Share and update Dynamics 365 records within Microsoft Teams
In this feature overview video series, we highlight new capabilities included in the latest update to Dynamics 365 Sales. Search for information in Dynamics 365, share with other participants in their chats or channels, and even allow them to perform tasks from within the Teams chat conversation.
Users want to surface the customer engagement records in the context of Microsoft Teams conversations. They need a way to search and share Dynamics 365 records directly in the message. Current collaboration features allow Dynamics 365 records to be pinned to Microsoft Teams channels. However, that is the beginning and end of contextualization. To leverage data throughout the conversation, this feature would allow users to search for information in Dynamics 365, share with other participants in their chats or channels, and even allow them to perform tasks from within the conversation. Microsoft Teams conversations often bring up important action items and information that sellers would want to reference in the future. This feature allows users to log an activity or a note to a Dynamics 365 record from the context of a Microsoft Teams message, by copying the content of the message into the description of the task or note for a streamlined process.
With Dynamics 365 and Microsoft Teams integration, sellers can stay productive from wherever they are. Quickly save decisions, notes, and other key sales events to Dynamics 365 without having to context switch out of Microsoft Teams. Edit Dynamics 365 records from within a Microsoft Teams conversation.
This feature enables quick editing of Dynamics 365 records from a form within a Microsoft Teams conversation and works from the perspective of the Dynamics 365 user or the recipient.
– Allow users to quickly edit a record from a Microsoft Teams conversation to ensure the information is up to date before sending it to teammates, customers, and other stakeholders. – Send a quickly accessible form to your conversation participants so they can make rapid updates to a record, ensuring that you have the most up-to-date information. Get the most out of Dynamics 365 Release plan
View all capabilities included in this release: https://aka.ms/Plan/2021RW2/Sales Product updates
Stay up to date on latest product updates: https://aka.ms/Updates/Sales Release calendar
Know important release milestones: https://aka.ms/Updates/Calendar/Sales Licensing
Improve your understanding of how to license Dynamics 365: https://aka.ms/Licensing/Sales Product documentation
Find documentation for Dynamics 365: https://aka.ms/Documentation/Sales User community
Engage with Dynamics 365 experts and peers in the community: https://aka.ms/Community/Sales Upcoming events
Find and register for in person and online events: https://aka.ms/Events/Sales Product trials
Get started with Dynamics 365: https://aka.ms/Trials/Sales Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Content Library: https://explore.dynamics.com/h/ Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en #Microsoft #MSFTDyn365 https://www.youtube.com/watch?v=dUXd7bYvrdU