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Tech's post on October 23, Without switching to the Teams app, sellers can start or continue the conversation thanks to a 3 Teams chat experience which also 4 displays the customer record and quick actions to help avoid switching apps to find relevant information.
Voice and video now are important channels to ensure sellers keep connection and drive valuable conversations without missing any follow-ups. Today, we are introducing both an embedded Teams dialer experience for Dynamics as well as an extensible video or audio Teams meeting experience that seamlessly ties back to Dynamics Sales.
As a seller is presented with the next best customer to reach out to, they can click-to-call—a side panel showing the teams dialer opens, including real-time business-critical insights such as transcript with important mentions highlighted 1 , a place for note taking 2 , and automatic detection of action items 3 sellers can ensure actions are captured ready for follow up. We also cater for Teams meetings that are scheduled and tracked by the seller.
When they join the call from Outlook, Teams, or Dynamics the familiar Teams client opens where—aside from the custom video, avatar, or shared content—the seller will be presented with the same real-time insights as they did during the audio call, including the transcript with important mentions highlighted 4 , a place for note-taking 5 , and automatic detection of action items 6 sellers can ensure actions are captured ready for follow up. These new team collaboration experiences are supported by multichannel engagement capabilities in Teams that help improve the way sellers connect with other sellers, prospects, and customers.
Conversation intelligence automatically transcribes calls and analyzes content, sentiment, and behavioral style—insights that can improve the way sellers engage with prospects and customers. Virtual meetings and webinars are now a preferred way to connect and engage with audiences.
With Teams and Microsoft Dynamics Marketing, planning online events and nurturing your attendees is fast and easy. Customers can set up, promote, and report on events hosted on Teams from within Dynamics Marketing.
In a few simple steps, they can export attendee data and view customer segments created in Dynamics Marketing based on audience attendance.
Customer journeys, including starter emails, are also automatically created to nurture attendees. Users can then further customize the content and experiences for attendees based on how they engage and orchestrate personalized customer journeys. Learn more about Dynamics Marketing or visit our help documentation to get started. Also, discover how Project Management Institute Minnesota and Discoveries, Inc are using these event management capabilities in the real world to improve engagement with event attendees.
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