3 Tips to Getting the Most out of Your Office 365 Integration

Stack of Chocolate chip cookie and glass of milk

Like milk and cookies, or peanut butter and jelly, some things are simply better together.

The same is true for Office 365 and your Microsoft Dynamics ERP. It’s ever so much better for your business when the two applications are fully integrated.

Put the two together, and what do you get? Microsoft Dynamics 365 Business Central (BC) is your cloud-based powerhouse solution for comprehensive, integrated ERP and CRM. Microsoft’s Office 365 (O365) is your powerhouse for the tools you use every day, such as Word, Outlook, and Excel. O365 also comes with cool tools that you can explore such as Skype, SharePoint, OneNote, Social Engagement, and PowerBI. Take a moment and think: Wow!

Now, take another moment to imagine what you can accomplish when you connect BC and O365. Think: Wow, on steroids!

Microsoft Dynamics 365 Business Central + Office 365 will:

  • Use cloud services to manage and interact with customers.

  • Ensure that your teams remain productive.

  • Make daily work simpler with easy access to familiar applications (Word, Outlook, Excel).

  • Allow easier maintenance.

  • Provide greater availability.

  • Promote better collaboration across multiple devices.

  • Transform the way you work with customers.

Let’s look at the 3 most familiar (and popular) O365 applications and explore how they interact with BC to improve and transform your business.

1. Excel with BC (Microsoft Dynamics 365 Business Central)

Whenever you need to update large amounts of records, instead of editing the records one after the other, you can update the records in Excel online, from within BC. Likewise, if you want to analyze data, use Excel online within the BC platform to perform all the necessary data analysis and save the updated information in Microsoft Dynamics 365 BC. Another area for taking advantage of the Excel with BC integration is with Reporting. You can use Excel to view reports. As long as the data in Excel remains connected to the BC platform, the reports will update automatically.

2. Word with BC

Tap into Microsoft Word using the Word templates available in BC and benefit from cool new features. Use Word templates to design the layout of a document, just as you would when using the traditional Microsoft Office Word. You can also merge customer data into Word templates to create summaries.

3. Outlook with BC

With this integration, you can:

  • Track your emails with ease.

  • View information about sales activities with a single click from within the Outlook Calendar, so you can track meetings and customer appointments.

  • Create new Dynamics records directly from within Outlook.

  • Create activity lists in response to emails that are automatically scheduled as tasks and added to the customer record.

  • Without leaving Outlook, you can view inbound orders, track order confirmations, and send out your POs.

All of the above is just the tip of the iceberg. So go ahead and …

Take the next step

Talk to the team at Liberty Grove Software about the unlimited potential for digital transformation when you integrate Microsoft Dynamics 365 Business Central (BC) and Microsoft Office 365 (O365).

Call 630-858-7388 or email nav@libertygrove.com.

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