Link Dynamics 365 records to Teams channels: You can easily connect a Dynamics 365 record to an existing Teams channel or create a new team or channel. More information: Using Microsoft Teams chat in Dynamics 365 This helps you in connecting and collaborating in the flow of work with anyone, anywhere with Dynamics 365 and Microsoft Teams.Įngage in Teams chat: You can engage in a Teams chat conversation from within Dynamics 365 while working on a record. Microsoft Teams is integrated into Dynamics 365 and additional capabilities are added to bring Dynamics 365 data into Teams. Integrate experiences: Increase audience engagement during and after events across multiple channels with engaging content and recommendations.
Meet, chat, call, and collaborate in Dynamics 365.Įnhance engagement: Bring related conversations together with real-time contextual and suggested chats, and capture customer sentiment to stay in tune with their needs.
If Dynamics 365 and Microsoft Teams are in different tenantsĭynamics 365 and Teams integration is built around the following pillars:Ĭollaborate seamlessly: Invite anyone in your organization to view and contribute to Dynamics 365 customer records within the flow of a Teams chat or channel.Īccelerate productivity: Connect conversations across the organization. Dynamics 365 Customer Engagement (on-premises). Microsoft Teams integration is not supported on the following: Teams can be integrated with Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation. As a customer service representative, you can share the customer case record, troubleshooting steps, and track the follow-up tasks. As a seller, you can share details on the sales opportunity, customer history, and more. You can also make and receive calls from within Dynamics 365 and get the work done more effectively. Using Teams integration, you can invite anyone in the organization to view and collaborate on customer records right within a Teams chat or channel. Dynamics 365 and Microsoft Teams integration allows you to speed up the flow of work, enabling anyone in an organization to view and collaborate on Dynamics 365 records, from within the flow of work with Teams-at no additional cost. In today's business scenario, business groups often collaborate across departments while working on a marketing campaign, pursuing a sales opportunity, or solving a customer issue.
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