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CX Sales + Microsoft Teams capabilities — Cloud Customer Connect
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CX Sales + Microsoft Teams capabilities

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Summary:

Once MS Teams is integrated with Sales - How it can be put to use apart from book example below,

1. Directly from the opportunity UI, salespeople can simply click the action to add all existing members of the opportunity to a team in Microsoft Teams and start the collaboration

Content (required):

  1. Can we have a placeholder in CX Sales to create a Teams site and add all account/ opportunity team members?
  2. Can activities/ notes on collaboration directly get recorded in Sales as Task/ activities with a single click?
  3. Can any one shed details on how they are using CX Sales + Teams integration?

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