This short video is for current and prospective Microsoft Dynamics 365 for Financials customers looking for integration with Microsoft Outlook.
Think of your typical day at work… What application do you use most often? What window is always open on your computer?
I’ll take an educated guess and say that you spend a large majority of your day in Microsoft Outlook or some other email platform. Replying to emails, sending documents and scheduling meetings take up more time than you probably realize. As such, Outlook needs to be a place where you can accomplish your tasks quickly and efficiently. The less time you spend toggling between windows and applications, the better.
Microsoft Outlook now has direct integration with Dynamics 365 for Financials. What does that mean? Well, it means you can complete basic tasks in Outlook that you would’ve previously had to complete in your ERP solution – like editing and sending documents, creating orders and invoices, and drilling down into customer data. Now, Dynamics 365 for Financials users with Outlook don’t need to switch applications or windows. By simply clicking on the Financials tab in Outlook, they are able to see an expanded pane of customer information as well as complete a variety of functions.
Watch below as a Dynamics 365 for Financials expert shows you the capabilities of Outlook integration.