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

Do you 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. Microsoft Teams offers just that.

Creating a shared digital environment

Microsoft Teams,  the hub for teamwork in Microsoft 365, 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.

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.

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

  • a woman using a laptop

    Find out how to deliver enhanced education through ‘blended learning’

    Since the COVID-19 outbreak, our education customers have done amazing things to keep students engaged while learning from home. From eLearning innovations, to lifting the spirits with photo and cooking challenges – teachers and students have shown extraordinary resilience during a difficult time. Schools and universities have witnessed the exceptional value that online learning can […]

  • a person sitting on a chair in a room

    Bridging the education gap in challenging times

    Across the globe, teachers, students and parents are dealing with a new reality: how to adapt to an educational environment that has moved from the classroom to the internet. As in many countries, the remote Faroe Islands, more than 300 kilometres off the coast of Scotland in the North Sea, has found the lives of […]

Government

  • a man and two women standing in front of a brick building

    Ajuntament de Lleida: transforming the public sector with a modern, virtual workplace

    “At Ajuntament de Lleida, we think differently. We embrace new technology. And when we see that it could add real value to the work we do, we find a way to make it happen.” Carles GinéSabaté, Systems Implementation Planning Manager at Ajuntament de Lleida, is reflecting on his organization’s open-armed approach to digital transformation and […]

  • How VR Group is using automation to secure Finland’s railways

    How VR Group is using automation to secure Finland’s railways

    “Being at the helm of a critical piece of infrastructure, we have a huge responsibility towards our partners and clients. That’s why safety and security are crucial elements of what we do and how we operate.” Mikke Maronen, CISO at Finnish railway company VR Group, is talking about the importance of protecting his business from […]

Healthcare

  • NorthWest Clinics building

    Northwest Clinics: A new era in virtual healthcare

    “I am generally quite modest – I don’t like to brag about my achievements too much. But in this case, I want to make an exception. I want to tell the world what we have done.” For Ed de Myttenaere, CIO at Northwest Clinics hospital (Noordwest Ziekenhuisgroep) in the Netherlands, breaking with tradition is becoming increasingly normal. In responding to the COVID-19 outbreak, his team have implemented a virtual consultation solution that has the potential to redefine […]

  • Healthcare professionals operating on a patient

    Maasstad Hospital: Working as one medical team during a crisis

    In times of crisis, an organization looks to its leadership for guidance. As COVID-19 spread through Europe in early 2020, Maasstad Ziekenhuis Hospital CEO Peter Langenbach had planned to lead his hospital’s crisis response as he would any other – being present and visible, leadership traits instilled in him during his time in the Dutch […]

Manufacturing

  • a woman smiling for the camera

    Etex Group: Future-proofing employees to work anywhere across the world

    When COVID-19 spread across Europe in early 2020, businesses entered a new digitally-dependent age. Social distancing measures had asked offices of all shapes and sizes to close their doors, sparking organizations to quickly find other virtual ways for colleagues to meet and collaborate remotely. But for Belgium building material specialist Etex, this was a step they were ready for – having already implemented a cloud-based infrastructure and collaboration tools […]

  • 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

  • GDPR and Retail: Four GDPR requirements and how Microsoft can help

    GDPR and Retail: Four GDPR requirements and how Microsoft can help

    Learn how we can help you meet GDPR requirements with solutions available today: Assessing your current risk profile “How do I understand where I am already compliant and where I need to focus next?” This is one of the most common questions from retailers in regard to the GDPR. It’s also one of the hardest to […]

  • Picture from the back of a person attending a Teams meeting with 2 colleagues, discussing about a furniture fabric.

    Zuiver: Supporting both business and culture through technology

    “Since moving to the cloud, there are no limitations anymore. And I’m certain without this technology, we would not have seen the growth we have today.” Jaap Landsaat, CFO and Head of IT at Dutch furniture designer Zuiver, is talking about the profound impact technology has had on the business he co-founded more than 20 years ago. “Back then, we had 100 orders a week […]

Discover more related articles per dossier:

Customer Stories

  • 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 […]

Digital Transformation

  • A group of students in front of a school

    PCOU Willibrord uses smart automation to define the future of education

    “It’s all about teaching and giving time to the educators, so they can give time to the students. If we can make IT simple, that’s my purpose, my thing.” Peter Schep, ICT Manager at PCOU Willibrord Foundation, explains why he believes efficient IT is central to the learning and development of both educators and students. […]

Security & Privacy

  • a person sitting at a table using a laptop

    Our commitment to privacy and security in Microsoft Teams

    Now more than ever, video conferencing has become a huge part of our daily life and work. My team and I at Microsoft have adjusted to the new reality of seeing each other’s homes, complete with dogs, cats and other family members. Everyone around the world is now working, learning, and connecting with colleagues, friends […]

Tips

  • a person sitting at a desk in front of a laptop computer

    Top tips for smarter remote working with Microsoft Teams

    With remote working becoming the new normal for many, people are having to find different ways of effectively functioning as a team. Microsoft Teams is designed to keep colleagues productively connected and ensure that everybody can continue to work as collaboratively, efficiently and securely as in the office. So, whether you already use it or […]