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Office 365 and Dynamics CRM: The Perfect Match

Updated: Feb 2, 2023

As innovative technologies emerge, the world of business continues to shift and evolve. Keeping up with these changes isn’t easy. To succeed, your organization needs the right tools.

The Microsoft Office 365 suite is far and away one of the best tools for maximizing your company’s productivity. There are a lot of things to love about Office 365: you can access it from any location, collaboration between team members is easy, and your data is always secure. And, most of all, Office 365 connects seamlessly with your existing Dynamics 365 CRM.

JourneyTEAM, based out of Utah and Tennessee, has deep experience in helping organizations integrate these tools into how they currently do business. Let’s look at why Office 365 is the right choice for your organization. Then, we’ll explore how it can integrate with Dynamics 365 and how JourneyTEAM can help you leverage the maximum efficiencies out of these tools.

Access Office 365 from Any Location

One of the best things about Office 365 is its portability and accessibility. You don’t need to worry about syncing between different devices and locations, Office 365 does it for you. Whether you’re working on a document in Word, an Excel sheet, or an Outlook email, you can rest assured that you’ll have access to it anywhere and everywhere. Need to throw together a presentation? Simply grab a PowerPoint file from the cloud, and you’re in business.

Collaborating is Easy

Whether your organization is large or small, your team’s ability to collaborate efficiently and effectively can mean the difference between success or failure with any given project. Office 365 understands this, and Microsoft has made it easy for your team to work side-by-side, even if its members are separated by thousands of miles of physical distance. Thanks to Skype Meeting Broadcast, Delve, SharePoint, and other Office 365 apps, you can collaborate with ease.

Top Notch Security

No matter what field you’re in, running a business can be a challenge. That’s why it’s so important to choose a software solution that minimizes the number of things you have to worry about, like the security of your data. Office 365 offers built-in security features, including privacy controls and compliance tools. With Office 365, you’ll never have to worry about the safety of your data.

Integration with Microsoft Dynamics 365

Of all the reasons that Office 365 is such a great choice for your business, this has to be at the top of the list. Office 365 integrates quickly and easily with Microsoft Dynamics 365 CRM.

What does this look like? Let’s take an example. You get an email delivered to your inbox, and you need to track the customer data it contains. Whether the email comes from a lead or a current client, all you have to do is select the CRM tracking option in Office 365. As a result, customer data is automatically synced with Dynamics 365 CRM. It doesn’t matter what device you’re using, either. Whether you’re on your laptop, your office computer, or your phone, all it takes is the click of a button to integrate new customer data with your Dynamics CRM.

Thanks to its seamless integration with Dynamics CRM, Office 365 can dramatically improve your organization’s efficiency and workflow. Are you ready to learn more about how Office 365 can work for you? Contact JourneyTEAM now to set up a free consultation!


Article by: Dave Bollard - National Director of Marketing

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.



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