Microsoft 365

Microsoft 365 tools integrated with Dynamics 365 Business Central

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A new mode of cooperation and communication with Excel, Outlook and Teams in Business Central

Most businesses leverage tools such as Microsoft Word, Excel, OneDrive or Outlook. Microsoft 365 (formerly known as Office 365) tools are now integrated with the ERP system, enabling the user to perform tasks without switching between applications, which disrupted workflows. Directly from Dynamics 365, you can edit data in Excel spreadsheets, attach documents from the system to e-mails or send data to Microsoft Teams.

Microsoft 365 in Dynamics 365 Business Central - Outlook

Effective cooperation with Microsoft Teams

Microsoft Dynamics 365 Business Central users have immediate access to key business data directly from Microsoft Teams.

microsoft 365 w business central Teams

What does the integration between Microsoft Teams and Dynamics 365 Business Central offer?

  • Viewing and sharing contacts such as vendors or customers

  • Sharing cards in chats to view, edit or discuss data with coworkers

  • Sharing card links in Business Central to Teams

  • Adding Business Central tabs in channels or chats

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    Secure management of data in Excel spreadsheets

    With the Microsoft Excel add-on available in Business Central, you can open and edit ERP system data in Excel spreadsheets. Users can make changes in this familiar program and publish them back in Business Central.

    microsoft 365 w business central - excel

    What does the integration between the ERP system and Microsoft Excel offer?

  • Quick data export and import into the system

  • Minimizing the risk of errors

  • Flexibility and comfort in everyday work

  • Analyzing data from the ERP system in Microsoft Excel

  • Security of data that is not saved locally by users

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    Smoother cooperation with customers and vendors in Outlook

    With integration between Microsoft Outlook and Dynamics 365 Business Central, you can manage business interactions with customers and vendors directly from Microsoft Outlook.

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    This Outlook extension consists of two smaller add-ons:

    Detailed contact information

    With this feature, you can search for information about Business Central customers and vendors in Outlook e-mails and calendars, and to create and send Business Central business documents such as sales quotes and invoices.

    Searching for a document

    This feature ensures direct connection with business documents in Business Central when they are mentioned in an e-mail.

    Document management, effective collaboration and data safety with Microsoft OneDrive

    Integration of OneDrive with Microsoft Dynamics 365 Business Central opens up new opportunities for companies in effective document management, collaboration, data safety and mobility. Companies that work with these tools can significantly improve their business processes and work efficiency.

    microsoft 365 w dynamics 365 business central - onedrive

    What does the integration between OneDrive and Business Central offer?

  • Storing and sharing documents

    OneDrive facilitates storing and sharing business documents directly from Business Central.

  • Real-time collaboration

    This feature enables multiple users to edit and collaborate on documents simultaneously.

  • Security and access management

    It provides advanced security and access control options for stored documents.

  • Accessibility and mobility

    Gain access to files from every location and device, supporting remote work and employee mobility.

  • Efficiency and automation

    Enable the automation of business processes through easy document management.

  • Integration with other Microsoft 365 tools

    It enables seamless integration with other Microsoft 365 applications, enhancing the use of Business Central data.

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    Microsoft Copilot in Microsoft 365: AI assistant in everyday work

    Microsoft 365 Copilot is a new AI-powered tool that integrates with applications such as Word, Excel, PowerPoint, Outlook and Teams. The AI assistant built into all the applications that are commonly used by employees, helps you create, analyze and automate tasks at every stage of work. Users also take advantage of the Business Chat feature, which integrates data from calendars, emails, chats, contacts, meetings, and documents. This way, you can search for information from all available sources. Copilot for Microsoft 365 is available as an add-on and requires a separate license.

    Copilot in Microsoft 365 boosts creativity

    Copilot in Word will help you create the first draft, edit a text and improve its quality. With PowerPoint integration, you can design impressive presentations by providing Copilot with simple commands and content from other documents. In Excel spreadsheets, you can send a query to Copilot to analyze your data, set trends or visualize data.

