Basic Microsoft Dynamics 365 Integrations

Delve into key features, tips, and step-by-step guides on how to set up and customize SharePoint, Teams, Outlook, and Calendar.

Finished

Main Speaker

“Over the past 8 years, my primary focus has revolved around Dynamics 365 CRM projects, providing me with an in-depth understanding of their complexities. I have successfully led the implementation and development of Dynamics 365 in various sectors and companies of different sizes, dedicating a significant portion of my efforts to mastering the different tools and integrations😊.

In our upcoming webinar, I’m happy to share my knowledge and experiences about the fundamental integrations of Dynamics 365 with various Microsoft applications to enhance productivity and streamline your workflow. There are lots of exciting capabilities to optimize communication, scheduling, collaboration, and document management within your company.

No more frustrations spending hours and days deciphering integration features. I'm here not only to save you time but also to help you manage such products as Outlook, Teams, and SharePoint more effectively. ”

Oleksandr Chervuk

Dynamics 365 Specialist, PM

8 years experience

Webinar Details

What You'll Learn:

Gain a full overview of Dynamics 365 and its integration capabilities.
Explore the features of the Dynamics 365 integration with other Microsoft applications such as Microsoft Outlook, Microsoft Bookings and Calendar, SharePoint, and Microsoft Teams.
Learn how to implement these integrations to streamline your workflow, simplify communication, and automate tasks, thereby increasing productivity and efficiency within your company.
Discover best practices and tips of Microsoft Dynamics 365 integrations to optimize the configuration and management of your processes.

Whether you're new to the Microsoft ecosystem or looking to maximize its potential, join the UDS webinar to discover how to effectively utilize main D365 integrations.

Learnings from Basic Microsoft Dynamics 365 Integrations

Key Takeaways: What You’ll Get

Discover the methods of Microsoft Dynamics integration with Outlook, including useful features for syncing emails, contacts, and calendar events between the two platforms, leading to improved interactions, appointment management, meeting scheduling, and resource allocation.
Explore effective ways of Dynamics 365 and Teams integration to organize quick communication among team members and clients, establish strong connections with your CRM and website, and use collaboration features such as real-time chats, video calls, and document sharing.
Watch a step-by-step guide on how to integrate SharePoint with Dynamics 365 to optimize your document management, utilizing centralized document storage, version control, and access permissions.
Interact with the UDS expert to address your questions and concerns to receive personalized insights.

Key Takeaways from Basic Microsoft Dynamics 365 Integrations webinar

Bonus: Live Chat

In addition, our webinar offers an exciting bonus - a live case demonstration on connecting the website’s Live Chat with Teams. Microsoft Teams serves as a centralized hub for all communication channels, including Live Chat, enabling employees to access and respond to customer inquiries or internal messages from a single interface. It will help you to establish real-time communication with your website visitors, resulting in faster response times, convenient progress tracking, improved customer experience and higher customer satisfaction.

Basic Microsoft Dynamics 365 Integrations - Live Chat bonus

Additional Information:

Language: English
Online
Duration: 1 hour
Q&A session
The option to view the recorded webinar later
A list of useful tutorials and guides

information about Basic Microsoft Dynamics 365 Integrations

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Meribenia LTD

Microsoft

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