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.
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.
From here, users can have an informed dialog without ever leaving their email. Additionally, users can enter quotes and orders—again, 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.
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.