What Does Integrating Dynamics 365 with Office 365 Offer?

Microsoft Office 365 is a powerful bundle of productivity suite has revolutionized the idea of digital workspaces, accessing office applications and sharing data from anywhere, anytime. Microsoft is a brand and a leading name in the technological innovations and advancement also devised Dynamics 365 having the capabilities of Dynamics CRM, NAV and AX resulting in an amazing combination of CRM and ERP solutions. The compatibility and seamless integration of Microsoft products have always been the USPs of Microsoft products leveraging infinite benefits to the businesses. Likewise, both cloud-based products together offer extensive capabilities to track appointments, emails, contracts, schedules by connecting to Outlook, Word, Excel etc. and enhanced customer relationship contributing to improved business ROI.

Integrating Dynamics 365 with Office 365

Integration of Microsoft Dynamics 365 with Office 365 help businesses leverage the benefits of various O365 applications including:

· Outlook: Microsoft Dynamics suite has always shared a productive integration with Outlook. Integration of Dynamics 365 with Microsoft Outlook, from Office 365 enables swift email tracking, Dynamics 365 templates, creating tasks and activity lists, accessing all Dynamics 365 records, and automatically scheduling tasks and lists in the customer records.

· Word and Excel: Dynamics 365 integration with O365 facilitates data export and import to and from Excel and Word, merging customer data, creating templates, refreshing CRM data by using Pivot Tables and worksheets and creating summaries and many other functionalities.

· OneNote: OneNote is a Microsoft application that allows storing diverse types of data including text, images, videos at one place. Dynamics 365 and Office 365 integration enables the creation of OneNote tab for individual customers and taking all related notes to share it across the customer support team to offer better customer experience.

· SharePoint: This innovative integration brings in improved document management capabilities to the enterprises. SharePoint extends powerful storage capabilities with versioning and workflow management features rendering cost effective and productivity enhancing solution.

· OneDrive: While SharePoint helps managing documents for all records of Dynamics 365, OneDrive extends this capability to work individually and privately on the records with relevant permissions of access. The documents can be stored in OneDrive, accessed and modified anytime from any device with internet connectivity.

·   Power BI: Microsoft Power BI is an intuitive platform for data analytics and data visualization that allows embedding the engaging reports into dynamics 365 dashboards with this integration. It also helps in generating direct reports based on Dynamics 365 records and share them with peers and team members, who do not have direct access to the Dynamic 365.

Conclusion

The advancing technologies like Office 365 and Dynamics 365 and their mutual integration enable companies to leverage extended benefits of multiple cloud solutions flawlessly.

NetCom Learning offers you extensive Microsoft Dynamics 365 and Microsoft Office 365 certification and training courses that can help you to derive most of the integration advantages of these two subscription-based products. The diverse training modes offered at NetCom Learning including classroom, onsite, public, private, eLearning etc. allow you to enjoy the flexibility to choose from the custom schedules matching your convenience at affordable training costs.