Updated June 30, 2025 · Originally published December 29, 2016

Many applications claim that they are integrated to Microsoft Office. But Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) is more than just integrated. It was designed BY Microsoft, FOR Microsoft Office. Here are 26 examples of ways that Microsoft Dynamics 365 connects to your favorite Microsoft technology.

Outlook and Dynamics CRM/365:

Full CRM in Outlook
Full Offline Sync
Flags and Categories
Advanced task assignment
Attach CRM Docs/Articles to emails
Use CRM managed templates

Power BI and Dynamics CRM/365:

Embed Power BI into CRM forms
Sales Analytics app
Pre-built template for service

Exchange Online and Dynamics CRM/365:

Multiple addresses, private notes
Advanced correlation
View and track email from CRM

Office 365 and Dynamics CRM/365:

Common health, billing dashboards
Integrated identity and provisioning
Office Groups integration

OneNote and Dynamics CRM/365:

Attach OneNote notebooks directly to records in CRM now. Sync rich-format notes to your CRM from any device.

Yammer and Dynamics CRM/365:

Include CRM and non-CRM users in key conversations
Collaborate across CRM instances, applications, etc.

SharePoint Online and Dynamics CRM/365:

Full document library functionality, including check in/out and versions
Create documents and folders right from CRM

Skype and Dynamics CRM/365:

Integrated presence now
Conversation archives in CRM
Connect over voice, share desktop, and video right from CRM now

Excel and Dynamics CRM/365:

Export with ‘live link’
Open/Edit views in Excel online
One-Click re-import of changes

Do you use Microsoft Office and supporting Microsoft technology? Why not utilize the CRM system designed to make your life easier?

ForgeXRM + Microsoft

ForgeXRM develops innovative solutions that drive productivity and empower businesses to achieve more with the Microsoft Power Platform and Dynamics 365.

With our deep specialization, industry-leading CRM solutions for Insurance and Wealth Management, and Add-Ons for Project Management and our configurable XRM Grid Control, we accelerate innovation and empower businesses to maximize their CRM investments.

Contact ForgeXRM today. We’d love to connect and learn more about your goals and explore how ForgeXRM + Microsoft can support your organization’s needs.

By Ryan Plourde, ForgeXRM, www.forgexrm.com

By Ryan Plourde, Principle and Owner, ForgeXRM

As Founder of ForgeXRM, I bring 30+ years of experience helping businesses streamline operations and strengthen relationships through CRM/XRM solutions built on Microsoft Dynamics 365 and Power Platform. My focus is on delivering tailored software solutions that solve real business problems, whether you're managing people, products, or processes. Previously, I founded AbleBridge, a leading Microsoft Partner/CRM solutions provider acquired by Crowe LLP, where I led the firm’s Microsoft practice.

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