Sales ReQuests
โดย IT-Dev sp. z o.o.
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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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
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