Dynamics 365 and CRM for Distribution Teams Integration

 

Using technology to facilitate collaboration has become very important in recent months as companies small and large have raced to unite mobile workers. Microsoft's Slack competitor, Microsoft Teams, is one such tool that millions have turned to during this challenging time. Having used Teams at Beringer since its inception, we are fanatically excited about how the product has allowed us to continue with business as usual. I could extol the virtues of the Teams all day, but my peers have beaten me to it in articles like Webinar: Microsoft Teams – Connecting at Home Workers, How do I maximize my Microsoft Teams?, and Microsoft Teams is Updated and Ready. Instead, I'd like to share one of my favorite Teams features: The Dynamics 365 and CRM for Distribution Teams Integration.

Full Dynamics Functionality

The Dynamics 365 and CRM for Distribution Teams Integration offers several valuable features, but one of the most exciting is the ability to access a fully functional version of any of your Model-driven apps directly in Teams. If you are not familiar with Model-driven apps or need help getting started, check out this Webinar. Once installed and configured, a single click on the Dynamics 365 and CRM for Distribution app from within Teams brings your Dynamics environment to your fingertips. No separate browser windows, URLs, or login credentials - your sales team has everything in one place.

Pinning Records and Views

The Teams Integration also gives you the ability to pin individual records or views within a Teams channel to facilitate collaboration. This could be particularly useful when multiple stakeholders are working on a high-priority Opportunity in the Sales module, or to bring together an integrated program team in Project Service Automation.

All This and More

The Dynamics 365 and CRM for Distribution Teams Integration also includes a chat bot that allows users to query Dynamics 365 and CRM for Distribution data by asking natural language questions. Microsoft has recently deprecated this feature with plans to replace it with a much more robust version soon. If you have made the jump to using Canvas Apps, you are also able to export these from Power Apps and load them into Teams for a tailored experience interacting with your Dynamics 365 and CRM for Distribution data.

Need Help?

If you are ready to take your Dynamics 365 and CRM for Distribution experience to the next level and need help setting up your Teams integration, reach out to Beringer Technology Group today. Our team of Microsoft certified professionals is ready to help!

 

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution, also provides expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing, Email Security Implementation and Training,  Unified Communication Solutions, and Cybersecurity Risk Assessment.