Dynamics 365 + Microsoft Teams
Power your sales performance
Dynamics 365 + Microsoft Teams gives your team an edge with an ecosystem of tools created for maximum productivity to help you close the deal.
Eliminate costly delays and information gaps by keeping your entire organization connected, while sharing knowledge, resources, and sales opportunities effortlessly.
Because when everything is in one place, you can focus on what you do best: beating your sales goals.
Here are five reasons to believe in the power of Dynamics 365 + Microsoft Teams to help you succeed in digital sales.
1
Collaborate better to sell more
2
Delight every customer with a connected experience
3
Build and grow authentic relationships
4
Accelerate digital sales transformation
5
Respond in real time with agility and confidence
Spend less time chasing information and more time selling.
Reduce busywork and focus on what matters. Microsoft Teams offers a single, consolidated workspace that combines the best of Dynamics 365 and Microsoft 365 for collaboration and productivity, file sharing, and seamless access to the latest customer records and business insights. This includes a new set of collaboration capabilities called Context IQ, which helps sellers find data and information faster, share contacts and documents seamlessly, and collaborate more effectively with coworkers, as well as customers. See who is available in Microsoft Teams, then start a conversation without switching apps, so you can stay focused. Microsoft Teams helps your sales organization stay connected—to each other and to your customers.
43%
of companies report inconsistent integration between marketing and customer experience technologies.
Seamless technology access powers sales performance, yet 43 percent of companies report inconsistent integration between marketing and customer experience technologies. How well do your marketing and customer experience tools work together?
VITAS Healthcare built a centralized customer engagement platform and streamlined its complex sales org using Dynamics 365, Power Platform, and Microsoft Teams. Learn more about Customer Engagement Platform.
A more connected journey that shows you understand customer needs lets you convert leads into sales.
No matter where your customers are on their journey, the challenges they're facing, or what they need in that moment, Dynamics 365 + Microsoft Teams makes it easy to stay connected, whether in person or virtually. For your next event, an integrated webinar experience makes it easy to export attendees from Microsoft Teams into Dynamics 365 Marketing immediately afterwards so you can continue the conversation. With automated customer nurture journeys created for you, including customizable starter emails, your team can turn potential leads into sales wins.
17%
of purchase journey is spent with sellers.
83%
of purchase journey is spent finding and evaluating information online.
Only 17 percent of a buyer's purchase journey is spent with sellers, while 83 percent of purchase journey is spent finding and evaluating information online. Watch a demo to learn how to maximize time with the customer and close deals faster.
Learn how New Zealand Trade and Enterprise used Dynamics 365 to boost customer engagement by 400 percent.
Connected data across LinkedIn Sales Navigator, Dynamics 365, and Microsoft 365 lets you add a personal touch in a digital world.
Dynamics 365 Sales helps you track career movements of contacts using LinkedIn Sales Navigator, as well as connect sales records to Microsoft Teams without leaving the application.
To improve relationship-building even more, Dynamics 365 Sales also has an embedded Microsoft Teams chat experience, so you can invite anyone in your organization to view and contribute to Dynamics 365 customer records within the flow of a Microsoft Teams chat or channel. Bring a human touch to the digital sales experience.
49%
of sales leaders say accelerating early pipeline and lead generation/management efforts is one of the top three initiatives critical to the success of their sales organization.
Sales success starts in the pipeline. Half (49 percent) of sales leaders say accelerating early pipeline and lead generation/management efforts is one of the top three initiatives critical to the success of their sales organization.
Achieve peak performance anywhere, anytime using intuitive and intelligent tools.
A seamlessly connected experience across Dynamics 365, Microsoft Teams, Outlook and Office apps, and LinkedIn makes it easier than ever to access and collaborate on customer records and insights any time, from any application. This means business technology won't get in the way of productivity and innovation.
Learn how Grant Thornton used Dynamics 365 and other Microsoft solutions to transform its business processes and better serve its customers and employees. Watch the video.
80%
of customers say they are more likely to do business with a company if it offers personalized experiences.
Did you know that 80 percent of customers say they are more likely to do business with a company if it offers personalized experiences?1 Take a guided tour of the Dynamics 365 digital selling journey.
Make faster, more informed decisions using real-time customer insights.
CRM solutions are only as good as their data. With Dynamics 365, transform your planning and focus your people on the right accounts using a dynamic feed of LinkedIn data that blends seamlessly with Dynamics 365 Sales. AI-driven features help you build strong relationships with customers, take actions based on insights, and close opportunities faster. And with Context IQ, make the most of Microsoft Teams meetings by quickly accessing and sharing key information from Dynamics 365, reducing the need to switch between apps.
73%
understand the business value of data and aspire to be data-driven.
29%
confirm that they are turning data into action.
