--- id: video/_OClSlushOU type: video title: Work Seamlessly with Microsoft Outlook, Excel, and Teams summary: Business Central used with Microsoft Teams, Outlook, Excel and Word in a scripted customer-service and sales scenario. It shows Teams chat links and tabs, read-only access via a Microsoft 365 account, a Power Automate escalation, Outlook contact insights and quotes, and Excel/Word editing. tier: official language: en tags: - teams integration - outlook integration - excel integration - contact insights - read-only access - power automate - microsoft 365 interoperability - quote management - word templates system: crm review: state: reviewed by: opus at: "2026-10-07T23:12:00.266Z" flags: [] generated: at: "2026-10-13T00:32:41.360Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 1b82f03ec4e2c9d56f43573f6935d7997bfd799d0184581fb44dafd1537269b9 evidence: - kind: video url: https://www.youtube.com/watch?v=_OClSlushOU&t=30s title: Work Seamlessly with Microsoft Outlook, Excel, and Teams date: "2024-02-06T11:09:43.000Z" commit: null t: 30 quote: Using the Business Central Contact Insights function, she can seamlessly move from the email to the customer's record to review their order. - kind: video url: https://www.youtube.com/watch?v=_OClSlushOU&t=103s title: Work Seamlessly with Microsoft Outlook, Excel, and Teams date: "2024-02-06T11:09:43.000Z" commit: null t: 103 quote: Philip is granted read-only access through his Microsoft 365 account, making interdepartmental collaboration easier and faster than ever. - kind: video url: https://www.youtube.com/watch?v=_OClSlushOU&t=188s title: Work Seamlessly with Microsoft Outlook, Excel, and Teams date: "2024-02-06T11:09:43.000Z" commit: null t: 188 quote: But when he tries to save the order, he gets a notification informing him that increasing the quantity will push the total cost beyond - kind: video url: https://www.youtube.com/watch?v=_OClSlushOU&t=216s title: Work Seamlessly with Microsoft Outlook, Excel, and Teams date: "2024-02-06T11:09:43.000Z" commit: null t: 216 quote: Since his team used Microsoft Power Automate to create a special new escalation space, the series of steps Gabe uses in this type of - kind: video url: https://www.youtube.com/watch?v=_OClSlushOU&t=320s title: Work Seamlessly with Microsoft Outlook, Excel, and Teams date: "2024-02-06T11:09:43.000Z" commit: null t: 320 quote: She quickly exports a list of customer payments to Microsoft Excel so she can easily analyze the account history. - kind: video url: https://www.youtube.com/watch?v=_OClSlushOU&t=376s title: Work Seamlessly with Microsoft Outlook, Excel, and Teams date: "2024-02-06T11:09:43.000Z" commit: null t: 376 quote: Using Business Central in Outlook, Gabe brings up the customer's record for easy reference, giving him valuable insights about the customer's purchase and billing - kind: video url: https://www.youtube.com/watch?v=_OClSlushOU&t=447s title: Work Seamlessly with Microsoft Outlook, Excel, and Teams date: "2024-02-06T11:09:43.000Z" commit: null t: 447 quote: He clicks export layout to Microsoft Word and makes the changes. In Word, Gabe modifies the template that Business Central uses to create the links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: _OClSlushOU channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=_OClSlushOU published_at: "2024-02-06T11:09:43.000Z" duration_s: 513 captions: full audience: - functional consultant - end user - decision maker chapters: - t: 0 title: Customer service collaboration with Teams - t: 120 title: Mobile and cross-platform accessibility - t: 163 title: Sales order scenario and credit limit approval workflow - t: 346 title: Business data collaboration benefits - t: 362 title: Quote creation and template management in Outlook - t: 471 title: Summary and collaborative applications value features: - name: Contact Insights function status: unclear t: 30 verified: false status_source: video - name: Business Central records in Teams chat links status: unclear t: 58 verified: false status_source: video - name: Read-only access through Microsoft 365 account status: unclear t: 91 verified: false status_source: video - name: Sales order modification and credit limit notifications status: unclear t: 175 verified: false status_source: video - name: Power Automate escalation workflow status: unclear t: 216 verified: false status_source: video - name: Business data tabs in Teams chat status: unclear t: 280 verified: false status_source: video - name: Export to Excel for analysis status: unclear t: 320 verified: false status_source: video - name: Business Central in Outlook status: unclear t: 376 verified: false status_source: video - name: Item discounts in Excel status: unclear t: 389 verified: false status_source: video - name: Email attachment linking to customer records status: unclear t: 406 verified: false status_source: video - name: Quote composition with email detection status: unclear t: 427 verified: false status_source: video - name: Export quote layout to Word status: unclear t: 447 verified: false status_source: video - name: Share link functionality for templates status: unclear t: 460 verified: false status_source: video objects_mentioned: [] quotes: - t: 30 text: Using the Business Central Contact Insights function, she can seamlessly move from the email to the customer's record to review their order. check: exact - t: 103 text: Philip is granted read-only access through his Microsoft 365 account, making interdepartmental collaboration easier and faster than ever. check: exact - t: 188 text: But when he tries to save the order, he gets a notification informing him that increasing the quantity will push the total cost beyond check: exact - t: 216 text: Since his team used Microsoft Power Automate to create a special new escalation space, the series of steps Gabe uses in this type of check: exact - t: 320 text: She quickly exports a list of customer payments to Microsoft Excel so she can easily analyze the account history. check: exact - t: 376 text: Using Business Central in Outlook, Gabe brings up the customer's record for easy reference, giving him valuable insights about the customer's purchase and