Capabilities of Microsoft Dynamics

Explore the enterprise resource planning capabilities of Microsoft Dynamics

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Microsoft Dynamics and the business productivity infrastructure from Microsoft

Productive people, simplified processes, connected ecosystem

One of the strengths of Microsoft Dynamics ERP and CRM solutions is the way they work with other Microsoft products and technologies, including the business productivity software that people use every day. Deployed alongside your Microsoft Dynamics business management solution, Microsoft Office 2010 and Microsoft SharePoint Server 2010 can enhance collaboration, communication, insights, and productivity across your company.

Empower people

Microsoft Office 2010 and Microsoft SharePoint Server 2010 empower your employees by helping them uncover insight into business data and accessing information from Microsoft Dynamics solutions when and where they need it.

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  • Bring ideas to life with enhanced data visualization features in Microsoft Excel 2010 and SharePoint Server 2010 that are fed by data from your Microsoft Dynamics solution. These new features help employees improve planning, analysis, and the decision-making process with Excel 2010 connected to Microsoft Dynamics.

  • Access business information from anywhere by using new Microsoft Office Web Apps. These browser-based versions of Excel, Microsoft Outlook, Microsoft OneNote, Microsoft PowerPoint, and Microsoft Word make it much easier to access and update information while away from the office.

Data Visualization

Make better decisions with data visualization features in Excel 2010 and SharePoint Server 2010.

Simplify business processes

The latest Microsoft business productivity infrastructure helps to enhance collaboration through new features, such as document coauthoring. When combined with business processes that are managed by a Microsoft Dynamics solution, such as creating sales quotations, these new features help people complete tasks more quickly and with fewer steps.

  • Work better together by using new coauthoring features in Microsoft Word 2010, Microsoft OneNote 2010, and Microsoft PowerPoint 2010. These capabilities enable team members to collaborate on documents in real time and avoid email exchanges and having to combine edits.

  • Extend business data to more people so that employees, partners, and vendors can complete business processes more easily. For example, you can customize the interface of SharePoint Server 2010 so that casual and inexperienced users can easily take action on relevant information in your Microsoft Dynamics solution. Also, SharePoint Server 2010 makes it possible for a wider group of people to make updates—such as submitting expenses, entering time, enrolling in benefits, or changing a customer’s address—directly to a Microsoft Dynamics solution.

Microsoft Dynamics Data

Extend the reach of your Microsoft Dynamics data with SharePoint Server 2010.

Connect ecosystems

When combined with Microsoft Dynamics business solutions, the latest versions of Microsoft Office and SharePoint Server can enhance the ties between a company and its customers, partners, and suppliers. These closer connections can provide a competitive edge by improving customer experiences and supporting closer connections across the supply chain.

  • Open communication channels with Microsoft Office Communications Server 2007 R2, which can provide visibility into a person’s availability whether or not they are part of your company. Furthermore, a phone call, instant message conversation, or email exchange can be initiated through a single click.

  • Collaborate securely with customers and partners through portals based on SharePoint Server 2010. These portals enable customers and suppliers to view and update their data stored in a Microsoft Dynamics solution. For example, a supplier could access purchase orders, submit invoices, update shipping dates, and view metrics associated with their account.

Customer Stories

Next steps

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Related links

Suggested downloads

White paper: Empowered People, Simplified Processes, and Connected Ecosystems (PDF 937 KB)White paper: Innovating with the Microsoft Business Productivity Infrastructure (XPS 1.48 MB)Fact sheet: Productive People, Simplified Processes, Connected Ecosystems (PDF 433 KB)
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"At Salentica, our Microsoft Dynamics CRM customers are showing significant interest in adopting SharePoint 2010, so they can use Business Connectivity Services to populate their dashboards with their customer information, and use SharePoint 2010s record management functionality to enforce document compliance, which is especially important in the Wealth Management industry."

Ravi Vajaria
Technical Services for SharePoint and CRM
Salentica

"We deliver SharePoint Server 2010 and Microsoft Dynamics CRM as an end-to-end Enterprise Information Platform. SharePoint captures business information in context and passes it to Microsoft Dynamics CRM, to enable users to meet compliance standards and better access information across both platforms in a meaningful way. Case Management is an area where were bringing this to life for customersand were already engaging in conversations to deliver a fully integrated solution."

Steve Kopstick
CEO
NetDexterity

"At Primo Water, were excited about a number of ways in which Microsoft Dynamics GP is making use of new Microsoft Office 2010 and Microsoft SharePoint Server 2010 functionality. For example, the ability to generate a report from Microsoft Dynamics GP in Microsoft Word 2010, based on a standard template, is a major improvement, as these are easier to modify and look more professional. We are also looking forward to automating more of our business processes using the workflow engine shared by SharePoint Server2010 and Microsoft Dynamics GP."

Mick Gunter
Senior VP of Operations
Primo Water Corporation

"The Linc Group is constantly looking for ways to increase value to our Customers. Office 2010 and SharePoint 2010 presented an opportunity to leverage information from within our Microsoft Dynamics business applications so our employees could gain deeper insights from their customer communications. As an email arrives from a customer, information from Microsoft Dynamics is shown within it, thereby enhancing productivity and enriching our employees connection with the customer. Business Connectivity Services and our Microsoft partner Neudesic made this all possible. If you are running Microsoft Office 2010, take full advantage of that investment by connecting it in ways that you could only dream of in the past."

Greg Lush
CIO and COO
The Linc Group

"We developed visual Web parts that insert data, such as comments, into Microsoft Dynamics CRM and also retrieve data from Microsoft Dynamics CRM and display them in a SharePoint site. This process was much easier with SharePoint Server 2010 and Visual Studio 2010. It was easy to debug and test the Web parts, and then incorporate them into a SharePoint site."

Aric Levin
VP of Technology
Brite Global

"Inetiums sales and marketing teams are already seeing significant boosts to their productivity as a result of combining our Microsoft Dynamics CRM and Microsoft Dynamics ERP business solutions with Office 2010 and SharePoint 2010. Our account managers now have instant visibility into the projects we have worked on, the people who worked on them, and the assets that were generated. This helps them respond to customers within minutes or hours, where before it might have taken days."

Eric Raarup
Senior VP for Technology and Marketing
Inetium