Dynamics 365 and Office 365, Working Together

Microsoft continues to evolve their enterprise cloud solutions to adapt to the changing needs of how people work and where they work. SADA recently co-hosted a live webinar with Microsoft’s Sr. Sales Director Bill Kerr, to showcase some of the new updates and integrations between two of Microsoft’s cloud solutions – Office 365 and Dynamics 365. The session highlighted how these solutions work together to increase productivity, collaboration, and insights for organizations.

Digital Transformation with Dynamics 365

Dynamics 365 unifies CRM and ERP capabilities into an online platform that can be used for sales, service, marketing, project service automation, customer service, and operations. Along with these core workloads, the application is flexible and extensible, allowing the application to be configured to manage additional workloads specific to an organization, or industry, or business process. Since Dynamics 365 lives in the cloud, users are able to access the application whether they’re on the go or in the office, and from their PCs, tablets, or mobile devices. Overall, Dynamics 365 enables users, teams, and the entire organizations as a whole, to better manage business processes, gain unique insights, and streamline operations.


Dynamics 365 CRM

Collaboration with Office 365

Most people are familiar with Microsoft Office, whether for personal or business use. In fact, the popular application is used by more than 1.2 billion people in 140 countries around the world.¹ Microsoft’s enterprise cloud-based version, Office 365, offers the full Office Suite including familiar tools like Outlook, Word, Excel as well as new applications such as OneNote, Power BI, and OneDrive.

Office 365 for enterprise
What do you get when you put the two together? A seamless workflow, streamlined sales and operations, simplified collaboration, and access to a multitude of actionable insights, all from one application. 

Here are 7 key highlights from the session:

 1) Gain Unique Insights – Cortana Intelligence boosts productivity by generating actionable insights. It suggests actions, provides follow up reminders, tracks email engagement, and even suggests specific emails to input into Dynamics. All of this provides a more holistic view for customer engagement and outreach.


 2) Access What You Need from Any Location – With the updated Dynamics 365 app for Outlook, teams are able to easily track email, apply email templates, create tasks, and conduct follow-up phone call activities directly from the Outlook app.  This is extremely useful for field teams, remote employees, or users who need to easily switch between multiple devices.


3) Save Time With Templates – Existing Word and Excel templates simplify ease of use and increase productivity by allowing users to save time, simplify document creation, and create consistency, while organizations can manage templates to ensure  compliance standards are met. Users can easily create account summaries, documents of record, sales reports, and budgets by taking account information from Dynamics and exporting it into an editable Word or Excel template that can be emailed,  printed, or saved to OneDrive or OneNote.


 4) Easily Edit and Save Notes  – Along with SharePoint, Microsoft’s affordable storage repository, OneDrive and OneNote are also offered for easier collaboration. OneNote allows users to take notes during meetings or while out in the field, share  with others across the organization, and access through a mobile device. With OneDrive, users can take more formal Word docs, Excel sheets, and PowerPoint templates, and attach them to an opportunity in Dynamics 365. Users can manage documents  in draft mode and then publish them to a private or public space to share out internally or externally. This is all synchronized between desktop and mobile devices for anytime, anywhere accessibility.


5) Work Easier in Office 365 Groups – When working with an internal team on projects or sales opportunities, Groups provides a consolidated place to chat, file documents, set meetings, and manage members. For those working in Dynamics 365 all the time, users are able to access the information in a record without having to switch between two applications. Create team cohesiveness and keep everything organized in one repository, creating a single view for the user and the entire team.


6) Make Smarter Decisions with Unique Insights Oftentimes, accessing the right information and making sense of all the data can be challenging. Using Excel Online, directly within the Dynamics 365 application, users are able to use a familiar tool to analyze and hone in on the data that enables smarter decision making without having to export data from Dynamics 365. For deeper data intelligence, the Power BI integration aggregates data from a number of sources and surfaces them in Dynamics 365 to create interactive rich visualizations.


7) Increase Awareness with Delve and Graphs – Gain intelligence and increase awareness into what’s happening within your organization. Better understand and prioritize document creation using Office Delve. Delve uses machine learning to analyze activity related to organizational documents automatically calculating, for each user, highlighting what documents are trending or most relevant to them.


Interested in learning more about Office 365 and Dynamics 365? View the complete webcast and demos, or contact us for a complimentary consultation. 

Download the

(1) https://products.office.com/en-us/business/office-365-enterprise-e3-business-software

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