Updated on August 1, 2024
One of the most important tasks for Sales department in any business is efficient communication with clients. Microsoft Teams CRM integration can be of significant help in these transactions, but how does this blend of two applications help businesses? This article explores how to integrate these tools to save time and reduce disruptions. Learn about the benefits of accessing your Personal Dashboard in Teams, managing Dynamics 365 files during Teams meetings, and linking records to Teams channels. Discover how embedded Teams Calling can produce a better workflow and productivity, and find out which Dynamics 365 applications are compatible with Teams integration.
Reducing Workflow Disruptions with Integrated Solutions
Take a look at the time spent between the moment you open an email or chat, find, and reply with the requested information, and then get back into your workflow. Add up those minutes-long interruptions, and you begin to realise why some relatively easy tasks take so much time.
In order to reduce those disruptions we can bring together business processes, information, communication, and collaboration, enabling an integrated workspace for teamwork. Not only does this save time and improve collaboration throughout the day but frees up time so you can stay focused on customers.
Main features of Dynamics 365 and Teams integration
There are many useful functions that Dynamics 365 and Teams integration offers businesses. Here are the main differences between how the integration looks in Teams and Dynamics 365:
In Microsoft Teams:
- You can view your Personal Dashboard.
- During a Teams meeting you can work with Dynamics 365 files.
- Document management and file integration.
Files uploaded to a Teams channel are associated with the Dynamics 365 record. Similarly, files uploaded to the linked Dynamics 365 record are visible in the Teams channel. - Display a record or view in tab.
You can add a Dynamics 365 record or a view as tabs into a Teams channel.
In Dynamics 365:
- Get engaged in Teams Chat.
You can start up a conversation while working on a record in Dynamics 365. - Embedded Teams Calling.
You can accept calls and link them to records directly in Dynamics 365 without the need to switch apps. - Teams channels can be linked with Dynamics 365 records.
Easily connect a Dynamics 365 record to an existing Teams channel or create a new team or channel. - Join team meetings from appointment in model-driven app feature.
You will be able to add and join Microsoft Teams meeting to the appointment straight in Dynamics 365 CRM itself
Which Dynamics 365 Applications Can Integrate Teams
Essentially, Teams can integrate with all CRM applications in Dynamics 365 family, here are all the applications with a short description and benefits of the integrations:
Dynamics 365 Sales
- Sales teams can more easily collaborate on deals by sharing files, notes, and customer information within Teams.
- Enables workers to create dedicated Teams channels for accounts or opportunities, facilitating better communication and decision-making.
Dynamics 365 Customer Service
- Allows agents to chat with colleagues or supervisors in real-time while handling customer cases, ensuring quicker resolutions.
- Easily share articles and best practices in Teams channels to enhance the overall knowledge base of the workforce.
Dynamics 365 Field Service
- Field technicians can connect with experts via Teams for on-site issue resolution, improving first-time fix rates.
- Discuss and manage work orders in Teams, ensuring all team members are up-to-date and can react to new jobs quickly.
Dynamics 365 Marketing
- Collaborate on campaign planning and execution in dedicated Teams channels, improving coordination.
- Manage virtual events and webinars through Teams, tracking registrations and engagement.
Dynamics 365 Project Service Automation
- Use Teams to collaborate on tasks, share updates, and manage project timelines, maintaining transparency.
- Store and share project-related documents within Teams, ensuring everyone has access to the latest information.
Conclusion
Integrating CRM with Microsoft Teams can make your Sales, Marketing and other related tasks much easier. This integration can enhance your collaboration, communication, and productivity by unifying business processes, information and Teams into a single workspace. This reduces the need to switch between apps, helping teams stay focused on customers and tasks. Optimize your operations and improve efficiency by using this powerful integration. Contact us for a free consultation to start transforming your workspace today.
