Turn Your Microsoft Teams Attendees Into A Loyal Customers Doing This

We are approaching a world of a new normal as we start emerging from the seclusion and limitation of the pandemic. As consumers, we have higher expectations. Successful businesses continually undergo changes, adaptation, and growth. Particularly, in customer experiences and in virtual events, to fulfill ever-changing customer expectations. Many experts plan that gatherings in person will gradually return but that virtual events will remain prominent. And this brings fresh and intriguing ways to increase consumer experience.

Microsoft is announcing the availability of expanded integration between Microsoft Teams and Microsoft Dynamics 365 Marketing to help businesses take advantage of those opportunities.

 

Enhanced integration of Microsoft Teams and Microsoft Dynamics 365 Marketing

New Microsoft teams integration is created using a combination of teams and Dynamics 365 to minimize distractions caused by changing apps and data searching. Microsoft argues that these apps will be more contextual as it continues to combine communication systems with record systems. This means that the Dynamics 365 workspace is able to meet, talk, call and cooperate without having to switch to teams. Or access, share and modify Dynamics 365 records when working with teams.

What’s new in it?

  • Contextual Embedded Teams Chat & teams channel
  • Embedded Teams Dialler for Microsoft 365
  • Dynamics 365 Sales Panel in a team meeting
  • Search, View & Edit Dynamics 365 Sales Records from Teams
  • Create Dynamics Notes & Tasks from Teams Posts
  • Connect Teams Webinars with Dynamics 365 Marketing

 

Manage webinars with Microsoft Teams app

Teams webinar capabilities combine the structure needed to host large live events with ease of delivery.

Simplify event management

With the new Teams feature, you can hold secure interactive meetings and webinars for up to 1,000 people, including polls, video sharing, and reactions.

You have the freedom to organize your webinar any way you want—from Microsoft teams and dynamics 365 marketing, and the choice is yours. Both methods are simple and intuitive, with enhanced capabilities.

 

Simplify Event Management
Increase Attendee Engagement

Increase attendee engagement

Microsoft Teams makes it simple to capture your online audience’s attention and present it like a pro. Take advantage of new features like Standout Mode, which allows presenters to appear over content, and use PowerPoint Live and Presenter Mode to give more compelling and engaging presentations.

Create Dynamics Notes & Tasks from Teams Posts

Additional actions will allow you to create Dynamics 365 tasks and notes from individual Teams posts.

Create Dynamics Notes & Tasks from Teams Posts
Connect Teams Webinars with Dynamics 365 Marketing

Connect Teams Webinars with Dynamics 365 Marketing

 Integration with Dynamics 365 Marketing is one of the new webinar features revealed for Microsoft Teams.

Select a streaming option and set this as a Teams Webinar from an event record in D365 Marketing before using Marketing tools to promote the event. Teams can connect with Dynamics 365 Marketing after the session to export this data.

 

Get started Today with DFSM Consulting

Finally, if you are looking for a better experience during or after the pandemic, let’s start using Microsoft products and services with their new integrations. The DFSM team is ready to build with you, are you? 

contact-us

Business Central and Microsoft Teams Integration

Microsoft Teams is a product of Microsoft 365 that enables you to connect, work together and simplify work with others. Business Central includes a Microsoft Team-connecting application in Business Central, which enables you to rapidly communicate information with each team member, search for contacts, and answer requests quicker.

Business central in Microsoft teams can be used in Teams marketplace and the Teams desktop, mobile application, or web. 

How does Microsoft Teams integrate with Dynamics 365?

Microsoft has introduced a range of new integrations between Teams and Dynamics 365 during its 2021 conference which will be available in the upgrade for the Release Wave 1. This step is to improve Microsoft products and services.

