Create quotes, process orders, and submit invoices without leaving Outlook.
Access live data directly from Microsoft Excel to update items, sales orders, and purchase orders. Customize outgoing documents such as quotes and invoices in Microsoft Word.
By managing the sales entire process within Outlook inbox, you can streamline order fulfilment Dynamics 365 Business Central.
Defining customers and vendors is really simple. When a proposal is created, product data and information about quantities requested are uploaded from the customer’s email account. Then, you only need to fill in some missing information in the Microsoft Outlook proposal template. Eventually, within just a few minutes, a final document version is ready to be sent. The whole process is fast and simple, so is the process of sending and issuing invoices.
Within Microsoft Outlook, the user can also get a real-time overview of customer and vendor transaction history. Thanks to Microsoft Outlook integration, you can work more efficiently and make more accurate business decisions.
Dynamics 365 Business Central also enables you to save time you would lose while toggling between applications. Now, with all data at hand, you can make decisions immediately, share key business information and provide more effective customer service.
Users can access live Dynamics 365 Business Central data directly from Microsoft Excel to read, write, and update items, sales orders, and purchase orders. Thanks to integration, you can use the most useful and powerful Microsoft Excel functions such as bulk import/export and group updates as well as data analytics using charts and pivot tables.
All outbound documents such as quotes, or invoices are customized and branded within integrated Microsoft Word. For creating, editing and modifying report layouts in the Microsoft Word format, users can use the WYSIWYG editor.