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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / MS CRM and Teams Colla...
Customer experience | Sales, Customer Insights,...
Suggested Answer

MS CRM and Teams Collaboration

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Posted on by Saipriya. K 50

Hi,

What is the main purpose of MS CRM and Teams collaboration other that files sharing. Kindly suggest.

Thanks in advance!

Thanks & Regards

Saipriya.K

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  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,985 Moderator on at

    Hi,

    We can acheive number of business use case with Dynamics CRM and Team integration -

    1. we usually do meetings with clients on Teams. Here, whenever we had call with any clients and had to add Teams conversations to an Account in CRM, we were first required to note it down and then update it in our CRM. But now it is very easy to manage. We can directly connect to Dynamics 365 CRM from Microsoft Teams.

    www.inogic.com/.../

    Collaboration hub

    A centralized place where all users linked to an offer/service case can collaborate and communicate. All based on the same data.

    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 through SharePoint.

    Teams mobile app

    Search from Microsoft Teams mobile app using the Dynamics 365 bot while on the go.

    dynamics-chronicles.com/.../integration-between-dynamics-365-and-microsoft-teams

    Please mark my answer verified if i were helpful

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