Home How to integrate Dynamics 365 Sales with other Microsoft applications
Dynamics 365 Sales is a customer relationship management (CRM) tool that seamlessly integrates with other Microsoft applications to increase the efficiency and productivity of sales teams. By connecting Microsoft For Sales with other Microsoft applications, you can get a comprehensive and up-to-date view of sales opportunities and sales team performance, and make more informed business decisions.
Discover the steps to integrate Dynamics 365 Sales with Microsoft
Log in to Dynamics 365 Sales and go to the “Settings” tab.
In the “Integrations” section, click the “Add Integration” button.
Select the Microsoft application you want to integrate with CRM 365 Dynamics. For example, you can choose to integrate Dynamics 365 Sales with Outlook, Excel or Power BI. Sales is also related to marketing and sales tools.
Follow the instructions in the integration wizard to complete the setup. This may include authorizing access to the Microsoft application and setting up data synchronization.
Once the integration is complete, you will be able to access Microsoft For Sales data from the selected Microsoft application and use the data analysis and visualization capabilities to get a more complete view of the sales team’s performance.
Test and monitor the results of the integration to ensure that it works optimally and it delivers the desired benefits. If you need to make adjustments, go back to the settings tab. Let´s see some Microsoft applications that can be integrated with On Sales to increase the efficiency and productivity of the sales team.
Access contact data easily
By integrating Dynamics 365 Sales with Outlook, you will be able to access contact data and sales opportunities directly from your email and create tasks and reminders to track the progress of the sales process.
Use data analysis and visualization functions
By connecting CRM 365 Dynamics with Excel, you will be able to export data from Dynamics 365 Sales to spreadsheets and use Excel’s data analysis and visualization capabilities to get a more detailed view of sales team performance.
Create customized reports with Power BI
By pairing Dynamics 365 Sales with Power BI, you can create custom reports and dashboards to monitor sales team performance, to let data inform your business decisions.
Store and share documents more easily
By interlinking On Sales with OneDrive, you will be able to store and share documents and files related to sales opportunities more efficiently.
Take notes and add important information about sales opportunities.
By using Dynamics 365 Sales with OneNote, you can take notes and record important information about sales opportunities and access them directly from Microsoft For Sales.
By integrating Dynamics 365 Sales with other Microsoft applications, you can increase the efficiency and productivity of your sales teams and make informed business decisions. In addition, you can get a more complete and current view of the sales team’s performance, adapt quickly to changes in the market, and respond efficiently to customer needs.
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Our specialist consulting team is looking forward to hearing from you!
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