Contact Insights

Thanks to the consolidation of Microsoft Office 365 and Microsoft Dynamics 365 Business Central, you can now benefit from an integrated contact management and ERP solution within your Microsoft Outlook. The benefits of such a seamless integration are critical for your day-to-day business operation if you are doing business over email rather then an e-commerce site;

  • Connects Businesses
  • Boosts Efficiency
  • Automated tasks and workflows
  • Actionable Insights
  • Business Analytics
Do you have a clear picture who is sending you a sales request over email?

If you are dealing with your existing customer over Microsoft Outlook, you may now access all your clients company details and have a clear understanding of any ongoing orders, pending payments, etc…

Create a quote within Outlook

This is not only a read-only functionality but you can instantly create a quote through the Business Central Add-on and load your items to quote your customer quicker, hence improving your customer experience and profitability.

Are you always forgetting to input your new client details correctly?

If its a new contact or customer, you are suggested to use the details in the email to automatically create a new contact or customer within the same app. This makes it extremely easy keep your contact details up-to-date and saves you another task that you would have to do manually.

Reads your emails and suggests the products you have ready for invoicing

Business Central can suggest line items for you if it detects an email that seems like an order from a customer and prepares the first steps in creating an invoice to the customer.

More information about this seamless integration of Outlook and Microsoft Dynamics 365 Business Central can be read in the below e-book.

Contact us today for a demo and find out more about the integration on Microsoft Dynamics 365 Business Central with your day to day Office 365 tools.