Sharing clients information between sales members helps close deals and better serve clients, hence, Dynamics 365 collaboration using Teams makes the perfect sense.
MS Teams is one of the most used collaboration solutions with more than 145 Million users and more than 500 thousand organizations using MS Teams, as per the statistics announced. The high usability of MS team makes it the ideal collaboration tool. Also, the fact that Microsoft is the creator of Dynamics 365 and Teams advances the integration.
Dynamics 365 collaboration using Teams
Dynamics 365 integration using Teams takes many forms, such as calling clients directly from Dynamics 365 and making the recording available to the sales team. MS Teams calling from Dynamics 365was discussed in a previous post, however, the integration provides a higher level of collaboration.
The integration enables linking Dynamics 365 records to MS Teams and allows chats to discuss accounts or opportunities.
Linking Dynamics 365 records to MS Teams Channels
From within MS Teams, we are able to browse specific Dynamics 365 records within the teams tab to share this information with the members of the sales.
For more information about Dynamics 365 records to MS Teams Channels.
MS Teams Chat inside Dynamics 365
Team members can now initiate discussions and chat about specific Dynamics 365 records directly from within the record. For more information about the new feature, check Microsoft documentation on how to chat from within Dynamics 365.
Dynamics 365 collaboration using Teams Settings
To collaborate, we need to set up the collaboration from the system settings. We will be discussing how to confirger the basic and enhanced collaboration in a future post.