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

Education

  • a young boy using a laptop computer

    Escolaglobal: a digital-first school for blended classroom and remote learning

    “This weekend, our preschool teachers created another video for the students – just saying hi and checking everyone was ok at home. Each teacher has their own Microsoft Stream channel, and the feedback from the kids and parents is amazing: “Hi, teacher! How are you? I remember you so well!” Nuno Moutinho, CEO of Portuguese […]

  • a person sitting at a table using a laptop computer

    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 […]

Government

  • 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 […]

  • Iceland runs on Trust

    How the cloud helped a small nation realise big ambitions

    In December 2015, the Icelandic government kicked off a digital infrastructure review. With more than 100 different suppliers managed by over 100 IT managers in each public institution, the brief was clear; to simplify operations and streamline IT for over 20,000 users. The solution: Fast forward two and a half years, and a decision was […]

Healthcare

  • A smiling man wearing glasses looking at the camera

    HUS: sharing data securely to make life-saving decisions

    Illnesses and diseases don’t often play fair – an unfortunate truth that was proved by the COVID-19 outbreak in early 2020, heavily hitting healthcare organizations with challenges the world hadn’t seen in a century. Hospitals needed a rapid response to reduce spreading the virus without affecting patient care. A high-pressure situation for any institution, but […]

  • a person sitting in front of a laptop computer

    The ‘Big Bang’ approach to digital transformation – and how to make it work

    These days there’s no such thing as ‘business as usual’. Change and disruption are the new normal. Just think of the changes affecting your organization right now, with new technology and techniques driving new attitudes and expectations from employees and customers alike. Everything is changing. And the one thing all those changes have in common […]

Manufacturing

  • Mais on a sunny day

    COFCO International: How cloud technologies ensured business continuity during challenging times

    “I have worked at COFCO for 12 years, always in an office. But I have spent the last 63 days working from home.” Marcus Seelbach, Chief HR Officer at global agribusiness COFCO International, is talking from his home via video call about the transition he and all his colleagues have undergone since COVID-19 led to the closure of the company’s offices worldwide. “But thanks to the preparation and […]

  • 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 […]

Retail