CRM's user chat mechanism

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Hi all,

Is there any options available for my crm users (sales persons for exemple),to talk about opportunities & give each other last updates and keep traces for the conversations?

I'am using crm 2016.

Thank you,

David

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Wayne Walton 13,730 on at

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The social pane inside of CRM does this. It works much like a Facebook relating to the Opportunity or Account they're working on. There's even a generic dashboard where they can see conversations about all of the Opps/Accounts they own or follow.

Beyond that, there's also a Yammer integration, but I don't remember if that works on premises, or just online.

Lastly, Microsoft's new Teams tool that is replacing Skype for Business sometime in the next year has the ability to pull from CRM into chats, which can be very useful. But I believe that is online-only as well.

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thank you Wayne.

i have also heard of a solution named "paramature",any idea about it?

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nfernandezba 210 on at

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Resco.net has a native Chat functionality that you may explore and check if it fits your needs.

It's an app that not only gives you chat functionality but also an extended mobile app for the sales person (for example).

However, for what I can understand about the business case that you describe, I think social panel might be good enought. You can use the Access teams template to manage the security and give specific users access to an specific opp.

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Community Member on at

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Hi Nicolas,

I will check on that option .

Thank you so much

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