Do you have islands of data in your organization? What if we told you multiple data points can hurt a company’s bottom line? What if you realized having siloes of information can never give you a full, accurate picture of your company’s performance? Having one central view—one version of the truth for your business—is critical to making the best decisions for your company.
The most effective way to gain that one accurate version is to have a comprehensive ERP system. And if it's in the Cloud, integration is married to lower up-front cost, superior security, and anytime-anywhere access. Cloud ERP can tie all the elements of your business together and incorporate software you already use for greater efficiency.
In this three-part blog series, we will explain how small-to-medium sized (SMB) businesses can utilize
The Power of Dynamics 365 Outlook Integration
Let’s start by looking at Dynamics 365 Outlook Integration. Imagine you’re in your Outlook email. You start to compose a message to a client or vendor. In one click, you can access Dynamics 365 Business Central. Dynamics 365 BC uses built-in intelligence to recognize the email and pull up the contact's account in a separate window.
You then have several options for the task you are doing. Right within Outlook, you can create a Sales Quote for your client or a Purchase Order for your vendor. If a quote, your items in inventory are a click away, and your system can automatically create a PDF quote (based on your pre-determined Word template.) Attach it to your email, and it writes a portion of the body of an email message!
Microsoft Power Platform and Flow
Another use of
To see how these two examples work first hand, watch this mini-demo:
There are many other examples of the power of integration within Business Central. In the next blog, we’ll explore the advantages of integration with Excel. The final blog in the series will be a demonstration of