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Velosio

The Power of Data Integration: When Your ERP Connects with Your Email and the Microsoft Ecosystem


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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 and 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—preferably in the Cloud where integration is married to lower up-front cost, superior security, and anytime-anywhere access. This would be a cloud ERP that ties all the elements of your business together under one umbrella and utilizes 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 Microsoft Dynamics 365 Business Central to accomplish these important tasks of unifying data into one source, gaining a comprehensive solution (including sales, service, financials, operations, production, projects, and CRM), and integrating with Microsoft office productivity software you already use (Office 365) as well as other Microsoft tools. All of these are tied together to a central location on the Microsoft Azure Cloud.

The Power of Your ERP Inside Outlook

Let’s start with seeing how this solution integrates with Outlook. 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, which uses built-in intelligence to recognize the email and pull up the account of the contact in a separate window inside Outlook.

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 once selected along with the option for emailing it, the system automatically creates a PDF quote (based on your pre-determined Word template), attaches it to your email, and writes a portion of the body of an email message!

Microsoft Power Platform and Flow

Another way of using Office 365 integrated with Dynamics 365 Business Central is when you use Microsoft Flow to create new workflows. For example, you could create a notification order to notify you of updated information. Flow can read from all your ERP data and push a notification through Outlook. So, if you would like to know when some items in inventory have reached a certain level to plan ahead, you can set up a workflow that sends you an email notification when the criteria are met.

To see how these two examples work first hand, watch this mini-demo: Business Central’s Integration with Outlook and the Microsoft Ecosystem (9:20). Then,  register to attend Velosio’s informative Webinar/Tour of Microsoft Dynamics 365 Business Central.

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 Microsoft Power BI within Business Central for utilizing dashboard-presented analytics out-of-the-box and also customizing them to track a variety of performance indicators.

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