Better Together: Why use Dynamics 365 Business Central & Microsoft 365

With Dynamics 365 and Microsoft 365, you combine two powerful applications that integrate perfectly to increase your productivity. Business Central provides everything you need from an ERP system, including financial, supply chain and sales management. It makes ordering, selling, invoicing and reporting easier and faster from day one.

Microsoft 365 gives you access to Microsoft’s most used office applications, including Outlook, Word, and Excel. With Dynamics 365 Business Central and Microsoft 365, you combine two powerful applications to significantly increase your productivity. When you view your business applications and productivity tools as one, you get the best out of both. You remove the silos from your business and have access to the information you need when you need it. Business Central integrates seamlessly with other Microsoft products. This means you can complete Business Central related activities directly within Outlook, such as creating a sales order from an email received. You can also analyse data in Excel and save the updated information in Dynamics 365.  

Benefits of using Dynamics 365 and Microsoft 365 together

The benefits of using Dynamics 365 and Microsoft 365 together include;

  • Get the information you need in the application you’re already using.
  • Avoid switching from one application to another
  • Work free from silos
  • Be more productive by accessing documents faster
  • Have up-to-date and accessible data across all your applications

  We provide a brief overview of how Dynamics 365 works with 4 of the most popular applications within Microsoft 365.  

1. Excel with Dynamics 365

By integrating Dynamics 365 and Excel, you can update large numbers of records at one time from within Dynamics 365. This saves you time and resources. Similarly, for reporting, you can analyse and edit data in Excel, using its complex data analysis tools, and save your reports automatically in Dynamics 365. This ensures you have a real-time view of your information.  

2. Outlook with Dynamics 365

By integrating Outlook with Dynamics 365, you can;

  • Easily track emails
  • Check information about sales activities and track appointments and meetings from within your Outlook Calendar
  • Generate new Dynamics records from Outlook
  • Automatically schedule tasks in response to emails and add the information to your customer record

Dynamics 365 enables you to manage business interactions with your customers and suppliers, directly in Outlook. You can view financial data of customers and suppliers directly from within Outlook, create sales orders from emails received, and carry out batch updating of customers, suppliers, and stock. You can also create and send financial documents, such as quotes, orders and invoices. This integration results in increased productivity, more efficient working and reduced fragmentation of data. For more information, check out our Dynamics 365 Integration with Outlook How To Guide.  

3. Word with Dynamics 365

Integrating Word with Dynamics 365 allows you to directly access Word templates and generate professional documents. By using these time-saving templates, you eliminate the need to create new documents every time you work with similar records. Furthermore, you can merge customer data into the templates and include statistics for more detailed documentation.  

4. Power BI with Dynamics 365

Power BI is a business analytics solution that lets you visualize your data and share insights across your organization. Getting insights from your Dynamics 365 data is easy with Power BI. Power BI natively retrieves your data, allowing you to build dashboards and reports. You can use data from within Dynamics 365 to create powerful visuals for sales and performance forecasts. You can also connect to hundreds of data sources and bring your data to life with live dashboards and reports. For finance teams, having the ability to access timely and accurate reports is essential for the running of their business. For more information, check out our Dynamics 365 Power Bi and Reporting How To Guide.  

Summary – Better Together

Dynamics 365 Business Central is arguably the most flexible, affordable and capable Cloud financial software solution for SMBs. When combined with Microsoft 365, it becomes an even more powerful resource. The integration is smooth and easy, enabling you to work more productively and collaboratively. For as little as £52.79 per user per month, you can maximise financial visibility and profitability, make more informed decisions and do business anywhere. You also remove the silos from within your business. To enjoy the benefits associated with Microsoft 365 and Dynamics 365 working together, all you need to do is add it to your Microsoft subscription. For more information on any of the above, please get in touch.

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