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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / what are the Advantage...
Customer experience | Sales, Customer Insights,...
Suggested Answer

what are the Advantages to integrate Office 365 to Dynamics 365 Customer Engagement ?

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Posted on by Gmanunta81 327

Hello everyone,

in companies it possible to work using Office Online plus Dynamics 365 Customer Engagement Plan, But customers don't have Office 365 Licenses.

what are the advantages of integrating Dynamics 365 Customer Engagement to office 365?

Why do companies that have dynamics 365 Customer engagement upgrade to office 2016 to O365?

thanks in advance

I have the same question (0)
  • Steve Yao Profile Picture
    Steve Yao on at

    Hi Gmanunta81,

    First, we need to clarify that Dynamics 365 Customer Engagement and Office 365, they are two different products.

    Dynamics 365 Customer Engagement is the CRM part of Dynamics 365, Dynamics 365 includes CRM (Customer Service, Field Service)and ERP (Finance and Operation)

    Please refer to below for some basic introduction of those two products.

    O365 video

    https://go.microsoft.com/fwlink/?linkid=2101471

    Dynamics 365 video

    https://youtu.be/gbHNb-N3uAY

  • Suggested answer
    Kipetcoff Profile Picture
    Kipetcoff 1,037 on at

    Agree with Steve Yao. These are the different products and you can buy them separetly. The advantages both products together are:

    1. You will have Office licenses (Word, Excel, OneDrive ...)

    2. Easy to integrate Dynamics 365 with exchange

    3. You can set up integration with SharePoint (depend on Office plan)

    4. Integration with Office 365 groups

    5. Integration with PowerApps

    6. Integration with PowerBI

    7. Integration with Flow(Power Automate)

    8. You can use Teams for easy collaboration in company

  • Suggested answer
    Vipin J Profile Picture
    Vipin J 1,603 on at

    I agree with Steve and Andrey with their answer.

    Once I was talking to one of my customer and listening to him made me write an article which does not list technical feature instead trying to related Dynamic 365 CRM with business objectives.

    As business people takes times to understand Dynamic CRM vocabulary.

    Refer here for short notes :

    https://vjcity.blogspot.com/2020/02/advantages-of-dynamics-365-crm.html

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