Integrations in Microsoft Dynamics 365 Business Central
Teamwork makes the dream work!
We all know the benefits of working together and collaborating as a team, but did you know that some of the most useful business applications you use every day can team up to help make your daily tasks more efficient?
Microsoft Outlook, Teams and the Power Platform are programmes that you use every day and help you to collaborate and communicate with your customers and colleagues. By joining forces with your Microsoft Dynamics 365 Business Central and/or Microsoft Dynamics 365 CRM, these business applications can help you get through your ‘to do’ list in a flash.
The Power Platform
Generate quotes and invoices without even leaving your inbox! At the click of a button, manage business interactions with your customers and suppliers – create and send quotes and invoices directly from an email using the application you use every day to keep and stay in touch.
- If you use Teams, you know that it is an integral part of your business – whether that’s for video calling, virtual meetings, instant messaging or sharing & collaborating on documents, customer issues, and much more. Not only does it provide a connection to your colleagues (and potentially also customers and suppliers) wherever you or they are.
- It also enables users (even those without an appropriate Dynamics 365 licence!) to see key information from Dynamics 365 Sales, Marketing and Customer Service (aka Microsoft Dynamics CRM) and Dynamics 365 Business Central directly from within Teams. You can share and collaborate on sales, customer history, health of the customer relationship, key contacts, and more. And as with everything in Teams, you can access all this information on the go with the Teams app.
Microsoft Power Platform
The Power Platform helps to extend Microsoft Dynamics 365 further by allowing users to create new capabilities with low-code (no development experience necessary!) tools.
You can create your own apps (with Power Apps), integrate and automate key business processes (with Power Automate), visualise and interrogate key business data (with Power BI) or create a ChatBot to handle commonly asked questions on internal and external websites and portals (with Power Virtual Agents).
You can also connect the Power Platform to Teams. For example, you might want to embed Power BI reports in Teams, trigger a Power Automate flow from a specific Teams message or create your own Chatbot in Teams for your organisation to interact with.