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Resources from our industry-expert staff
How Business Central and Outlook can work hand-in-hand
When working with a Microsoft application like Outlook, you’ll notice the emphasis on productivity throughout the entire application interface, not to mention a seamless connection between all the business applications you might need from Microsoft.
In fact, the ability for all your systems to work in sync was likely a huge draw to Business Central in the first place. Business Central can be easily integrated to an Outlook account, but did you know that there’s a way to open up and work within Business Central, right from your Outlook window?
Syncing your email to CRM just got easier with this new security role
As your organization’s CRM or Power Platform system administrator, you’re responsible for overseeing the permissions, settings, and functionality available to all your users, and you want to ensure that everyone has access to what they need to do their jobs efficiently day in and day out. When new employees are added to the system, or when current users need increased permissions, each request must be reviewed and approved by you – and the faster they are approved, the faster they can get logged in and start on essential tasks.
Top tool for sales communication: Outlook to Dynamics 365 CRM integration
Of top priority for sales teams is the question of how they can become more efficient, more streamlined, while also improving their ability to land more leads and opportunities. Well, as part of the same Microsoft platform, Dynamics 365 Sales and Outlook present a unique ability to make that happen. Managing customer data, creating strong and informed relationships, and optimizing your daily work all become easier when you lean into the interconnectivity of these systems.
How to integrate Business Central and an Outlook account
Integrating an email account to Business Central using an Outlook add-in can help users better keep track of which documents are sent to which contacts. Here’s how you can integrate Business Central with Outlook, plus a few of the scenarios where you’d want to use this helpful feature.
What’s new to Microsoft 365 – Summer 2021
Efficiency and connectivity have been at the forefront of Microsoft’s efforts to update products lately. Teams in particular has been at center stage, so it saw the majority of updates made, but other exciting features and functionalities were added across the other Microsoft 365 products as well. Here is a recap of some of the best new features that were added to Microsoft 365 products this summer:
Microsoft 365: Tools for accessibility and inclusion
Accessibility should be the standard, not the exception. Fortunately, that is the direction culture is shifting. Microsoft 365 products are designed with accessible and inclusive features that work with any individual to better create, interact with, understand, and retain content. Documents, presentations, meetings, and emails can be better—more accessible, inclusive, easier to create, intuitive, interactive, successful. Here are seven accessibility and inclusivity tools and the Microsoft 365 applications they can be used within.
How to keep Microsoft Word documents white in dark mode
Many users prefer to use “Dark Mode” in their Office applications as it reduces the amount of bright white light on screen that can get quite uncomfortable after a while. Luckily, Microsoft Office has themes that can be used to change the color appearance of Office applications like Word and Outlook to be, for example, black.
In the past, the black Office theme has kept Word documents white while turning most of the user interface to the darker color. However, it seems that Word has recently started turning the documents of some users black as well.
Carve out break time with time management settings in Outlook
Time is the most valuable resource for any employee. For employees who have been working from home for the past year, managing time to ensure work gets done and personal life doesn’t take a hit can be sometimes difficult.
The goal of Microsoft 365 apps like Outlook and Microsoft Teams is to help manage time and ensure communication is efficient. Specifically in Outlook, the calendar can be used to effectively manage meetings and work life balance in a user-friendly way.
Here are some new features in Outlook employees can use to ensure they are taking time for themselves while still getting the job done.
Microsoft Teams update roundup: The best new features in March and April
Microsoft Teams continues to receive monthly updates bringing more functionality and collaboration features to the already robust communication application. With all the updates, it can be hard to keep up or notice changes as they are applied to the app.
We’re here to break down the most notable updates coming to Microsoft Teams like approval request processes, live transcriptions in meetings, a new meeting recap feature, and increased integration with Outlook.
How to track Outlook Emails in Dynamics 365
If your organization uses Dynamics 365 for Sales, you can track emails from clients, vendors, leads, opportunities, etc. right from Outlook and those emails will automatically sync up to the associated record in your Dynamics 365 CRM system.
5 new Dynamics 365 Marketing features you may not have heard of
Dynamics 365 Marketing is Microsoft’s premiere digital marketing application built directly into the Dynamics 365 ecosystem. For those of you using Dynamics 365 Marketing already, you may see changes here and there as Microsoft pushes out new releases as part of Dynamics 365 2020 Release Wave 2.
Some of these features are not very visible and require additional steps to enable. We’ve put together a list of 5 new features in Dynamics 365 Marketing that can immediately impact your marketing operations and make life easier for your marketing team.
Dynamics 365 Outlook app vs client - What’s the difference?
Microsoft Outlook and Dynamics 365 work together to make your business the best it can be, but there seems to be some confusion on how the connection works. Learn all about the Dynamics 365 for Outlook App and Client here.
You Got Spam: How Not to Fall for a Phishing Attack
Phishing is on the rise again and now more than ever it's critical to defend yourself against intrusions that can compromise your business. Just this year the Hollywood Presbyterian Medical Center was targeted by ransomware injected into their system through a phishing attack. In the end, they ended up shelling out a whopping $17,000 to re-appropriate all of their client’s medical documents.
How to Manage Contacts in Dynamics CRM and Outlook
When utilizing Dynamics CRM, we have two systems for managing contacts: Dynamics CRM and Microsoft Outlook. These two systems are independent but connected to one another.
Outlook data comes from your Exchange server, while CRM data comes from your CRM server. There is a connector that synchronizes back and forth between the CRM server and Outlook, which is installed on your computer. In order to get the most from CRM, you should understand how the CRM contact data synchronizes between CRM and your computer.
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