These new integrations are built to reduce distractions caused by jumping between applications and data searching by uniting teams and dynamics 365. Microsoft claims that these will create a larger context for apps as they continue to connect engagement systems to record systems. This includes teams meeting, chatting, and calling without changing to teams and collaborating in the Dynamics 365 workspace. Or access, modify and share Dynamics 365 documents when working in teams.

teams

Features overview

Customers, suppliers, and other contacts

You can seek up information about customers, suppliers, and other Business Central contacts from anywhere in Teams. This tool allows you to view not just general contact information, but also interaction history, associated documents, and more.

Customers, suppliers, and other contacts

In a conversation, you can also share contact information. Participants can access additional information about the contact from there.

Customers, suppliers, and other contacts

Sharing Business Central Records in Microsoft Teams

You can do the following using the Business Central app:

  • To share a link to any Business Central online record with your coworkers, copy the link and paste it into a Teams conversation. The link will then be expanded into a short, interactive card that shows information about the record by the app.
  • You and your teammates may examine more details about the customer record, change data, and take action without leaving Teams while you’re in the chat.
Business Central Records

Share records in conversations

To share a link to any Business Central record with your coworkers, copy the link and paste it into a Teams conversation. The link will then be expanded into a short, interactive card that shows information about the record by the app.

Share records in Conversations

You and your teammates may examine more details about the record, change data, and take action without leaving Teams while you’re in the chat.

Get in Touch

If you need to step up your game for better customer service or improve team calls, business central teams integration seems like a great idea. So, if you have something in mind and need to discuss it with the experts of Dynamics 365 business central, we at DFSM can help you with it. 

Microsoft Dynamics Professional

Dynamics 365 Human Resources App In Microsoft Teams

Collaboration platforms have been a part of many businesses’ daily existence for quite some time. Others have only recently begun to use services such as Microsoft Teams. Whether you’ve used a collaboration tool before or not, learn what you need to know about using Microsoft teams for hr.

How do Microsoft Teams use human resources?


As a human resources department handles and communicates often with employees in an organization, it is crucial for them to be able to function efficiently. Microsoft Teams is a platform that gives HR a fast and easy way for employees to communicate and perform other tasks.

  • Ease the process of recruitment.
  • Inductions for employees.
  • Share the resources of the department.
  • Maintain updates of the company.

How does Microsoft Teams integrate with Dynamics 365?

Working from home has been the standard in recent months (no need to explain why), and many businesses have begun to use the Teams app in their daily operations. It’s no surprise that this collaboration tool is safe, configurable, and easy to use, and it seamlessly integrates into your virtual workspace.

As a result, by integrating this app with your Dynamics 365 CRM, you can build a single shared workspace for your whole team, making it ideal for remote work.

In Dynamics 365, How can I enable Microsoft Teams?

Go to Administrator –> System Settings —> Select Microsoft Teams Integration from the drop-down menu under General.

Microsoft Teams Integration

Now go to Microsoft Teams and sign in. Many other apps can connect to and access your Teams.

Dynamics 365 Teams app
  • Install the Dynamics 365 Teams app by searching for “Dynamics 365.”
  • You may also use Dynamics 365 to enable Bot.
  • Select your Dynamics 365 environment by clicking Configure.
  • You’re nearly finished; now choose your Dynamics 365 App to connect. Any D365 App can be connected, including Sales, Customer Service, Project Service, Marketing, and so on.
  • You can look for any record you choose. You may now view Dynamics 365 data in Teams or open a Dynamics 365 record from Teams.

In Teams, Open the Dynamics 365 Dashboard:

  • Select your environment and default App in Teams by going to Settings in the Dynamics 365 App.
  • In Teams, you may also modify the app and environment for your Dashboard.
  • In Teams, you may also modify the app and environment for your Dashboard.
  • You may also use the bot to look for a certain record, entity, alter the environment, and use the Dynamics 365 App.

Installation

Look for “Dynamics 365 Human Resources” in the Microsoft Teams app store.

  • To install the app for your Teams instance, select “Add.”
  • The app can be launched from the left panel or your list of installed apps.
Installation

Capabilities

How does DFSM fit?


