Microsoft to increase integration between Teams, Outlook and Dynamics 365

Credit: Microsoft

From the list of sessions, there seems to be quite a bit of news related to Dynamics 365 at the Microsoft Ignite virtual conference for IT professionals and developers next week. One area that needs much emphasis is on better integration between teams / other Microsoft productivity tools and Dynamics 365.

Microsoft already offers some Teams-Dynamics integrations. In 2019, officials announced and made available Dynamics 365 Sales Integration with Teams. This gave users the ability to link Dynamics 365 Sales records to Microsoft Teams channels without leaving the Dynamics 365 Sales application.

But it sounds like a lot more is coming. The first-day session, titled “Microsoft Teams + Dynamics 365: A Unified Platform for Modern Business,” presents a case of improving the links between the two product families. Teams-Dynamics integration will improve business processes, simplify the exchange of information and knowledge, the session description says.

Microsoft has a number of planned announcements about “built-in collaboration between different Dynamics 365 apps and teams,” according to my contacts. This will allow Dynamics 365 users to have Teams chats, meetings, calls and records embedded directly into various Dynamics 365 applications, such as sales and customer service, in the name of making collaboration a real-time experience.

Microsoft is also working to improve integration between Teams and Dynamics 365 Marketing. This could provide seamless links for live events and webinars, sources say. And a tighter integration between Teams and Dynamics 365 Field Service and Commerce is on the to-do list.

The already announced Dynamics 365 mobile app – which in a way reminds me of the Office mobile app – brings together different Dynamics products into one, unified app. This application, which is available in the overview for Windows, offers features such as connecting to a single meeting card Dynamics Relationship Insights, Outlook and LinkedIn. Dynamics 365 mobile app users can dictate or scan a business card and related notes; take advantage of the deep connection of Outlook calendars, emails and teams; and get automated transcripts for calls and meetings.

I wonder what Microsoft has to say on this topic of Teams-Dynamics integration for several reasons. Microsoft CEO Satya Nadella and other company leaders often talk about integrating the records system and the engagement system. I believe this Teams-Dynamics integration would be a tangible example of this. In addition, everything that makes sharing Microsoft 365 and Dynamics 365 seems to be welcome to users – even those who also like to be able to mix and match Microsoft and non-Microsoft applications.

Speaking of Dynamics 365 and Ignite, it seems that Microsoft is planning to announce a new intelligent order management system next week as well.