    Synergy of business tools increases productivity

    Copilot in Microsoft 365 elevates the automation of routine tasks to an entirely new level. Copilot in Outlook quickly creates summaries of e-mail messages and threads and writes sample answers. It works similarly in Microsoft Teams, providing information and supporting users in efficient communication with coworkers. Copilot in Power Platform automates tasks, for example, through creation of applications or chatbots.

    AI in Microsoft 365 tools and the ERP system leads to increased quality

    By working with Copilot in Microsoft 365, you can improve your skills and boost the quality of your work. You gain a powerful tool that allows you to communicate in natural language—without the need for extensive training. AI will transform the way you work. By exploring new opportunities, you will quickly gain an advantage.

    Explore the full potential of the Microsoft ecosystem

    Order and Delivery Fulfillment

    The Order and Delivery Fulfillment features in Microsoft Dynamics 365 Business Central enable effective management of the entire sales process and delivery logistics. These advanced

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    Planning and Inventory Availability

    The Planning and Inventory Availability features in Microsoft Dynamics 365 Business Central enable the optimization of delivery processes and inventory management. With precise order planning,

    1. Functionality

    Warehouse Management

    Warehouse Management in Microsoft Dynamics 365 Business Central supports companies in effectively managing inventory, streamlining warehouse processes, and enhancing the accuracy of logistics operations. Companies

    1. Functionality

    Manufacturing

    The Manufacturing module in Dynamics 365 Business Central enables comprehensive management of production processes. The ERP system allows companies to effectively plan, oversee, and optimize

    1. Functionality

    Purchasing and Payments

    Purchasing and Payments in Microsoft Dynamics 365 Business Central significantly streamline the management of procurement processes, enabling effective control over costs, delivery timelines, and the

    1. Functionality

    Licensing and infrastructure

    Microsoft Dynamics 365 Business Central offers flexible licensing options and various deployment models tailored to the needs of different businesses. The ERP system infrastructure includes

    1. Licensing

    Power Platform

    Power Platform

    Power Platform tools are integrated with the Microsoft Dynamics 365 Business Central ERP system, extending its functional capabilities, supporting work optimization and data flow.

    1. Microsoft Ecosystem

    Microsoft Copilot

    AI in the ERP system

    Microsoft Copilot is the AI assistant for every employee in your company who works in the Microsoft Dynamics 365 Business Central ERP system. The main

    1. Functionality

    Service

    Microsoft Dynamics 365 Business Central enables comprehensive service management. This functionality allows companies to effectively plan, monitor, and optimize service processes, resulting in increased customer

    1. Functionality

    Project Management

    The project management functionality in Business Central allows you to monitor progress, control costs, deadlines, and performance, leading to higher project profitability. The ERP system

    1. Functionality

    Analytics, BI and reporting

    Reporting and data analytics are key aspects of business management and monitoring of company process efficiency. Microsoft Dynamics 365 Business Central offers reporting tools to

    1. Functionality

    ERP system for polish companies

    Microsoft Dynamics 365 Business Central is a comprehensive solution that caters for the needs of businesses from all over the globe. For individual countries, it

    1. Availability

    Global ERP system

    For companies, it is crucial not only to expand their business but also to enter new markets. In the era of globalization, businesses need technology

    1. Availability

    Financial Management 

    Microsoft Dynamics 365 Business Central enables effective monitoring, planning, and controlling of the financial aspects of a business. The system offers features that can be

    1. Functionality

    Inventory Management

    Microsoft Dynamics 365 Business Central enables effective management of inventory, optimization of warehouse operations, and control over costs associated with product storage. The system facilitates

    1. Functionality

    Sales and Marketing

    The Sales and Marketing module in Microsoft Dynamics 365 Business Central enables effective management of processes related to customer acquisition, relationship building, and running marketing

    1. Functionality

    microsoft appsource

    Microsoft AppSource

    Microsoft partners provide expertise, integrations with third-party solutions, and business and industry applications that extend the system's capabilities without the need for costly custom modifications.

    1. Microsoft Ecosystem