{"id":11977,"date":"2022-11-17T09:32:14","date_gmt":"2022-11-17T09:32:14","guid":{"rendered":"https:\/\/go-erp.co.uk\/2022\/11\/17\/dynamics-365-ir-teams-integracija\/"},"modified":"2026-05-10T21:53:51","modified_gmt":"2026-05-10T18:53:51","slug":"dynamics-365-ir-teams-integracija","status":"publish","type":"post","link":"https:\/\/go-erp.eu\/lt\/dynamics-365-ir-teams-integracija\/","title":{"rendered":"Microsoft Teams CRM integracija"},"content":{"rendered":"<p>Atnaujinta 2024 m. rugpj\u016b\u010dio 1 d.<\/p>\n<p>Viena i\u0161 svarbiausi\u0173, bet kurios \u012fmon\u0117s pardavim\u0173 skyriaus, u\u017eduo\u010di\u0173 &#8211; efektyvus bendravimas su klientais. Microsoft Teams CRM integracija gali b\u016bti labai naudinga \u0161iose operacijose, ta\u010diau kaip tiksliau \u0161is dviej\u0173 program\u0173 derinys padeda \u012fmon\u0117ms? \u0160iame straipsnyje nagrin\u0117jama, kaip \u012fvykdyti \u0161i\u0105 integracij\u0105 greitai ir be trikd\u017ei\u0173, bei su kokiomis programomis Teams gali b\u016bti susietas. Su\u017einokite apie asmenin\u0117s prieigos Teams naud\u0105 &#8211; Dynamics 365 fail\u0173 valdym\u0105 per gyvus susitikimus, \u012fra\u0161\u0173 susiejim\u0105 su kanalais ir lengvesn\u012f komandos bendradarbiavim\u0105.    <\/p>\n<h2>Darbo eigos trikd\u017ei\u0173 ma\u017einimas naudojant integruotus sprendimus<\/h2>\n<p>\u017dvilgtel\u0117kime \u012f laik\u0105, praleist\u0105 nuo tos akimirkos, kai atidarote el. lai\u0161k\u0105 arba pokalb\u012f, surandate ir atsakote \u012f j\u012f, pateikdami reikiam\u0105 informacij\u0105, o tada gr\u012f\u017etate prie savo ankstesnio darbo. Jei susumuotume \u0161ias vos kelias minutes trunkan\u010dias pertrauk\u0117les, tampa ai\u0161ku, kod\u0117l kai kurios gana paprastos u\u017eduotys u\u017eima tiek daug laiko. <\/p>\n<p>Nor\u0117dami suma\u017einti \u0161iuos trukd\u017eius, galime sujungti verslo procesus, informacij\u0105, bendravim\u0105 ir bendradarbiavim\u0105. Taip sudarysime integruot\u0105 darbo erdv\u0119 komandinei veiklai. Toks sprendimas ne tik sutaupo laiko ir palengvina bendradarbiavim\u0105, bet ir atlaisvina laiko \u2013 galima skirti daugiau d\u0117mesio klientams. <\/p>\n<h2>Pagrindin\u0117s Dynamics 365 ir Teams integracijos funkcijos<\/h2>\n<p>Yra daug nauding\u0173 funkcij\u0173, kurios <strong><a href=\"https:\/\/www.linkedin.com\/pulse\/dynamics-365-microsoft-teams-integrations-better-together-sacco\/\">Dynamics 365 ir Teams integracija<\/a><\/strong> suteikia \u012fmon\u0117ms. \u0160tai pagrindiniai skirtumai tarp to, kaip integracija atrodo Teams ir Dynamics 365:  <\/p>\n<h3>Microsoft Teams programoje:<\/h3>\n<ul>\n<li>Galite per\u017ei\u016br\u0117ti savo asmenin\u0119 informacijos suvestin\u0119.<\/li>\n<li>Nuotolinio susitikimo per Teams program\u0105 metu galite dirbti su Dynamics 365 failais.<\/li>\n<li>Dokument\u0173 valdymas ir laikmen\u0173 integravimas.<br \/><em>Laikmenos, \u012fkeltos \u012f \u201cTeams\u201d kanal\u0105, yra susiejamos su Dynamics 365 \u012fra\u0161ais. Lygiai taip pat \u012f susiet\u0105 Dynamics 365 program\u0105 \u012fkeltos laikmenos matomos Teams kanale.<\/em><\/li>\n<li>Atvaizduoti norimus \u012fra\u0161us ar rodinius skirtuke.<br \/><em>Dynamics 365 \u012fra\u0161\u0105 arba rodin\u012f galite prid\u0117ti kaip skirtukus Teams kanale.<\/em><\/li>\n<\/ul>\n<figure>\n\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"720\" height=\"512\" src=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/teams-bot-dashboard.png\" alt=\"A screenshot of Teams Sales Activity Dashboard with integration with CRM\" srcset=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/teams-bot-dashboard.png 720w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/teams-bot-dashboard-300x213.png 300w\" sizes=\"(max-width: 720px) 100vw, 720px\" \/><figcaption>Asmenin\u0117 informacijos suvestin\u0117 Teams programoje. <\/figcaption><\/figure>\n<h3>Dynamics 365 programose:<\/h3>\n<ul>\n<li>Naudokit\u0117s MS Teams dirbdami Dynamics 365.