![]() OneNote’s integration with Dynamics 365 allows you to create and edit notes in the activity board record. Microsoft’s OneNote application works like a digital notepad that you can use to take notes anywhere. This integration enables collaboration and document sharing with users inside and outside the company. When Share Point is integrated with Dynamics 365, customer data can be easily restored and documents containing data can be automatically attached to customer records. It is mainly used to manage and store documents created to save space and reduce the amount of stored data. SharePoint is an online collaboration platform that integrates with Microsoft Office. Integration with Outlook also helps to track customer payments. This solution significantly facilitates and improves the work with the customer. You can create sales quotations, orders, or invoices from within Outlook. What’s more, the combination of solutions allows you to automatically schedule tasks in response to e-mails and add information to the customer record. From Outlook, you can also generate new records directly into the Dynamics system. It also allows you to check information about sales activities as well as track deadlines and organize meetings from the Outlook calendar. The integration of Office 365 with Dynamics 365 platform allows you to easily track your e-mail messages. The system allows you to customize Dynamics 365 Business Central invoice formats using Microsoft Word. ![]() In Dynamics 365 Business Central, you can make basic adjustments to printed documents, such as sales invoices, purchase orders, and posted purchase invoices. You can create a report from scratch and customize it to your liking, or use one of the templates included with Word, such as a customer summary. – can be exported to Word and users can create formatted reports. A variety of data – invoices, orders, etc. Like in Excel, Business Central’s integration with Word enables users to take advantage of data formatting features not available in Business Central. Templates save you time because you don’t have to create new documents every time you work with similar records.Ĭustomer data can also be merged with Word templates to create summaries. In integrated solutions, you can design your document layout just like in Microsoft Office Word. Word allows you to generate professional documents. Word templates in Microsoft Dynamics 365 allow you to take advantage of many of the advanced features offered by Microsoft Word. It all comes down to the convenience of work and increasing its efficiency. This function also supports list filtering. Thanks to this, users can easily and quickly edit financial data or create working charts and analyzes in Excel. The advantage of editing in Excel is that you can make changes to records in Excel and then publish the changes back to Business Central.Ĭonnecting Business Central with Excel allows you to download data from the ERP system, introduce changes and publish them. You can get started quickly with ready-made templates and starter kits. The solution is easy to scale and adapt to new planning forms, users and units. The solution allows you to integrate operational and financial planning using driver-based models, offering greater accuracy. This allows you to easily create and modify reports, without the need for coding or programming skills.Įxcel also allows you to adjust budgets and plans directly in your browser. Reports can be imported from Business Central to Excel and backwards. Reports can be very detailed and can be dedicated to various entities. Thanks to the integration with Business Central, you can prepare reports in Excel in real time. As a result, all changes made to files are immediately visible and information is available in real time. If it is connected to Microsoft Dynamics 365, the reports are automatically updated. Upon completion of the work, the updated information is saved in Microsoft Dynamics 365.Įxcel allows using complex tools for data analysis. The system allows you to use Excel online and perform all necessary data analyzes there. What is more, all data in Excel can be analyzed without leaving Dynamics 365 system. However, Microsoft’s integrated solutions allow you to update them in Excel (online) directly from the Dynamics 365 system. ![]() Updating records can be time and resource consuming. Integrating these two solutions means adding value, functionality and increasing possibilities. Thanks to the deep integration of Office 365 solutions (Microsoft Office package) and Microsoft Dynamics 365 management systems, you can even better use the functionalities of the Office suite in company management. Office package support company management
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