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The Power of Dynamics 365 Outlook Integration: When Your ERP Connects with Your Email and the Microsoft Ecosystem


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Dynamics 365 Outlook Integration

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 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 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 Office 365 integrated with Dynamics 365 Business Central is to 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.  Would you like to know when some items in inventory have reached a certain level so you can  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. See how dashboard-presented analytics (out-of-the-box and also customized) can track a variety of performance indicators

By Velosio, www.velosio.com

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