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The essentials for cross-organizational collaboration

Search and update records from Microsoft Teams mobile app using the Dynamics 365 bot while on the go. They must consider so they can work as one business, everywhere.

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The essentials for cross-organizational collaboration

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  1. Theessentialsforcross-organizationalcollaboration Asbusinessleadersshapetheirhybridworkplacestrategy,webelievetherearefour“collaborationessentials.” SalesrepscannoweasilycollaboratemoreeffectivelyusingMicrosoftTeams.Teamsallowsuserstoviewcustomerinformationandsharefiles. Collaborationhub: AccessrecordstogetherwiththeOfficeapplicationsyouneedtoclosedeals. Cross-functionalcollaboration: Workwithcustomersandcolleaguesacrossfunctions,includingcustomerswhodonothaveaDynamics365account. Fileintegration: Co-authordocumentsusingOffice365andautomaticallysynctoDynamics365. Teamsmobileapp: SearchandupdaterecordsfromMicrosoftTeamsmobileappusingtheDynamics365botwhileonthego.Theymustconsidersotheycanworkasonebusiness,everywhere.Dynamics 365 trainingforSaleswillgivesalesteammembersdeeperinsightsintocontactsandinformationtoclosedealsmoreefficiently.WithpowerfulAIandseamlessintegrationwithtoolssuchasLinkedInandMicrosoftTeams,D365forSalesbringsintegratedbusinessoperationstothenextlevel. Thenewflowofworkmustconnecteveryoneacrosseverybusinessfunction Inaworldofhybridwork,digitalcollaborationshouldhelpbroadennetworks,notconstrictthem.ThatiswhywearemakingiteasierforanyDynamics365usertoseekoutdiverseperspectives,learnings,andinsightsfromanywherewithintheorganization—betweensalesandengineering,marketingandfinance,retailfrontlines,andcustomerservice. Dynamics365userswillsoonbeabletoinviteanyMicrosoftTeamsuserfromacrosstheorganizationtoviewandcollaborateonbusinessrecordsrightwithintheflowofaTeamschatorchannel.Thisfeatureenableseveryonetodirectlycontributetobusinessactivitieswithoutneedingtoswitchcontextacrossmultipleappsanddatasources. Organizationsaretakingfulladvantageofthisopportunity.InsurancebrokerageandadvisorycompanyWillisTowersWatsonplanstoputthepowerfulcombinationofMicrosoftTeamsandMicrosoftDynamics365SalesinthehandsofthewholecompanysothatanyonefromsellerstoserviceagentscanshareandcollaboratefromwithinTeamsorDynamics365Saleswithoutswitchingapps.AtRockwellAutomation,aworldwidecompanydedicatedtoindustrialautomationanddigitaltransformation,sellersandsalesleadershaveaccesstoDynamics365andMicrosoftTeamstocollaboratewithothersellersandgroupsacrossthecompany.

  2. Teamsmustbeabletoconnecteverywhere,anytime,oneverychannel Inthepre-COVIDworld,collaborationwaslargelysynchronous—withteammembersworkingonaproblemsimultaneously,eitherinpersonorinavirtualmeeting.Buttoday,collaborationmustbeasynchronousaswell.Inadditiontomeetingliveonvideo,employeesalsoneedtosharecustomerrecords,servicecases,orworkflowswithanyexpertintheorganizationinDynamics365—andenablethatexperttoaddvaluefromanywhere,atanytime. Forexample,organizationscanenableasynchronouscollaborationbyembeddingchatbotsintheflowofwork.WithnewchatbotcapabilitiesinDynamics365HumanResources,employeescanviewtime-offbalancesandsubmitleaverequestsfromwithinTeamswithoutvisitingaseparateHRportal.Employeestypeinafewkeywords,andachatbotcaneasilyhelpthemfindouttheirleavebalanceorrequesttimeoff.Managerscanjustaseasilyreviewandapprovetime-offrequestswithjustafewclicks.Withthis self-serviceexperience,employeesandmanagerscanworkonsimpleHRtasksfromanywhere,anytimefromwithintheflowofworkwithTeams. Everyorganization,largeandsmall,needstobringcollaborationintotheflowofwork.WithDynamics365BusinessCentral,small,andmediumbusinessescanconnectpeople,processes,insights,andcross-functionalteamcollaborationtomakebetterdecisionsfaster.Nowinpreview,BusinessCentraluserscanpastealinktoanyDynamics365recordintoaMicrosoftTeamschat,anditwillexpandthatintoacompactcardtosharewithcoworkers.Theycanviewcarddetails,editdata,andactwithouteverleavingTeams—intheoffice,athome,oronthego.Inaddition,userscanlookupbusinesscontacts,vendors,andcustomersthatcanbesharedintochatorusedtobringuprich,actionabledetailsinawindowinTeams. Collaborationmustgobeyondtheoffice Ourresearchshowsthatremoteworkincreasedinteractionswithimmediateteamsandclosenetworksbutdramaticallydiminishedinteractionswithmoredistantnetworks.Thistrendisworryingforbusinessleaders,potentiallyleadingtoproblemssuchasgroupthinkoremployeeisolation.Dynamics365andTeamshelporganizationsbringeverynetworkclosertogethersothatthoseclosesttotheproblemcanaccessthepeopleandinformationtheyneedtospurinnovation,wherevertheyarelocated.

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