Dynamics 365 & Office 365 Working as One

Imagine your business has a new sales opportunity. Different teams need to work together to build a presentation to capitalize on the opportunity. If your business applications work in silos, it’s up to individual employees to compare and consolidate feedback. Additionally, it can be very difficult to ensure everyone is working in the most up-to-date version.

Imagine how collaboration workspaces can totally change the game. Without leaving a workspace, your team members can access connected data and insights to create the presentation. With Office and Dynamics 365 integration, staff can easily bring together relevant customer or financial information. And, there are never any issues with version control. Office integration with Microsoft Dynamics 365 and can make collaboration with sales processes painless and seamless.

In this eBook, customers learn how Dynamics 365 integration with Office 365 unites people and processes. Learn from practical examples how to streamline sales processes, capitalize on digital selling and deliver an exceptional customer experience.

View: Dynamics 365 & Office 365 Working as One

Not sure what’s right for you? Let us help find which solution will help you reach your goals.

Additional resources

Financial transformation is different in the middle. Midmarket companies are fast-growing and resilient, achieving an impressive year-over-year revenue growth rate of 12.4% in 2023, marking a new all-time high. However, […]

The phrase ‘money never sleeps’ is never more relevant in today’s fast-paced business environment. Managing a company’s accounts payable (AP) process is challenging, as it requires both security and efficiency […]

If you’re familiar with ERP solutions, you’ve probably heard of Sage Intacct – but what sets it apart from competitors like Acumatica or NetSuite? What makes Sage Intacct the top […]

WordPress Lightbox