SMB Blog

Dynamics 365 for Financials & Office 365 Integration

What is the integration with Office 365 about?

Dynamics 365 for Financials is fully integrated with Office 365 so that you can navigate freely between Office 365 apps and Financials using the app launcher. In Financials, you can open data in Excel, print reports using Word, and you can work with your Financials data in Outlook, for example. 

Dynamics 365 for Financials – Quoting, Invoicing and Payment

Microsoft Dynamics 365 for Financials is a business management solution that’s connecting people and processes like never before.  From day one, it makes ordering, selling, invoicing and reporting easier and faster.  Turn your multiple disconnected systems into one.  Boost efficiency with automated tasks and workflows-all from within familiar Office tools like Outlook, Word and Excel.  Get a complete picture of your business and make better decisions, with built-in intelligence when and where you need it.  With your business running in the cloud, it’s easy to change and adapt at your own pace without involving IT.  Start with what you need, quickly and easily, then be ready for growth.

Microsoft Dynamics 365— Transforming Products and Business

Dynamics 365 provides an integrated view into business processes, from the manufacturing floor, to sales, to service. Processes can be changed and evolved in real time using a modern, consistent and proven extensible platform. Through the new dynamics 365 common data model, applications can be custom built or extended with power apps and Microsoft flow. This integration results in connected systems that give employees the right information for their role when and where they need it. Dynamics 365 enables you to adapt to new business models, customer needs and trends in the marketplace. Experience what’s possible for your business with Dynamics 365. 

Smart marketing starts with knowing your customer

Do you really know your customers, or are you just guessing?

When creating marketing materials and campaigns, many companies rely on an intuitive understanding of client preferences and behavior. This approach can lead to missed opportunities, because you simply don’t have the customer data and insights necessary to effectively target your communications.

A path to growth and innovation with Dynamics 365

In this exclusive interview, R. “Ray” Wang, Principal Analyst, Founder, and Chairman of Constellation Research offers key insights on why digital transformation has democratized data and how organizations can embrace this fundamental shift in our approach to technology. Discover which technology trends have had the biggest impact on digital transformation, how to overcome obstacles to embracing new technology, and why and how you can be change-agent within your own organization.

Chapters Include:

Enable Productivity with Microsoft Dynamics 365

Microsoft Dynamics 365 enables you to be more productive by seamlessly integrating with Office 365 applications and providing a familiar user experience.  Dynamics 365 brings together two worlds of business processes and personal productivity.  This means tools such as Outlook and Excel are integrated into business processes, roles and jobs allowing employees to stay in the context of their task and improve productivity.