Work Seamlessly with Microsoft Outlook, Excel, and Teams

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.

Features

Every feature below: status not stated, demoed.

Quotes

• 0:30 “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 “Philip is granted read-only access through his Microsoft 365 account, making interdepartmental collaboration easier and faster than ever.”
• 3:08 “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 “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 “She quickly exports a list of customer payments to Microsoft Excel so she can easily analyze the account history.”
• 6:16 “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 “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.