5 ways Dynamics 365 Business Central integrates with your tools!

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Phoebe Adshead key responsibilities lie in marketing; ensuring that businesses are aware of the products, services and expertise available from The HBP Group.

Businesses can enjoy a single sign-on experience to access any application that uses the same system user identities and credentials in their Active Directory network. The Centralised Deployment feature in the Microsoft 365 admin centre means you can automatically install add-ins in users’ Office apps, for example Outlook.

How does Microsoft Dynamics 365 Business Central integrate with Outlook?

The Dynamics 365 App for Outlook means users can:

Link email messages, meetings, and appointments to any record in Dynamics 365 Business Central in a single click
The Contact Insights pane next to a selected Outlook email presents relevant data, including balance, sales orders, customer invoices, statistics etc.
You can easily action Sales Quotes, Sales Invoices, Sales Orders or Purchase Invoices without leaving Outlook
Easily bulk import Outlook contacts into Dynamics 365 Business Central
Link Outlook emails to any Dynamics 365 Business Central record where the details are the same
Enjoy the familiarity of Outlook to simplify onboarding and user adoption within your teams

How does Microsoft Dynamics 365 Business Central integrate with Excel Online?

Select the ‘Edit in Excel’ action on certain pages to open data in an Excel worksheet
Use the ‘Open in Excel’ feature to make changes in Excel, then publish the changes back to Business Central
If you need to update multiple records, rather than editing these individually, bulk edits can be quickly applied by opening the data into an Excel worksheet. When you’ve made your changes, publish the changes back to Business Central

How does Microsoft Dynamics 365 Business Central integrate with Microsoft Teams?

Business Central offers an app that connects Microsoft Teams to your business data in Business Central so you can quickly share details across team members, look up contacts, and respond faster to enquiries. What else?

Look up details of customers, suppliers, and other contacts
Share records in conversations
Easily share links from pages in Business Central to Teams
Meet, chat, call and collaborate in the Dynamics 365 workspace, without switching to Teams

How does Microsoft Dynamics 365 Business Central integrate with Power BI?

Power BI retrieves Business Central data allowing you to build dashboards and reports based on that data. Power BI provides a flexible alternative to reports built in Business Central, enabling you to drill down and customise the visualisation, and even merge data from different companies in Business Central.

Reports can be embedded in Business Central and viewed without leaving the system
Configure graphics and charts to help identify trends and forecasts
Data can be embedded directly to various pages
Create your own reports and dashboards and easily share them with others within your organisation

How does Microsoft Dynamics 365 Business Central integrate with Word?

To easily format invoices to specific needs of a customer or certain layouts, you can easily import invoices to a Word document and format the document in the way in which it is required by using the “Custom Report Layouts” feature.

Find out more about Microsoft Dynamics 365 Business Central and how it can help transform your business process.

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5 ways Dynamics 365 Business Central integrates with your tools!

How does Microsoft Dynamics 365 Business Central integrate with Outlook?

How does Microsoft Dynamics 365 Business Central integrate with Excel Online?

How does Microsoft Dynamics 365 Business Central integrate with Microsoft Teams?

How does Microsoft Dynamics 365 Business Central integrate with Power BI?

How does Microsoft Dynamics 365 Business Central integrate with Word?

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