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Microsoft Teams is the solution to manage all your communications, documents, and tools in a team workspace. As of April this year Microsoft teams have over 75 million daily active users. Microsoft is centralized around how an organization works. Earlier Microsoft had announced the integration between Dynamics 365 CE and Microsoft Teams. With this upgrade, users can create and edit documents inside the application and instantly access SharePoint, OneNote, Power BI, and now Microsoft’s model-driven apps in Dynamics 365. One might ask how this Microsoft Teams' integration with the Dynamic 365 model-driven apps is going to help the average user. That is exactly what we are going to discuss here.
A CRM solution can provide a lot of perks for your sales team. Tracking the complete lifecycle of your sales deals and activities is not a small thing. As we all know, the Covid-19 virus outbreak has left many companies feeling as if they can't invest in new software solutions. However, a CRM is too valuable a tool pass up regardless of uncertain economic times. We can give you an upper hand in finding a feasible and practical CRM solution. Today we are going to discuss 5 easy steps to set up a CRM using SharePoint and Office 365.
Concerns over the coronavirus outbreak have led to a shift in the way that we work. Remote working has become the new norm, and with that comes the need to readjust how we approach different aspects of business. One area in particularly that you should be focusing on is how you are managing your customer relationships. Many organizations are choosing an automated CRM to maintain their sales processes while working remotely.
Businesses are looking for ways to streamline their operations while using easy, intuitive software that already integrates with existing systems. For this reason, Microsoft PowerApps are being adopted rapidly. They work perfectly with basic Word, Excel and Powerpoint tools. Additionally, they can be built on top of Sharepoint to accelerate use of that tool. Many companies are now building a CRM app into Sharepoint with considerable positive effects. There are a few important functions that are built into this CRM application.