Microsoft Dynamics 365 Business Central has the capability to manage business interactions with your customers directly through Microsoft Outlook. With the Business Central Outlook, you can get financial data associated with customers and vendors, additionally allow you to create and send financial documents such as invoices or commercial quotes via email.
Office 365 online services is designed to work together and can offer enterprise-grade access to anywhere to email, online meetings and file sharing. Office 365 also includes features that allows you to add users, manages passwords and licenses and simplifies user management. Dynamics 365 Business Central subscription is not included in the Office 365 applications such as Exchange Online or SharePoint Online. However, to achieve such integration you need your trusted Microsoft Dynamics 365 partner.
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Office Add-in for contact management
If you get an email from a customer who needs a quote, you
can do it directly in Outlook. You just have to open the Business Central
add-in and select the customer company card. In this dashboard you can review
information about the customer as well as sales history. If they are a new
customer, you can create it in Microsoft Dynamics 365 Business Central without
You may then send a sales quote by email thanks to Business Central ability to generate a PDF file which is automatically attached to the email message. Accounts Payable personal may also receive an email from a vendor and use the Add-in to work with the vendors invoices.
By integrating Office 365 with Dynamics 365 Business Central you can:
– Create invoices from your Meeting Appointments
– Follow up the customer activities
– Do quick document lookup
– Add the Add-in automatically
– Manage users setup
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Please Contact Pangea Group to help walk you through this process as well as demostrate the latest features in Dynamics 365 Business Central.
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