Dynamics 365 and Office 365 Integration, the Successful Executive’s Secret Weapon

Running your own business, or working in a top leadership role means long hours and even longer to do lists.


Does this scenario sound familiar?

Your workday begins early in the morning as soon as you wake. Your first task is to check and triage your emails. With each email you read, your to do list grows. And, doing any of the tasks on your to do list names transitioning from your email to a different application, it might be your accounting system to prepare an invoice, your CRM system to manage contacts, or opportunities, or maybe even a manufacturing solution to check inventory.

If this sounds like a typical start your workday, you’ve probably realized more than once that switching back and forth between fragmented, separate solutions can be a real drain on your productivity. Especially when you must reenter data into each.

What if I said you could take back that time and use it instead to grow your business and take care of your customers? Sound too good to be true? Guess what, it isn’t. With Dynamics 365 for Finance and Operations integrated with Office 365, you can run your entire business with a single application.


How Dynamics 365 and Office 365 Integration Makes an Executive’s Job Easier, an Example Scenario


Imagine this, you just received an email from an important customer who needs an order delivered quickly. With Dynamics 365 and Office 365 integration, you can take care of this problem within minutes, no matter where you are, in the office or on the go. Here’s how it works:

  1. Without leaving your inbox, you check inventory, and in this case, discover that you don’t have enough stock available to fulfill the order.
  2. So, without missing a beat, or switching interfaces you create and send a purchase order to the necessary vendor.
  3. Still from the same interface you create a quote and send it to the customer.


As you can see, Dynamics 365 and Office 365 integration allows you to take quick action, right from your email. Which instead allows you to spend less time on administrative tasks and more time focused on your customers and managing your business.

Want to learn more about how Dynamics 365 and Office 365 integration can help you boost productivity? Download the white paper, “Reinvent Business Productivity with Microsoft Dynamics 365, and Microsoft Office 365.”

Interested in learning more about either of these popular solutions? Explore Dynamics 365 and Office 365 in greater detail on our website.

Stay tuned for next month’s blog post, where I will show you how this dynamic duo can make your sales team’s job easier.

By: Laura (Heinbockel) Schomaker, Intelligent Technologies, Inc., a North Carolina Dynamics 365 and Office 365 partner


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