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Work on Dynamics in teams

Writer's picture: Estelle FremauxEstelle Fremaux

Teams is essential during this Covid 19 crisis, precious for teleworking, managing customer meetings, discussing and collaborating with our colleges, accessing our documents ...


So why not work on Dynamics 365 customer engagement directly in teams?


Dynamics 365 for Microsoft Teams integration enables users to easily work with model-driven apps 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 work sales opportunities.

  • Cross-functional collaboration: Work together with customers and any colleague across functions, even if they aren’t a Dynamics 365 apps user.

  • File integration: Co-author documents using Office 365 and automatically sync to Common Data Service.

  • Microsoft Teams mobile app: Search from Microsoft Teams mobile app using the Dynamics 365 bot while on the go.


What we can do?

Work on dynamics 365in teams as if you were working on the web application.


  • Acces to the full menu of your favourite apps

  • Connect on your dashboards

  • Manage any records, opportunities, cases, ...

  • Acces to data easiliy using action in Chat with Dynamics, you ask, system displays :


Setup the Dynamics Apps for team :


THX

Estelle


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