We also cater for Teams meetings that are scheduled and tracked by the seller. Today, we are introducing both an embedded Teams dialer experience for Dynamics 365 as well as an extensible video or audio Teams meeting experience that seamlessly ties back to Dynamics 365 Sales.Īs a seller is presented with the next best customer to reach out to, they can click-to-call-a side panel showing the teams dialer opens, including real-time business-critical insights such as transcript with important mentions highlighted (1), a place for note taking (2), and automatic detection of action items (3) sellers can ensure actions are captured ready for follow up. Voice and video now are important channels to ensure sellers keep connection and drive valuable conversations without missing any follow-ups. Recent years have witnessed a radical shift in buyer behavior that has led most businesses to alter traditional sales methods and adopt digital sales to stay relevant, maintain a competitive advantage, and cater to the buyer’s needs without losing the all-important personal touch. Without switching to the Teams app, sellers can start or continue the conversation thanks to a (3) Teams chat experience which also (4) displays the customer record and quick actions to help avoid switching apps to find relevant information. We are introducing an embedded Teams chat experience for Dynamics 365-a side panel that shows recent and ongoing chats, channels, and people in Teams related to the customer record in view.Īs a seller browses customer records, the side panel displays (1) Teams chats and channels that mention the customer or account, as well as (2) suggested chats and contacts based on colleagues who are working on the account. Today we are announcing several new capabilities for Dynamics 365 Sales to boost collaboration across sales teams. This allows sellers to be more productive, work together better, and build stronger customer relationships. With Teams and Microsoft Dynamics 365 Sales, we are helping put collaboration in context and providing actionable next steps using AI-driven insights.
Strong team collaboration and communication is essential in a sales organization, helping every seller identify, track, and share leads and opportunities. Sales: boost collaborative digital selling and engagement and transform customer interactions into revenue Let’s take a closer look at how our approach to unified collaboration makes an impact across the organization. Whether you work in sales or marketing, service, finance, commerce, or human resources-any role that depends on teamwork-the unified collaboration features in Dynamics 365 applications and Teams will help you get daily activities done in a way that simply keeps everyone connected virtually in a natural way. Similarly, while working in Teams, you can seamlessly access and share business processes, records, and information from Dynamics 365-so everything you need to stay focused and productive is in context to the task at hand. For example, as you browse a customer record, you can see related conversations and people, and then start or continue a chat without switching to Teams. We’re making it simple to meet, chat, call, and collaborate right from within your Dynamics 365 workspace. By continuing to browse this site, you agree to this use. This site uses cookies for analytics, personalized content and ads. Activate the link to accept cookies and view the embedded content. This embed requires accepting cookies from the embed’s site to view the embed. These new capabilities help everyone work together from anywhere in a more seamless and natural way, as well as better engage with customers for more personalized experiences. Not only does this save time and improve collaboration throughout the day but frees up time so you can stay focused on customers.Īt Microsoft Ignite, we are announcing a breadth of more connected and engaging experiences between Microsoft Dynamics 365 and Microsoft Teams, bringing together the features you depend on into a unified digital workplace for collaboration across your entire organization. We want to dramatically reduce those disruptions by bringing together business processes, information, communication, and collaboration, enabling an integrated workspace for teamwork.
Add up those minutes-long interruptions, and you begin to realize why we often can’t finish everything on our to-do lists. Think about the time spent between the moment you open an email or chat, find, and reply with the requested information, and then get back into the flow of your work.
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