DFSM has a Microsoft-certified team that can consult, examine, and can guide you on Microsoft teams’ HR apps. So, if you’re concerned about how to track staff using Microsoft Teams, how to use Microsoft teams to track employees and how to use Microsoft teams for human resources, let’s chat today. We are always happy to help.

Microsoft Dynamics Professional

What’s New and changed in the 2021 Release Wave 1 for Dynamics 365 Business Central

Microsoft is adding a slew of new features and capabilities to Dynamics 365 Business Central as part of this upgrade wave or business central 2021 release. Improvements to the application include expanded integration with Microsoft Teams, expansion to more countries and regions, and additional enhancements to support the move to Visual Studio Code and modern development tools, all of which greatly improve developer workflow and developer productivity. The solution is also created to make it easier for partners to manage their customers’ solutions, as well as how licensing and licenses are handled, which benefits the individual end-user.

So, let’s go through the major and latest updates on it…

Main updates & Key Highlights

two-tier-erp

Working with Dimensions – A New Aspect

 

You can now fix dimensions for general ledger (G/L) entries to ensure proper financial reporting without keeping track of temporary data entry errors. You can edit the dimension values, add dimensions, or remove dimensions for one or more G/L entries.

Bank Reconciliation – The Undo Feature

 

From the Bank Account Reconciliation page, you can cancel an error-filled bank reconciliation and then run a new bank reconciliation from the Bank Statements page. You can also modify the bank reconciliation statement number if you want to redo an undone bank reconciliation with the same number. On the regular Bank Reconciliation page, there is an Undo button. For US Bank Rec, the Undo option is not available. You now can have a report for Bank Account Statements with reconciled items.

Business Central support in Teams

 

  • Lookup details of customers, vendors, and other contacts & share records

 

You can seek information about customers, vendors, and other Business Central contacts from anywhere in Teams. This tool allows you to view general contact information and interaction history, associated documents, and more.

  • Enable cloud printing

 

When cloud-enabled printers are defined on the Printer Management page in Business Central, they can now be used to print through the cloud when working with Business Central.

Bottom Line

 

As a result, if your firm has ambitious ambitions for this year’s productivity and efficiency, you’ll need Microsoft specialists on your side to integrate business core teams. You’ve come to the correct place since the DFSM is delighted to help you with the current modifications in the Dynamics 365 Business Central for the implementation plan.

 

4 Factors for building an App in Microsoft Teams

Microsoft Teams has had a huge and profound effect in the workplace, especially during the global pandemic height in 2020. The Team Power Apps are proof of it. Teams was a critical application capable of enabling businesses to prepare for remote working within 24 hours quickly. The program has features for real-time communication, virtual meetings, calls, and chats all in one location, centralized file storage. Besides, it is accessible from any computer, making it a popular teamwork app.

With Microsoft Teams you can create applications that integrate with your main coordination portal, which is incredibly useful. So now that Microsoft Teams has become so popular for building apps, it is time to learn the full extent of what it can do. 

Although Microsoft has made it extremely simple to create applications and incorporate them into Teams (via the Microsoft Teams developer Toolkit or Power Platform), you must consider what success looks like to you with your new app. In order to do this, you’ll need to understand the full scope of the program’s functionality, which is why we are here to assist you.

teams
Migrating-Skype-for-Business-Users-to-Microsoft-Teams-

·     Does it resolve your problem in Microsoft Teams?

 

Any IT project arises from a desire to solve a business dilemma. The same method is used when creating applications in Teams. Through integrating the software with Teams, you will determine if it can solve a problem with process automation, data analysis, or mobility. Seek input from the people you want to create the app to determine its effect on their day-to-day work.

 

·     How frequently will it be used?

 

Maybe your app is meant for a long-term solution to an ongoing problem or just a one-time thing. Developing applications to keep them often used over time and offering more convenience when using it with Teams is worthwhile.

