Integrating Dynamics 365 with Microsoft Teams

A lot of you are already acquainted with Teams and Dynamics 365 – 2 amazing Microsoft solutions to implement in your business operations, whether remotely or in the workplace. Did you know that these tools are also complementary? With complete integration, their combination will greatly optimize your business processes and facilitate collaboration.

In recent months, working from home has become the norm (no need to remind you why) and many companies have started using the Teams app for their everyday operations. No wonder, this collaboration tool is secure, customizable, user-friendly and fits perfectly into your virtual workspace.

Therefore, by integrating this app with your Dynamics 365 CRM, you create a single shared workspace for your whole team, which makes it the ideal solution for working remotely.

Learn more about the advantages of integrating Microsoft Dynamics 365 with Microsoft Teams (and vice versa).

How to set up Dynamics 365 in Microsoft Teams

You can integrate the Dynamics 365 Assistant application with Microsoft Teams. In fact, Microsoft provides a version of its CRM specifically designed to integrate with its collaborative working solution. Dynamics 365 Assistant thus serves as your single point of access to all the information you need for tracking your customers’ journey.

First, you must make sure that the Dynamics 365 Assistant is correctly set up for integration with Teams.

Follow these steps:

1. In Dynamics 365, go to “Settings”, then “Administration”.
2. Choose system settings, then the “Preview” tab.
3. Make sure to check the “I have read and accept the terms of the license agreement” checkbox.
4. Select “Yes” for all features in the tab.
5. Then, you must enable the advanced features of Sales Insights in order to let artificial intelligence (AI) recommend ways to increase your sales. For this, you will require a Dynamics 365 Sales license, which is a great addition to your business intelligence!
6. Once all advanced features have been enabled, install the Dynamics 365 app on Microsoft Teams.
7. Finally, make sure to set each one of your Teams users with a security role to moderate their access to customer information.

On top of that, you can add Dynamics 365 to Teams on every platform, whether it is desktop, tablet or mobile.

The Dynamics 365 assistant for Microsoft Teams: A few neat features for your company

Once you have integrated Dynamics 365 with Microsoft Teams, you can enjoy these great features:

• Enhanced meetings: Teams allows everyone to access the same CRM information, directly within the app. You can thus easily use all the information you need to adequately prepare for your meetings.
• Business cards and meeting notes: With the Dynamics 365 assistant, you can scan a business card with your mobile device’s camera. It will read the information off the photo, saving details such as name, role and email address into a digital card that you can modify later. Still with just your camera, you can also scan and keep any handwritten notes taken during your Teams meeting.
• Organization lists: If you work with a variety of professional groups, you can create lists for each division and then select the ones you wish to access.
• Robot assistance: Your Dynamics 365 assistant gives you access to a configurable bot that allows you to perform targeted searches in Microsoft Teams.

These great features are only a part of what makes remote work on Teams so much easier.

Why use Dynamics 365 in Teams?

There are a number of advantages:

• Efficiently prepare for your meetings and any tasks in your workday;
• Facilitate follow-ups through proactive suggestions from the app;
• Easily register business card information and save it as contacts;
• Consolidate all the information that influences decision making;
• Benefit from collaboration between your clients and colleagues alike.

How to configure Teams within Microsoft Dynamics 365?

As mentioned above, you can also add Microsoft Teams to your Dynamics 365 CRM.

To do so, simply follow these 5 steps:

1. In Microsoft Dynamics 365, go to Settings > System settings.
2. In your System settings’ General tab, check “Yes” for Microsoft Teams integration.
3. Sign-in to Teams.
4. Install the Microsoft Dynamics 365 app.
5. Finally, go to configure Dynamics 365.

It’s that simple! Once this is done, you must select your Dynamics 365 environment in the configuration options and then connect your departments to the application (Sales, Marketing, Customer Service, etc.) You can then assign work groups and link with Teams.

More efficient collaboration

Once you have configured Teams in Dynamics 365, it will make your job a lot easier and let your company enjoy great benefits, such as:

• Improved flexibility of customer research;
• Consolidation of conversations, files and tools;
• The ability to integrate documents into client profiles and modify them at will;
• Quicker updates to customer information;
• The ability to create collaboration hubs;
• Instant access to tools like PowerBI and SharePoint;
• Several chat and collaboration features.

In short, you can control all customer and lead accounts and profiles in your CRM even more easily. What else could you need?

Updates to get the most out of these 2 solutions

Seeing as Dynamics 365 and Teams work so harmoniously together, many updates strive to make this connection even better.

One such new feature is the addition of support for Microsoft Teams’ Omnichannel digital messaging, allowing companies to instantly engage with their customers across multiple platforms. What an amazing opportunity to enhance your customer service!

Among other things, we must also highlight the integration of Teams with the Dynamics 365 Project Operations app, further improving your team’s project management processes. Your Service Level Agreement (SLA) reminders are going to be a piece of cake with Teams!

And we’re willing to bet that these new features are far from being the last!

Dynamics 365 + Teams = more efficient collaboration

Sure, you can use Microsoft Dynamics 365 and Microsoft Teams separately and there are some benefits to using them on their own. However, it is so much more advantageous to combine them!

On top of that, the configuration options are outstanding. Let’s not forget all the tools in the Microsoft environment that you can access via Teams, like Outlook or the collaboration hub – Microsoft Power Automate.

Are you ready to take advantage of this unparalleled combination to facilitate collaboration and optimize your CRM?

Check out our tutorial on how to set up your Dynamics 365 assistant.