Microsoft to increase integration between Teams, Outlook and Dynamics 365


Credit: Microsoft

From the list of sessions, it looks like there will be quite a bit of Dynamics 365 related news at next week’s Microsoft Ignite virtual conference for IT professionals and developers. One area slated to receive a lot of emphasis is better integration between Teams / other Microsoft productivity tools and Dynamics 365.

Microsoft already offers some Teams-Dynamics integration. In 2019, officials announced and made available the Dynamics 365 Sales integration with Teams. This gave users the ability to connect Dynamics 365 Sales records to Microsoft Teams channels without having to leave the Dynamics 365 Sales app.

But it seems that many more will come. A session from day one, titled “Microsoft Teams + Dynamics 365: The Unified Collaboration Platform for Modern Enterprises,” describes the case for improving the links between these two product families. The integration of Teams-Dynamics will improve business processes, streamline the exchange of information and knowledge, says the description of the session.

Microsoft has a series of announcements planned around “Integrated collaboration between various Dynamics 365 apps and Teams,” according to my contacts. This will allow Dynamics 365 users to have Teams conversations, meetings, calls, and records integrated directly into various Dynamics 365 applications, such as Sales and Customer Service, in the name of making collaboration more of a real-time experience.

Microsoft is also working to improve the integration between Teams and Dynamics 365 Marketing. This could provide smoother connections for live events and webinars, sources say. And the tighter integration between Teams and Dynamics 365 Field Service and Commerce is also on the to-do list.

The already announced Dynamics 365 mobile app, which somewhat reminds me of the Office mobile app, brings together multiple Dynamics products into a single, unified app. Available in preview for Windows, this application offers capabilities such as bringing together Dynamics Relationship Insights, Outlook, and LinkedIn into a single meeting card. Users of the Dynamics 365 mobile app can dictate or scan a business card and related notes; Take advantage of the deep links between Outlook calendar, email, and computers; and get automatic transcripts for calls and meetings.

I’m interested in what Microsoft has to say on this topic of Teams-Dynamics integration for a few reasons. Microsoft CEO Satya Nadella and other company leaders often talk about integrating systems of record and systems of engagement. This Teams-Dynamics integration would be a tangible example of this, I think. Plus, anything that makes using Microsoft 365 and Dynamics 365 together welcomed by users, even those who also like having the ability to mix and match Microsoft and third-party applications.

Speaking of Dynamics 365 and Ignite, it looks like Microsoft is also planning an announcement about a new intelligent order management system next week.

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