Small Business Guide: Collaboration & Integration with Dynamics and Office 365

4 min readReading Time: 4 minutes

Wouldn’t it be easier if all your business applications and customer profiles were connected in one easy work flow? With a Microsoft Dynamics integration with Office 365 you can improve collaboration, increase productivity, and obtain more insights into your business. Whether you are using Dynamics GP, NAV, CRM or 365, you can handle better business interactions with ease.

So what does this mean?

By integrating your Office 365 to any one of your Dynamics platforms, your daily tasks and operations can be carried out more efficiently thanks to the variety of tools at your disposal. Swiftly navigate between applications to create customer profiles, offers, and invoices without ever leaving Outlook. The integration promotes sharing of files through familiar documents and can take your reporting and analytical capabilities to the next level!

How can this help your business?

By connecting people, processes, and systems all in one place you can now stay productive and secure from virtually anywhere. With an Office 365 integration you can easily view dashboards for contacts, connect various applications of Office 365 together, and easily retrieve information from your Dynamics account to create invoices, graphs and excel documents. This not only optimizes productivity between team members but also ensures that everyone has access to the latest data.


Complete your day to day operations without ever leaving Outlook! With an integration between Dynamics and Office 365 you can view dashboards for contacts, create customer invoices, view upcoming appointments, automate email tracking, send email attachments directly to incoming document lists, create easy professional-looking templates, and sync your contact lists!

Skype for Business

You can interact with any contact information in your Dynamics platform via Skype. Find a contact, click their number, and call them. Now you can seamlessly chat for immediate answers!


When you integrate OneNote with Microsoft Dynamics you have the benefit of using OneNote to take or review customer notes from within your Dynamics records. See all you can do with OneNote here!


SharePoint is a powerful way to organize, search and share your documents. When integrated with Dynamics (GP or CRM only), you can easily share documents across departments to those who don’t have a server. You can use Report Scheduler to generate any report on a schedule you determine and using search capabilities can quickly find all records of a certain customer number, invoice etc.

How Can 360 Help?

An integrated cloud-based platform brings together your various tools in one place, reducing the time spent switching back and forth between applications, while helping your resources increase their efficiency and productivity by providing them with the right tools for the task.
At 360 Visibility we will guide you through your Office 365 implementation with knowledgeable advice and optimal configuration for your business’ unique needs. Let our team guide you through built-in user-access policies, data-loss prevention, threat protection and multi-factor authentication for enhanced security! And with an Office 365 plan that fits your business, you can collaborate and work in sync with your team using any device at any time.

Jason Meilleur
Jason Meilleur
As the Senior Manager of Cloud Solutions at 360 Visibility, Jason has combined his technical and business development backgrounds to expand cloud based services and the company’s infrastructure customer base. Having a long standing family history of hard working entrepreneurs, Jason has developed a strong desire for business growth.
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