Integrating Microsoft Teams with Dynamics 365
Posted on: December 13, 2021 | By: Jim Bertler | Microsoft Dynamics CRM
The global pandemic has forced the corporate world to restructure how it functions on a daily basis. Companies have discovered that working remotely is a possible, sustainable option, and more employees are opting for this method of working. This is made possible by the connectivity of coworkers through the internet via virtual conversations. More specifically, Microsoft Teams has become a popular method of communication for businesses and their clients.
The transition away from traditional methods of having conversations with clients towards more modern, online forms of communication is great for businesses because it allows companies to operate more effectively and efficiently.
The integration of Microsoft Teams with Dynamics 365 is one of the best ways to harness this productivity because it centralizes customer communication within one app and gives users immediate access to pertinent customer information stored in customer engagement apps like Dynamics 365 Sales and Dynamics 365 Customer Service. Users not only have the ability to to use Teams and these apps in tandem, but the integration allows users to share files directly from these applications.
Collaboration Hub
One of the primary benefits of integrating Teams with Dynamics 365 is the collaboration hub. This is a shared workspace of Office apps, making teamwork a very possible experience even while working remotely
File Integration
Any files created using Office Apps are automatically synced with the Dynamics 365 customer engagement apps and can be uploaded to channels in Teams and made available to everyone. Now, sharing these collaborative files is a much more efficient, smooth process.
Communicating with customers remotely can be an awkward process, so maximizing company effectiveness by integrating your Teams app with your CRM helps make customer engagement a much smoother process.
Next Steps
If you are interested in learning more about how you can most effectively conduct business operations in a pandemic world through the capabilities of CRM, contact an expert at Logan Consulting today!