Dynamics 365Blog
Get more controlled SharePoint integration through Power Automate, allowing you to link documents in custom SharePoint sites to records in Dynamics 365 with automatic folder creation, custom document locations, and configurable document management.
OneNote’s integration with Dynamics 365 leverages SharePoint to enable seamless, collaborative note-taking within entity records, allowing users to access, share, and update notes in real-time directly from Dynamics, ideal for capturing meeting notes, attendance, and collaborative input on shared projects.
Microsoft Teams integrates with Dynamics 365 to enable seamless collaboration by linking records, views, and documents directly within Teams channels, allowing users to interact with data, chat, and manage files in real-time across both platforms after enabling basic and enhanced integration settings in the Power Platform admin center.
Ready to dive into Dynamics 365 or Power Apps? Before you set up your environments and bring your team on board, check out these five essential steps that can save you time and set a strong foundation for success—from creating secure environments and assigning roles to enabling seamless email integration with Outlook. Get started on the right foot and make the most of your new platform!
Confused about Dynamics 365, Power Platform, CRM, and all those other Microsoft business app names? This blog breaks it down, tracing the evolution from Dynamics CRM to today’s suite of Dynamics 365 apps and Power Platform tools—revealing what each can do, why they’re different, and how they work together to help you build or customize apps for every business need. Whether you're after pre-built functionality or the freedom to design from scratch, discover how these platforms can support your organization’s goals!
In the fast-paced world of alternative network providers (Altnets), staying competitive requires more than just great service—it demands exceptional customer relationship management. This post explores how Dynamics 365 and Power Platform can transform how Altnets engage with customers, manage operations, and drive growth. From personalized lead nurturing to efficient field service and proactive network management, discover how these tools can empower Altnets to streamline operations, boost customer satisfaction, and stand out in a crowded market. Curious to see how it can work for you? Dive in to learn more!
