Office 365

How Microsoft Dynamics and Teams Work Together for Your Business

Since first releasing Office 365 in 2010, Microsoft has worked hard to expand the functionality, integration and ...


Since first releasing Office 365 in 2010, Microsoft has worked hard to expand the functionality, integration and cross-application collaboration of its suite of enterprise products. Microsoft Teams has increasingly become a central point of communication and collaboration for businesses using the Microsoft Cloud. In 2021, Microsoft released new ways for Microsoft Dynamics users to take advantage of the Teams experience to improve productivity.

What Is Microsoft Dynamics?

Two creative millenial small business owners working on social media strategy using a digital tablet while sitting in staircaseDynamics is a line of enterprise software products covering core business needs such as sales, marketing, customer service, finance, operations, commerce and HR. The focus of Dynamics is on collecting and harnessing data to achieve operational excellence. This includes enterprise resource planning, customer relationship management and HR process improvement.

Under the Dynamics brand, Microsoft has brought together several older operational software brands and moved them to the Microsoft cloud. Many other products, such as SharePoint, Outlook, Yammer and, increasingly, Teams, work well with Microsoft Dynamics.

Microsoft Dynamics and Teams

As Microsoft positions Teams as its central collaboration and communication hub for its 365 customers, it is building a variety of integrations, including with Dynamics. Throughout 2021, Microsoft has released new functionality for teams that use both these software products. The following are some of the ways that you can integrate Dynamics into your existing Teams workflows.

Bring Dynamics Records Into Teams Workflows

Whether you are pursuing a sale, addressing a customer concern or getting to know a new point of contact, it takes a village to build and maintain a healthy, loyal customer base. To aid with this cross-functional need, you can bring Dynamics customer records into Teams chats and channels. These can be viewed and edited directly from the Teams workflow.

Thus, a customer service rep can loop in a technical support rep or even a product engineer on the troubleshooting process. A sales representative can get a rapid answer to a technical question from the service team.

It also makes it easy for everyone on the team to stay appraised of the details of customer relationships. This makes a team-based approach to maintaining healthy customer relationships easier than ever.

Add Teams Meetings to Dynamics 365

Teams is a popular tool for organizing and hosting online meetings. With the biggest shift in history toward remote working currently underway, being able to easily set and hold meetings is essential to managing customer relationships and responding to new operational data. By adding Teams meetings to Dynamics appointments, the process for managing meetings is streamlined.

Plus, users can capture notes directly in the Teams call. These are then added to the Dynamics timeline for the relevant record. Keeping track of what has been discussed is one of the most important parts of good record management. This integration point simplifies that process.

Keep Everyone Updated in Teams Workflows

Communication is the key to business success. Teams can extend the information-sharing benefits of Microsoft Dynamics by sending out automated notifications. Keep all key stakeholders in the loop on relevant records with alerts any time those records are changed. This helps with both keeping people informed and ensuring that all record changes are overseen as needed.

Users can choose which chats and channels record cards are shared. This gives them control over the frequency of notifications. It also allows for better-connected workflows that adapt to changing Dynamics records.

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Get Even More Done With Third-Party Integrations

The emphasis on integration isn’t limited to Microsoft products. The Dynamics and Teams experience can be further enhanced with various third-party integrations. For example, enterprise software solutions such as Atlassian Confluence, Salesforce, SAP Sales Cloud, Workday and ServiceNow can be tied in with Dynamics and Teams. These third-party integrations help make your business processes and management of data easier.

This is further enhanced with an option to manage third-party subscriptions directly from Teams. Thus, you can quickly add a license to a vendor’s software whenever you determine it is necessary to achieve your goals. This has the added benefit of making it easy to identify products that work well with Microsoft Dynamics and other 365 solutions.

Harness the Full Power of Microsoft 365

Microsoft Dynamics is a powerful solution for handling customer relationship management, enterprise resource planning and other business data needs. It is even more useful when combined with the collaboration and communication functionality of Teams. The Microsoft 365 cloud helps make your team more efficient.

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