Office 365 Groups for Dynamics 365
Office 365 is a Microsoft application which deals with sharing of emails, notes, and documents in a group by using Office online, OneNote, Word, and Excel.
Integration of Office 365 with Dynamics 365 became much easier due to the release of latest version of Dynamics 365 Online. Through this integration work life has become much easier because of features to track appointments, contracts, emails etc. as well as to connect to Outlook, Word, Excel and OneNote. The major advantage of the integration is increased customer relationship value and productivity.
Benefits of integrating Dynamics 365 with Office 365
By integrating with Outlook, it’s easy to track emails, leads, meetings and customer appointments. It’s also easy to create dynamics records from outlook.
- Emails, meetings, appointments and all information in a single click.
- There is no software to install
- Check data of any format in a single click
- Offline access
- Schedule follow up
- Edit CRM fields
Word and Excel
Account information such as account name, sales documents etc. can be easily imported and analyzed from Dynamics 365.
- Easier to update record
- Easy to analyze
- All data will be updated automatically
- Word template allows you to design a layout of a document
- Saves a lot of time
- Reports can be easily exported to Excel and Word format
Notes can be edited and every piece of information can be saved using OneNote along with Dynamics 365. Customer notes can also be reviewed by OneNote.
- Share information easily
- Review data easily
- Create notes with text, images or spreadsheet with fewer complications
- Saves time
- Reduce errors
- Easy to edit and publish documents on an ongoing process
- Allows version history
- Each note has multiple sections with multiple pages
SharePoint is a document management tool for maintaining storage space. With this integration, accounts and documents automatically get imported to Dynamics 365.
- Simple document management
- Good team collaboration
- Increased customer coverage
- Easily sink into Desktop Library and Outlook
As a whole we can say that there are various advantages in integrating Office 365 with Dynamics 365 like document management, to start a conversation in a group, increase productivity and to easily predict monthly cost.
Microsoft is releasing Office 2019 later next year which includes applications like MS Word, Excel, PowerPoint, Outlook, and servers like Microsoft Exchange and SharePoint.
(Image Courtesy: Microsoft)
An engineer by profession, Vishnu is part of the market research team for CRM. He likes to research on different topics and reading during his free time.All stories by: Vishnu Vasudevan