Microsoft 365 and Dynamics 365

Microsoft Dynamics 365 and Microsoft 365 Office apps combine to enrich customer relationships, increase productivity and improve communication.

Through the Power Platform and Common Data Service spanning Office apps and Dynamics 365, unify relationships, processes and data through familiar apps to drive efficiency and better serve customers. The results are a cost-effective, flexible solutions that make businesses more competitive and customer centric.

Dynamics 365 is part of the Microsoft 365 (previously Office 365) collaboration and productivity tools that provides a single sign-on experience to access any application using the same system user identities and credentials in an Active Directory network.

How Does Dynamics 365 connect with Outlook?

  • Link email messages, meetings, and appointments to any record in Dynamics 365 in a single click
  • Customer Engagement pane next to a selected Outlook email message shows relationship detail for each person associated with an Outlook email including recent cases, upcoming activities, active opportunities and other actions tracked in Dynamics 365
  • Perform native Outlook actions on CRM data
  • Create Dynamics 365 records and actions directly from any email
  • Embedded intelligence promotes actionable insights from tracked emails
  • Bulk import Outlook contacts into Dynamics 365
  • Track received emails on matching Dynamics records

Find out more about the Dynamics 365 App for Outlook.

Demonstrating Dynamics 365 App for Outlook

Examples of how to use Dynamics 365 functions and access CRM information in Outlook using the D365 app to attach emails, and schedule appointments or tasks.

Video Transcript

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Hello, a short video explaining how Dynamics 365 integrates with Outlook. It's quite common that you might want to work…

How Does Microsoft Teams work with Dynamics 365?

Pin individual Dynamics 365 records to Team Channels to increase team collaboration across accounts, deals and projects.

Access records by adding a Dynamics 365 tab into a Teams channel to collaborate at scale on a single Dynamics 365 record (such as a sales opportunity) or a list view of multiple records. Easily find information and access records on the go using the Dynamics 365 bot for Microsoft Teams.

Demonstrating Microsoft Teams & Dynamics 365 Integration

Including: 🔗Link Dynamics records to use Teams chat and collaboration features 📌Pin Dynamics 365 views to Teams channels 🤖 Use the Dynamics 365 search bot to find information within the Teams interface.

Video Transcript

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In today's video we're going to show you how to use Dynamics 365 within Microsoft Teams. First thing to note within Dyna…

Excel Online + Dynamics 365

When there is a need to update multiple records, rather than editing these individually, bulk edits can be quickly applied by opening a Dynamics 365 list view as an Excel Online work sheet. Once complete, the updated entries are saved in Dynamics 365.

If your preference is to report data within Excel, Dynamics 365 links to your unique reports templates with dynamic updates automatically occurring when changes are made.  

Power BI + Dynamics 365

Embed interactive Power BI visualisations within Dynamics 365 dashboards to discover new insights and blend with other data for comprehensive analysis in a single interface. 

  • Transform CRM data into stunning visuals and share with colleagues. 
  • Configure graphics and charts to identify trends and create custom dashboards. 
  • Import datasets from Dynamics 365 and other sources using pre-built content packs.

How To Increase Reporting Insight With Power BI

Demonstrating how Power BI connects with Microsoft Dynamics 365 to transform business reporting through powerful visualisations and data insights. In this recorded webinar, see what's new, and find out how Power BI will help you boost productivity and experience your CRM data in new ways. 📊 📈 💡

Video Transcript

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Power BI is an incredibly useful tool that is part of Microsoft’s stack which allows you to pull in data from various ar…

Sharepoint + Dynamics 365

Use the document management capabilities of SharePoint within Dynamics 365 to better collaborate users and even share documents externally.

  • Create document libraries in Microsoft Dynamics 365 to share documents from a central location that is easily accessible to authorised users
  • Add document management capabilities to Accounts, Contacts, Leads, Opportunities & other CRM entities
  • Store quotes, proposals, project plans, applications, spreadsheets and other documents that are specific to a record in one place
  • Track document changes and retain version control
  • Check-in / Check-out document functionality

Word + Dynamics 365

Merge Dynamics 365 field data into Word templates to instantly populate sales quotes and any other documentation at the click of a button.

Forms Pro + Dynamics 365

Forms Pro extends the basic survey capabilities of Microsoft Forms by integrating with Dynamics 365, and hundreds of apps and services. Posted survey data is stored in the Microsoft Power Platform, which connects this across Dynamics 365, Power BI and other familiar applications.

July 2020 Update: Forms Pro Moves to Dynamics 365 Customer Voice

How Microsoft Forms Pro works with Dynamics 365

Demonstrating how Forms Pro connects with Microsoft Dynamics 365 to personalise, send and report surveys. This includes: applying a Dynamics environment to a survey, sending surveys to Dynamics 365 contacts and views by email, how survey responses are posted to contacts, viewing survey responses in Dynamics and using Power Automate to trigger survey invites.

Video Transcript

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First lets looks at how we get into Microsoft Forms Pro. If you are already using Office 365 / Microsoft 365, click on t…

Dynamics 365 Customer Insights

A new app designed to help businesses retain customers and build loyalty through data insights.

This beings in transactional, observational and behaviour data from multiple sources using prebuilt connectors which include Sharepoint lists, Active Directory, Exchange Online and Azure tables.

Data is unified in comprehensive customer profiles by mapping records into the Common Data Service with AI applied to match and merge data. Contextual customer insights and tailored customer profile cards can then be infused into business applications to help sales, service and marketing teams drive personalised engagements across channels.

Business analysts will be able to create customer segments based on a combination of common attributes and interactions associated with unified profiles. Segments can be used to better understand customers based on common characteristics and help target each group. For example, this could be through a marketing campaign to customers who are most likely to purchase again.

Learn More

Request a callback to learn more about how Dynamics 365 works with Microsoft 365 / Office 365 applications to increase productivity and benefit your organisation.

Dynamics 365 Digital Transformation Guide

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