Acquainting yourself with all the technology, functionalities, and apps required to perform your daily work responsibilities can be overwhelming, to say the least, let alone your tech stack operating with peak efficiency. This is the reason why apps work in sync to help you perform your jobs. Enter Microsoft 365 apps and Dynamics 365.
One of the biggest advantages of Microsoft 365 apps and Dynamics 365 is that they are built to natively and seamlessly integrate with each other, sometimes without having to actually open another screen.
Let us find out the unique integration advantages of Dynamics 365 apps, namely Marketing, Sales, Customer Service, and Business Central, and their seamless connection with Microsoft Teams.
On its own, Microsoft Teams is a powerful business collaboration, productivity, and organisational app. When combined with Dynamics 365 apps, Teams become nothing short of a gamechanger when it comes to empowering your employees to get their jobs done faster, better, and with enhanced collaborative value.
You can even use Teams to streamline your organisations based on projects, teams, or other groups to which they belong. From there, your employees can store and manage documents, collaborate, and communicate to achieve their individual and collective goals. Teams (available to use via a browser, desktop app, or mobile app) facilitate collaboration in countless ways and from anywhere.
Let us now explore some of the most powerful abilities of Teams’ integrations across Dynamics 365 applications.
Sales: You can directly call your prospects from the app via the Teams integration with Sales. You can access previous interactions before the meeting to get a clear idea of the details of the situation. Secondly, you don't have to hop between screens to access client data as everything is right in front of you. All in all, the Teams integration with Sales helps you stay relevant before, during, and after your client communications.
Marketing: The connection between Teams and Dynamics 365 Marketing helps you explore the best of collaborative efforts without you having to leave the email editor or the customer journey canvas. You can tag co-workers to chat about the phrasing/design of content or ask them a question and redefine marketing initiatives like never before.
Discover how your organisation can leverage the next level of business value with Teams’ integrations across Dynamics 365 applications, which go above and beyond their robust base capabilities. Call or email us now at C.I.G Consultants.