectives and stay productive. No matter, if you are deciding on a new ERP implementation or integrating an existing solution, the points below can help you achieve a truly integrated environment of Microsoft Office 365 and Microsoft Dynamics 365.

OneDrive and SharePoint Integration

This incorporation allows accessing Microsoft Office apps – OneDrive and SharePoint, within Dynamics 365. Which means, a user can access and create a document, spreadsheet or presentation in Dynamics 365 using different applications on different devices, such as Microsoft PowerPoint for iPad or Microsoft Word for iPhone. Once the task is done, the user can return to the CRM app simply by tapping on the “back” button.

Integrating Outlook

The integration of Microsoft Outlook with Dynamics 365 allows users to track emails through the browser on a laptop or phone and add contacts right within an email. This help a user to view relevant Dynamics information about the email senders, including sales activities, cases, and opportunities.

Integrating Excel

Businesses reap the advantages from number of Microsoft Excel templates available to automate key tasks, such as enabling sales to calculate commissions or manage forecasts. Excel is also used to perform quick analysis within the Dynamics 365 and reducing the frustration, time and effort needed to switch between numbers of applications to grab data.

Power BI Integration

Power BI is a suite of business analytics tools that deliver organization-wide insights. By using the connector and templates available in Power BI, users can examine customer data such as sales, pipeline, and estimates to manage team activities, providing self-service analytics.

Cortana Unification

Integrating Microsoft’s voice-based assistant Cortana incorporates predictive intelligence to show what is most relevant to users at any time – across both personal and professional sources.

Integrating Yammer

A kind of personal work place, Yammer allow users to have conversations, create and edit documents, and share information without sending a single email or attending any meetings. All the information shared among users is visible in a Facebook-like newsfeed right on their Microsoft Dynamics 365 dashboard.

At DynamicsSmartz, we can help you integrate your Office 365 and build a personalized solution that works just the way you do business. Our team loves to help our clients experience the benefits of integrating Office 365 with Dynamics 365. Whatever your needs are, let us help you discover the potential of technology.