a group of people sitting at a table
Read Time, 2 min.

Do you want to know Microsoft’s secret to sales success? Collaboration. It’s at the heart of its culture and solutions. Today, companies investing in teamwork are five times more likely to be high-performing, so collaboration could be the difference between profit and loss. When compared to five years ago, an average information worker spends 50% more time collaborating, reflecting the modern need for a shared digital environment amongst sales teams. Now, Microsoft Teams offers just that.

Creating a shared digital environment

Microsoft Teams brings business process data from CRM systems together in one collaboration hub, thanks to integrated Dynamics 365 support. In one app, sales teams can work together across documents; access, update and share information within CRM and ERP systems, track opportunities and, in turn, drive customer satisfaction, together.

Microsoft is a dynamic organisation that needs to be agile. With sellers working with an average of 16 colleagues in a business-to-business (B2B) sales cycle, easy collaboration within and across teams has never been more important. When compared to five years ago, workers are also engaging with twice as many teams, so barriers to collaboration have the potential to do more damage to businesses than ever.

A time-saving sales solution

By integrating Microsoft Dynamics 365 within Teams, a collaboration hub is created in which sellers and colleagues can come together. Information from Dynamics 365 such as info on opportunities, customer information, supporting sales documents, PowerBI dashboards and website data and analytics can now be accessed within Microsoft Teams, reducing the need to switch between windows or apps, and saving time.

This integration also means business process data, which is typically stored in an external CRM system, is just a few clicks away , so every stakeholder can have visibility on opportunities and the sales pipeline. Customers also experience the benefits of richer solutions, proposals and presentations born out of sharing, discussion and collaborative development of ideas.

Additionally, because work doesn’t stop when we leave the office, on-the-go working doesn’t have to put a pause on productivity. Within the Teams app, users can still experience rich communication, sharing and collaboration across smartphones and tablets—but now, they can also easily update their CRM data with the help of AI, thanks to the integrated Dynamics 365 bot.

Want to see this at work? Watch Dynamics 365 app for Microsoft Teams in action:

Dynamics 365 for Microsoft Teams integration enables users to easily work with Dynamics 365 customer information and share files directly from Microsoft Teams. This helps them to be more productive and get work done more effectively.

  • Collaboration hub: Access a shared workspace for Office apps that most of us already use to drive sales opportunities.
  • Cross-functional collaboration: Work together with customers and colleague across functions, even if they aren’t a Dynamics 365 for Customer Engagement app user.
  • File integration: Co-author documents using Office 365 and automatically sync with Dynamics 365.
  • Teams mobile app: Search from Microsoft Teams mobile app using the Dynamics 365 bot while on the go.

Free eBook: Breakthrough teamwork tools

Discover 4 tips for better teamwork

Discover more related articles per industry:

Education

  • Reimagining education: From remote to hybrid learning

    Reimagining education: From remote to hybrid learning

    The COVID-19 pandemic has generated a torrent of individual and small-group responses as to how education could be transformed. We have found a groundswell of interest in the question, “How best to take advantage of the new opportunities arising from the disruption?” What people desperately need are opportunities to team up and find pathways of […]

  • A guide to GDPR for universities

    A guide to GDPR for universities

    With the EU’s new General Data Protection Regulation coming into effect on May 25, understand how universities like yours can take the right steps towards compliance with this free eBook – and other useful resources. Your university on a journey on a journey Your university is on a journey with lots of ‘data subjects’. They’re […]

Government

  • three women gathered around a Microsoft Surface

    How Belfast Healthcare & Social Care Trust is Digitally Transforming

    Digitally Connecting Vulnerable Patients to Care Facilities Partnering with Microsoft to help dedicated staff save valuable hours to put into care Belfast Health and Social Care Trust is one of the UK’s largest integrated health and social care providers with over 20,000 employees supporting a population of 340,000 service users. It faced the increasing challenge […]

  • Ineco

    Ineco improves employee productivity with modern tools and AI

    Struggling with software doesn’t help people get more done. Likewise, if sharing files and collaborating on documents is difficult, productivity takes a hit. Ineco, a Spanish public sector company, understands this, which is why it set out to change the way employees interact with technology and one another. By deploying Microsoft 365 to its over […]

Healthcare

  • Patient consultation using Microsoft Teams

    Improved Quality of Life for Cystic Fibrosis Patients through use of Microsoft Teams for Consultations

    Improved Quality of Life for Cystic Fibrosis Patients through use of Microsoft Teams for Consultations at University Hospital Limerick   Pilot programme reduces infection risk and improves therapy outcomes for patients and clinicians Part of the Health Service Executive (HSE) in Ireland, University Hospital Limerick (UHL) has been piloting online consultations using Microsoft Teams for […]

  • Two female nurses having a virtual conversation through Microsoft Teams

    Belfast Trust: Reimagining patient care

    “There have been many heroic actions by our staff but we’re not heroes for what we’ve done – I’m just glad we could do our bit to help.” Paul Duffy, Co-Director of IT and Telecommunications at Belfast Trust, is talking about the monumental impact COVID-19 has had on the healthcare sector and how virtual consultations […]

Manufacturing

  • Etex

    Etex uses modern tools to unite its business and better focus on customers

    When it comes to construction, all components must come together in a timely manner in order to produce the optimum product. While Etex, a Belgian building solution manufacturing company, helps make this a reality on a day-to-day basis, it wanted to find a way to enhance productivity and collaboration internally. With locations across more than […]

Retail

Discover more related articles per dossier:

Customer Stories

  • A boat in Soderhammns

    Risky, unsecure file sharing inspired this government. Here’s why.

    “This file is too large to send.” We’ve all done it. When time is of the essence, and a large file won’t go where we want it to go, risky public file-transfer methods are suddenly a very appealing option. Security goes out the door in place of convenience. For local governments this creates a systemic […]

Digital Transformation

Press

  • Microsoft Research Reveals Digital Culture’s Key Role in Irish Organisations’ Competitiveness

    Microsoft Research Reveals Digital Culture’s Key Role in Irish Organisations’ Competitiveness

    NEWS RELEASE Microsoft Research Reveals Digital Culture’s Key Role in Irish Organisations’ Competitiveness Without a strong digital culture, introducing more technology reduces employee engagement Microsoft Ireland’s research shows: Only 11% of Irish employees feel highly productive in their job and 14% feel highly engaged. While 90% of employees report low innovation in their organisation. Where […]

Security & Privacy

  • Man on tablet

    GDPR compliance as a catalyst for business transformation

    GDPR:  An opportunity for broad business transformation – not just a compliance hurdle to clear. Businesses affected by the European Union’s General Data Protection Regulation (GDPR) have the 25th May 2018 compliance deadline marked in their calendars. The new legislation is a milestone on a journey into a new era, where data is the fuel […]

Tips

  • 5 ways to keep employees engaged and productive

    5 ways to keep employees engaged and productive

    Your business will never possess a more powerful competitive advantage than your employees. Are you making the right choices to take full advantage of that value – or even to hang on to it? Help your employees stay engaged, satisfied and productive Just 13% of global workers are highly engaged and highly satisfied with their […]