MS Teams App for Salesforce

-

Software-as-a-service CRM giant Salesforce has made its app for Microsoft Teams more broadly available.
The Salesforce app for Teams has been available in preview since October. It replicates the Salesforce CRM app for Slack, allowing joint Teams and Salesforce customers to mention various Salesforce records in Teams channels and chats, such as opportunities, accounts, cases, contacts, and leads.
Service teams can also improve coordination and response times to open cases to help keep customers happy, reduce the support loads, and cut out productivity barriers caused by switching between Teams and Salesforce.
Announcing the general availability of Salesforce for Teams, Microsoft described Salesforce as part of a "new class" of "collaborative apps". 
Salesforce and Microsoft compete in CRM – Microsoft Dynamics versus Sales Cloud – and analytics with Tableau and Microsoft PowerBI. 
While the Slack purchase opened up a new front of competition between Salesforce and Microsoft, there is still room for collaboration between the two. Teams offers both Slack-like chat and Zoom-like video meetings, meanwhile Slack has been more about enterprise chat.  
Microsoft reckons the tie-up with its rival will help post-pandemic hybrid customer engagements. 
Salesforce users can now do the following when working within Teams:
  • Pin records to Teams channel tabs and chats to make them easy to find.
  • Edit records directly within Teams.
  • Post important conversation moments on the Salesforce Chatter feed of records pinned on Teams channel and chat tabs.
  • Mention Salesforce records (opportunities, accounts, cases, contacts, and leads) in Teams channels and chats to facilitate collaboration.
  • Preview more details about records mentioned in Teams channels and chats.
 

Comments

Post a Comment

Popular posts from this blog

Microsoft 365 Records Management Compliance

-
As a SharePoint consulting practice, we at Prometix had a chance to implement a Microsoft 365 Records Management service This is a fairly new service and Microsoft announced in May the commercial release of the Microsoft 365 Records Management service. This service, which lets organisations apply "labels" to documents, as well as machine learning to automatically apply those labels, is designed to address legal compliance tracking issues for organisations. Microsoft claims it'll help demonstrate compliance with regulations through defensible audit trails and proof of destruction. This will assist in integrating with Business Intelligence such PowerBI, and artificial intelligence such as Azure services. The Records Management service is currently available through the  Microsoft 365 Compliance Center . Organisations need to have Microsoft 365 E5/A5 or Microsoft 365 Insider Risk Management licenses to use the service, which gives them the rights to automatically apply ...
Read more

Collaboration with SharePoint VS MS Teams

-
With all the hustle and bustle of the workplace, it can be hard to find exactly what you’re looking for or know who to ask. Defining who is working on what and how they’re involved in the project isn’t always a simple task. Although SharePoint has made managing and sharing content easier, it still isn’t as seamless as its end users would hope. Being able to access content and applications all in one place is useful but doesn’t solve the problem of how to organize information that is only relevant to certain groups. The main goal of SharePoint is to facilitate collaboration, but when content is broadcasted to the entire organization, it can make end users unsure which information applies to them. Microsoft has acknowledged this issue with the creation of its new collaboration tools, SharePoint team sites and Microsoft Teams . These allow end users to create separate areas specifically designed for certain projects they’re working on and for the teams they’re working with. By organizi...
Read more

Data Governance with Azure Purview

-
Image
The modern workplace his a data-centric world. Organisations are always increasing the amount of data they must collect, store, and analyse to inform critical business decisions and measure their organisation’s performance. As data becomes increasingly important, so do the tools needed to discover, manage, and track information in the absence of a data governance program. In the absence of a data governance program, the decisions made about key data systems are made by association staff who “own” the system. When there are different owners for systems (which is very common), the result is inconsistencies in data availability, collection, usability, integrity, and security. This instantly causes data quality problems. It also can negatively impact user experience if there is no integration or procedures to update the existing data within your environment. If you and your organisation find yourselves in such a predicament, Prometix highly recommends deploying an Azure Purview solution....
Read more