Get the most out of Office 365 + Dynamics 365.

You are probably familiar with Office 365, consisting of Microsoft Word, Outlook, OneNote, SharePoint, Teams and more; the platform has become one of the most well-known office suites available to businesses. However, not everyone is familiar with the potential of Office 365 when combined with Dynamics 365 – a cloud-based CRM solution. By interating these two platforms, your business can:

  • Access several applications simultaneously
  • Increase productivity by working with familiar applications and save time switching between tools
  • Improve how you manage and interact with customers
  • Work from anywhere, on any device
  • Drive collaboration

Here are some ways that you can use Office 365 features with Dynamics 365:

Excel + Dynamics 365

Edit and update numerous excel records at a time (Bulk Edit) without leaving Dynamics 365. This is great for when multiple records need to be updated, but editing these individually is time-consuming 

This is also useful if you need to analyse and report on your Excel data. As Dynamics 365 is connected to your Excel records/templates, you can view your reports and conduct complex analysis within Excel.  Changes are then automatically updated within Dynamics 365.  

Word + Dynamics 365

If you need to produce a professional document for a client or populate a sales quote, the Word template in Dynamics 365 allows you to design the layout, just as you would if you were working within Microsoft Word. You can then merge Dynamics 365 data to automatically populate fields and save the template to use again. This saves time that would have been spent creating a new document every time. 

Outlook + Dynamics 365

There are multiple things that you can do with the Outlook + Dynamics 365 integration: 

  • Track your emails easily 
  • Sync meetings and appointments to a record within Dynamics 365 
  • Create activity lists in response to emails, which are automatically scheduled as tasks and added to the customer record 
  • Create new Dynamics records from Outlook 
  • Customer engagement pane next to Outlook messages – shows relationship detail for each person associated with the email, relevant account, recent cases, upcoming activities, etc. 
  • Actionable insights on tracked emails using embedded intelligence 

Teams + Dynamics 365

Combining Microsoft Teams with Dynamics 365 enables users to easily work with customer information and share files directly from the application. You can also: 

  • Access records by adding a Teams channels on a single Dynamics 365 record (eg. Sales Opportunity) to collaborate at scale 
  • Search from the Teams mobile app, using the Dynamics 365 bot while on the go
  • Collaborate with colleagues, even those who are not Dynamics 365 users 
  • Pin individual Dynamics 365 records to Team Channels and chat directly alongside the record 
  • Share documents in the Team channel and they will automatically link to the associated Dynamics 365 record 

See below our demo of the Microsoft Teams + Dynamics 365 integration…

Click to view video transcript

Hi everyone my name is Jamie Evans and I’m the technical director at PragmatiQ Solutions. We are a Microsoft Dynamics365 partner specialising designing and developing bespoke CRM systems and custom databases with all of our solutions leveraging Dynamics 365 and the Power Platform in this video I will show you how Dynamics 365 seamlessly integrates into another Microsoft product called Microsoft Teams .

The business scenario I’ll run through to show and highlight some of the main features of the integration is for a fictitious company who fit out supply equipment for offices and other commercial properties for example I’ll show you how their sales teams can easily engage collaborate and share information with other departments such as design and engineering.

Ok, so o we’ll start the demo now and we’ll start out in Dynamics 365 and we’re on the opportunity list page and we have a view for open commercial opportunities. I’ll click into one of the  opportunities where we get some extra information about who the custom and the contact is and some notes and also no estimated closed dates on here and it’s at this point where the salesperson wants to integrate with teams and start collaborating with other members and other departments in the organisation .But before I show you how to establish that connection I’ll just switch over to teams where we can see that we have an already established team called live opportunities where sales design and engineering team members all have access to and currently there are four channels in here for collaboration and when we establish the integration in a second it will create an extra channel in here.

So, I’m going to switch back to Dynamics 365 and we’re going to start the connection so in the top ribbon we have this collaborate button I click on collaborate we then click get started and then what’s going to happen it’s going to retrieve the teams that I have access to as a user now if I had the access I could create a new team but for this example we’re going to use the current team I’ve just showed you call live opportunities. So I click on live opportunities and click Next and then the channels that are currently there appear in the list I could I could choose a current channel but for this demo I want to create a new channel so I click on the create new channel button and then we’re going to start to give it a name so I’ll just call this one retail unit fit out for example. Now I’m going to click the next button and then click the finish button here and at this point it’s going to start to establish the connection with teams and create the new channel.

