Microsoft Teams & Dynamics CRM - more efficient sales processes through seamless integration
ORBIS Solutions: WorkspaceHub
Sectors: Non sector-specific
Processes: Sales
Duration of webinar: approx. 45 minutes
As a sales manager, you are no doubt familiar with this challenge: many customers still use email for communication and save or exchange files via network drives or email attachments. When Microsoft Teams is in use, the connection to the CRM system is often missing. This leads to typical challenges:
- Working with different programs and interfaces: Sales processes in CRM, files in File Explorer, emails in Outlook and task planning in Planner.
- Different authorizations in different systems: Accesses for users are either too open or necessary authorizations are missing, which prevents access.
- Distributed file storage: Files can be stored in email attachments, on network drives or as Notes attachments in CRM. A Microsoft Teams team in turn has no connection to the CRM, although Teams is very popular with users.
In this webinar you will learn:
How to make your sales processes more efficient by integrating CRM and Microsoft Teams with WorkspaceHUB
How to minimize the use of different programs and interfaces for easy collaboration in everyday work
How to manage authorizations centrally and meet legal requirements
How to create a central file repository and improve collaboration with everyone involved in the sales process
Register now and find out how you can optimize collaboration in sales!
Contents of Webinar
- Microsoft Dynamics, Teams & SharePoint - the challenges of collaboration
- Microsoft 365: Making sensible use of existing modules & licenses
- Demo: How to use Dynamics CRM, Teams & SharePoint in the “Create sales opportunity” use case using a defined template
- Questions & answers
Speakers & presenters
Richard Bosse
Principal Business Process Consultant
