Microsoft Dynamics 365

Using the Microsoft Power Platform to increase innovation

How can you use Dynamics 365 and Office 365 together for greater efficiency?

Microsoft Dynamics 365:
Business applications
Microsoft Office 365:
Business productivity tools
  • Sales
  • Customer Service
  • Field Service
  • Talent
  • Finance and Operations
  • Project Service
  • Word
  • Excel
  • PowerPoint
  • Outlook
  • SharePoint
  • Teams

Many office workers use Microsoft Dynamics and Office 365 applications extensively every day. Microsoft Dynamics has many built-in features that integrate with Office solutions.

  • You can manipulate live Dynamics 365 data in Microsoft Excel
  • You can send communications out via Outlook and store the communication records in Dynamics
  • You can use Word templates to create standardized Dynamics documents

The Microsoft Power Platform - Amplifying Microsoft Dynamics 365

The Microsoft Power Platform takes Dynamics 365 and Office 365 business integrations to a new level. But you’re not limited to Microsoft data, you can also connect to hundreds of other data sources such as:

  • SAP
  • Dropbox
  • Adobe Creative Cloud
  • Social media data

The Microsoft Power Platform consists of three tools that allow you to automate and innovate in your business – without custom coding.

  1. PowerApps – enables you to develop custom applications for the web and mobile devices
  2. Power BI – helps you find relevant insights through business analytics visualization
  3. Microsoft Flow – builds workflow automation to connect apps

These tools can be setup by your business analysts or by a technology solution provider like MCA Connect. All have options for online guided learning and community help.

How would you use each of the Power Platform tools?

Blog_03.06.19_01PowerApps

PowerApps is a way to create easy, task specific applications, such as:

  • Inspecting oil rigs
  • Creating employee time-off requests
  • Expense reporting

Information collected can flow back into Dynamics 365 or other connected systems.

Power BI

Microsoft Power BI dashboards can be as simple – or complex – as you want them to be. Role-based dashboards can be further customized by users as needed.

  • Allows user to ask questions in natural language, even verbally using Cortana
  • QuickInsights shows hidden predictive patterns and trends
  • Allows you to share information securely, internally or externally. You can send it to a website, a mobile device or share it through Microsoft Teams or SharePoint.

Power BI helps organizations become more data driven, without needing ongoing assistance from a technology solution provider.

Blog_03.06.19_02Microsoft Flow

Microsoft Flow comes with tons of pre-built templates to create easy workflow automations between applications:

  • Save Outlook attachments to OneDrive
  • Create a new contact in Dynamics
  • Create a To-Do task for each new Dynamics 365 activity
  • Send a notification when a lead is created

SharePoint, Teams and OneDrive

SharePoint, Teams and OneDrive make it easy to share your tools across the organization, following your security and governance guidelines.

If you’re ready to take your Dynamics 365 project to the next level with business integrations through the Microsoft Power Platform, contact us!

Author: Claude Watson, CEO

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