使用記錄或檢視表上的共同作業按鈕,輕鬆地將 Dynamics 365 中的 Customer Engagement 應用程式 (Dynamics 365 Sales、Dynamics 365 Customer Service、Dynamics 365 Field Service、Dynamics 365 Marketing 或 Dynamics 365 Project Service Automation) 記錄或檢視表連接至 Microsoft Teams 管道。 該分步過程可説明您將...
在当今的业务场景中,业务组经常在开展市场营销活动、寻求销售商机或解决客户问题时跨部门协作。 通过 Dynamics 365 和 Microsoft Teams 的集成,您可以加快工作流,使组织中的所有人都可以在 Teams 工作流中查看和协作处理 Dynamics 365 记录,且不需要额外成本。
其他资源 培训 模块 集成Dynamics 365 Business Central 与 Teams - Training 了解如何集成 Dynamics 365 Business Central 与 Microsoft Teams。 认证 Microsoft Certified: Dynamics 365 Fundamentals (CRM) - Certifications 演示Microsoft Dynamics 365 客户参与功能的基础知识。
Search, connect, and update Dynamics 365 records in Microsoft Teams Switching between business apps and collaboration apps to share data, documents, and records can impede the flow of work, slowing progress on activities ranging from sales deals to customer support cases. The Dynamics 365 app for...
Dynamics 365 Sales 定价 Microsoft Teams 定价 Dynamics 365 Team Members Dynamics 365 许可指南 安全角色 任何主要销售角色,例如销售员或销售经理 有权访问 Dynamics 365 记录的任何角色 详细信息:主要销售角色 概览 可以通过 Dynamics 365 或 Microsoft Outlook 创建 Teams 会议。 将 Dynamics 365 记录链接到会议,以...
Search, connect, and update Dynamics 365 records in Microsoft Teams Switching between business apps and collaboration apps to share data, documents, and records can impede the flow of work, slowing progress on activities ranging from sales deals to customer support cases. The Dynamics 365 app for...
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“Together, Teams and Dynamics 365 offer powerful new ways for everyone across an organization to seamlessly exchange and capture ideas in right in the flow of work. We’re also eliminating the tax that has historically held organizations back from this kind of integration, making these experiences...
Working together is easier with Microsoft Teams. Tools and files are always available in one place that's designed to help you connect naturally, stay organized, and bring ideas to life.
Build once, deploy efficiently, connect across Microsoft 365 Develop Teams apps that seamlessly extend to Outlook and the Microsoft 365 app. Bring your app into Teams Create applications that meet users in their flow of work. Bring business processes, contextualized data, and actionable insights toge...