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#Crm software for office 365 how to
#Crm software for office 365 update
#Crm software for office 365 professional

#Crm software for office 365 how to

With Power BI, you’ll have insight into your customers’ business history and learn how to improve your processes using its cloud-based business intelligence and analytics service.

It automatically refreshes the Microsoft Dynamics 365 (online) data displayed. Power BI can be connected to Microsoft Dynamics 365 to operate as a self-service analytics solution. Power BI is a business analytics solution that lets you visualize your data and share insights across your organization or embed them in your app or website. (This integration is available only for Dynamics 365 Online deployments and requires SharePoint integration). You can easily capture, organize, and store notes and images on any device by connecting them to Dynamics 365. Integrating OneNote with Dynamics 365 lets you create and edit notes within an activity wall record, both on the web application and Mobile apps, for selected entities. Microsoft’s OneNote application acts as a digital notebook that can be used to take notes wherever you go. This integration allows you to collaborate and share documents with users both inside and outside of your organization. When it’s integrated with your Dynamics 365, your customer data can easily be retrieved, and the documents containing customer data can be automatically attached to your customer records. It is primarily a document management and storage system designed to save space and reduce your data storage. SharePoint is a web-based collaborative platform that integrates with Microsoft Office.

Automatically schedule tasks in response to emails and add the information to your customer record.

Generate new Dynamics records from Outlook.

Check information about sales activities and track appointments and meetings from within your Outlook Calendar.

Integrating Office 365 into your Dynamic 365 platform allows you to: The templates help you save time by not having to create new documents every time you work with similar records.Ĭustomer data can also be merged into the Word templates to construct summaries. You’ll be able to design your document’s layout just as you would using Microsoft Office Word.

#Crm software for office 365 professional

If you need to generate professional documents, use the Word templates. Word templates within Microsoft Dynamics 365 allow you to benefit from the many advanced features offered by Microsoft Word. As long as the data in Excel is integrated into Dynamic 365, your reports will be updated automatically for a real-time view of your information. When it comes to reporting on your data, you may want to use the more complex data analysis tools in Excel. When you’re finished, the updated information will be saved in Dynamics 365.

#Crm software for office 365 update

A better way is to update your records in Excel online right from within your Dynamics 365 system.Īlso, if you are analyzing data, you don’t need to leave Dynamics 365 just use Microsoft Excel Online while still in Dynamics 365, and you can perform all the necessary data analysis. That’s a huge investment in time and resources. When you have large numbers of records to update, you could do them one at a time. Here are some ways you can use Microsoft Office 365 features with Microsoft Dynamics 365: Microsoft Excel with Dynamics 365 There are compelling reasons why you should consider integrating these two powerful apps. What happens when you integrate these two powerful applications? You get a combination that is more powerful, more versatile, more valuable. Microsoft Dynamics 365 and Microsoft’s Office 365 are two powerful applications. Office 365 is an application that allows access to Microsoft’s most used office applications, such as Outlook, Word, and Excel. Microsoft has also long been a leader in digital office technology.ĭynamics 365 is Microsoft’s cloud-based solution providing everything you need for a complete ERP and CRM solution in one system. Microsoft has long been a leader in ERP (Enterprise Resource Planning) and CRM (Customer Resource Management) solutions.