·     How many people will use it?

 

It is also preferable to create applications that most of the company’s employees will use. The more people who request a specific feature, the more likely you will have to create the product. This isn’t to say that we don’t think it’s a good idea to make apps for a small group of people, particularly if the effect leads to better programs and a better experience for the people they represent. At the end of the day, it is the decisions that need to be based on consequences. 

·     What is the ROI that will provide?

 

What observable outcomes would you contribute to the app’s development in Teams? Is it going to save you time or money? What about intangible benefits like better efficiency, superior security, more active users, or stronger team collaboration? Set some sort of performance metric so you can monitor your return on investment from the Teams app development. It will help you better articulate potential advantages, and one can use it as a foundation for pursuing new IT initiatives.

Get in touch for Microsoft Teams App development

 

Though Microsoft Teams’ out-of-the-box functionality is sufficient for many organizations, customizing a few features can certainly increase your team’s overall experience. Evaluate and establish your decision criteria so that you can make the most of your time and resources while creating applications in Teams.

Please do not hesitate to contact the DFSM team if you need additional assistance with developing apps for Microsoft Teams.



Shift to Microsoft Teams from Skype for Business

Skype will be removed and no longer sponsored for Business Online from 31 July 2021. Microsoft encourage Skype users to upgrade Skype for business  to Microsoft Teams and plan their upgrades before the retirement date. 

Microsoft Teams is Skype’s successor in all apps together with Instant Message, voice and video calls, document sharing. In-Office 365 business and business subscription models, Teams have been available to you since 2017 and have become one of the most necessary collaborations and productivity applications.

skype to teams

How do I upgrade my Skype for business to Microsoft Teams?

You can upgrade all the users to Team at once. Just follow the simple steps below:

  • Inform your users about the change (it is optional, but recommended to keep preparing them for the change).
  • Set the organization’s coexistence mode to TeamsOnly.

Or you can upgrade users in stages by following the other steps:

  • Identify groups for users for an upgrade.
  • Set up a reminder for users who are part of the latest update surge.
  • Set the user coexistence mode to Teams Only.
  • Steps 1-3 should be repeated for each wave of users.

 

Is there a recommended upgrade path for Skype for Business?

 

We suggest that you use the aka.ms/SkypetoTeams guide and tools to prepare your migration from Skype to Business to Teams, as well as attend a free upgrade preparation workshop to identify and run the upgrade route that best suits your organization’s needs.

teams

Why upgrade to Microsoft Teams?

Migrating-Skype-for-Business-Users-to-Microsoft-Teams-

 

The full edition offers more Team features — including schedule, audio conferencing, improved management, and security — which are not included in the free version. Microsoft 365, Microsoft 365, Office 365 is a well-known desktop suite from Microsoft with cloud-based messaging and collaboration services for Microsoft’s next-generation, including Exchange Web and SharePoint Online. Your current teams will not be lost while upgrading your teams, with all your teams, channels, chats, files, and permissions. Some of the other benefits that you must know about are:

  • Microsoft easily incorporates MS teams, including PowerPoint, Word, and Excel, with many other Microsoft Ecosystem facets. Besides, Microsoft teams can use solutions from third parties like planning and CRM solutions. Integration means improved productivity and performance.
  • MS Teams is the flagship collaboration solution for Microsoft, with many years of support and growth. Skype for Business will likely be discontinued in the coming years; no new functionality will be updated, and because of the lack of patches and upgrades, it will gradually become less stable.

So, if you are wondering, will Microsoft teams replace skype? Then we confidently tell you that yes, the future is indicating that it is going to happen soon.

How DFSM can help you with an upgrade

 

DFSM team will work closely with you to help you with Skype to Teams migration project plan. It is your opportunity that you can grab and change the dynamics of your business operations. The easier it gets for the Team to collaborate, share, and access information, they can offer better efficiency and skills to work for your company’s goals.



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