Dynamics CRM integration
Link the task with CRM dynamics enabling the creation of service activities, tasks, meetings directly from the planner/wrike... etc
Anonymous
shared this idea
10 comments
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Gustavo Garcia
commented
At outlook you can track your meetings and set regarding to a an account, opportunity, etc. I would like to have the same feature at teams meetings
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Alex tech
commented
I agree with Timothy Meredith, Teams shoudl look up records in Dynamics and display those inside teams when a call is incoming
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Timothy Meredith
commented
More than any of this I wish they would have integration for Teams VoIP/voice to lookup records in dynamics and provide call popups. This is critical functionality missing from Teams that was present in Skype/lync for over a decade.
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Gary
commented
it would be good to see dynamics tasks and appointments (using regarding field) to link to the relevant team. Also seeing these activities in the relevant team planner view would be great.
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POC
commented
Great idea! Currently, It integrates with customer support tool (zendesk), but not with Dynamics.
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Jay
commented
A connector is a nice start, but that is only on the Teams side -- and even there it would be great if we could add a Dynamics tab in Teams.
But we should also be able to use a Teams channel in lieu of Dynamic's activity feed. That is already possible with Yammer.
People at my firm want one chat-type solution to pay attention to, not three or four (i.e., Team News in SharePoint, Activity Feed in Dynamics, IMs in Skype for Business, Channels in Teams, and Conversations in Yammer). Right now, the only solution that really interoperates with SharePoint, Dynamics, Teams and Yammer is Yammer. It would make sense for Teams to become a universal chat/messaging/feed that can be incorporated into all platforms that firms use regularly (SharePoint, Dynamics, SFB, Outlook, Yammer, etc.). That way, no matter which environment you are operating in, you will see the same chats/messages.
When my firm adds a new account in Dynamics, an O365 Group is created in SharePoint. We then use that Group to set up a team in Teams. Why is Yammer the only chat/messaging option that can be accessed in SharePoint, Dynamics, and Teams?
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Ingrid Kreitz
commented
There is a connector to Dynamics365 to Accounts. Just FYI
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Anonymous
commented
We are currently using the Yammer connector which nicely integrates with the social pane in Dynamics CRM/365. Would be awesome if teams would connect to Dynamics in the same way.
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Dennis van Herk
commented
Yes, please add CRM connector so we can integrate MSX in Teams.
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Anonymous
commented
being able to relate team conversations with Dynamics is important and there isn't a connector to Dynamics CRM at present.