Fits with your systems

Works well with your systems

Access business information with Microsoft Dynamics Client for Microsoft Office

Many employees in an organization cannot access critical business data within business management solutions. Microsoft Dynamics Client for Microsoft Office is a cost-effective solution that enables access to business management solutions in a familiar Microsoft Office interface.

Unlock the information inside Microsoft Dynamics programs

Equip your employees with the tools they need to be as knowledgeable, productive, and responsive as possible. Microsoft Dynamics Client for Microsoft Office encourages the widespread use of your business management system throughout your organization.

  • Use familiar Microsoft Office software. Your employees can interact with Microsoft Dynamics financial, human resources, and operational information within the Microsoft Office software they use daily. Using Microsoft Office desktop productivity tools, such as Microsoft Office Excel, Microsoft Office Outlook, and Microsoft Office Word, reduces the time required for training and gives your employees time to focus on what matters most.

  • Connect employees and information. Microsoft Dynamics Client for Microsoft Office provides your employees direct access to the business-critical information they need—including data on customers, costs, orders, and schedules—through Microsoft Office productivity tools. Unlock this information, and you and your people can respond rapidly and confidently to the changing demands of your business.

  • Standardize and automate processes. Microsoft Dynamics Client for Microsoft Office enables employees to do common tasks within Microsoft Office applications, reducing delays that occur when employees have to complete steps manually or in unfamiliar applications. For example, employees can submit timesheets, vacation requests, and expense reports to managers for review and approval by using Office Outlook, Office Excel, and Microsoft Office SharePoint Server technology.

Add Microsoft Dynamics data to a sales quote with a task pane.
Click to view larger image

Add Microsoft Dynamics data to a
sales quote with a task pane.

Get several applications in one package

The self-service applications accessible through Microsoft Dynamics Client for Microsoft Office work together to provide a complete, enterprise-ready solution. The applications can be grouped into one of three categories.

  • Microsoft Dynamics Portals. Microsoft Dynamics Portals provide RoleTailored access to Microsoft Dynamics information and processes through a Web browser. Microsoft Dynamics Portals are designed for specific roles in your company, so they contain information that is based on an employee's tasks and work needs.

  • Microsoft FRx WebPort and DrillDown Viewer. With these add-on modules for Microsoft FRx, your managers have immediate access to financial reports for their departments and supporting detail.

  • Microsoft Office SharePoint Server 2007. Office SharePoint Server combined with access to the information and functionality of Microsoft Dynamics programs can help improve employees’ collaboration on projects, assignments, or cross-group workloads.

Choose the licensing option that fits your needs

You can purchase one of the following packages that have been priced to ease deployment in your company.

  • Microsoft Dynamics Client for Microsoft Office and Windows SharePoint Services

  • Microsoft Dynamics Client for Microsoft Office and Office SharePoint Server

Both partial-access licensing choices for Microsoft Dynamics are a cost-effective way to provide your employees access to Microsoft Dynamics data. Learn more about licensing Microsoft Dynamics solutions.

Offered with several Microsoft Dynamics products

Microsoft Dynamics Client for Microsoft Office is currently available to Microsoft Dynamics Business Ready Licensing Advanced Management customers. This licensing package for new customers is offered with the following Microsoft Dynamics ERP solutions:

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