The Teams and SharePoint integration is yet another example of how combining Microsoft tools amplifies the value of any standalone solution. See, Teams and SharePoint both facilitate collaboration – but from different angles. With Teams, you’re getting a central collaboration hub where you can host meetings, take calls, chat with colleagues, and access files and…
SharePoint enables firms to make the most of their existing expertise, data, and perspectives by transforming them into digital tools people can actually use. Think – self-serve portals, org-wide intranets, or private websites where analysts can share insights with clients in a secure environment. On the client side, the platform helps firms engage customers in…
If you’ve spent any time poking around Microsoft’s various blogs in recent months, you’ve probably noticed they’ve been talking a lot about “activating the flow of work,” streamlining collaboration, and well, making it easier to get work done from anywhere. The Dynamics 365 Business Central and Microsoft Teams integration is central to this effort. Teams…
Business Central offers an add-in that lets you view customer and vendor records while drafting an email, manage business interactions, and create and share business documents like quotes, invoices, or sales orders – all without leaving Outlook. Now, before we get into the weeds, it’s important to note that Business Central add-in for Outlook is actually two…
Post-COVID, hybrid work solutions and the pursuit of “hyper-connectivity” have been critical priorities for Microsoft – which has invested heavily in remote collaboration tools that allow users to engage customers in new ways. The Microsoft Teams and Dynamics 365 CE integration is a big part of this effort – bringing communication channels, presentation tools, and…
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HVAC sales and field services teams face tremendous pressure in responding to customer requests as quickly as possible. Whether it’s trying to close new business or repairing a broken system, accessing the right information immediately and responding instantly are critical. That’s how HVAC companies build and maintain long-term customer relationships that generate increasing revenues. Unifying…
Many member-based organizations today are looking for new tools to help their employees be more productive and collaborative. As the workplace is becoming increasingly mobile and leaders are managing a growing number of remote teams, the need for efficiency and connectivity is greater than ever before. Microsoft Teams, as the hub for teamwork, is where…
Microsoft Power Automate has come a long way since its introduction in 2016. More connectors are available than ever before and Microsoft is paving the way for Power Automate to be the future of workflows in D365. A common occurrence is the need to automate sending emails and this can easily be accomplished using the…
