In most organisations employees are the only common link between your business systems and the email, spreadsheet, and word processing tools employees use every day. This results in employees wasting a lot of time flipping between apps and cutting/pasting, which can lead to data entry errors. Connected business solutions from Microsoft help pull everything together so your people don’t have to.

Microsoft Dynamics 365 Business Central offers a full range of integrations with Office 365 allowing seamless moving of data, creation of documents and emailing of customers.

Download our guide ‘Taking Office 365 further with Dynamics 365’

Microsoft Dynamics 365 Business Central and Office 365 help you to:

  • Drive productivity by reducing time spent switching between stand-alone apps
  • Foster collaboration and communication by breaking down internal silos and broadening visibility across the organisation
  • Accelerate user adoption and lower training time with a seamless user experience.

Managing your customers with Outlook integration

With the Business Central Outlook add-on, you can work with Dynamics 365 Business Central straight from your inbox. When you receive an email from a customer, with Dynamics 365 Business Central, you can find the information you need and act on it without searching disparate systems or coordinating with other departments. Without leaving your inbox, you can check inventory, create purchase orders for suppliers, generate quotes for customers and more all within Outlook.

Dynamics 365 workflows also helps you automate processes and work on the go. Imagine you are an approver at your organisation and are out of the office.  An automatic email alerts you that a sales quote has exceeded your established 10% maximum discount. Right from your mobile inbox, you quickly review the quote, check the customer’s order history, account status and credit limit. You can then make an informed decision to approve the discount, which automatically updates the quote and notifies the sales rep that it’s ready to be sent to the customer.

Another area of your business that Dynamics 365 Business Central helps is your sales team. Picture your sales rep receiving an email from a customer requesting a quote on some items. The system recognises the sender, enabling them to easily pull up the customer card within Outlook. From this dashboard, the sales rep reviews the account – including the customer’s existing quotes, ongoing orders and sales history. While creating the quote, customer and product information auto-populates, helping the job get completed faster.

When you receive an email from a new prospect or contact Dynamics 365 Business Central will recognise that this email address is not in the customer database and will prompt you to add them. Without leaving Outlook you can create a new customer profile in Business Central.

Data Analysis with Microsoft Excel

Dynamics 365 Business Central makes an accountant’s day easier by simplifying reporting, streamlining month-end close, and reducing data entry errors. We encourage everyone to carry out actions within the system where possible but inevitably there will be times where working in Excel will be more efficient.

Say your accountant is preparing the monthly P&L statement in Dynamics 365. They need to edit multiple invoices at once, so they can easily open the invoice list in Microsoft Excel. In Excel you can add a new batch of invoices and update the stats of the other and then with just one click you can publish this data back into Dynamics 365.

Going beyond Excel

Dynamics 365 Business Central also offers you the ability to easily switch to Microsoft Power BI when you need to carry out some deeper analysis. There are multiple ways you can analyse Dynamics 365 data in Power BI including revenue information and this can all be done in real time. Power BI offers rich visuals and custom dashboards that provide insights you don’t get in the standard reports. Discover how to set up custom made Power BI dashboards with our Power BI workshop for Dynamics 365 Business Central.


Access our Dynamics 365 Business Central hub or download our Dynamics 365 Business Central Product Guide for more information.