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Microsoft Teams and CRM for Sales Productivity

Bringing CRM tools into Microsoft Teams makes sellers more collaborative with the intention of making them more productive, ultimately to drive top line growth. Microsoft where I work (disclosure) positions this as collaborative Apps that keep you in the flow of work. I’ve already written about the work I am doing with customers on this here, including other technologies: Microsoft 365 customer questions – Sales Productivity. In this post I wanted to zoom in a little with a demo video I created around some new Salesforce and Microsoft Teams integrations just out and some of what others are doing.

Salesforce and Microsoft Teams

This demo goes through the standard Salesforce and Teams integrations to date but recently the functionality has been extended for Teams Meetings and so this video covers that in a little detail.

Q!kom has extended the standard integration further, powered by Microsoft Graph API. This video explains how and shows the possibilities of extension and customisation.

Microsoft Teams integration with SAP Sales and Service Core

SAP Sales is not necessarily one of the powerhouse CRM platforms out there, but they are showing innovation by focusing on this integration with Microsoft Teams

With monthly active users in the hundreds of millions, Microsoft Teams cannot be ignored.

As a core platform where work happens, integrating your solution with Teams is a great way to enhance its use.

Dynamics 365, Context IQ, Loop and Teams

You would expect Microsoft with its own CRM platform Dynamics 365, to be driving this integration too.

In this video (time stamped to start at the right time) you see it being incorporated into Microsoft Teams but also other technologies like Outlook alongside Loop and Context IQ (new AI based technologies being developed and released at present). The video is from recent announcements at Ignite – a Microsoft conference.

On the integration of D365 with Microsoft Teams Meetings, I don’t have a video to show but this is all being worked on – see documentations here: Drive seller productivity with a seamless experience between Dynamics 365 and Microsoft Teams meetings.

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