Microsoft Groups customers can now entry Dynamics 365 information with out the necessity for licenses for the CRM platform.
Microsoft has already moved in current months to deepen ties between Dynamics 365 and the staff collaboration app; in March, the corporate added the flexibility to embed Groups chat into the Dynamics 365 app, whereas enhancing entry to information from inside Groups.
At its Encourage occasion this week, Microsoft introduced that each one Groups customers will now have entry to Dynamics information from throughout the collaboration app, no matter whether or not they have a Dynamics 365 license. Admins will have the ability to set permission and entry guidelines to limit entry to buyer data.
“Dynamics 365 customers can now invite anybody within the group to view and collaborate on buyer data proper throughout the stream of a Groups chat or channel,” Jared Spataro, company vice chairman for Microsoft 365, stated in a weblog publish.
By eliminating the “licensing tax” that had beforehand held clients again from utilizing the accessible integration, CRM information will be shared amongst extra workers, he stated. That will permit gross sales and customer support workers to work together with colleagues who don’t routinely use the CRM instrument, permitting finance groups to share buy order and cost particulars with gross sales employees, for instance.
The announcement “helps to strengthen the rising hyperlinks that Microsoft is eager to determine between Groups and Dynamics 365,” stated Angela Ashenden, principal analyst at CCS Perception. It could possibly additionally assist Dynamics 365 clients drive broader adoption, with out the necessity to put money into extra licenses for informal or irregular customers, she stated.
Wayne Kurtzman, analysis director at IDC, stated that Microsoft is positioning Groups because the “launching level” for workers to get work executed. “Whereas it’s a work in progress with some UI challenges, the combination of Dynamics 365 indicators Microsoft’s view of the significance of collaboration within the enterprise — and for all employees and throughout all units,” he stated.
Microsoft additionally introduced that Dynamics customers can now add a Groups assembly when creating an appointment and seize and save notes from a Groups assembly for later entry within the timeline of the Dynamics document.
Broader integration of Groups has been a rising precedence for Microsoft. This contains new methods to work together with SAP’s enterprise useful resource planning (ERP), HR, and CRM software program from Groups, introduced in January, that lets SAP customers share data comparable to provider particulars with colleagues with out switching screens.
Earlier this month the the Salesforce app for Groups was made accessible, giving gross sales and repair groups that use Salesforce Gross sales Cloud and Service Cloud entry to information from Microsoft’s collaboration app.
Microsoft’s CRM rival Salesforce seems set to observe the same path by integrating its core enterprise software program merchandise with Slack – a competitor to Microsoft Groups. Salesforce introduced plans to purchase for $27.7 billion final 12 months, with that deal set to shut later this month.
By persevering with to tie Groups and Dynamics extra carefully collectively, Microsoft can strengthen its place towards Salesforce and Slack, as soon as that deal goes by means of.
“Finally, I feel it’s probably that Groups will change into the default interface (or a minimum of entry level) for Dynamics 365 for many customers, additional blurring the road between collaborative functions and line-of-business apps within the Microsoft portfolio,” stated Ashenden.
“Given the success of Groups, it’s straightforward to see why Microsoft would need to drive this, and given the acquisition of Slack by Salesforce, it’s a development that’s going to change into the norm fairly quickly.”