Using Microsoft Teams Integration

Integrating Microsoft Teams with SAP Sales Cloud Version 2 offers several significant benefits that enhance collaboration, communication, and overall sales effectiveness. 

Seamless Communication and Collaboration

The integration enables real-time communication and collaboration within the CRM sales platform itself. Sales teams can use Microsoft Teams to conduct instant messaging, voice calls, video conferences, and screen sharing without switching between applications. This streamlined communication enhances teamwork and accelerates decision-making.

Faster Decision-Making

Sales reps can quickly collaborate with team members, subject matter experts, and managers through Teams. This facilitates rapid decision-making, especially when resolving customer queries, negotiating deals, or strategizing sales approaches.

Enhanced Customer Engagement

Integrating Teams and CRM empowers sales teams to offer better customer service. When faced with complex customer inquiries or issues, reps can loop in colleagues from various departments to provide comprehensive and swift solutions, resulting in improved customer satisfaction.

Efficient Meeting Management

Sales teams can schedule, join, and manage CRM-related meetings seamlessly from within Teams. Integration eliminates the need to switch between applications, saving time and ensuring that meetings are well-coordinated.

Enhanced Mobile Collaboration

Teams' mobile app enables sales reps to access CRM information and collaborate with colleagues while on the go. This extends the benefits of integration to remote or field sales teams.

Integrating Microsoft Teams with SAP Sales Cloud Version 2 enhances communication, collaboration, and efficiency for sales teams. It enables seamless information sharing, faster decision-making, improved customer engagement, and a holistic approach to managing sales processes within a unified environment.

Sales managers and sales representatives can start collaborating with colleagues using MS Teams from different objects in SAP Sales Cloud Version 2.

In order to integrate MS Teams to the system, there are some prerequisites.

• The integration requires a Microsoft 365 account. It is a 1:1 integration.
• Ensure that you've the Microsoft Office 365 exchange online license.
• The users must have same Email IDs in both MS 365 and Sales and Service V2.
• These users should have E3/E5 license assigned in MS 365 admin center.
• Only administrators can enable Microsoft Teams integration.

Administrators can perform the required setting for enabling MS Teams integration.

1. Navigate to User Menu
2. Choose Settings and then All Settings
3. Search and find Microsoft Teams Integration​

Integrating MS Teams has many key capabilities such as:

• Appointment enabled for Microsoft Teams Collaboration.
• Embedded view and editing option of context information in MS Teams Tab for SAP Sales Cloud V2.
• Access to application in side panel during meeting.
• SAP Sales Cloud Objects can be updated immediately based on meeting inputs.
• Share Workspace option available for Sales Cloud object list and detail views and allows user to create new Team and Channel from Sales Cloud and Teams.

Integrating MS to the system has some limitations such as:

• Sales tab does not work in Teams Mobile App.
• Recurring meeting is not supported.
• The accounts used for demo are shared accounts which might cause conflicts.
  • It is important to make sure to stick to your own appointments in SAP Sales Cloud Version 2 during demos.
• Inviting Guests may not work in Share Workspaces option and may take up to 24 hours in Deal Rooms option.

Currently the objects that are enabled for the MS Team integration are the following:

1. Leads and Lead Worklist App
2. Opportunities
3. Sales Quotes and Sales Quote Worklist App
4. Guided Selling worklist App

End users can easily identify when an object is enabled for MS Teams. If the icon represented in the green outline is visible then the object, or app will be enabled.

Here is an indication that the Lead Worklist App is enabled for MS Teams. By clicking on the icon, end users can start sharing workspaces with colleagues using MS Teams.

Here is an indication that the Sales Quote Worklist App is enabled for MS Teams. By clicking on the icon, end users can start sharing workspaces with colleagues using MS Teams.

Here is an indication that the Guided Selling App is enabled for MS Teams. By clicking on the icon, end users can start sharing workspaces with colleagues using MS Teams.

As a sales representative, Victoria can share Opportunities with her sales manager and other colleagues. In this simulation, you will learn how to share MS teams within Opportunities.