More Than Email. A Connected Digital Workplace.

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The Full Microsoft Ecosystem — Working Together

Microsoft 365 is far more than email. It's a comprehensive productivity and collaboration platform that — when properly integrated with Dynamics 365 — creates a single connected experience for your team.

At MS Dynamics Consulting we connect Microsoft 365 to your Dynamics 365 environment, so your team works smarter — without switching between apps.

Outlook Integration

Track emails against CRM records, schedule follow-ups, and sync calendar — without leaving Outlook.

Teams + Dynamics 365

Surface CRM records, collaboration timelines, and AI insights directly inside Microsoft Teams.

SharePoint + Documents

Auto-generate and store documents in SharePoint linked directly to Dynamics 365 records.

Power BI in Teams

Embed live dashboards in your Teams channels so your team never has to leave their workspace to check KPIs.

Microsoft 365 integrations to connect your workplace

See how we connect Microsoft 365 tools to Dynamics 365 and Power Platform to deliver a seamless digital workplace.

Sales & Teams

Sales reps access full Dynamics 365 customer context — deals, history, open cases — directly in a Teams call. No switching between apps mid-conversation.

Document Generation

Generate quotes, contracts, and proposals from Dynamics data using Word templates — auto-saved to SharePoint and linked back to the record.

Workflow Automation

Power Automate connects Dynamics, SharePoint, Teams, Outlook, and third-party apps in seamless multi-step workflows — no code required.

Outlook Email Tracking

Track all customer conversations against Dynamics 365 accounts and contacts automatically from Outlook — maintaining a full relationship timeline.

Power BI Dashboards

Business intelligence dashboards embedded in Dynamics 365 forms, SharePoint pages, and Teams channels — data in context, where decisions are made.

Copilot & AI Assistant

Microsoft Copilot for Sales and Service brings generative AI to your Dynamics 365 workflows — summarising meetings, drafting emails, and suggesting next actions.

How We Help You Get More From Microsoft 365

From initial setup and migration through to adoption and ongoing support — we cover the full journey.

Tenant Setup & Migration

Migrate from Google Workspace, on-premise Exchange, or legacy platforms to Microsoft 365 with zero data loss.

Dynamics 365 Integration

Connect Microsoft 365 apps to your Dynamics 365 environment — Outlook sync, Teams panels, SharePoint document libraries.

Security & Governance

Conditional Access, MFA, DLP policies, and compliance centre configuration to protect your data and meet regulatory requirements.

Adoption & Training

Champions programme, end-user training, and adoption tracking to ensure your team actually uses the tools you're paying for.

Free Consultation Available

Ready to simplify your operations?

Whether you're starting fresh or improving an existing system — our Microsoft-certified consultants are here to help. No obligation, no hard sell.

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