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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to integrate Dynam...
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Suggested Answer

How to integrate Dynamics 365 with Office

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Posted on by Abigail 552

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.

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  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at

    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.

    https://docs.microsoft.com/en-us/power-platform/admin/set-up-dynamics-365-online-to-use-sharepoint-online

    2.We could use Excel to import/export data from D365.

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/export-excel-dynamic-worksheet

    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

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