Top 3 functional integration in Dynamics 365 for Operations

Cloud ERP: top 3 functional integrations in Dynamics 365 for Operations

Published by: Milda Beinaryte
Published date: 28th Feb 2017
Categories: Blog Dynamcis 365 ERP

Dynamics 365 for Operations entered the market with the promise to change the speed of doing business. Today it stands as the most functional cloud-ready ERP solution available and it has delivered on this promise. As the world’s first cloud-based ERP system, it has not only brought any-device-any-place possibility and unique user experience, but it has also changed the way we understand the word “integration”. Here are the 3 top functional integrations that have propelled Dynamics 365 for Operations way ahead of its competitors.



Join us for a Procure-to-Pay with Microsoft Dynamics 365 for Operations Webinar to see how Microsoft ERP optimises procurement with in-depth data visibility and great productivity tools, on Tuesday 7th March 2017 at 12.00 noon (GMT). Click here to register.


Office 365

Outlook, Excel and Word are the bread and butter of almost every business. Whether we like it or not, working habits are hard to change and even after an ERP system implementation, spreadsheets and word templates remain inevitable tools for most employees. Microsoft had already done a remarkable job integrating its products with previous versions of Dynamics AX. But the Office 365 integration with the latest latest version (Dynamics 365 for Operations) is another huge step forward. Users are now able to create Orders, Invoices and Journals without even opening Dynamics 365 for Operations. Having the ability to see lookups and drop-down lists, while filling the data in Excel and then publish it directly to AX just by pressing one button, is a significant improvement.

Dynamics 365 for Operations also supports out-of-the-box integration such as Outlook “click-to-email” and Skype for Business “click-to-call” functionalities to contact your vendors, customers or colleagues directly from inside the application.

This key integration goes to a whole new level and allows for a more productive and collaborative working environment. Sleek!

Power BI

Microsoft Power BI – better than any other tool in the market – provides interactive visualisations of a company’s data in Dynamics 365 for Operations. Pre-defined dashboards for Cost Management, Financial and Retail Channel Performance, together with Power BI report model files in Microsoft Dynamics Lifecycle Services library, are more than enough to get valuable insights of your everyday business records. What is more, your company doesn’t have to be dependent on a database administrator or an IT specialist –  end users can create customised reports to compliment your business requirements without any additional training.

Microsoft Flow

Microsoft Flow is one of the most fascinating additions to Microsoft products. This platform provides integration capabilities across many popular on-line and on-premise services, Dynamics 365 for Operations being one of them. Users can update Vendor details when an Excel table is updated or copy CRM Accounts to Customers in Dynamics 365 for Operations. These and more automatic workflows are available to use for free by all Dynamics 365 for Operations users. More than 90 services are accessible to be integrated into the latest version of Dynamics 365 for Operations to increase the speed of everyday tasks. As companies care more about their digital strategy and use lots of different applications for their daily jobs, Microsoft Flow is an indispensable tool that will bring effectiveness and efficiency to your business.


If you would like to learn more about Dynamics 365 for Operations, join us for a Procure-to-Pay with Microsoft Dynamics 365 for Operations Webinar to see how Microsoft ERP optimises procurement with in-depth data visibility and great productivity tools, on Tuesday 7th March 2017 at 12.00 noon (GMT).

Click here to register.