MS Teams Integration: Enhancing Collaboration

Objective

After completing this lesson, you will be able to learn how to integrate MS Teams to enhance collaboration by streamlining communication and improving teamwork within your organization.

Enhance Collaboration with MS Teams

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

Benefits of using Microsoft Teams

Seamless Communication and Collaboration

The integration enables real-time communication and collaboration. Sales teams can use MS 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 representatives can quickly collaborate with team members, subject matter experts, and managers through MS Teams. This facilitates rapid decision-making, especially when resolving customer queries, negotiating deals, or strategizing sales approaches.

Enhanced Customer Engagement

Integrating MS Teams and SAP Sales Cloud Version 2 empowers sales teams to offer better customer service. When faced with complex customer inquiries or issues, sale representatives 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 meetings seamlessly from within MS Teams. Integration eliminates the need to switch between applications, saving time and ensuring that meetings are well-coordinated.

Key Capabilities of MS Teams

MS Teams based Appointments

MS Teams based Appointments

Business Benefit

  • Appointment, enabled for MS Teams collaboration will provide an access to context information from SAP Sales Cloud version 2.
  • Embedded view and editing option of context information in MS Teams Tab for SAP Sales Cloud version 2.
  • Access to application in side panel during meeting.

Share Workspace using MS Teams

Share Workspace using MS Teams

Business Benefit

  • Share workspace concept enables collaboration on object list view/Kanban view and object workspace level.
  • Collaboration is tied to business context and helps all involved people to make effective decisions
  • Flexibility to create New Team/New Channel
  • The supported entities are  Leads, Opportunities and Sales Quotes.

Create Deal Rooms using MS Teams

Create Deal Rooms using MS Teams

Business Benefit

  • Deal Room helps business users to setup new dedicated team for high value opportunity.
  • Dedicated MS Teams channel for effective collaboration.
  • Multiple Deal Rooms can be configured for collaboration with internal and external audience.

Outbound Calls using MS Teams

Outbound Calls using MS Teams

Business Benefit

MS Teams can be configured as the preferred business communicator

Note

To use this feature, you must disable the Computer Telephony Integration (CTI) if it's configured in your solution.

Sharing Workspace using MS Teams Simulation

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

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