At a Glance

Integrating Microsoft 365 with Dynamics 365 Business Central simplifies workflows, boosts collaboration, enables mobile access, and provides real-time data updates. Using Outlook, Teams, Excel, and SharePoint directly within BC reduces context switching and supports faster, more informed decisions. Partner extensions extend reporting, compliance, and automation capabilities.

Integrations in Dynamics Business Central

Microsoft Dynamics 365 Business Central is well-known for its customisation capabilities. From incorporating partner extensions to adding functions, Business Central can be modified to suit your business’ needs without changing the Microsoft base code.

One key integration is between Office 365 and Business Central. Microsoft 365, previously known as Office 365, is a popular suite of tools used by most businesses in the UK.

Yet, many Business Central users may not be making full use of the integration of Dynamics Business Central with Microsoft 365 apps. Merging these two powerful platforms means making the most of Microsoft’s innovations to improve your work experience.

In this guide, we explore the benefits of integrating Office 365 apps and partner extensions, and how Brookland Solutions helps with your Microsoft integration strategy.

5 Key Advantages of Integrating Office 365 with Business Central

Dynamics 365 BC has built-in integrations with Microsoft 365 apps, including Microsoft Excel, Microsoft Graph, OneDrive for Business, Microsoft Outlook, Microsoft SharePoint, and Microsoft Teams, allowing users to stay productive within their preferred apps. 

If you’re already a user of both, explore the 5 practical benefits of integrating Microsoft 365 apps with the Business Central ERP.

1. Interconnected Experience

By integrating Microsoft 365 apps with BC, you can access both your business management software and productivity tools from a single, unified interface. It results in an interconnected experience that saves time and improves convenience and efficiency for users.

For example: Your sales team can effortlessly move from checking emails in Microsoft Outlook to creating sales quotes or orders in Business Central, without switching between applications. This helps your teams avoid constant context switching and gets them to accomplish more in less time.

2. Mobile Accessibility

Mobile accessibility is essential for maintaining productive remote and hybrid working environments. The interconnectedness of Business Central with MS 365 allows anytime, anywhere access to key business data, documents, and important communication using mobile devices, such as smartphones and tablets.

For example, using the Business Central app on mobile devices, your field service teams can instantly view service requests and update job statuses. The quick access to business data improves responsiveness on site and helps in exceeding customer expectations.

Keep your business connected with Brookland’s mobile solutions. Book a consultation with our team to get the right software recommendations that merge smoothly with your BC ERP.

3. Improved Collaboration

Without proper collaboration, the best workflows can crumble. Dynamics Business Central’s integration with Office 365 supports your collaborative efforts.

When your project teams work together on documents using Word or Excel, they can enhance their efforts by connecting the data to relevant project histories in Business Central. The action allows teams to coordinate seamlessly and work on projects with the most current information, and helps your leadership team make better business decisions.

4. Real-Time Data Sync

The process of managing financial transactions and decisions is amplified when you gain access to up-to-the-minute information, which is possible by integrating Microsoft Office 365 and Business Central.

For example, if your financial manager needs to create assessment reports of your organisation’s performance. With the blended capabilities of both these platforms, your manager can gain immediate access to updated financial data in popular Microsoft tools like Excel or Outlook. This means that any transaction in BC is immediately updated in the corresponding Microsoft 365 apps. Your accounting team can use this functionality to identify new trends and opportunities to lower expenses and maximise revenue.

With this potential, your teams can respond confidently with decisions that not only improve managing business finances but also enhance overall strategic planning.

5. Simplified Workflows

The effortless integration of Office 365 and Business Central has the potential to make complicated business workflows much simpler. 

For example, let’s assume your purchasing manager gets a notification on Microsoft Teams about low inventory levels. Without wasting time, they can act quickly and create a purchase order right from Teams by gathering relevant information from Business Central.

This simplified and smoother workflow shortens the procurement process, cutting down delays and improving efficiency in operations while decreasing chances of errors. This helps your business stay on top of its procurement operations.

Get More From Dynamics 365 BC with MS & Partner Extensions

In addition to Office 365 ERP integration, BC also merges effortlessly with the Power Platform, various APIs, the Dataverse and compatible partner extensions.

Our team can help you in integrating Power Platform:

  • Power Apps
  • Power BI
  • Power Automate
  • Power Virtual Agents

As well as Microsoft Partner Extensions, designed by Brookland for:

If you need support or assistance on how to integrate these apps and extensions with Dynamics 365, our team is happy to help.

How Brookland Solutions Helps with Your Integration Strategy

Blending Microsoft 365 apps and partner extensions with its ERP system may seem like a minor action, but this tight integration has the potential to speed up your workflows and make ERP data accessible to your teams at all times. It can help you run your operations smarter, while staying competitive in the market.

With nearly two decades of experience, Brookland Solutions understands what capabilities and value Microsoft integrations and select third-party extensions can bring to your BC ERP. If you’re looking to enhance your Microsoft integration strategy to Power Apps, our in-house extensions and APIs, our team of consultants can help.

We’re ready to create a customised plan according to your business’ requirements. Contact us today.