The requirement is to match each integration requirement with the correct Microsoft integration solution in Business Central.
Customer email collaboration → Business Central Outlook add-in The Business Central Outlook add-in allows users to create sales documents such as quotes, orders, or invoices directly from Outlook emails. This supports the requirement to create sales orders while collaborating with customers by email.
Sales team collaboration → Business Central app for Teams The Business Central app for Teams enables users to view, share, and even edit Business Central data such as customer records while working inside Microsoft Teams chat or channels. This aligns with the requirement to edit customer information while collaborating with the sales team in a group chat.
Customer notifications for sales campaign → Power Automate Power Automate is designed for automating workflows such as sending notifications, approval requests, or bulk communications. To notify all customers at once about a sales campaign, Power Automate can integrate Business Central data with email or marketing tools.
Why not Word template?
Word templates are mainly used for document formatting and mail merges but do not handle automated notifications at scale. For distributing campaign notifications to multiple customers, Power Automate is the correct tool.
Microsoft Learn references
Business Central and Outlook integration
Use Business Central in Teams
Automate Business Central with Power Automate
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