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Home / Insights / Blog / Top 8 Platforms to Integrate with Microsoft Dynamics 365
July 5, 2018 - by Manoj Nair
Many businesses invest heavily in their IT infrastructure, but choose to go about it in a phased manner. Systems are implemented over a period of time, and companies do not want to replace them all in one go. For such organizations, there is a strong need to integrate elements of their existing infrastructure and new systems when they are purchased.
Since a majority of organizations are making Dynamics 365 the center of their technology portfolio to support the many business processes for sales automation, marketing, and case management, it is necessary to integrate the system with other applications and platforms. This way, these organizations can provide a single view of their customers.
A key feature of Microsoft Dynamics 365 is that it can easily be integrated with other Microsoft solutions as well as a myriad of third-party applications such as web portals, BI applications, and ERP systems. This works both for small and large organizations, as the integration doesn’t require extensive configuration and can be easily accomplished using integrators and add-ons.
Such integration is critical to making Dynamics 365 a valuable business tool. If you’re looking to manage your business end-to-end, take advantage of this capability by integrating these 8 useful platforms with your Dynamics 365 system:
In the age of data overload, analyzing crucial business, customer, and competitor data for improved decision-making is every organization’s goal.
Since Power BI automatically refreshes data from Microsoft Dynamics 365 in real-time, by integrating Dynamics 365 with Power BI, you can:
Even though Dynamics 365 allows you to store information and activities related to customer interaction, with SharePoint integration, you can also store documents related to leads, opportunities, and services.
When you use SharePoint with Dynamics 365, you can:
Working with several different applications on a day-to-day basis is not just frustrating, but also unproductive. Streamlining Office 365 will lead to greater efficiency and collaboration overall, not to mention the time you will save.
By integrating Dynamics 365 with Office 365, you can:
Tracking emails and retrieving old ones in Outlook is a herculean task, especially when you have to log into a separate application or web interface to manage all your email activities.
With a Dynamics 365 and Outlook integration you can:
Imagine if you could sync all your contacts, appointments, tasks, deadlines, and customer communications in one place! With Dynamics 365 integration with Exchange, that is now possible.
When you utilize the Exchange integration with Dynamics 365, you can:
Making notes while working on tasks is an everyday routine. However, when working with multiple leads or teams, it is hard to retrieve previous interactions, opportunity details, quotes, and orders.
Integrating Dynamics 365 with OneNote allows you to:
All you need is an Office 365 subscription to enjoy easy interactive, capturing of notes.
If you frequently work with several other individuals or teams, integrating Dynamics 365 with Yammer can ease all communication. Instead of exchanging information and updates through emails and phone calls – which are difficult to track – Yammer makes it easier than ever.
With a Dynamics 365 Yammer integration you can:
All you need is a Yammer Enterprise subscription and you are good to go!
As a middleware solution, enterprise service bus (ESB) creates connectivity between applications and services.
When integrated with Dynamics 365, it can:
The business organization has arrived at a point where nothing works in isolation. Every team has to, in some way or the other, interact, communicate, and collaborate with other teams in order to drive greater efficiencies. While integration across systems and applications is crucial in today’s competitive landscape, it is also one of the biggest challenges for any business trying to build an omni-channel customer experience.
When done well, it can provide your business with the flexibility to adapt and change as it grows. When done poorly, it will become a major barrier to growth. Dynamics 365 enables seamless integration with a host of Microsoft and non-Microsoft products that takes productivity to a whole new level: Power BI, SharePoint, Office, Outlook, Exchange, OneNote, Yammer, ESB – you name it!
Want to get more information about how Microsoft Dynamics 365 and its integrations can benefit your business, schedule a consultation with a Synoptek expert today!
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