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Dynamics 365 for Microsoft Teams

作者 Microsoft Corporation

(2172 评分)

Search, connect, and update Dynamics 365 records in Microsoft Teams

Switching between business apps and collaboration apps to share data, documents, and records can impede the flow of work, slowing progress on activities ranging from sales deals to customer support cases. The Dynamics 365 app for Microsoft Teams extends the ability for anyone in an organization to view and collaborate on Dynamics 365 records from within Teams.

Features:

• Share documents between a connected Microsoft Teams channel and your customer engagement apps record

• Collaborate with other team members by adding a customer engagement app record or view as a tab to a channel in Microsoft Teams and adding recommended members

• Chat with your team members side-by-side in the app tab

• Search and share Dynamics 365 records as information cards in chats (production ready preview)

• Update Dynamics 365 records from within chats (production ready preview)

• Add chat messages to Dynamics 365 as notes or tasks (production ready preview)

• View and update Dynamics 365 records before, during, and after meetings right from Teams (preview)

• Notes and tasks added during meetings sync back to Dynamics 365 automatically (preview)

• Record calls and get real-time transcription and AI-powered insights (preview)

应用功能

使用此应用时,
  • 可通过 Internet 发送数据
  • 此应用可访问活动邮件中的个人信息,例如电话号码、邮寄地址或 URL。此应用可能会将此数据发送给第三方服务。无法读取或修改邮箱中的其他项目。

概览

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https://store-images.s-microsoft.com/image/apps.17647.ee13bdac-58f0-400c-be06-e1943172bcb7.6d580276-5ccb-4d07-b861-626e2e00599f.53884bbb-5b8a-40c3-828e-0958a021ddeb.png
https://store-images.s-microsoft.com/image/apps.17589.ee13bdac-58f0-400c-be06-e1943172bcb7.6d580276-5ccb-4d07-b861-626e2e00599f.84c06501-181a-4d6e-aae5-7531d229bb79.png
https://store-images.s-microsoft.com/image/apps.57733.ee13bdac-58f0-400c-be06-e1943172bcb7.6d580276-5ccb-4d07-b861-626e2e00599f.f2a6eb9b-3558-4d46-9db1-765c649e3c03.png
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