While 73 percent of companies understand the business value of data and aspire to be data-driven, just 29 percent confirm that they are turning data into action. Is your sales team using data to reach peak performance?
Explore the many ways that Dynamics 365 can power your sales organization with actionable, real-time data and insights.
1
Collaborate better to sell more
Spend less time chasing information and more time selling.
Reduce busywork and focus on what matters. Microsoft Teams offers a single, consolidated workspace that combines the best of Dynamics 365 and Microsoft 365 for collaboration and productivity, file sharing, and seamless access to the latest customer records and business insights. This includes a new set of collaboration capabilities called Context IQ, which helps sellers find data and information faster, share contacts and documents seamlessly, and collaborate more effectively with coworkers, as well as customers. See who is available in Microsoft Teams, then start a conversation without switching apps, so you can stay focused. Microsoft Teams helps your sales organization stay connected—to each other and to your customers.
43%
of companies report inconsistent integration between marketing and customer experience technologies.
Seamless technology access powers sales performance, yet 43 percent of companies report inconsistent integration between marketing and customer experience technologies. How well do your marketing and customer experience tools work together?
VITAS Healthcare built a centralized customer engagement platform and streamlined its complex sales org using Dynamics 365, Power Platform, and Microsoft Teams. Learn more about Customer Engagement Platform.
2
Delight every customer with a connected experience
A more connected journey that shows you understand customer needs lets you convert leads into sales.
No matter where your customers are on their journey, the challenges they're facing, or what they need in that moment, Dynamics 365 + Microsoft Teams makes it easy to stay connected, whether in person or virtually. For your next event, an integrated webinar experience makes it easy to export attendees from Microsoft Teams into Dynamics 365 Marketing immediately afterwards so you can continue the conversation. With automated customer nurture journeys created for you, including customizable starter emails, your team can turn potential leads into sales wins.
17%
of purchase journey is spent with sellers.
83%
of purchase journey is spent finding and evaluating information online.
Only 17 percent of a buyer's purchase journey is spent with sellers, while 83 percent of purchase journey is spent finding and evaluating information online. Watch a demo to learn how to maximize time with the customer and close deals faster.
Learn how New Zealand Trade and Enterprise used Dynamics 365 to boost customer engagement by 400 percent.
3
Build and grow authentic relationships
Connected data across LinkedIn Sales Navigator, Dynamics 365, and Microsoft 365 lets you add a personal touch in a digital world.
Dynamics 365 Sales helps you track career movements of contacts using LinkedIn Sales Navigator, as well as connect sales records to Microsoft Teams without leaving the application.
To improve relationship-building even more, Dynamics 365 Sales also has an embedded Microsoft Teams chat experience, so you can invite anyone in your organization to view and contribute to Dynamics 365 customer records within the flow of a Microsoft Teams chat or channel. Bring a human touch to the digital sales experience.
49%
of sales leaders say accelerating early pipeline and lead generation/management efforts is one of the top three initiatives critical to the success of their sales organization.
Sales success starts in the pipeline. Half (49 percent) of sales leaders say accelerating early pipeline and lead generation/management efforts is one of the top three initiatives critical to the success of their sales organization.
4
Accelerate digital sales transformation
Achieve peak performance anywhere, anytime using intuitive and intelligent tools.
A seamlessly connected experience across Dynamics 365, Microsoft Teams, Outlook and Office apps, and LinkedIn makes it easier than ever to access and collaborate on customer records and insights any time, from any application. This means business technology won't get in the way of productivity and innovation.
Learn how Grant Thornton used Dynamics 365 and other Microsoft solutions to transform its business processes and better serve its customers and employees. Watch the video.
80%
of customers say they are more likely to do business with a company if it offers personalized experiences.
Did you know that 80 percent of customers say they are more likely to do business with a company if it offers personalized experiences?1 Take a guided tour of the Dynamics 365 digital selling journey.
5
Respond in real time with agility and confidence
Make faster, more informed decisions using real-time customer insights.
CRM solutions are only as good as their data. With Dynamics 365, transform your planning and focus your people on the right accounts using a dynamic feed of LinkedIn data that blends seamlessly with Dynamics 365 Sales. AI-driven features help you build strong relationships with customers, take actions based on insights, and close opportunities faster. And with Context IQ, make the most of Microsoft Teams meetings by quickly accessing and sharing key information from Dynamics 365, reducing the need to switch between apps.
73%
understand the business value of data and aspire to be data-driven.
29%
confirm that they are turning data into action.
While 73 percent of companies understand the business value of data and aspire to be data-driven, just 29 percent confirm that they are turning data into action. Is your sales team using data to reach peak performance?
Explore the many ways that Dynamics 365 can power your sales organization with actionable, real-time data and insights.