Microsoft Teams and Dynamics 365 for better teamwork

Mar 25, 2021

During Microsoft Ignite 2021, Microsoft announced several innovations within the application for collaboration Microsoft Teams. These changes aim to facilitate users in doing their everyday duties and communicating with their colleagues. Notably, Microsoft Dynamics 365 suite plays a major role in the newly introduced functionalities. To learn how linking the ERP apps and Microsoft Teams creates conditions for more efficient teamwork and a focused workflow, read on. 

The benefits that Teams brings to your business: 


In the past year, which brought many changes to companies’ way of work, organizations have found the need for a better way to communicate remotely, and Microsoft Teams has provided this much-needed support. 600% more users have trusted the application and use it to facilitate communication and collaboration, as well as to conduct calls related to their day-to-day tasks.

As a result of this increase in communication via Teams that used to happen face-to-face or by email, many users encounter a chaotic switching back and forth from application to application to find an answer to the information they are looking for. To dramatically reduce the time and loss of focus caused by this change, Microsoft created a solution that combines functionality and data in Dynamics 365 and Microsoft Teams. 

The pros are evident: consumers can benefit from quickly sharing information between team members, greater performance during working calls, and a swift response backed with accurate Dynamics 365 Business Central data without having to switch from Teams to the ERP system. 

What do Microsoft Teams’ new functionalities look like? 

Here is what to expect from the new Teams functionalities: 

  • The ability to place a link from any Dynamics 365 Business Central record in a Teams chat. The info can then be expanded in the form of a compact card. 
Microsoft Teams Screenshot
Screenshot by Microsoft
  • Detailed item information can be viewed in a Microsoft Teams window. It includes Fact boxes, diagrams, and other built-in content. The user can edit the information fields, create workflows, etc., without leaving Teams. 
Screenshot by Microsoft
  • Regardless of the user’s role, industry, or geographic position, the Dynamics 365 and Teams application is designed to work with customized settings and solutions to best fit their needs. 

 

Screenshot by Microsoft

An individual approach to each department of your organization: 


The main purpose of linking the two applications is to facilitate collaboration and individual employee tasks, whether they work in sales, marketing, customer service, finance, or human resources. For example, when viewing a client’s history, the user can see all correspondence and data, as well as contact them instantly by chat.  

In addition to remaining more focused and productive, employees can easily communicate with colleagues from other departments through Teams – sharing information such as budgets, starting different workflows, and working together on projects which contain important information from Dynamics 365.

Dynamics 365 Sales 

Our experience shows that the correct identification of the needs of current and potential customers and offering a solution to the obstacles they face is essential for salespeople. Of course, this cannot happen without effective communication within the sales department. Through the connection between Dynamics 365 Sales and Teams, salespeople in your team can offer quick solutions that are adapted to customer needs with the help of built-in Artificial Intelligence. 

Screenshot from Microsoft

Dynamics 365 Marketing 

Teams, together with Dynamics 365 Marketing, allows marketers to easily plan online events and webinars as well as promote and report events hosted in the collaboration app. They will also be able to offer personalized content based on insights about the participants’ interests. 

Screenshot by Microsoft

Dynamics 365 Customer Service 

The key features of Teams + Dynamics 365 Customer Service are related to enhanced cooperation for faster resolution of customer problems, as well as routing requests to the most appropriate employee for the quickest path to solving the issue. 

Screenshot by Microsoft

Dynamics 365 Field Service 

With Dynamics 365 Field Service and Teams, users can cooperate in real-time with work order experts. As for the pros of connecting Microsoft Dynamics 365 Remote Assist and Teams, customer service agents can monitor and improve their efficiency and productivity in performing service tasks. 

Dynamics 365 Commerce 

Thanks to Microsoft Dynamics 365 Commerce and Teams, your team will have the most up-to-date and accurate information that can be shared with customers on the spot. This is possible due to the removal of barriers between the head office and individual stores, with overall management and functionality passing through Teams. 

Screenshot by Microsoft

Dynamics 365 Human Resources 

Overall staff management rises to a new level thanks to Microsoft Dynamics 365 Human Resources which provides facilitated access to employees and managers to accept and review leave or exit requests, as well as view accurate payback reports. 

Screenshot by Microsoft

Do you want to learn more? 


If you want to know how your company can take advantage of Microsoft Teams and Dynamics 365 integration, contact us! We can fine-tune your settings to best fit your needs. Please note that, when it comes to Dynamics 365 Business Central, the feature itself can be used with version 17.3 or later.  Moreover, the application is intended to be supported only in the Azure SaaS environment. 

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Alexandra Delikostova