<br \/><em>Galite prad\u0117ti pokalb\u012f dirbdami su \u012fra\u0161u sistemoje Dynamics 365.<\/em><\/li>\n<li>Skambinkite per Teams program\u0105.<br \/><em>Galite priimti skambu\u010dius ir susieti juos su \u012fra\u0161ais tiesiogiai sistemoje Dynamics 365, nepereidami \u012f kit\u0105 program\u0105.<\/em> <\/li>\n<li>Susiekite su MS Teams kanalais.<br \/><em>Lengvai prijunkite Dynamics 365 prie esamo Teams kanalo arba sukurkite nauj\u0105 komand\u0105 ar kanal\u0105.<\/em><\/li>\n<li>Prisijunkite prie Teams skambu\u010dio i\u0161 susitikimo \u017eymos naudodamiesi programos funkcija. <br \/><em>Gal\u0117site \u012ftraukti ir prisijungti prie MS Teams konferencijos skambu\u010dio tiesiog per Dynamics 365 CRM susitikimo planavimo nuorod\u0105.<\/em><\/li>\n<\/ul>\n<figure>\n\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"748\" height=\"384\" src=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/teams-dialer-make-call.png\" alt=\"\" srcset=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/teams-dialer-make-call.png 748w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/teams-dialer-make-call-300x154.png 300w\" sizes=\"(max-width: 748px) 100vw, 748px\" \/><figcaption>Skambu\u010diai naudojantis Teams programa.<\/figcaption><\/figure>\n<figure>\n\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"2419\" height=\"1460\" src=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/teams-chat-dynamics365-view.png\" alt=\"A screenshot of Dynamics 365 Sales Hub window with Microsoft Teams chat integrated in the application.\" srcset=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/teams-chat-dynamics365-view.png 2419w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/teams-chat-dynamics365-view-300x181.png 300w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/teams-chat-dynamics365-view-1024x618.png 1024w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/teams-chat-dynamics365-view-768x464.png 768w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/teams-chat-dynamics365-view-1536x927.png 1536w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/teams-chat-dynamics365-view-2048x1236.png 2048w\" sizes=\"(max-width: 2419px) 100vw, 2419px\" \/><figcaption>Teams Integracija D365 programoje<\/figcaption><\/figure>\n<figure>\n\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"780\" height=\"531\" src=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/Picture3-60369aece2a3e.png\" alt=\"A screenshot Microsoft Teams window with a call in progress and pop-up windows on the right side which enable taking notes directly to Dynamics 365 CRM\" srcset=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/Picture3-60369aece2a3e.png 780w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/Picture3-60369aece2a3e-300x204.png 300w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/11\/Picture3-60369aece2a3e-768x523.png 768w\" sizes=\"(max-width: 780px) 100vw, 780px\" \/><figcaption>U\u017era\u0161\u0173 darymas tiesiogiai sakmbu\u010dio metu su klientu.<\/figcaption><\/figure>\n<h2>Kurios Dynamics 365 programos gali integruoti Teams<\/h2>\n<p>I\u0161 esm\u0117s Teams galima integruoti su visomis Dynamics 365 \u0161eimos CRM programomis, \u010dia pateikiamos visos programos su trumpais apra\u0161ymais ir integracijos privalumais:<\/p>\n<h3>Dynamics 365 Sales<\/h3>\n<ul>\n<li>Pardavimo komandos gali lengviau bendradarbiauti, dalintis sandori\u0173 failais, pastabomis ir klient\u0173 informacija per Teams.