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 person sitting in front of a laptop computer

    SSVOZ: Making distance learning a personalized experience

    When this period of remote learning is evaluated – without a doubt, some of the techniques we’ve used will have a more permanent place in the classrooms of the near future. Antoon Fens, IT Coordinator at Stichting Stedelijk Voortgezet Onderwijs Zoetermeer (SSVOZ), explains the critical role technology has played for education in the Netherlands, during […]

  • Pencil

    Hybrid learning and GDPR: maintaining security and compliance in disruptive times

    Like most areas of society, over the past six months the education sector has had to face challenges unlike any before. Students thrive when they have access to personalized learning. As schools have moved quickly to adapt to remote learning, using technology to create new experiences that meet students’ needs has become more important than […]

Government

  • a group of people performing on stage in front of a crowd

    City of Liège: Facilitating decision making in difficult times

    For many organizations, social-distancing measures brought about by COVID-19 have drastically slowed day-to-day operations – and for some, even stopped them altogether. But for local governments across Europe, like the Belgian city of Liège, slowing down hasn’t been an option.  From supporting citizens and businesses to protecting frontline workers, Liège city had to quickly provide stability during this crisis and ensure important decisions could still be made in a democratic […]

  • a large old building with many windows

    Raad van State: Creating a virtual courtroom through a remote-working solution

    “This situation has proven that with the right means, support and trust, you can remove half of the desks in your building – and in that sense, I don’t think we’ll ever see 700 people at the same time in the office again.” Ron Lamers, Project Manager at Raad van State, is talking about the […]

Healthcare

  • 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 […]

  • a woman standing in front of a screen

    Istituto Neurologico Carlo Besta: providing essential patient care from a distance

    “Telehealth was a technology we’d been planning to implement for a couple of years. But then almost overnight everything changed – it became a must-have platform the hospital needed today.” Francesca De Giorgi, CIO of Italian research hospital IRCCS Carlo Besta, reflects on the recent challenges her team faced when social distancing measures imposed by […]

Manufacturing

Retail

Discover more related articles per dossier:

Customer Stories

  • 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 […]

Digital Transformation

  • a group of people performing on stage in front of a crowd

    City of Liège: Facilitating decision making in difficult times

    For many organizations, social-distancing measures brought about by COVID-19 have drastically slowed day-to-day operations – and for some, even stopped them altogether. But for local governments across Europe, like the Belgian city of Liège, slowing down hasn’t been an option.  From supporting citizens and businesses to protecting frontline workers, Liège city had to quickly provide stability during this crisis and ensure important decisions could still be made in a democratic […]

Security & Privacy

  • a group of people looking at a laptop

    Securing your business when staff are working from home 

    In times like these, cyber security may not be at the top of our priority lists. But it’s important to be aware of the threats that switching from on-premises to remote working conditions pose to organizations across the world. As we seek to rapidly deploy cloud-based collaboration services to help professionals work from home, we […]

Tips

  • a woman sitting at a table in front of a laptop

    3 key ways Microsoft Teams enriches higher education teaching and learning

    Whether remotely, in class or hybrid , Microsoft Teams helps to simplify and structure higher education’s day-to-day digital environment – integrating seamlessly with all the solutions you’re already using. “My teaching is now entirely based on Teams. The interaction with students and the teacher is a better level than traditional teaching” – Pasi Vahimaa, Professor, […]