billing check: exact - t: 447 text: He clicks export layout to Microsoft Word and makes the changes. In Word, Gabe modifies the template that Business Central uses to create the check: exact --- # Work Seamlessly with Microsoft Outlook, Excel, and Teams > Business Central used with Microsoft Teams, Outlook, Excel and Word in a scripted customer-service and sales scenario. It shows Teams chat links and tabs, read-only access via a Microsoft 365 account, a Power Automate escalation, Outlook contact insights and quotes, and Excel/Word editing. [Watch on YouTube](https://www.youtube.com/watch?v=_OClSlushOU) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-02-06 · 8:33 · tier official · reviewed (checked by Opus) ## Overview The video follows a sales and customer service scenario across Microsoft 365 apps connected to Business Central. In Teams, users paste links to customer cards and product information, add tabs showing invoices and payments, and open sales orders where a credit limit notification appears when a change pushes the total over the limit. A Power Automate flow creates a Teams escalation space with one click. A colleague without a license gets read-only access through a Microsoft 365 account. In Outlook, the user opens customer records, purchase and billing history, payment information and balance next to an email. Contact Insights moves from an email to the customer record. Attachments can be linked to customer records. Quotes can be composed from products detected in the email. Excel is used for exporting customer payments and for editing item discounts, with edits saved back. Quote PDF layouts can be exported to Word, changed, saved back and shared by link. ## Key points - Links to Business Central customer cards and product information can be pasted into Teams chat, and teammates can drill into details. - Teams chat can include tabs showing Business Central data such as customer invoices and payments. - Users without a Business Central license can view records with read-only access through their Microsoft 365 account. - Opening and changing a sales order shows a notification when the change pushes the total over the customer's credit limit. - The team built an escalation flow with Power Automate; a single click on new escalation space in Business Central opens a new collaborative space in Teams. - In Outlook, Business Central shows customer records and history, links email attachments to customer records, and composes quotes from products detected in the email. - Customer payment lists export to Excel, item discounts can be edited in Excel and saved back, and quote layouts can be exported to Word, edited and saved back to Business Central. ## Chapters - [0:00](https://www.youtube.com/watch?v=_OClSlushOU&t=0s) Customer service collaboration with Teams - [2:00](https://www.youtube.com/watch?v=_OClSlushOU&t=120s) Mobile and cross-platform accessibility - [2:43](https://www.youtube.com/watch?v=_OClSlushOU&t=163s) Sales order scenario and credit limit approval workflow - [5:46](https://www.youtube.com/watch?v=_OClSlushOU&t=346s) Business data collaboration benefits - [6:02](https://www.youtube.com/watch?v=_OClSlushOU&t=362s) Quote creation and template management in Outlook - [7:51](https://www.youtube.com/watch?v=_OClSlushOU&t=471s) Summary and collaborative applications value ## Features Every feature below: status not stated, demoed. | Feature | At | |---|---| | Contact Insights function | [0:30](https://www.youtube.com/watch?v=_OClSlushOU&t=30s) | | Business Central records in Teams chat links | [0:58](https://www.youtube.com/watch?v=_OClSlushOU&t=58s) | | Read-only access through Microsoft 365 account | [1:31](https://www.youtube.com/watch?v=_OClSlushOU&t=91s) | | Sales order modification and credit limit notifications | [2:55](https://www.youtube.com/watch?v=_OClSlushOU&t=175s) | | Power Automate escalation workflow | [3:36](https://www.youtube.com/watch?v=_OClSlushOU&t=216s) | | Business data tabs in Teams chat | [4:40](https://www.youtube.com/watch?v=_OClSlushOU&t=280s) | | Export to Excel for analysis | [5:20](https://www.youtube.com/watch?v=_OClSlushOU&t=320s) | | Business Central in Outlook | [6:16](https://www.youtube.com/watch?v=_OClSlushOU&t=376s) | | Item discounts in Excel | [6:29](https://www.youtube.com/watch?v=_OClSlushOU&t=389s) | | Email attachment linking to customer records | [6:46](https://www.youtube.com/watch?v=_OClSlushOU&t=406s) | | Quote composition with email detection | [7:07](https://www.youtube.com/watch?v=_OClSlushOU&t=427s) | | Export quote layout to Word | [7:27](https://www.youtube.com/watch?v=_OClSlushOU&t=447s) | | Share link functionality for templates | [7:40](https://www.youtube.com/watch?v=_OClSlushOU&t=460s) | ## Quotes - [0:30](https://www.youtube.com/watch?v=_OClSlushOU&t=30s) "Using the Business Central Contact Insights function, she can seamlessly move from the email to the customer's record to review their order." - [1:43](https://www.youtube.com/watch?v=_OClSlushOU&t=103s) "Philip is granted read-only access through his Microsoft 365 account, making interdepartmental collaboration easier and faster than ever." - [3:08](https://www.youtube.com/watch?v=_OClSlushOU&t=188s) "But when he tries to save the order, he gets a notification informing him that increasing the quantity will push the total cost beyond" - [3:36](https://www.youtube.com/watch?v=_OClSlushOU&t=216s) "Since his team used Microsoft Power Automate to create a special new escalation space, the series of steps Gabe uses in this type of" - [5:20](https://www.youtube.com/watch?v=_OClSlushOU&t=320s) "She quickly exports a list of customer payments to Microsoft Excel so she can easily analyze the account history." - [6:16](https://www.youtube.com/watch?v=_OClSlushOU&t=376s) "Using Business Central in Outlook, Gabe brings up the customer's record for easy reference, giving him valuable insights about the customer's purchase and billing" - [7:27](https://www.youtube.com/watch?v=_OClSlushOU&t=447s) "He clicks export layout to Microsoft Word and makes the changes. In Word, Gabe modifies the template that Business Central uses to create the" Presenters (as heard): Adisa, Gabe, Philip, Tamara.