Microsoft Teams and Dynamics 365 Customer Engagement App Integration is Here!

Microsoft Teams and Dynamics 365 Customer Engagement App Integration is Here!
Posted 03.10.2021 By Abhishikha Chatterjee

Many of us using Microsoft Teams on a day-to-day basis are familiar with the vast number of advantages of Teams workspace. The Microsoft collaboration platform has been at the forefront during the pandemic and worked as a backbone in several organizations.


Right from managing conversations to shared files & folders, Teams has been a front runner. Even the seamless integration with other Microsoft apps- Power BI, OneNote, and SharePoint, to name a few have benefitted productivity in so many ways. Now, how would you like Microsoft Team’s integration with Dynamics 365 Customer Engagement Apps? It’s huge, and it’s here!


Customer engagement apps in Dynamics 365 (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation) will align with Microsoft Teams which will enable Dynamics 365 users to easily collaborate on an embedded Teams chatroom and share files without switching between apps.

Check out what’s in store after the integration


  • Better File integration: You can co-author documents using Microsoft 365 and sync with customer engagement apps in Dynamics 365. 
  • Access to Customer Information– Sharing files and joining conversations will be more fruitful as customer engagement app records and system data will drive the chatroom. Also, gone are the days when customer info was available on another window. 
  • Change in Sales Process– Collaborate on a set of records, such as active opportunity using Microsoft Teams conversation and quickly access customer data on the go using the Dynamics 365 bot for Microsoft Teams mobile app. 

    Why is the integration important to you?


    We can assure your productivity levels will pick up with the many benefits brought to the table. Record based collaboration, co-authoring documents, and reduced app switching will accelerate the sales cycle and improve customer experience.


    Likely, the reduced processing time will be a definite game-changer with the upcoming integration; however, we are excited to hear what our customers have to say, considering their unique business processes.


    Before we conclude this article, just a quick FYI- Security and permissions will remain consistent. A non-Dynamics 365 user will not have access to Dynamics 365 with Team’s license and vice versa.


    For more in-depth information around the new integration between the Teams app and Dynamics 365, read on.


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