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.
Shorten the time from quote to cash, by managing the entire process within Outlook inbox. With Dynamics 365 Business Central, it’s easy to set up your customers or vendors and get to work. Create a quote by pulling product details and quantities directly from a customer’s email, input key points into your quote template in Outlook, and email the final quote in minutes. The process is just as simple when it’s time to create and send an invoice for payment.
As part of the experience inside Microsoft Outlook, real-time customer and vendor history is immediately accessible from within contextual emails. Access to the most current information enables users to be more productive and make quicker decisions without accessing additional applications.
Dynamics 365 Business Central reduces the wasted time and friction that happens when you’re forced to toggle between multiple applications. Instead, users can take immediate action directly from a single screen, sharing information and insights that lead to better customer experiences.
Users can access live Dynamics 365 Business Central data directly from Microsoft Excel to read, write, and update items, sales orders, and purchase orders. Integration with Excel offers powerful capabilities such as bulk imports / exports / updates, and Excel based data analysis using Charts and Pivot Tables.
Integration with Microsoft Word allows users to customize and brand all outgoing documents such as quotes and invoices. Users can create/edit/modify the report layout in a Microsoft Word document using a WYSIWYG editing experience.