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01.04.21

The Covid-19 pandemic has accelerated a shift to remote working, with many businesses adopting Microsoft Teams as a way to work effectively from homeWith the future of the workplace still uncertain, many businesses are still operating on a work from home or remote basis and relying on Teams to communicate 

To meet the rise in demand for more sophisticated software, Microsoft have continued to update the features and functions available within Teams to provide a useful and effective platform for all industries. 

Cortana

In the world of big data, many devices and software applications have been built to find new ways of capturing information to boost productivity and efficiencyMicrosoft's productivity tool, Cortana, is a virtual assistant designed to help you save time so you can focus on what’s important. 

Cortana can create and manage to-do lists, reminders, and alarms based on the conversations you have in different apps such as Teams and OutlookThis helps manage your daily tasks and keeps your schedule up-to-date without the need for manual data input. 

Cortana can also help you with your work by searching the internet to find facts, information, definitions and much more to help you when you need it. Let Cortana do the hard work for you by asking it to open specific files, apps and programmes on your computer so you don’t have to spend time looking. 

D365 Integrations

Microsoft have recently announced integration capability between Microsoft Dynamics 365 ERP suite and Microsoft Teams. Teams can now integrate with D365 Customer Service, Sales and Marketing modules to drive productivity for Customer Service and Sales staff and ultimately enhance customer experience.

Customer Service

Documenting customer interactions promotes good record keeping and is an important aspect of accountability in customer service. Through Teams, you can get real-time automated transcriptions of all your conversations with customers. Transcripts are then stored in the associated account on your Dynamics CRM.

Sales

You can now integrate the D365 CRM opportunities tab with the Teams app to make sure everything you need is in one place. Attach chat history and customer information to specific accounts within the CRM to keep track of customer engagement and development. You can also create Teams channels inside your sales module on D365 to attach to each sales record. 

Marketing

You can now hold various marketing events using Teams, including webinars and conferences. Enhance your marketing capabilities by accessing participant lists to send check-in, check-out and follow-up messages directly to your audience. This not only enables you to track participants across events but ensures a direct point-of-contact for future marketing activities 

Note: Microsoft has also stated that they will be working on integrating Teams with Dynamics 365s HR, Commerce, and Supply Chain Management apps in the coming months. 

A Few Honourable Mentions 

  • Tagging improvements: You can now tag a co-worker, group, role, odepartment within Teams to keep staff up-to-date with business activity.   
     
  • Work offline in the desktop app: It is now possible to access chats, channels, and previously used apps offline so you can work from anywhere at any time, without the need for internet connection. Once a connection is restored, the work you carried out will be updated and shared accordingly. 
     
  • Ever shared a post or chat with your organisation but noticed an error or an amendment that needs to be made at a later date? You can now edit posts across multiple channels all in one go and choose the channels you would like it to appear in.