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BroadPoint, Inc.

Level-Up! How Dynamics 365 Takes Your Favorite Office 365 Programs to the Next Level

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Office 365 is one of the most well-known and acclaimed office suites available to professionals. Consisting of Microsoft Word, Excel, Outlook, Teams, OneNote, SharePoint, Power BI and more, Office 365 has become an industry standard for most companies and organizations. However, the Office 365 most users are familiar with only scratches the surface of what the platform is capable of.

Enter Dynamics 365. Microsoft’s various products are designed to enhance each other and Microsoft Dynamics 365 is no exception. Combining the power and versatility of Dynamics 365 with the accessibility of Office 365 is like a cheat code when it comes to taking your business operations up a notch. Here are a few ways Dynamics 365 can power-up some of Office 365’s most popular applications.

Excel + Dynamics 365

Microsoft Dynamics 365 allows you to edit and update numerous Excel records at a time, online, without clicking out of Dynamics 365. Also, Dynamics 365 allows you to make complex analysis of the data in your Excel records, and your Excel records and reports will be updated automatically.

Word + Dynamics 365

Microsoft Dynamics 365 comes equipped with custom templates that utilize Microsoft Word’s best features. For instance, if you need to produce a professional document for one of your clients, the Word template in Dynamics 365 lets you design the layout just as you would when working in Microsoft Office. Efficiently manage, organize, and merge customer data to create comprehensive summaries.

Outlook + Dynamics 365

With Dynamics 365’s Calendar function, you can track and view such information as meetings, appointments, and deadlines. You can also generate new records and activity lineups in Dynamics 365 in response to emails. Then Outlook can automatically schedule these activities and incorporate them into the customer record.

SharePoint + Dynamics 365

Integrating SharePoint and Microsoft Dynamics 365 allows you to consolidate data and save precious storage space. Dynamics 365 can grab data from SharePoint and automatically attach it to documents and customer records. Take advantage of SharePoint’s document management capabilities from within Dynamics 365 to collaborate with off-site users through the power of the internet.

OneNote + Dynamics 365

Capture, organize, and store notes and images in OneNote on any device connected to Dynamics 365. With OneNote integrated with Dynamics 365, you can create and edit notes within an activity wall—both on the web application and mobile apps—for selected entities.

Power BI + Dynamics 365

Easily retrieve data from the Dynamics platform, analyze it, and format it using Power BI visuals for enhanced sales and performance forecasts. Power BI automatically refreshes the display of Dynamics 365 online data, granting you insights into your customers’ and prospects’ business histories.

Teams + Dynamics 365

Combining Dynamics 365 with Microsoft Teams enables users to easily work with Common Data Service customer information and share files directly from the Office application. Using Microsoft Teams and Dynamics 365, you can:

  • Access a shared workspace for Office apps to work sales opportunities.
  • Collaborate with customers and colleagues across functions, even those who are not Dynamics 365 users.
  • Integrate files and co-author documents using Office 365 and automatically sync to Common Data Service.
  • Search from the Teams mobile app using the Dynamics 365 bot while on the go.

As you can see, Dynamics 365 provides quite the boost to Office 365 applications. If you would like to learn more and discuss specific benefits to your business, contact our Microsoft Gold experts at BroadPoint.

By BroadPoint, www.broadpoint.net

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