Pipol - Ask an expert


The benefits of integrating Dynamics 365 with Office 365

Friday, May 7, 2021

Dynamics 365 and Office 365 are part of Microsoft’s 365 collaboration and productivity tools. Using the common data model, these powerful applications can communicate with each other allowing for a more centralized approach. Through a single sign-on experience, users can access any application they need using the same system with user credentials stored in the Active Directory network.

By integrating Microsoft Dynamics 365 and Microsoft Office 365 applications, organizations can enable better customer relationships, increased productivity, and improved communication. With unified business processes and data, it’s possible to create more cost-effective, flexible solutions that help organizations to be more competitive and customer-centric. Read more below about the benefits of integrating your Microsoft Dynamics 365 solution with Microsoft Office 365.

Microsoft Outlook with Dynamics 365

Do you want a way to easily track your emails and check for updated information regarding sales activities, appointments, and meetings scheduled in your Outlook Calendar? By integrating Office 365 into your Dynamic 365 solution, you can do all this and more. It’s possible to generate new Dynamics records directly from within Outlook. And, you can automatically schedule tasks in response to emails and add extra information to your customer records. Furthermore, you can bulk import Outlook contacts into Dynamics 365 as well as track received emails on matching Dynamics records.

Microsoft Excel with Dynamics 365

Do you want an easy way to update large numbers of records at one time saving you time and resources? By integrating with Excel, you can update your records from within your Dynamics 365 solution. You can also analyze the data in Microsoft Excel Online and the information will be updated in Dynamics 365. For reporting purposes, you can take advantage of Excel’s complex data analysis tools and your reports will automatically be updated ensuring you always have a real-time view of your information. And, if you prefer to report data within Excel, Dynamics 365 will link to your specific report templates and automatically update changes as they occur.

Microsoft Word with Dynamics 365

By integrating with Microsoft Word you can enjoy the many benefits and advanced features offered by Microsoft Word. It’s possible to directly access Word templates and generate professional documents. Plus, you can design your document’s layout the same way you would in Word. These time-saving templates eliminate the need to create new documents every time you work with similar records. Furthermore, you can merge customer data into the templates and include statistics for more detailed documentation.

Microsoft SharePoint with Dynamics 365

Mainly a document management and storage system, Microsoft SharePoint is designed to save space and reduce data storage. When this web-based platform is integrated with Dynamics 365, all your customer data can be easily retrieved enabling better collaboration. Users can create document libraries in Microsoft Dynamics 365 and share documents externally from a central location that’s accessible to authorized users. With check-in/check-out and version control functionality, it’s easy to track document changes. And, any documentation containing customer data can be automatically attached to the customer record.

Microsoft Teams with Dynamics 365

Microsoft Teams allows you to manage your team’s conversations, files, and tools in one location. This increasingly popular tool is rapidly being adopted by organizations as a hub for teamwork. By integrating Dynamics 365 and Microsoft Teams users can work with common customer data and share files directly from a single, shared workspace. It offers great flexibility. Users can search for, review, and update records while chatting with colleagues and enjoying the other collaboration features. This results in more productive, efficient, and effective teamwork.

Microsoft OneNote with Dynamics 365

Microsoft OneNote is a digital notebook that lets you easily take notes on the go. By integrating OneNote with your Dynamics 365 solution, you can create and edit notes both on the web application and mobile apps. It’s possible to gather, organize, and save notes and images on any device. Note that this integration is only available for Dynamics 365 Online deployments and requires SharePoint integration.

Microsoft Power BI with Dynamics 365

The Power BI business analytics solution allows users to visualize data and share insights across the organization. It’s also possible to embed the data in your business app or website. By connecting Power BI to your Microsoft Dynamics 365 solution, it will automatically refresh and display the online Microsoft Dynamics 365 data. Using cloud-based business intelligence and analytics service, Power BI offers valuable insights into your customers’ business history so you can determine how best to improve processes. It allows you to take Dynamics 365 data, analyze it, and format it using powerful visuals on Power BI for sales and performance forecasts. And, you can connect to a variety of data sources and present all your data using live dashboards and reports.

Need help Office 365 and Dynamics integration?

There are many benefits to be gained from integrating Microsoft Office 365 with your Microsoft Dynamics 365 solution. And, Pipol is here to help you make the right choices for your specific solution. Get in touch with Pipol today to hear more.

Remember to read our articles about about why Microsoft Dynamics 365 is scalable, cost-effective business application platform in the cloud and why you want upgrade to Microsoft Dynamics 365.

Your request has been successfully submitted and is being processed. Our team will reach out within 24 hours. Download whitepaper