Week 2 Summary

In this week’s activities, we covered our office integrations, Word templates, Excel templates and Email templates.

The use of templates which can draw automatically from the Common Data Service (CDS) allows us to standardise, and thereby assure the quality of, our internal and external communications. It also enables team members to utilise this data without having to be knowledgable about Dynamics 365. In our associated hands-on lab, we had a chance to build both in Excel and Word templates.

As demonstrated consistently throughout the past two weeks, the purpose of most Dynamics 365 integrations is to utilise the CDS within the context of whichever application we are already working in.

Some integrations, such as that with Skype-for-Business, is aimed at allowing quick use of the existing data for the functions of the organisation. Others, such as the integrations demonstrated with Microsoft Teams, are a full-duplex system allowing data to be read from and added to the CDS, from within the context of Teams.