Integration with Other Systems
Many businesses invest heavily in their IT infrastructure but in a phased manner. Systems are implemented over a period of time, and companies do not want to replace it all in one go. For such organizations, there is a strong need to integrate elements of their existing infrastructure and new systems as and when they are purchased. Since a majority of organizations are making Dynamics 365 the center of their technology portfolio to support the many business processes for sales automation, marketing, and case management, in order to provide a single view of their customers, it is necessary to integrate the system with other applications and platforms.
A key feature of Microsoft Dynamics 365 is that it can easily be integrated with other Microsoft solutions as well as a myriad of third-party applications such as web portals, BI applications, and ERP systems. This works both for small and large organizations, as the integration doesn’t require extensive configuration and can be easily accomplished using integrators and add-ons. Such integration is critical to making Dynamics 365 a valuable business tool. If you’re looking to manage your business end-to-end, take advantage of this capability by integrating these 8 useful platforms with your Dynamics 365 system:
Power BI
In the age of data overload, analyzing crucial business, customer, and competitor data for improved decision-making is every organization’s goal.
Since Power BI automatically refreshes data from Microsoft Dynamics 365 in real-time, by integrating Dynamics 365 with Power BI, you can:
- Take advantage of the DirectQuery technology to explore data and create reports over large volumes of data
- Get access to a world of rich dashboards and charts and use them interactively on several devices
- Leverage a host of ready-made reports and modify or extend them
- Author reports, share dashboards, and refresh data from Microsoft Dynamics 365 Sales, Marketing, and Service
- Export data from Dynamics 365 into Excel and visualize the data using Power View
SharePoint
Even though Dynamics 365 allows you to store information and activities related to customer interaction, with SharePoint integration, you can also store documents related to leads, opportunities, and services.
When you use SharePoint with Dynamics 365, you can:
- Simplify storing, finding, and sharing of information across the organization
- Collaborate effectively through secure access to documents and information
- Create, upload, view, and work with documents stored in SharePoint in the context of a Dynamics 365 record
- Use SharePoint’s document management abilities including checking the document, viewing version history, and altering document properties
- Enable non-Dynamics 365 users (with permissions) to directly access SharePoint documents
Yammer
If you frequently work with several other individuals or teams, integrating Dynamics 365 with Yammer can ease all communication.
Instead of exchanging information and updates through emails and phone calls – which are difficult to track – with a Yammer integration you can:
- Have a central place for conversations and stay abreast with all the latest happenings across teams
- See all posts in a newsfeed and become a part of a conversation anytime and from anywhere
- Create and edit documents and share information without sending emails or attending meetings
- Use activity feeds and be social with Dynamics 365 users as well as others
- Enable certain record types and rules to automatically trigger a Yammer post
All you need is a Yammer Enterprise subscription and you’re good to go.
Moodle
By integrating Dynamics 365 Sales with Moodle, your organization can provide a comprehensive and streamlined approach to customer training and engagement. This can lead to increased customer satisfaction, improved product knowledge, and better-equipped sales teams, ultimately contributing to business success.
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