Using Microsoft Dynamics 365 Business Central with Outlook to streamline the way you work

Published: July 1, 2020

Microsoft Dynamics 365 Business Central is embedded in Office 365, which means you can use any of Office 365’s products seamlessly as part of your system – it is all interconnected and in sync! The built in Microsoft intelligence will help improve your experience, and streamline the way you work.

From within Microsoft Outlook you can use Business Central to produce insights in to your contacts. For example, when an existing customer sends an enquiry you can click on the Business Central button within the Outlook window and select Contact Insights. This will give you a 360 view of the customer – a full history of their transactions with you, all within Outlook.

If they have requested a quote, you can build this within Outlook using Business Central. This will help you to produce a more informed, efficient response to their request – helping you to save time, work proficiently, and have a quick response time to your customer.

When building a quote, artificial intelligence works within the software to suggest line items on the quote based on information within the customer’s email. You can send them the quote from there with just a few clicks. You can also pull up documents from Business Central in Outlook to give you quick access to key data.

The contact insights feature will inform you when someone isn’t part of your database, and will help you to add them automatically - helping you to stay on top of all your contacts and building insights for future correspondents.

If your customer has emailed you an invoice, you can add the invoice directly to your Business Central system from Outlook. By doing this a purchase invoice is automatically created. This automation saves you valuable time, managing your accounts payable documents so you can focus your attention elsewhere.

Unifying your business tools and software is the efficient way to work – saving time, improving customer service, and boosting your bottom line.

Here at etac solutions we are long established suppliers of Microsoft Dynamics 365 Business Central. If you are interested in finding out what etac solutions can do for your business, contact us today by emailing info@etacsolutions.co.uk.

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