Microsoft Teams

Converting an opportunity into a sale requires teamwork. Add members to your opportunity and business plan teams and create a Microsoft Team with them.

Communicate and collaborate with your team members in the Microsoft Team and take your deal to closure.

See these topics to learn more about creating an opportunity and business plan teams and collaborating on Microsoft Teams:

• Opportunity Teams
  • Add Team Members to an Opportunity
  • How can I collaborate on opportunities using Microsoft Teams?
  • What happens to the Microsoft team I created, when an opportunity closes?
  • Re-create a Team for an Opportunity Team in Microsoft Teams
• Business Plan Teams
  • Collaborate on Business Plans Using Microsoft Teams
  • Re-create a Team for a Business Plan Team in Microsoft Teams

With Sales assistant within Microsoft Team, your team members can see opportunity, account, or contact details. They can create notes, call reports, tasks, and appointments and do lot more.

See these topics to learn about all the capabilities of sales assistant when using Microsoft Teams:

• Overview of Sales Assistant Features
• Microsoft Teams Specific Features