It is always more result yielding to work in a team than to work alone. Microsoft understands the power of collaboration and thus, its various productivity platforms are designed to merge with each other and bring out the best performance.
Our star of ERP and CRM solution, Dynamics 365 becomes all the more powerful when it combines with Microsoft Word, Outlook, Excel, SharePoint, Power BI, OneNote, and Teams. If you wish to gain optimum value out of Dynamics 365, integrate with the right Office 365 applications.
Here we will discuss the benefit of integrating with Microsoft Office 365 applications:
1. Integrating with Excel:
Most companies have to deal with enormous amounts of data which has to be organizes and updated. Excel becomes a tremendous aid which eliminates the need of laborious task of editing the records one at a time, and instead you can update the records in Excel online, within Dynamics 365. Excel also makes data analytics simple for any organization. It is smart to use the Reporting feature which is a part of the Microsoft Dynamics Excel online solution. This automates the data analysis process and report updating. Ask your Dynamics 365 partner for more details on the integration.
2. Integrating with Word:
If you integrate Dynamics 365 with Microsoft Word, you can enjoy the custom templates available in Dynamics 365 along with some of the powerful features that Word delivers. In case you want to provide a professional document to a customer, you can design the document layout within Dynamics 365, as if you were working within the Office application. Thus, when you are working with similar records time and time again, you don’t have to waste time in generating a new document. You can also create summaries by merging customer data within word template.
3. Integration with Outlook:
Ask a Dynamics 365 partner to conduct the integration of your Dynamics 365 with Outlook and track your e-mails, without any difficulty. You can also view and monitor sales activities such as customer meetings with one click from the application’s Calendar function. You can also create activity lists and Dynamics records, in response to the received emails. These activities are automatically scheduled by Outlook as tasks and added to customer’s records.
4. Integrating with SharePoint:
When you integrate SharePoint with Dynamics 365, with the help of a Microsoft Dynamics partner, you save precious database space and bring down the company’s data storage footprint. The required customer data can be easily sourced from SharePoint which automatically links the relevant data to the relevant customers. You can also collaborate with users outside your organization by the virtue of SharePoint’s document management capabilities.
5. Integrating with OneNote:
The integration of OneNote with Dynamics 365 allows the users to make and edit notes within an activity wall record- on either of the two, web or mobile application. It also enables you to capture, store, and organize notes and images in OneNote on the device of your choice when it is connected to Dynamics 365. However, as the Microsoft Dynamics Partners will enlighten you, this feature is only available for Dynamics 365 online deployments for which SharePoint integration is mandatory. This integration is carried out by Dynamics 365 partner.
6. Integrating with Power BI:
Power BI is a cloud based Office 365 application. Microsoft Dynamics partner that you hire will perform the integration of Power BI with Microsoft Dynamics 365 to deliver you a self-service analytics solution. With Power BI, the display of Dynamics 365 gets refreshed automatically which helps the users to gain insights into the customer’s business history and improve the business processes. Additionally, it lets you retrieve information from the Dynamics platform, analyze it and format the data with the help of Power BI.
7. Integrating with Teams:
By using Microsoft Team you can bring together and manage your company’s files, conversations, and tools in one collaborative workspace. When a Dynamics 365 partner integrates your Dynamics 365 with Office Teams, you can conveniently work with Common Data service customer information and share the relevant files from the Office application itself. The following are the specific benefits you receive from this information:
• Provides you with a collaborative workspace.
• Delivers you with cross-functional collaboration.
• Allows you file integration
• Access functionality using mobile applications.
Thus, it indeed in the profit side of any company to integrate their Dynamics 365 with Office 365.