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How Dynamics 365 Integrates With Existing Business Apps

Every enterprise resource planner (ERP) worth its salt has the innate power to virtually gather the processes within a business that dictate the operation of every department.

This means, from HR to marketing, sales, stock control, and even accounting, a good ERP places these processes into one visible, controllable hub, so that all relevant team members and stakeholders have view of operations across the board. And there’s one vital way that this is done.

Said ERP enmeshes with a variety of applications, and through automation, can facilitate a further trimming of the operational fat, if you will. With applications that can enhance accounting processes, to apps that monitor, track and gather data from sales and supply chains, not to mention plug-ins for people tracking, performance, and even market share data – the sky is the literal limit when it comes to what integrating an ERP with existing applications can do for your business.

So, let’s talk apps, and specifically how to integrate the best kinds for you and your business, via your Microsoft Dynamics 365 ERP.

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Dynamics 365 integration - a comprehensive platform

Dynamics 365 provides a comprehensive platform for businesses to manage their operations. It can be seamlessly integrated with existing business applications to provide a more cohesive experience for users. This integration can help improve efficiency and productivity in the workplace.

There are many different types of integrations that can be set up, depending on the needs of your business. For example, you can integrate Dynamics 365 with your accounting software to streamline financial processes, or with your CRM system to optimise sales and marketing efforts. Whatever your business needs may be, there is likely an integration that can help.

A seamless integration

Integrating Dynamics 365 with other business apps can have many benefits. In addition to improving efficiency and productivity, it can also help you get a better picture of your overall business operations. Having all of your data in one place can make it easier to spot trends and identify areas that need improvement.

Dynamics 365 integration – what to consider

If you’re considering integrating Dynamics 365 with your other business apps, there are a few things to keep in mind. First, you’ll need to decide which data you want to share between the two systems. Second, you’ll need to set up security permissions to control who has access to the data. And third, you’ll need to test the integration to make sure it’s working as expected.

Integrated business applications - how to install an app on Dynamics 365

Dynamics 365 integration allows for the streamlined, app-based workflow across all departments. Here’s a quick step-by-step on how to install, and then integrate, applications in the tenant and environment views.

The tenant view

  1.   Sign in here to your Power Platform admin centre
  2.   Choose Resources and then Dynamics 365 apps, in the left menu
  3.   Choose an Enabled app, and click on Install, in the top menu bar
  4.   Choose an environment, review the app you’re installing, agree to the terms, and click Install

The environment view

  1.   Sign in here to your Power Platform admin centre
  2.   Choose Environments and click on the environment you need
  3.   Under Resources, choose Dynamics 365 apps
  4.   Choose Install app
  5.   Choose an Enabled app, and click Next
  6.    Agree to the terms, and click Install
For more help with gathering and installing the apps that’ll empower your business across the board, contact Strategix.

Integrating Dynamics 365 into your existing business applications can be a great way to improve efficiency and productivity. But before you get started, be sure to do your research and plan carefully to ensure a smooth and successful integration.

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Don’t have an ERP? Explore the world of Microsoft Dynamics 365, via Strategix, and find out how to make your business processes better.