550
We want to integrate the capabilities of Office 365 with Dynamics 365 CRM.
What are the best practices for doing so?
Would you direct me in the right direction for doing this?
Thanks in advance.
Hi partner,
Microsoft supports a powerful integration with D365 and O365 now.
As we konw, O365 has many applications like sharepoint, outlook, exchange,Teams, word, excel....
And now D365 could be integrated with most of them like:
1.We could use sharepoint to manage all documents in D365.
2.We could use Excel to import/export data from D365.
https://docs.microsoft.com/en-us/powerapps/user/export-to-excel-online
3.We could use Dynamics 365 app for Teams to manage cases or other records in Teams.
https://docs.microsoft.com/en-us/dynamics365/teams-integration/teams-install-app
4.We could use Power BI for Dynamics 365 to create Power BI dashboard or reports for D365.
https://docs.microsoft.com/en-us/power-platform/admin/use-power-bi
So you could find many solutions for your requirements about integrate D365 with O365 products :-)
Best Regards,
Leo
#1
André Arnaud de Cal...
292,516
Super User 2025 Season 1
#2
Martin Dráb
231,409
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