Once it’s done that it’ll start to pop up a window it says open Microsoft teams so if I click on this button it then takes me through to Microsoft teams where the a new channel has appeared so we now have the retail unit fit out and what you’ll get here is the first thing you’ll see is there’s a new tab on the on the channel called retail unit fit out so they click on that tab it’s then the embedded dynamics 365 record in Microsoft teams so this is the opportunity that we’ve been working on and this we can work with this record like we were in Microsoft Dynamics 365 so it could add a new a new activity to the time like a change to the information and some of the features of the integration are and are around documents, so it synchronises the document libraries between the already established SharePoint integration within Dynamics and then the files that are in the in the channel itself. For example if I was to go and create a new folder in here for example and put just a folder and call it a floor plans and then click Save that folder gets created in in 3D interface and dynamics 365 but it’s then synchronized to the files in in the team channel as well so I’ll then see the folder there so people can upload documents in either place and they’re synchronised between the two the two document libraries so we switch back to the the dynamics 365 tab and I’ll show you some of the other features.

So, just let that load so we have the record here now really good features of this integration is the chat on this particular window so if I click the in the top right corner if I click the chat option it then starts to bring up a an option where I can start to chat to people within other departments. For example if I want to start bring in the design team I could I could put to Daniel Unsworth from the design team saying hi please take a look at the this opportunity and let me know your thought. For example so I could chat with wDaniel and he would then get notified of that particular one he can chat and reply so we have the access we have the record there in front of us but then we can start chatting to collaborate about it so really drives that value around there around the collaborate on that particular opportunity. I could also loop in other members of the team the sales team or other teams within the organization who have access to the live opportunities team. I could also upload anattachment here or I could start a start a call with those people in the team as well and then we also have at the top we have the button here where I can go jump straight through to the dynamics record. If I click on the that on the go to website here we then get taken through to the record itself so just a quick way to jump between the two applications and I can start working with Dynamics 365 here.

If I switch back to teams and just collapse that particular option there we then have the other tabs at the top that get established so the default tab is posts so any activity on the tabs can get posted out and this is the overall conversation thread of all the things that are going on within that particular channel I’ve already showed you the files and then we also have this plus button here where we can start to add other tabs now some useful ones that we use internally quite often is the OneNote where there might be some kind of like long notes around the meetings face to face meetings that you want everyone to be able to see.

The other one I want to show you is Dynamics 365 so we’ve shown the integration coming from dynamics into teams but there’s an also an option here to actually to it the other way around where we could link to a particular record or it might be a particular view of records from the different from the entities within Dynamics. We’re to select opportunities we are then be able to choose the views in there so they’re just some of the other options that are available but the main obviously the main integration is been able to work with Dynamics these the documents are synchronized with the  different directories and then be able to chat with team members and other departments around that particular opportunity while working with this document here.

I hope that’s been beneficial for you and you’ve got a good insight in how that integration works.

Thank you for your time.

SharePoint + Dynamics 365

Integrating SharePoint and Dynamics 365 enhances the document management and collaboration capabilities. You can also: 

  • Store quotes, proposals, spreadsheets and other related documents, to a specific record 
  • Collaborate on documents with users inside and outside your organisation, and share documents externally, from within Dynamics 365 
  • Dynamics 365 can source customer data from SharePoint, then attach any relevant documents to the customer record 

OneNote + Dynamics 365

Microsoft OneNote acts as your digital notepad which you can take anywhere. With any work, taking notes is an essential part – it could be minutes of meetings, updates of a site visit, comments on a particular issue, etc. The integration between OneNote + Dynamics provides the OneNote functionality, on an activity wall record, allowing you to do the following: 

  • Create and edit notes within an activity wall record 
  • Include photos in your notes to enhance particular point, or provide extra information for a work order or site visit 
  • Access from any device on the web application or via mobile app 
  • Draw and highlight within OneNote, to emphasize important notes 

It is important to state that this doesn’t replace the current Notes feature, but gives you another way to access notes stored in OneNote. This integration is also only available for Dynamics 365 online customers and requires the SharePoint integration. 

Find out more…

As you can see, integrating the Office 365 applications with Dynamics 365, leverages the functionality and provides your business with new possibilities to get the most out of your data. If you’d like to learn more and find out how this can benefit your organisation, please get in touch. You can fill out the contact form below and a member of our team will be in touch shortly, or call us on 01908 038110.