Collaboration: Connecting Microsoft Teams to Dynamics 365 Sales

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With the 2020 surge in remote work, many businesses have adopted communication and collaboration platforms. With the inability to meet face to face, the office still needs an open flow of communication between team members. Microsoft has seized on this moment. Pumping resources into their Teams product to enrich features and add new connections making users’ lives easier. One of the biggest features may be unknown to those who also use the Microsoft Dynamics 365 Sales (CRM) system. The ability to connect Microsoft Teams to Dynamics 365 Sales for easy account access and note-tracking.

More Connections, Less Work

Switching between systems to do double work wastes time. So any kind of link you can make that lets you work in a connected ecosystem is worth the effort. It’s especially worth it when it is super simple. In our quest to find cool think people may not know they can do with systems like Dynamics 365 Sales, the Teams connection was an instant jumping point.

Many companies use Microsoft Teams as well as a CRM system to track things like customer conversations and requests. But how do you enter those notes? chances are today you take the call or chat, write or type up the notes, and they transcribe them or cut and paste them into your system. But with Microsoft Dynamics 365 Sales, or CRM, all you need is a new tab in Teams and a dynamics connection.

To show you the exciting part, we had our Microsoft expert Kevin make up a little demo video to showcase this feature. If you are still looking for more information, we can help! We would love to partner with you to help you fix your systems and get back on the right track.

In this video Kevin will cover:

  • Integrating Dynamics 365 and Teams
  • Creating Record Channels
  • Moving from Dynamics to Teams
  • Adding Power Automate to Create Workflows

If you find that this video leaves you with more questions such as “How do I know what I need?”, “Do you have more Dynamics 365 videos ?”, and “How quickly can you start?!”, then drop us a line! You can give us a call at 855.913.3228 or shoot us an email at info@altavistatech.com. You can even fill out our simple web form and someone will get back to you within 1 business day. Let us help you connect Microsoft Teams to Dynamics!