The spike in hybrid and remote working following the coronavirus pandemic lead to a huge spike in Microsoft Teams usage. Microsoft Teams gained nearly 100 millions users during 2020, making it one of the fasting growing apps of the pandemic. Companies have continued to use the app even once restrictions have been lifted, but is there any way to connect Teams data and capabilities with other apps, such as Dynamics 365?
One of the many joys of working with the Microsoft stack is the integration capabilities - whether you want to connect all of your Microsoft solutions, or you're looking to integrate with 3rd party applications. Overtime as Microsoft releases is bi-annual Dynamics 365 and Power Platform updates, known as wave releases, these integrations capabilities have become even more streamlined - helping users collaborate, solve customer problems, and save time.
So, does Microsoft Teams integrate with Dynamics 365? The answer is - yes! There are many ways to connect the two applications and take advantage of the features of each - at no additional cost.
Microsoft Dynamics 365 and Teams integration
Users can invite anymore in the organisations to collaborate on Dynamics 365 contact records directly through a Teams chat or channel. You can also share account or opportunity information through Teams and monitor follow-up tasks to keep everyone on track. Alternatively, you can add a Dynamics 365 record or view as a tab in a Teams channel to quickly access shared information. You can also add and update information in Dynamics 365 directly from Teams, so you don't have to switch back and forth between the applications.
Users can make and receive Teams calls through Dynamics 365, or start chatting with someone straight from the contact record. Not only does this save time, it also keeps track of conversations within the record to monitor customer communication and engagement. The same works for Teams meetings, join and keep track of scheduled conversations directly from the Dynamics 365 record.
Separate conversations across organisations can be connected through Dynamics 365, whether its a meeting, chat, or call, to keep everyone in the loop. Related conversations can also be brought together with real-time contextual and suggested chats, and customer sentiment can be analysed to track customer satisfaction.
By integrating with Dynamics 365, you can view a personalised dashboard within Teams, so you can keep track of opportunities and you don't miss any urgent actions within Dynamics.
Next steps to seamless integration
Microsoft Teams and Dynamics 365 are two essential applications for businesses, but by integrating the two you can create an even more powerful tool for sales and customer service teams. By taking advantage of the integration capabilities, organisations can improve collaboration, increase productivity, and make better decisions.
Do you have any questions about how to connect Microsoft Teams with Dynamics 365? Get in touch with our team of experts today and we'll be happy to help.
