#Microsoft 365 dynamics how to
#Microsoft 365 dynamics update
#Microsoft 365 dynamics professional

Through using the document management capabilities of Microsofts’ SharePoint from within Dynamics 365, you can readily collaborate with users outside your organization and even share documents externally.Ĭlick here to sign up to our partner program and start reselling Dynamics 365 in less than 10 minutes 5. The documents containing customer data are then automatically attached to the customer record. With this integration, customer data can be easily sourced from SharePoint. When integrated with Dynamics 365, you are able to save precious database space and reduce your data storage. Microsoft SharePoint is a document management and collaboration tool that helps maintaining storage space. Create activity lists in response to emails which are automatically scheduled as tasks and added to the customer record.Create new Dynamics records from Outlook.View information about sales activities with a single click from within Outlook Calendar so you can track meetings and customer appointments.Outlook with Dynamics 365Īnother unique way in which you can use the Dynamics platform with Office 365 is through integration with Outlook. In addition, customer data can also be easily merged into word template to create summaries. It saves lots of time that would have been spent coming up with a new document every time you work with similar records. This is extremely useful for creating documents. Using Word templates will allow you to design the layout of a document, as you would when using the usual Microsoft Office Word.

#Microsoft 365 dynamics professional

For example, whenever you want to provide a professional document for an entity, simply make use of the Microsoft Word templates. Tap into Microsoft Word using the word templates available in Dynamics 365 and benefit from some of the cool features Microsoft Word has to offer. As long as the data in Excel remains connected to the platform, your reports will be updated automatically. As Excel provides more complex functionalities about data analysis, you can decide to use Excel to view your reports. When completed, the updated information is saved in Dynamics 365.Īnother way you can integrate Excel with D365 is with Reporting. Just make use of Microsoft Excel Online within the platform to perform all the necessary data analysis. Likewise, if you want to analyze data, there is no need to go out of the application.

#Microsoft 365 dynamics update

Whenever there is a need to update large amounts of records, instead of having to go through the stress of editing the records one after the other, it is easier to just update the records in Excel online, from within Dynamics 365. Here are some ways that you can use O365 features with D365: 1.

#Microsoft 365 dynamics how to

Learn more on how to manage your business with Dynamics 365

Transform the way you work with customers.

Allow easier maintenance, more availability, and better collaboration across multiple devices.Ensure that your employees remain productive by making their daily work simpler with easy access to familiar applications.Improve how you manage and interact with customers through the use of cloud services.

Integrating Dynamics 365 with Office 365 will likely: Now try to visualize what can be accomplished if you connect both applications.

Thus, Office 365 comes with a complete list of tools that will make your organization become more efficient and productive. It also allows access to other productivity services enabled over the internet. Dynamics 365, as we know, is a cloud-based solution that offers all that you need for CRM and ERP, in a single package, while Office 365 is a subscription offering that offers access to office applications like Word, Outlook and Excel. Having centralized apps will help to provide users, especially professionals who need access to many applications simultaneously, with the ability to work from anywhere, at any time and on any device. As many users rely on several applications, the importance of having all the apps in one place is becoming more necessary.