Dynamics 365 Integration

Dynamics 365 Integration

Connect to enhance efficiency

Dynamics 365 is a potent tool for optimising efficiency in your organisation, thanks to its ability to integrate multiple tools into the platform. The following Microsoft products are designed for Dynamics CRM integration:

  • ERP integration – Integration of Microsoft’s ERP tools, AX, GP and NAV, is now possible thanks to the Microsoft Dynamics Connector. This bi-directional link allows you to share information between ERP and CRM platforms.
  • Exchange – This allows for syncing of appointments, contacts and tasks. It’s also important to know that if you wish to make use of automated mails, you need to integrate Dynamics 365 and Exchange.
  • Office 365 – Office integration gives Dynamics 365 access to Exchange Online, OneNote, Outlook, Power BI, SharePoint Online, Skype for Business and Yammer.
  • OneNote – A subscription to Office 365 allows you to integrate OneNote into Dynamics 365, giving you access to an intuitive cloud-based note-taking tool.
  • Outlook – Integration of Outlook into Dynamics 365 allows your staff to manage their mail with the familiar Outlook interface. It also enables specific CRM functionality such as automatically linking Outlook emails to CRM records or access to CRM end-user functions.
  • Sharepoint – Dynamics 365 allows for client and server-based integration. Client-based integration is being phased out, and server-based integration will become the only form of integration with Dynamics 365. Server-based integration supports on-premise and online integration.
  • Power BI – Dynamics does offer analytics tools, but these are limited when compared to Power BI. Thankfully, integration of Power BI is simple, allowing you to analyse data and create much more in-depth reports.
  • Yammer – Yammer integration allows you to connect and communicate with users on the Yammer network who aren’t using Dynamics 365.

A single view of the customer

To provide a single view, the Dynamics Group can also integrate data from a variety of business systems. From databases to data warehouses, from spreadsheets to real-time application data capture, Dynamics Group has the know-how to help you integrate data across platforms.

Achieve more

For more information on how to make the most of Dynamics 365’s integration support, contact Dynamics Group today.

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