Make your products work better together with Dynamics and Office 365.
Every month, more businesses are productive thanks to Microsoft Office 365. Users can work from anywhere, at any time, and across any device. Add Microsoft Dynamics 365 to your Office 365 subscription and transform the way you work with customers. JourneyTEAM is a Gold Microsoft consultant for Office 365 and Dynamics 365
OUTLOOK & DYNAMICS 365
Track All Customer Interactions — in a Single Click
NEVER FAIL TO TRACK EMAIL LEADS AGAIN
Click one button in Microsoft Outlook and the email sender becomes a record in Dynamics 365 CRM. You can also easily create bulk records from any of your Outlook contacts and bring them into CRM.
CREATE CUSTOMER TASKS QUICKLY
Create activity lists in response to your Outlook emails. Simply drag emails that need action into Outlook Tasks. Then these tasks are automatically scheduled as tasks in Dynamics 365 and added to the customer record.
VIEW ALL IMPORTANT INFORMATION IN OUTLOOK
Outlook and Dynamics 365 allow you to see information right next to the message. You can work on sales activities, cases, and opportunity information about the account right next to the relevant email.
LOG SALES ACTIVITY WITHIN YOUR OUTLOOK CALENDAR
Track meetings, customer appointments, and more all within the Outlook Calendar. Leadership can receive updates on activities without the sales rep having to log in to Dynamics 365.
JourneyTEAM is your Microsoft Office 365 Consultant that can help.
ONENOTE, WORD, EXCEL & DYNAMICS 365
SYNC YOUR NOTES
Stop duplicating your notes and records. Never worry about losing your notes and information about a client or customer. Your notes, photos, voice, spreadsheets, and even handwritten notes are documented and easily accessed directly from the customer record. Even more, you can sync all of your mobile notes with Dynamics 365 and OneNote.
MERGE CUSTOMER DATA INTO WORD TEMPLATES
The Dynamics 365 integration allows you to easily pull customer information into quotes and proposal templates. Microsoft Word imports account information from Dynamics 365 into merge fields. (Examples: Company Name, Account Contact, Phone, Address, etc.) Just imagine how efficient your sales, operations, accounting and other departments can be with these integrated tools.
EXCEL ONLINE CAN BE USED DIRECTLY INSIDE DYNAMICS 365
Remove frustration of transferring data between applications. Perform analyses within Dynamics 365 and view data in familiar Excel spreadsheets. All work is saved in Microsoft Dynamics 365 to maintain a seamless workflow.
CONNECT EXCEL TO DYNAMICS 365
You have the option of also viewing reporting data within Excel and then linking Dynamics 365 to whatever reports you produce. The data in Excel remains linked to Dynamics 365, so your reports update dynamically. And because the data is drawn from Dynamics 365, user security roles are maintained. If the Excel document contains some data above your security clearance, that part of the data will be hidden on the spreadsheet.
POWER BI & DYNAMICS 365
BLEND BUSINESS INTELLIGENCE (BI) WITH DYNAMICS 365
You deserve smarter insights. Draw data from Dynamics 365 and any other data resource and plug it into Microsoft Power BI. View data instantly to make smarter business decisions. Power BI has many prebuilt dashboards and content packs that will allow you to see all of your data, in one place, and on any device.
Microsoft SharePoint allows you to easily share documents and information and has deep integration with Dynamics 365. Instantly access customer information and swap information between both programs.
See calendars and shared docs from within Dynamics 365. Your company SharePoint accounts are automatically imported to Dynamics 365, making integration easy and seamless. You will have smarter collaboration on proposals. Source customer data from Dynamics 365 and those documents automatically attached to the customer record, allowing for smarter collaboration on proposals.
SKYPE & DYNAMICS 365
SINGLE CLICK TO CALL ANYONE
Call anyone from inside Dynamics 365 using Skype for Business. There is no need to invest in new telephone platforms. Everything is included within the Microsoft stack. The best part is that all calls will be logged inside the customer record in Dynamics 365.
FOLLOW UP INSTANTLY
With Skype for Business you can easily conduct webinars and whiteboard discussions, all while being recorded and documented. Dynamics 365 will track who received it and add information to the customer record.
It's Easy to add Dynamics 365 to your existing Office 365 License. Let us show you how to do more with Office 365 and Dynamics 365 — TOGETHER.