Sales ReQuests

por IT-Dev sp. z o.o.

Sales add-on for D365 to request support regarding opportunities with Teams and Tasks integration

The Sales ReQuests application is a tool designed to enhance collaboration, streamline workflows, and boost productivity for professionals across various domains. By seamlessly integrating with Dynamics 365 Sales and Microsoft Teams, Sales ReQuests empowers users with a suite of features tailored to their needs.

  1. Direct Support Access: Sales professionals can now request support directly from their Dynamics 365 Sales dashboard. Whether it’s clarifying details about a sales opportunity or seeking assistance, Sales ReQuests ensures timely responses, enabling smoother sales processes.
  2. Automated Discussion Threads: Collaborative problem-solving becomes effortless. Sales ReQuests automatically creates discussion threads within Microsoft Teams channels. Team members can engage in broad discussions, share insights, and brainstorm ideas—all in one centralized space.
  3. Efficient Task Management: Say goodbye to manual task tracking. Sales ReQuests automatically creates tasks and organizes them on a dedicated Microsoft Tasks wall. This streamlines task execution, improves focus, and ensures nothing falls through the cracks.
  4. Real-Time Progress Tracking: Stay informed at every step. Visual indicators and notifications allow users to monitor the progress of their requests in real time. Whether it’s a sales inquiry or a project update, Sales ReQuests keeps everyone in the loop.
  5. Collaborative File Sharing: Sharing files has never been easier. Within discussion threads or tasks walls, team members can seamlessly exchange documents, presentations, and resources. Access to necessary files promotes efficient collaboration.
For Whom Was Sales ReQuests Created? Sales ReQuests caters to a diverse audience:
  • Sales Teams: Sales representatives, managers, and executives seeking streamlined communication and support.
  • Project Managers: Task assignment, progress tracking, and collaboration are essential for successful project management.
  • Cross-Functional Teams: Whether in marketing, customer service, or operations, Sales ReQuests fosters collaboration across departments.
In summary, Sales ReQuests bridges the gap between sales, teamwork, and efficient task management, making work smoother, smarter, and more collaborative.

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