Using Office 365 on its own? You’re missing half the story
Mulder and Scully. Han Solo and Chewbacca. Romeo and Juliet. Whether they’re saving the world, helping the Rebel Alliance or falling in love, if you split these duos up you only get half the picture. Half the story. And it’s the same when it comes to using Office 365.
You might not realise, but if you’re only using Office 365 – you’re only getting half the productivity. Yes, you’ve started down the right track. Your people already use Office 365. They know all the shortcuts. It fits comfortably into their working day.
But you need to make their processes more efficient, and you need them to be more productive. Yet it’s here that you’ve got be careful. Giving your teams new tools and programmes that aren’t connected could disrupt their processes and interrupt their workflow. It’d be like sending Robin to work with Superman. Or, Goose to help Frodo.
If you want to improve your productivity, you’ve got to do more with what you’ve already got. You need the only duo capable of uniting your apps, tools and processes. You need to use Office 365 with Dynamics 365.
What can you achieve with Office 365 and Dynamics 365?
To make sure your business performs as well as it can, you need joined up people, processes and data. And that starts with Office 365 and Dynamics 365. When you use them together, you’ll build better customer relationships. You'll improve communication between your teams. And vitally, you'll increase productivity.
You don’t have to deal with common teething problems either. Adoption issues? Not likely. Your teams already use and like Office 365. So adding Dynamics 365 won’t disrupt their day, as it works with apps your people know.
Through a common platform, you’ll bring together relationships, data and processes. Your routine tasks will get easier. You’ll get more productive.
Now, let’s see what you can expect.
Outlook and Dynamics 365: prepare for every engagement
Just like Q prepares Bond for every mission, Dynamics 365 and Outlook prepare your people for every engagement. In fact, your teams will have everything they need, right when they need it.
Getting started is easy. Bulk import your Outlook contacts into Dynamics 365. It’s just as simple to add new contacts. Whenever you get updates – new meetings, contacts or messages – you can add them to records. You can even set it up to attach follow-up emails to records automatically. And you do it all with a single click.
In Outlook, you’ll get a customer engagement pane next to selected emails. This gives you a summary of that contact’s relationship with your business. You’ll see recent cases, upcoming activities, active opportunities and other similar actions.
With Dynamics 365, embedded intelligence suggests actions to take based on insights from tracked emails. It creates records based on these emails too.
So, what does that look like in real life? Say one of your sales representatives gets an email from a customer requesting a quote. With the customer engagement pane in Outlook, your rep can see the customer’s records. They have access to old quotes, orders and sale history. And they can create a new lead or opportunity record directly into Dynamics 365, from this email in Outlook. Your rep gets the job done faster, and your customer has the right details.
Your people are more prepared than ever. They have the details they need when it matters most.
SharePoint and Dynamics 365: share your knowledge
Sherlock Holmes has his mind palace. But keeping all that information to himself is hardly helpful. You need a Watson to help you share information.
And your Watson is SharePoint with Dynamics 365. Once you’ve built document libraries in SharePoint, you can access them in Dynamics 365. So, your teams can access documents wherever they are, as long as they’re authorised. People can make changes to documents and track all edits too.
You can even make these libraries available to external users, using web portals. Whether that’s partners or customers, you have a new way to share information – and keep control of it.
You can add documents to specific records too. Which means you’ll have everything you need in one place: quotes, proposals, plans, applications and spreadsheets.
Microsoft Teams and Dynamics 365: collaborate better than ever
Marlin was pretty set on finding Nemo. But it only happened because Dory got half the ocean involved. And it’s similar at work. Whatever you’re doing, you need to get everyone to work together.
With Microsoft Teams and Dynamics 365, you can collaborate better than ever. You can work across accounts, customer records and opportunities. And you'll have everyone you need, in one place.
Add a Dynamics 365 tab to your Teams channel. Give people access to the information they need, so they can contribute their bit. You get plenty of freedom too. You can bring people into Teams who aren’t Dynamics 365 users. And you can access records on the go, with the Dynamics 365 bot.
Excel and Dynamics 365: share the logic
On the Enterprise, Kirk brings the ideas and Spock applies the logic. It’s the same for you, when you use Excel with Dynamics 365.
Save time by updating multiple records. You don’t need to manually edit each individual record in Dynamics 365. Make bulk edits by opening a Dynamics 365 list as an Excel work sheet. Then when you’ve finished, the updated entries are written back to Dynamics 365. The pair will speed up your reporting process too. If you want to report data within Excel, Dynamics 365 will link to your unique report templates.
How to boost your productivity with Dynamics 365
You’ve seen how Dynamics 365 can improve how you use Office 365. Now it’s time to see what it can do for your data, your processes and your teams.
Read our e-book, Five Ways To Supercharge Your Productivity With Microsoft Dynamics 365, to see how you can improve your productivity in five steps.