Presentation on how Microsoft Dynamics 365 is more powerful resource when connected to Microsoft 365. Reviewing all Office 365 services and their relation to Dynamics 365, that bring new level of productivity and collaboration.

1. Office 365 Collaboration
& Dynamics 365
Integrations

2. POLL
RESULTS

4. Microsoft 365 Integrations
Exchange Online
• Dynamics 365 for Outlook:
Client Side
• Dynamics 365 App for
Outlook: Server Side
SharePoint OneDrive OneNote
Office 365 Groups Microsoft Teams Delve Yammer
Skype for Business Power BI
Power Apps (part of
Dynamics 365 config)
LinkedIn

5. Connectors
A connector acts as a
proxy that allows
Dynamic 365 to
communicate.

6. INTEGRATION WITH EXCHANGE ONLINE
Microsoft Dynamics 365 is not capable of sending and
receiving emails without integrating with an external email
management software.
Microsoft Dynamics 365 uses following 3 methods to send
and receive emails.
• Server Side Synchronization
• Email Router
• Microsoft Dynamics 365 For Outlook
Integration with Exchange Online enables users to:
• Sending and receiving emails
• Tracking interactions (emails) with customers within
Dynamics 365.

7. SERVER SIDE
SYNCHRONIZATION
• Server Side
Synchronization allows
incoming and outgoing
email functionality.
• No additional application
installation required.

8. Dynamics
365 App for
Outlook

9. MICROSOFT DYNAMICS 365
FOR OUTLOOK
Prerequisites:
• Connector Configured;
• Synchronized Fields
Configured;
• Outlook + Dynamics 365
For Outlook Application
needs to be installed.
Allows to Work Offline: Even
if computer is not connected
to Dynamics 365 Server (Or
Network).

10. Configuration
Dynamics 365 system
administrator makes Dynamics
365 App for Outlook available to
the organization
or
Users can add themselves if:
• They have the Use Dynamics
365 App for Outlook security
privilege.
• The organization synchronizes
mailboxes with server-side
synchronization.

11. CONFIGURE
SYNCHRONIZED
FIELDS
• This functionality allows
you to configure which
fields should be
synchronized between
Dynamics 365 and Outlook.
• Only System
Administrators can change
the settings.

12. E-Mail Approvals

13. E-MAIL APPROVALS REQUIRED

14. Admin Roles

15. MANAGE FOLDER BASED TRACKING
FLOWS
• Emails received in Exchange folders can automatically be
tracked inside Dynamics 365.
• Server Side Synchronization is mandatory.
• All folders to be tracked should be inside Inbox folder.
• Emails can be sent to these folders using Exchange rules
(create conditions based on email or domain).

18. Benefits
Business Users
• Greater Productivity
• Mobility and Offline Capability
• Immediate Access to Customer Data
and Insights
• Self-Service: Sync Options, Views
Planning Instances
• It's possible to connect multiple
instances of Dynamics 365 in a single
Dynamics 365 For Outlook Client.
• However, only ONE Organization
(instance) can be synchronized and
taken offline.

19. SharePoint
• Server based integration is
supported on both On-Premises
and Online Integration.
• Client based integration uses a
sandbox solution (deprecated)

20. INTEGRATION
FOR
• Document & Content
Management
• Search capabilities
SharePoint & Dynamics 365
Permissions are exclusive

21. Use Case
• Enable non-Dynamics 365
for Customer Engagement
apps users, such as
customers who want to
review a bid, to directly
access the SharePoint
documents, provided they
have the appropriate
permissions.

22. Configuration

23. INTEGRATION WITH
SHAREPOINT ONLINE:
IMPORTANT POINTS
• With Server Based
Integration, users once
signed in, do not have to
sign in to both Microsoft
Dynamics 365 and
SharePoint.
• No additional software is
required to install on
SharePoint.
• Users can perform
SharePoint actions from the
Dynamics 365 command
bar.
• SharePoint documents will
display in Microsoft
Dynamics 365 lists.

24. Document Libraries
Synchronization

25. Benefits
Business Users
• Save precious database space and
reduce your data storage.
• Documents containing customer data
are automatically attached to the
customer record.
• Checking the document in and out and
changing document properties
• Saving licenses
• Collaborate with users outside your
organization and even share
documents externally.

26. OneDrive for Business
With OneDrive 1 TB of Cloud
Storage is Provided
Security Settings & Permission:
• SharePoint: Shared with all
• OneDrive: Private to user
(sharing can be manually enabled)
You can toggle availability of OneDrive in Dynamics 365
for end users through the OneDrive for Business
Privilege on the Security Roles.

27. Configuration

28. OneNote
OneNote can be integrated with
Microsoft Dynamics 365 to
manage all your ideas, thoughts
and even customer related notes
at a single place.

29. Office 365 Groups
Integration
Configuration Prerequisites:
1. Each user must have
Exchange mailbox.
2. OneNote integration must
be enabled (SharePoint is a
pre-requisite for OneNote
integration)

33. WORKPLACE
COLLABORATION
WITH OFFICE 365
• Collaboration is possible
between Office 365 users
(who do not have Dynamics
365 license) and Dynamics
365 users.
• Collaboration via
conversations, meetings,
share documents and notes
(Outlook, SharePoint &
OneNote).

34. Microsoft Teams (Preview)
Choosing the Microsoft Dynamics
365 instance to be configured in
the Channel Connector.

35. Display Card

36. Display Meetings

37. https://www.youtube.com/watch?v=U11x5BlQlDU&feature=yo
utu.be

38. MS Teams / MS Flow / Dynamics 365
Create new accounts using Flow: by 365SaturdayDC

39. Benefits
• Collaboration hub: Access records
together with the Office applications
you need to close deals.
• Cross-functional collaboration: Work
together with customers and any
colleague across functions, even if they
aren’t a Dynamics 365 apps user.
• File integration: Co-author documents
using Office 365 and automatically
sync to Dynamics 365 apps.
• Teams mobile app: Search and update
records from Microsoft Teams mobile
app using the Dynamics 365 bot while
on the go.

40. DELVE
INTEGRATION
• Delve manages your Dynamics
365 profile and
discovers/organizes information
that's most relevant to you.
• Search content from Office 365
instance (maintaining security).
• Information can be displayed
on Dashboard.
• Delve integration can be
enabled under Document
Management (SharePoint
integration is mandatory).
(might be deprecated)

41. Social Media
& Yammer
• It's possible to integrate Microsoft Social Engagement
with Microsoft Dynamics 365. Microsoft Social
Engagement allow you to see what people are talking
about your business on Social Media.
• You don't need to install any application to enable the
integration.
Yammer Pre-requisites:
• 1. System Administrator Security Role on Dynamics 365
• 2. Yammer Enterprise Licenses
• 3. System Administrator Privileges on your Organization's
Yammer Account

44. Project Service Automation by Microsoft

45. Skype for
Business
• By default, Skype for Business presence is enabled in
Microsoft Dynamics 365.
• Each user must have the Skype for Business client
installed and running on their PC.
• To use click-to-call, Skype for Business must be
selected as the telephony provider in Microsoft
Dynamics 365. You can set this on the General tab at
Settings > Administration > System Settings.
• For Skype for Business presence, Microsoft
Dynamics 365 (online) users must have
https://*.dynamics.com added to their web
browsers trusted sites list in Internet options in
Internet Explorer.
• Teams – future?

46. Benefits
• Improving Digital Adoption
• Utilize the platform to the greatest
extent
• Greater Productivity

47. Questions