Microsoft Teams & Dynamics CRM – more efficient sales processes through seamless integration

Duration of webinar on demand: approx. 38 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 seamless integration to the CRM system is often missing. This leads to typical challenges in the sales process:

• Working with different programs and interfaces: Sales processes in Dynamics 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 Dynamics CRM. A Microsoft Teams team in turn has no connection to the Dynamics CRM, although Microsoft Teams is very popular with users.