Table of Contents
The essentials of cross-organizational collaboration
Every business function must be connected by the new flow of work
Teams must be able connect anywhere, anytime, on any channel
Collaboration must extend beyond the office
Personalization is key in the new world of work
Conclusion
Microsoft Dynamics 365 unlocks new ways of working. You can be confident that you have the tools you need to adapt to any situation, no matter where you are located. You can attend meetings online using your laptop or mobile device. You can also share Office files and co-author in real time.
We all work in the new world of hybrid work. We are all working together to create a blended model that allows more flexibility in how, when, and where people work. This model is here to stay. Organizations cannot allow flexibility to turn into disjointed work efforts. They must allow the entire organization’s ability to operate as one company, everywhere.
We are helping organizations achieve this goal with Dynamics 365 and Microsoft Teams. This makes it easier for anyone in any department or role to connect, communicate and collaborate on business functions, no matter where they are located.
Here are the topics covered
The essentials of cross-organizational collaboration
Every business function must be connected by the new flow of work
Teams must be able connect anywhere, anytime, on any channel
Collaboration must extend beyond the office
Personalization is key in the new world of work
Conclusion
The essentials of cross-organizational collaboration
We believe there are four essentials to collaboration as business leaders create their hybrid workplace strategy. Sales reps can now collaborate more effectively with Microsoft Teams. Microsoft Teams allows users to access customer information and share files.
Collaboration hub:
Access records can be used in conjunction with Office applications to close deals.
Cross-functional collaboration:
Collaborate with customers and colleagues from all functions, even customers who don’t have Dynamics 365 accounts.
File integration
Use Office 365 to co-author documents and sync to Dynamics 365 automatically.
Teams mobile app:
You can search and update records using the Dynamics 365 mobile app while on the move. They need to consider how they can work together as one company, everywhere. Dynamics 365 trainingfor sales will give sales staff greater insight into contacts and provide more information to help close deals faster. D365 for sales brings integrated business operations to a new level with powerful AI and seamless integration using tools like LinkedIn and Microsoft Teams.
Every business function must be connected by the new flow of work
Digital collaboration should not be used to limit networks in a world of hybrid work. That is why we are making it easier for any Dynamics 365 user to seek out diverse perspectives, learnings, and insights from anywhere within the organization–between sales and engineering, marketing and finance, retail frontlines, and customer service.
Dynamics 365 users can now invite any Microsoft Teams user across the organization to view business records and collaborate on them within the Teams chat or channel. This feature allows everyone to contribute directly to business activities without having to switch contexts across multiple apps or data sources.
This opportunity is being seized by many organizations. Willis Towers Watson, an insurance brokerage and advisory firm, plans to make the powerful combination Microsoft Teams and Microsoft Dynamics 365 sales available to the entire company so that everyone from service agents to sellers can collaborate and share information within Teams or Dynamics 365 without having to switch apps. Rockwell Automation, a global company that specializes in industrial automation and digital transformation, offers sales leaders and sellers access to Dynamics 365 as well as Microsoft Teams so they can collaborate with other sellers or groups.
Teams must be able connect anywhere, anytime, on any channel
Collaboration was largely synchronous in the pre-COVID era. This meant that team members worked on a problem simultaneously in person or via a virtual meeting. Collaboration must now be asynchronous. Employees must not only meet live via video but also share customer records, service cases or workflows with any expert within the organization in Dynamics 365. This will allow that expert to add value anywhere, anytime.
Organizations can enable asynchronous collaboration through embedding chatbots into the work flow. Dynamics 365 Human Resources now has new chatbot capabilities.