Transform sales team collaboration through tight integration with Microsoft Teams

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review Summary of what’s new. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy). For detailed information about our products, visit the Customer Engagement documentation.

Today’s salespeople are on twice as many teams compared to five years ago. They work with an average of six decision makers and 16 colleagues to close a deal. The modern sales environment requires faster collaboration with more people and more data. The Microsoft Teams integration with Dynamics 365 brings together the capabilities that salespeople need to collaborate more effectively

Sales professionals can connect a Microsoft Teams channel to any Dynamics 365 record. With the connected Microsoft Teams channel, sales teams can communicate more effectively through persistent chat sessions across the Microsoft Teams and Dynamics 365 records, ensuring no one misses the latest conversations.

Users can share and coauthor sales collateral with their entire team seamlessly from either Microsoft Teams or Dynamics 365. Files get stored in one central location, ensuring the entire team has easy, consistent, and secure access to the latest documents.

For more information, see Preview: Integrate Dynamics 365 for Customer Engagement apps with Microsoft Teams.