在Teams 中打开 Microsoft 365 销售用 Copilot 应用后,必须连接 CRM 帐户才能获得丰富的 CRM 数据体验。自动连接到 CRM如果您有带有销售用 Copilot 解决方案的 Dynamics 365 环境(生产或非生产),则首次打开销售用 Copilot 应用程序时,您将自动连接到您的环境。 您连接到的环境是根据以下规则确定的:...
在Teams 中開啟 Microsoft 365 銷售用 Copilot 應用程式後,您必須連接 CRM 帳戶才能取得使用 CRM 資料的擴充體驗。 自動連接至 CRM 如果您有一個使用銷售用 Copilot 解決方案的 Dynamics 365 環境 (生產或非生產),則會在初次開啟銷售用 Copilot 應用程式時,自動連接至您的環境。 您所連接到的環境根據下列規則來...
销售用 Copilot 让您能够在 Teams 聊天或渠道对话中,或在电子邮件中与团队成员共享 CRM 记录,让他们能够在工作流中查看记录详细信息。 CRM 记录作为自适应卡共享,根据 CRM 系统中的数据保持最新。在Teams 中,自适应卡还显示 AI 生成的记录摘要,让您能够在对话流中快速了解记录的详细信息。 请注意,只有当...
Microsoft Teams is the basic telephony infrastructure of many organizations, but many businesses and companies require more sophisticated communications and collaboration functionality. CRM Integration, call recording, analytics enablement and the ability to retire the PBX and desktop phones are just a few...
Integration between Microsoft Teams & Microsoft Dynamics 365 CRM Not just collaborating, Microsoft Teams also integrates with apps for better efficiency and output.It is said to offer integration with 600+ apps, and the number is fast growing.One such glorious int...
Namespace: Microsoft.Dynamics.CRM Collection of system users that routinely collaborate. Teams can be used to simplify record sharing and provide team members with common access to organization data when team members belong to different Business Units....
Reference Feedback Namespace: Microsoft.Dynamics.CRM Collection of system users that routinely collaborate. Teams can be used to simplify record sharing and provide team members with common access to organization data when team members belong to different Business Units....
Microsoft Teams OneDrive MicrosoftEdge Microsoft Dynamics CRM That Builds itself from Your Microsoft 365 Data Nimble works for you by automatically combining your Microsoft 365 contacts, email history, and calendar events into an easy-to-use relationship manager that works with you inside your Out...
Stay connected and responsive to your clients with this efficient workflow between Redtail CRM and Microsoft Teams. When a new activity is created in Redtail CRM, a chat message will be sent in Microsoft Teams, keeping your team informed and enabling a quick response...
升级到门户功能版本 8.1.2.34 for Microsoft Dynamics CRM 此版本仅包含更新的门户主机,因此所有现有门户将自动更新。 如果在此更新可用后部署新门户,则部署将自动包含此更新中的所有增强功能。 Microsoft Dynamics CRM 的门户功能版本8.1.2.34 中解决的问题 版本8.1.2.34 解决以下问题: 默认登录页面上的 "兑换邀请代码...