Microsoft Dynamics 365 Business Central in Office 365
This is a service to enhance operational efficiency by integrating Microsoft Dynamics 365 Business Central, Microsoft’s ERP solution for mid-sized organizations, with Office 365, Microsoft’s business tool in the cloud. Users can change the way they work with the ultimate in optimization through ERP and local operational improvements thanks to Office 365.
Dynamics 365 Business Central in Office 365 Usage Patterns
Here are some usage patterns for different business scenarios.
Sales & Marketing
The series of sales activities from marketing to prospective customer management are supported. This reinforces the standard functions of marketing & SFA in Dynamics 365 Business Central.
Integration with Outlook
With the integration between the marketing module in Dynamics 365 Business Central and Outlook, communications with customers can be automatically logged.
For example, through the simple process of choosing a contact person or customer in Dynamics 365 Business Central and composing an email, a user can automatically log a communication record. Contacts, tasks and schedules are automatically synchronized between Dynamics 365 Business Central and Outlook.
Integration with Skype for Business
Users can start Skype for Business through Contacts or Customers in Dynamics 365 Business Central to chat or talk with customers.
Sales & Business Administration
Administrative departments need to operate swiftly and accurately to support behind-the-scenes work. The integration between Dynamics 365 Business Central and Office 365 facilitates accurate business processes and enables continuous operational improvements to establish an efficient workflow.
Integration with Word
This allows users to design and change reports as Word documents directly in Dynamics 365 Business Central. Lower costs and a user-friendliness are offered by maintaining reports on the internal and external documents produced by users, such as quotations, invoices and vouchers.
Integration with OneNote
Users can find “Send to OneNote” in most of the functions in Dynamics 365 Business Central. Users can share a OneNote notebook to keep a team updated at all times, and use it to establish business rules. For instance, a user could create an operational manual for less-frequent operations such as an annual-closing or irregular operations by updating a OneNote notebook each time.
By sharing notebooks and designating the workflow, over-dependency on specific individuals can be prevented.
Integration with SharePoint
SharePoint can be used to manage customer-related documents and contracts in the cloud. Things like quotations, order confirmations and invoices created in Dynamics 365 Business Central are directly stored on SharePoint. This allows users to engage in smart information sharing and a document filing by taking advantage of SharePoint features such as trail management and powerful version management.
Management & Accounting
It is important for management and accounting divisions to summarize useful data so that prompt management decisions can be made and reported on intelligibly.
Integration with Excel
Users can export data and reports in Dynamics 365 Business Central to Excel. With the Excel add-in functionality in Dynamics 365 Business Central, the latest data can be expected through updates and auto-acquire.
Integration with Power BI
Integration with Power BI, a free BI solution in the cloud, is enabled. Users can start an analysis without any setup by using the predefined dashboard in Dynamics 365 Business Central. It can function as a management control tool across subsidiaries by allowing headquarters-based analysis of overseas databases, as it allows users to access systems from on-premise environments through Personal GateWay.