Microsoft Teams Integrations to Improve Customer SuccessWith work-from-home and hybrid workplaces becoming the norm than the exception, new tools came to the forefront to facilitate fast and seamless business communication. While several online communication platforms grew in popularity, like Zoom, Google Meet, and many others, Microsoft Teams became the leading solution for business communication and collaboration. Microsoft Teams comes jam-packed with a wide range of built-in apps, including Microsoft Office applications for effective online business collaboration. However, businesses can make more out of the platform and achieve expanded functionalities in previously untapped workflows within the organization through Microsoft Teams Integrations.

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What is Microsoft Teams?

Microsoft has consistently developed and delivered some of the most widely used business applications across the industry ranging from Microsoft Office to CRM and ERP applications. Microsoft Teams is Microsoft’s messaging app for organizations which offers real-time collaboration and communication, meetings, and file and app sharing for workspaces. The application aims to be the business collaboration hub built for hybrid work in Microsoft 365, which integrates people, content, and tools across an organization for more productive and effective business operations.

If you have multiple systems running in your business and want to seamlessly integrate all your line-of-business applications under one single platform to automate the business processes, employ the APPSeCONNECT Integration Platform and achieve a noticeable improvement in your business metrics.

The Need for Microsoft Teams Integrations

In the current digital-first business scenarios, teams across the organization collaborate across departments while working on their respective duties, such as marketing campaigns, pursuing sales opportunities, or solving customer issues. Be it on-premises or cloud, integration is the key to enabling seamless collaboration across an enterprise. However, when looking at applications to integrate into an organization, business communication applications such as Microsoft Teams often get overlooked.

Integration of line-of-business applications with Microsoft Teams opens new opportunities to accelerate workflows, enabling every team across the organization to monitor business data and collaborate on important workflows. Through Microsoft Teams integrations, businesses can invite team members to collaborate on business data directly from within the Microsoft Teams chat or channel. Departments can also readily share details on sales opportunities and customer history. Additionally, customer service representatives can exchange customer case records, troubleshoot steps, and track follow-up tasks.

With all the additional capabilities unlocked by the Microsoft Teams integrations through connected collaboration on workflows, let us look into the must-have integrations for Microsoft Teams to make the most out of an organization’s digital infrastructure.

Top Microsoft Teams Integrations to Improve Customer Success

The integration of Microsoft Teams brings additional capabilities for effortless business process management. With the help of Microsoft Teams Integrations, your business can achieve greater effective customer success, and the top integrations that can enable it include:

Microsoft Dynamics 365 CRM with Microsoft Teams Integrations

The Microsoft Dynamics 365 CRM and Microsoft Teams integrations can automate the process of notifications for new leads coming into the CRM. With both applications being Microsoft products, integration of both applications is more seamless and unlocks an expanded range of functionalities for both applications. The integration can be used to generate adaptive cards within Microsoft Teams Group-Channel or Personal Chat, based on the implemented Action filter while maintaining the complete transparency of business data. Any previously existing integration made to Microsoft Dynamics 365 CRM can also benefit from the Microsoft Teams Integrations. New lead information coming in from a website through an Elementor Form and Microsoft Dynamics 365 CRM integration can also get streamlined into Microsoft Teams. The automation of notifications allows sales representatives to react faster to newer leads with all relevant information and deliver higher-quality customer experiences.

Salesforce with Microsoft Teams Integrations

Delivering higher quality customer experiences has become more central to business growth than ever within the current market and for enterprises to stand out from their competitors and improve their Average Customer Lifespan (ACL). With the wide range of alternatives available within the market, delivering a high-quality customer experience becomes critical for organizations to make a long-lasting impression on their customers. Through the Salesforce CRM and Microsoft Teams integrations, businesses can achieve the necessary flexibility and agility to allow their sales team to deliver impactful and effective customer experiences. Through the integration, instantaneous notifications of new lead opportunities are sent to Microsoft Teams from Salesforce to allow sales representatives to take immediate actions, collaborate efficiently on Quote Approvals, maintain sales opportunity hygiene, and accurate sales funnels.

SAP ERP with Microsoft Teams Integrations

Real-time access to actionable data and connectivity is one of the fundamental pillars of success for modern enterprises. Real-time communications across team members, departments, and applications are paramount for effectively identifying and resolving errors and bottlenecks within a workflow. Thus, with the integration of SAP ERP and Microsoft Teams, enterprises can drastically improve data monitoring and collaboration in their operations. Through an end-to-end integration between the ERP and business communication platforms, real-time notifications for updates regarding daily sales reports, revenue, customer detail, and other information can be bidirectionally synchronized between the applications. The notifications can be used for managing customer inquiries and grievances, data monitoring for manufacturing pipelines, updates on material delivery, real-time notifications for inventory management, and keeping track of financial backlogs. The integration will also provide effortless data management within SAP ERP directly through Microsoft Teams.

The Prerequisites for Microsoft Teams Integrations

While the benefits offered by Microsoft Teams Integrations are clearly laid out, there are a couple of factors that a business needs to consider before deploying the integration. The types of applications to be integrated and the scale at which they will be used must be considered prior to implementation.

For integrating standalone applications with Microsoft Teams, the first step is to identify the most essential features and those that integrate more readily with Teams. Other prerequisites that must be in place to ensure accurate and reliable integration include ensuring good-quality data across all applications. Getting real-time access to actionable data through Microsoft Teams integrations can become compromised by poor-quality data. Be it a CRM or an ERP application being integrated with Microsoft Teams, if there is poor-quality data within the database the end-user will also get the unusable data. Thus, it is prudent to ensure high-quality, accurate data before and after deploying the integration.

Keeping in mind future updates and needs in focus while deploying the integration is also prudent for ensuring scalability. The integrated applications will get updated, and even replaced over time or a new need may arise where the use of the data integration tools must be extended and integrated with other systems. Thus, developing a custom for Microsoft Teams integrations for an organization fails at futureproofing and makes upgrades and maintenance less flexible and more expensive. Pre-built connectors like APPSeCONNECT’s integration packages allow easier upkeep and scalability of integration processes along with the growth of the enterprise. The connectors can easily integrate with both on-premises and cloud applications to give you a unified view across all enterprise data.


The ability to integrate Microsoft Teams with third-party business applications makes it a highly versatile and dynamic tool for enterprises. Core business applications such as CRMs and ERPs when directly integrated into Microsoft Teams, unlock greater flexibility of operations and allow users who do not have the technical knowledge of ERP and CRM applications to make actionable updates to those systems. Through real-time notifications and data monitoring along with the removal of the skill gap needed to work with more sophisticated line-of-business applications, enterprises can unlock greater organizational productivity, business efficiency, and sustainable scalability!

If you have multiple systems running in your business and want to seamlessly integrate all your line-of-business applications under one single platform to automate the business processes, employ the APPSeCONNECT Integration Platform and achieve a noticeable improvement in your business metrics.