Dynamics 365 and Microsoft Teams: extend collaboration across teams

Think about the time spent between the moment you open an email or chat, find, and reply with the requested information, and then get back into the flow of your work. Add up those minutes-long interruptions, and you begin to realize why we often can’t finish everything on our to-do lists.

We want to dramatically reduce those disruptions by bringing together business processes, information, communication, and collaboration, enabling an integrated workspace for teamwork. Not only does this save time and improve collaboration throughout the day but frees up time so you can stay focused on customers.

At Microsoft Ignite, we are announcing a breadth of more connected and engaging experiences between Microsoft Dynamics 365 and Microsoft Teams, bringing together the features you depend on into a unified digital workplace for collaboration across your entire organization. These new capabilities help everyone work together from anywhere in a more seamless and natural way, as well as better engage with customers for more personalized experiences.


We’re making it simple to meet, chat, call, and collaborate right from within your Dynamics 365 workspace. For example, as you browse a customer record, you can see related conversations and people, and then start or continue a chat without switching to Teams. Similarly, while working in Teams, you can seamlessly access and share business processes, records, and information from Dynamics 365—so everything you need to stay focused and productive is in context to the task at hand.

Whether you work in sales or marketing, service, finance, commerce, or human resources—any role that depends on teamwork—the unified collaboration features in Dynamics 365 applications and Teams will help you get daily activities done in a way that simply keeps everyone connected virtually in a natural way.

Let’s take a closer look at how our approach to unified collaboration makes an impact across the organization.


Sales: boost collaborative digital selling and engagement and transform customer interactions into revenue


Strong team collaboration and communication is essential in a sales organization, helping every seller identify, track, and share leads and opportunities. With Teams and Microsoft Dynamics 365 Sales, we are helping put collaboration in context and providing actionable next steps using AI-driven insights. This allows sellers to be more productive, work together better, and build stronger customer relationships.

Today we are announcing several new capabilities for Dynamics 365 Sales to boost collaboration across sales teams.

We are introducing an embedded Teams chat experience for Dynamics 365—a side panel that shows recent and ongoing chats, channels, and people in Teams related to the customer record in view.

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