Dynamics 365 Sales is Microsoft’s flagship CRM solution for your Sales team. But it is not the only tool your team use every day. Your sellers will be working on documents, emails, phone calls and more to manage your customers and opportunities. That’s why the integration offered between these tools and Dynamics 365 Sales is so important. In this article we explore the key ways that they integrate.

Outlook

Integrating Outlook and Dynamics 365 could not be easier. There is a Dynamics 365 add-on for Outlook that makes this seamless. It allows you to easily access your CRM information within Outlook, letting you see any active opportunities, last contacted date and any relevant information you might need when emailing a prospect.

Secondly you can capture emails sent and received in Outlook with Dynamics 365 so when you check a record/opportunity you can see the relevant email chains within Dynamics 365.

SharePoint

Dynamics 365 offers full integration with SharePoint Online. You can easily store all files and documents within SharePoint. This helps with storage usage, as there are limits within Dynamics 365 and allows your users to manage and collaborate with documents the way they normally do.

Microsoft Teams

Microsoft Teams is now the predominant collaboration and communication platform for businesses. Dynamics 365 Sales offers a range of integration options with Microsoft Teams including:

  • Teams chat within Dynamics 365 – You can bring Teams chat into Dynamics 365 Sales. Allowing sellers to collaborate and chat from within the application while viewing the information they need.
  • Teams meeting from Dynamics 365 – when enabled, you can easily add the ability to make any meeting within Dynamics 365 a Teams meeting.
  • Microsoft Teams dialler – This allows you to use Teams Phone from directly within Dynamics 365. A great feature for following up on prospects and customers with all of their information right in front of you. You also have the ability to turn on automatic transcript and insights through conversation intelligence.
  • Dynamics 365 app for Teams – You can now add a Dynamics 365 app to your Teams channels and meetings, where you can access and update records from within Teams.

Additionally, you can export all reports to Excel and when working with quick quotes you can also generate these as Word documents. The integration is a great way to improve productivity, communication and collaboration of your sellers and a huge selling point for Dynamics 365 Sales.

If you would like to learn more about Dynamics 365 Sales, then download our guide here or contact us.