{"id":92667,"date":"2023-06-09T21:51:14","date_gmt":"2023-06-09T21:51:14","guid":{"rendered":"https:\/\/www.techrepublic.com\/?p=4111976"},"modified":"2023-06-09T21:51:14","modified_gmt":"2023-06-09T21:51:14","slug":"dynamics-365-business-central-integration-in-teams","status":"publish","type":"post","link":"https:\/\/cloudnewshub.com\/?p=92667","title":{"rendered":"Dynamics 365 Business Central integration in Teams"},"content":{"rendered":"
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Image: monticellllo\/Adobe Stock<\/figcaption><\/figure>\n

Dynamics \u2014 Microsoft\u2019s combination customer relationship management and enterprise resource planning platform for sales, service, project management and operations \u2014 isn\u2019t just for large organizations. Dynamics 365 Business Central<\/a> is aimed at small and midsize businesses and has many of the same tools, features and integrations.<\/p>\n

Jump to:<\/p>\n

Business Central in Outlook Excel and Power Automate<\/h2>\n

Outlook<\/h3>\n

Small and midsize businesses can find Business Central inside Outlook. When you get an email from a supplier, you can click Contact Insights on the Outlook toolbar to get details, like purchase history, overdue invoices, whether you usually give them a discount and documents that might be relevant to the conversation, all in a pane inside Outlook.<\/p>\n

SEE:<\/strong> Learn how to share your calendar in Outlook<\/a>.<\/p>\n

You can receive and read an invoice in Outlook, post it into Business Central directly from Outlook and get AI-powered suggestions of line items to possibly include, or see the sales quote when you need to reply to an invoice query.<\/p>\n

Excel<\/h3>\n

There\u2019s a Dynamics Office Add-in<\/a> that lets you use Excel to analyze data from Business Central. You can even edit the data in Excel if you spot a mistake in the customer or product details and push the change back to Business Central. You can do the same with Microsoft Teams<\/a>, bringing in data as an Adaptive Card<\/a> or searching for business contacts directly from within Teams.<\/p>\n

If you want even more integration, Viva Sales<\/a> takes data back and forth between Teams, Outlook and CRM systems like Dynamics and Salesforce using artificial intelligence.<\/p>\n

Power Automate<\/h3>\n

You can use Power Automate to set up a workflow that sends a message on Microsoft Teams when a new deal is signed and recorded in Business Central, so everyone knows about the customer.<\/p>\n

Fortunately, this process doesn\u2019t need programming expertise, which can be rare in smaller organizations. Currently in preview for US and EU customers, the natural language option in Power Automate<\/a> lets you create this kind of workflow by describing what you want it to do.<\/p>\n

However, setting up workflows between Business Central and Power Automate requires the cloud version of Business Central; it won\u2019t work with the on-premises version.<\/p>\n

Microsoft 365 users get the basics<\/h2>\n

In 2021, Microsoft changed the license terms for Dynamics 365, so anyone with a Microsoft 365 license in the organization can see Dynamics content inside Microsoft Teams. And as of November 2022, the same is true of Business Central.<\/p>\n

Smaller organizations often have more constrained budgets and don\u2019t want to buy licenses for people who won\u2019t spend much time working in Business Central \u2014 even though the information in there about customers, business data and business processes will be useful in a lot of work conversations.<\/p>\n