<img src="https://secure.leadforensics.com/133892.png" alt="" style="display:none;">

You're probably aware that your Office 365 applications are optimized to integrate with Microsoft Dynamics 365 Business Central (BC).

Businesses have been leveraging the collaboration of these powerful tools to streamline a wide range of processes for years. But, is it that easy to enter an order into BC from Office 365 Outlook? In short, yes. Here's why.

After a few quick clicks through the Business Central assisted setup, users will have access to vendor, customer and contact insights directly within Outlook. 

BC img1

When using the Business Central insights from an incoming email, the sender's address can be used to setup a new contact and associate that contact with a customer or vendor.  Once linked to a customer or vendor, key information such as current balance, past due amount, open quotes, orders and history are available in a concise and compact dashboard in your inbox. 

BC img2-2

From here, users can have an informed dialog without ever leaving their email.  Additionally, users can enter quotes and ordersagain, without leaving their email inbox.  Insights are also "smart" and BC Outlook can make item suggestions based on order history. By suggesting the last items purchased or sold based on quantity and price, the user can have a jump start on converting an email into an activity in Business Central.

BC img3

There, that was easy! Businesses benefit from the inter-connectivity of these solutions to centralize their tasks and provide more visibility into data management.

What's next? Watch our webinar on how to turn email inquiries into actionable data in D365 Business Central. 

Click here to watch the webinar

Topics

Discuss this post

Recommended posts

Microsoft Dynamics Business Central is a business management solution, otherwise known as an Enterprise Resource Planning (ERP) solution, designed for small and mid-sized businesses to automate and streamline business processes.
Can you remember when you last set up the data in your current NAV or Business Central system? Whether this happened many years ago or more recently, an essential part of the process is to enter master data and opening balances. We hope that you did not enter this large volume of data manually and instead used the data migration functionality within Business Central to validate and import the data in the Excel spreadsheets into your system.
I have been privileged enough to have had a career spanning a significant number of years in operations within manufacturing and distribution—first in the motor industry and then into the fast-moving consumer goods (FMCG)— with multiple roles covering most aspects of the product supply chain. For a long time, I have been a strong advocate of maximizing a solution as far as possible to drive real operational improvements, thanks to my exposure to ERP solutions for over 20 years.
Working with Microsoft Dynamics GP? You probably already know that one of the key advantages of aligning your business processes with Dynamics GP is the incremental amount of time it allows you to save. That said, a deeper dig into Dynamics GP’s tools and features can help you prevent losing out on opportunities to save even more time.
Competitive advantage is the outcome of companies making better decisions faster than others. It's an edge organizations can garner over their competitors by doing just one thing—control their data to draw meaningful insights from it.
right-arrow share search phone phone-filled menu filter envelope envelope-filled close checkmark caret-down arrow-up arrow-right arrow-left arrow-down