<\/li>\n<li>Darbuotojai gali sukurti specialius Teams kanalus, skirtus paskyroms ar galimyb\u0117ms aptarti, taip lengviau bendrauti ir priimti sprendimus.<\/li>\n<\/ul>\n<h3>Dynamics 365 Customer Service<\/h3>\n<ul>\n<li>Darbuotojai gali bendrauti su kolegomis ar vadovais realiu laiku, kol nagrin\u0117ja klient\u0173 atvejus, taip u\u017etikrindami greitesn\u012f sprendim\u0173 pri\u0117mim\u0105.<\/li>\n<li>Lengvai dalinkit\u0117s straipsniais ir geriausios praktikos pavyzd\u017eiais Teams kanaluose, kad padidintum\u0117te bendr\u0105 darbuotoj\u0173 \u017eini\u0173 baz\u0119.<\/li>\n<\/ul>\n<h3>Dynamics 365 Field Service<\/h3>\n<ul>\n<li>Lauko technikai gali susisiekti su ekspertais per Teams ir i\u0161spr\u0119sti problem\u0105 vietoje, taip pagerindami sutaisymo greit\u012f ir klient\u0173 pasitenkinim\u0105.<\/li>\n<li>Aptarkite ir tvarkykite darbo u\u017esakymus per Teams, kad visi komandos nariai b\u016bt\u0173 informuoti ir gal\u0117t\u0173 greitai reaguoti \u012f naujus darbus.<\/li>\n<\/ul>\n<h3>Dynamics 365 Marketing<\/h3>\n<ul>\n<li>Bendradarbiaukite planuojant ir vykdant kampanijas specialiuose Teams kanaluose pa\u010dioje CRM programoje, gerindami koordinavim\u0105.<\/li>\n<li>Valdykite virtualius renginius ir internetinius seminarus per Teams, steb\u0117kite registracijas ir \u012fsitraukim\u0105.<\/li>\n<\/ul>\n<h3>Dynamics 365 Project Service Automation<\/h3>\n<ul>\n<li>Naudokite Teams, kad gal\u0117tum\u0117te bendradarbiauti atliekant u\u017eduotis, dalytis atnaujinimais ir tvarkyti projekt\u0173 tvarkara\u0161\u010dius, i\u0161laikydami skaidrum\u0105.<\/li>\n<li>Saugokite ir bendrinkite su projektais susijusius dokumentus Teams, kad visi gal\u0117t\u0173 susipa\u017einti su naujausia informacija.<\/li>\n<\/ul>\n<h2>I\u0161vados<\/h2>\n<p>Integravus CRM su Microsoft Teams, pad\u0117s lengviau atlikti pardavim\u0173, rinkodaros ir kitas susijusias u\u017eduotis. \u0160i integracija gali pagerinti j\u016bs\u0173 bendradarbiavim\u0105, bendravim\u0105 ir produktyvum\u0105 suvienijant verslo procesus, informacij\u0105 ir Teams \u012f vien\u0105 darbo erdv\u0119. Taip suma\u017e\u0117ja poreikis perjungin\u0117ti programas, o komandoms lengviau sutelkti d\u0117mes\u012f \u012f klientus ir u\u017eduotis. Optimizuokite savo veikl\u0105 ir padidinkite efektyvum\u0105 naudodamiesi \u0161ia galinga integracija. <a href=\"https:\/\/go-erp.eu\/lt\/contact\/\"><strong>Susisiekite su mumis d\u0117l nemokamos konsultacijos<\/strong><\/a> ir prad\u0117kite pertvarkyti savo darbo erdv\u0119 jau \u0161iandien.   <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Atnaujinta 2024 m. rugpj\u016b\u010dio 1 d. Viena i\u0161 svarbiausi\u0173, bet kurios \u012fmon\u0117s pardavim\u0173 skyriaus, u\u017eduo\u010di\u0173 &#8211; efektyvus bendravimas su klientais. Microsoft Teams CRM integracija gali b\u016bti labai naudinga \u0161iose operacijose, ta\u010diau kaip tiksliau \u0161is dviej\u0173 program\u0173 derinys padeda \u012fmon\u0117ms? \u0160iame straipsnyje nagrin\u0117jama, kaip \u012fvykdyti \u0161i\u0105 integracij\u0105 greitai ir be trikd\u017ei\u0173, bei su kokiomis programomis Teams [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":40392,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[141],"tags":[],"class_list":["post-11977","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-lt"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.7.1 (Yoast SEO v28.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Microsoft Teams ir CRM integracija | GO-ERP<\/title>\n<meta name=\"description\" content=\"Su\u017einokite, kaip Microsoft Teams integracija su Dynamics 365 CRM pagerina verslo procesus. 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