Microsoft Teams integration with Dynamics 365 – Shipped!

As of May 3, 2019, we are thrilled to announce the general availability of the Microsoft Teams integration with Dynamics 365. This integration will provide new ways for business teams to collaborate around Dynamics 365 customer information.

 

What’s Microsoft Teams integration with Dynamics 365?

Today’s business processes often requires business groups to collaborate across departments when working on a sales opportunity, marketing campaign, or to solve customer support issues.  The average worker is collaborating with more people, more often, and in more dynamic ways.  They are increasingly mobile and increasingly working on a schedule that allows them to be most productive—sometimes outside of core business hours. The typical worker has seen several important changes that affect them and their business, including: 

  • Workers are taking part in twice as many collaborative teams as they did five years ago. 
  • The average information worker has seen the time spent on their day-to-day tasks increase by 50 percent. 
  • Companies that invest in collaboration and teamwork are five times more likely to be high performing. 

Microsoft Teams integration with Dynamics 365 enables a business group to efficiently work with Dynamics 365 customer information and share files directly from Microsoft Teams. This helps them to be more productive and get the business done more effectively.  

  • Collaboration hub: Access records together with the Office applications sellers you need to close deals. 
  • Cross-functional collaboration: Work together with customers and colleagues across functions, including users that do not have a Dynamics 365 user account. 
  • File integration: Co-author documents using Office 365 and automatically sync to Dynamics 365. 
  • Teams mobile app: Search from Microsoft Teams mobile app using the Dynamics 365 bot while on the go. 

 

How to use Microsoft Teams integration with Dynamics 365?

  • Access Dynamics 365 records by adding a Dynamics 365 tab into the Teams channel. Collaborate at scale not only on a single Dynamics 365 record (sales opportunity), but also on multiple records with a Dynamics 365 view.

 

  • Seamless document collaboration between Dynamics 365 and Microsoft Teams.

 

  • Collaborate on an opportunity through conversation, quickly accessing the records while on the go using Microsoft Teams mobile app.

 

What’s Next

Although this is a great milestone for Dynamics 365 and all of our partners, this is only the beginning of the journey.  We have ambitious plans to continue to deliver effective and modernized collaboration to support sales activities and processes.  Learn more @ Microsoft Teams integration with Dynamics 365.