Reseller Guide: Boost Customer Productivity with Dynamics 365

Dynamics 365 is one of the best ways to boost productivity amongst your customers. Not only does it integrate with their Office 365 and Outlook applications, it also provides integration with multiple applications in Microsoft’s portfolio. While Dynamics may feel too complicated for first-time CRM users, those who understand how the basics of a Customer Relationship Management system works can easily boost their efficiency during working hours. Here are five ways you can improve customer productivity:

1/ Office 365 Integration

Dynamics 365 for Sales, Customer Service, Marketing, Field Service and Project Automation (and more) all benefit from integration with Office 365. Applications such as Word and Excel are heavily integrated with Dynamics, enabling your customers to import and export data easily and create templates for quotes, contracts, orders and invoices.

For example, customers can export dynamic worksheets to change data in Excel Online and instantly refresh the data in Dynamics based on the information you’ve placed into the application. Data sets can then be updated quickly and efficiently. If there are any errors, Dynamics will notify the user that it cannot update the information based on what’s been placed in (this is usually the case when a formula is incorrect).

Templates, on the other hand, can be created for both Word and Excel. Sales Managers or Financial Teams who need access to order and invoices can create templates by using the developer tap from the XML mapping pane in Word. Once the user completes the template, it can then be enabled in Dynamics by clicking on a dropdown named ‘Microsoft CRM document for Accounts’. All departmental users can then use templates as and when they need.

2/ Office 365 Groups, OneNote & SharePoint

For users who are familiar with Office 365 Groups, Dynamics provides a space for collaboration between users who do not currently have a Dynamics 365 license, but that do have an Office 365 subscription. It’s one of the best ways Dynamics users (Sales or Marketing) can communicate with a user who doesn’t necessarily have access to the same information as them.

OneDrive and SharePoint can also be integrated with Dynamics. An administrator can integrate SharePoint with Dynamics 365 via a server-side deployment, which is recommended for any of your customers who are using the cloud application, rather than an on-premise deployment. Any documents placed within SharePoint can be accessed by the wider team, while documents can be created direct in OneNote Online and stored in SharePoint. It means all your users’ documents can be accessed from one place without having to navigate outside of Dynamics. Now, that’s productivity! 

3/ Power BI

Customers need to learn and analyse their data sets with confidence. Using software such as Power BI – a cloud-based business analytics service – will help them discover where the gaps are in their data and how they can improve their business. Data visualisations from Dynamics can be created in Power BI and incorporated into dashboards, which can be shared with others in their team to help you detect trends and focus on the right leads or opportunities.

4/ Gamification

Embedded within almost every Dynamics 365 application is Gamification. It combines Key Performance Indicators (KPIs) with fantasy teams, awards and achievements to make work more invigorating and fun. Not only does Gamification boost productivity, it also creates healthy competition between employees. Customers can set up multiple award categories to recognise achievement across KPIs, employees can pick their roster and play with a fantasy team, and tiered rewards can be given to both individuals and teams. Gamification is a great way to recognise team achievements to motivate staff.

5/ Working on the move with Mobile Offline

With Microsoft working to improve mobile offline capabilities in Q2 2019, it’s a good time to speak to your customers about how they can utilise this feature in Dynamics 365. At the moment, users can create, read, update and delete operations in offline mode, as well as perform commands such as qualifying or disqualifying leads, closing an opportunity as won or lost, and resolve cases for their clients. Users can also use the ‘lookup’ feature in offline records on a mobile offline enabled device, along with searching offline entities.

With more and more businesses working flexibly and remotely, plus with the improvements from Microsoft in 2019, Dynamics 365 is becoming a great choice for offline working. For more information on Dynamics, visit

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