Microsoft deepens Groups ties with Dynamics 365

Microsoft this week unveiled deeper integrations between Groups and Dynamics 365 because the company moves to create it easier for customer and product sales services staffers to communicate without changing between apps.

The business highlighted a few of the integrations affecting its Dynamics 365 platform at its Ignite conference this week. Microsoft’s objective: collect and tie jointly data in a manner that helps it be actionable – and simpler to share among employees via Teams.

“[W]hat stands out for me personally in this brand new wave of innovation we’re doing with each other across
Dynamics 365 sufficient reason for [Microsoft] 365 will be this have to connect techniques of report
with techniques of engagement to be able to create these brand new opportunities for company workflows that may really digitize just how companies function…,” Emma Williams, business vice president of Microsoft Workplace Modern Workplace Transformation, on Thursday said throughout a session at Ignite.

The closer ties in between Dynamics and Teams 365 must have a substantial impact for users of both apps, said Raul Castanon, a senior analysis analyst at 451 Research, component of S&P Global Marketplace Cleverness. The integrations can enable a workflow-centric method that decreases friction in day-to-day tasks and results in improved efficiencies, he stated.

“Instead of users switching between company applications to obtain their work done, enabling collaboration features within ERP and CRM apps aligns more with company workflows closely,” said Castanon.

“By Microsoft bringing Groups and Dynamics 365 nearer together, distributed sales, assistance and marketing teams have the ability to efficiently collaborate a lot more,” said Kyle Davis, a Gartner Analysis vice president.

For Dynamics 365 Product sales, Teams chat could be embedded in the client relationship administration (CRM) app; sellers may also be in a position to continue one-to-one conversations with recommended co-workers working on a person account and access group chats that point out the customer.

The embedded chat can be available in the client Field and Service Services modules within Dynamics 365, allowing customer care agents to communicate on subject material more effectively.

Teams stations and chats can be found in a side-panel screen, together with suggested contacts and chats predicated on colleagues working on confirmed account.

Teams and Dynamics 365 sales Microsoft

Suggested Groups channels and chats can look on the right hands sidebar in Dynamics 365 Sales.


Among the additional additions to Dynamics Product sales is a Teams contact dialler that lets retailers contact clients without switching screens. The decision panel shall also screen real-period transcriptions of conversations with business-essential phrases and suggested activities highlighted, and will be offering a note-taking tool linked to the sales information. After the call, an overview with follow-up activities and call sentiment evaluation is created then. (A similar encounter is enabled for Groups video calls set up by the salesperson.)

There’s also the Dynamics Sales integration made to make sales details more easily available in Groups, allowing users to find and share customer information; they are able to viewed and edited by co-workers in the collaboration app then.

30 days the features are because of roll out next, Microsoft said.

Dynamics 365 marketing Microsoft
     Marketers can setup Groups Webinars without switching displays.


were new Groups integrations with Dynamics 365 Advertising

There, too, with users in a position to create, analyze and follow-up on activities hosted in Teams.

From here, marketers may decide whether to stream a meeting, choose which system to use – like the new Groups Webinar perform, also announced at Ignite – and choose among choices such as for example muting of attendee microphones or enabling post-occasion Q&As.

From the Teams app, you’ll be able to follow-up with participants, having the ability to export attendee information to Dynamics 365 Marketing to see customer segments predicated on audience attendance, and coordinate future communications.

Microsoft unveiled&nbsp also; Groups integrations with Dynamics 365’s HR, Commerce, and offer Chain Management apps.

Integrating Teams in to the workflow of company app users is a growing priority regarding Microsoft. It  lately announced new methods to connect to SAP’s enterprise resource preparing (ERP), HR, and CRM software from Groups. This will, for example, enable SAP customers to share information such as for example supplier details with co-workers without switching screens.

Microsoft is not the only real vendor, however, that’s poised to mix collaboration capabilities with the techniques of record that lots of workers use day-to-day.

Salesforce’s $27.7 billion acquisition of Slack  12 months allows Salesforce to integrate the favorite group chat app into its business software late final, including its utilized CRM platform widely.

“This is simply not a Microsoft exclusive strategy,” said Davis. “Salesforce lately acquired Slack, who’s positioned to provide similar encounters within its ecosystem.

“As both of these major suppliers in the CRM marketplace are making similar movements, it solidifies the significance and requirement for strong unified digital collaboration encounters over the processes and routines performed in CRM and the conversations in workstream collaboration equipment,” he said.

As the timing of Microsoft’s integration announcements might seem like a a reaction to Salesforce’s acquisition of Slack, Castanon said the noticeable modifications are the consequence of a platform-based technique Microsoft has been building for several years; they reflect a more substantial trend towards communication-allowed workflows.

“It also reflects a platform-based approach may better address certain requirements of several make use of cases – in cases like this, customer support – when compared to a standalone communications device,” he said.

This week in a associated announcement, Microsoft unveiled Teams Connect , that will enable users to talk to external partners and clients easier via shared channels within Groups.

The feature could prove beneficial to those in sales, customer and advertising support roles, specifically.   Exterior collaboration for customer engagement is among the crucial areas Microsoft could seek to tackle with shared channels – including customer care, marketing and sales, said Castanon.

“The integration of Dynamics 365 with Groups, enhanced with the features that Connect-shared channels enable, should allow organizations to streamline and build efficiencies within workflows for customer support support and representatives brokers,” he said.

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