CRM and Office 365 Integration: Salesforce with Microsoft Teams

The reputation of your company, your position in comparison with competitors, and, ultimately, your profits depend on the effectiveness and results of sales managers. There are hundreds of software products out there today that promise you more sales. This is what is promising Salesforce, the leading CRM out there in the market.  In the meantime, in the last months given the situation, Microsoft Teams has become an increasingly popular platform for communication and collaboration. Learn how to improve your sales process with Salesforce and Microsoft Teams integration.


 Sales Process Challenges with Microsoft Teams and Salesforce usage  

Both Microsoft Teams and Salesforce applications have their own advantages. For example, Microsoft Teams is an ideal tool for communication and collaboration work on the projects at the scale of your organization. At the same time, it’s difficult to imagine the sales process without a strong and useful CRM system. Let’s talk about the challenges that you can face during the Teams or Salesforce usage.  

1. The complexity of the sales process.  

Indeed, today there are many sales channels, as well as ways of working for employees.  Think about it – the process of interacting and collecting information from customers will be completely different in the case of a face-to-face meeting and a phone sale.  That is, in order to stay focused on customer information, you need to have a workspace in which it will be convenient to collect all the data, regardless of the sales channel, their stage, or other features.  

Therefore it’s so ineffective – to jump from one interface to others. Let’s consider this point with an example. Imagine, you are working with a key prospect. Today he told you about some changes in product interest and you need to fix this important information in the record in Salesforce. At the same time, you need to set up the video call to present him the possibilities that your company is ready to offer him.  Thus, you need to jump to Teams to perform this task. After, during the call, you will write down some notes in your Wiki tab in Teams. Finally, you must send him the email, using the Salesforce, but don’t forget about the notes in Teams! Sounds awful, doesn’t it?

2. Collaborative way of work. 

Another feature of the sales process is not only its complexity and scale but also the level of involvement of your team members.  As the sales process has begun to be complex, it affects many of your departments – from product development to customer support.  Indeed, your employees from different departments must be in close communication with each other so as not to miss a single detail.   


For example, customer support from salesforce needs to promptly report issues to the team in the product development department that is working in Teams. As a result, here, when people in your organization are using the different tools for work, they can face the loss of information, misunderstanding, conflicts, and deterioration of relations with clients 

3. Loss of focus and loss of time.  

Often, instead of staying focused on ambitious goals and KPIs, your salespeople may waste time on ineffective tasks.  For example, instead of basic goals, they would spend their time doing repetitive and manual tasks that could be automated.  

You can easily avoid this by implementing the useful and automated workspace, where everyone’s focused on the tasks and KPI instead of useless processes. In addition, there is no need to spend the time jumping from one software to another and to perform repetitive and manual tasks. How can you perform it? Let’s talk about the ideal Microsoft Teams and Salesforce duo.   

Salesforce  – an ideal tool for your sales process  


Salesforce is a customer relationship management solution that brings customers and companies together. This software was ranked first in Fortune’s 100 Best Companies to Work for in 2018 and second in 2019. By the way, we are sure you know a lot about the Salesforce and its features.

Here are its most common use cases:  

1. Tracking business development activities of salespeople. This could be logging cold calls, sending mass emails, sending out brochures – in other words, any type of business development activity that you’d like to track.  

2. Reporting on customer interactions through case management. For example, if customers have any issues or complaints, they can log in and create a case for your customer service. 

3. Reporting on the effectiveness of marketing initiatives. As a result – you can track the different marketing activities and manage their effectiveness.  

4. Collaborating between employees, partners, and customers. This point is interesting because there is a feature called salesforce communities and with this, you can actually grant login access to individuals outside of your organization. It allows you to use the salesforce as a collaboration tool between employees, managers, partners, and customers 


In our opinion, Salesforce is a great tool to store and track all information about your leads and customers, to communicate with them, and build the reports. But usually, you work with different software, especially in large organizations. Yes, you, as a part of a sales team, can use Salesforce for your daily tasks, but what should you do if internal communication with others is performing in Microsoft Teams? Let’s talk about the possibility to integrate your Salesforce into the Microsoft Teams environment. 

Native Microsoft Teams and Salesforce integration features 

Indeed, it’s possible to work on your records directly in Microsoft Teams. The record is made up of a bunch of fields that hold information to describe a specific item. For example, a contact record typically contains fields pertinent to a person, including name, title, phone number, and e-mail address. So just imagine, you can work on all this information without leaving Teams. Sounds interesting? Salesforce and Microsoft announced the new integration to improve your work and simplify daily activities. Let’s look at what they suggest!  

Search for Salesforce, and add the app. Then, a Salesforce icon is available in the app toolbar

Record mentioning in Teams  

With Teams and salesforce integration, you can easily mention a Salesforce record in Teams channels or chat conversations. With this feature, you can quickly discuss any of your cases with other team members. Just create the new conversation in a needed Teams Channel and start to communicate on record with the possibility to attach the documents, link, and write the customized comments.  

Salesforce record preview  

In addition, if someone mentions the Salesforce record in a conversation, you will easily preview this record without leaving Teams. Thus, you will be able to see the key record’s details without wasting time jumping from one to another application.  

Teams Tabs with Salesforce record  

You can even stay focused on key records by adding it to your Teams Tab. Thus, all your team members will have quick access to the records right in Microsoft Teams. Imagine, there is no need to leave teams to work on needed records! Just click on +new Tab into the channel and choose any of your Salesforce Record. Thus, this feature simplifies your work on key Opportunities  

Salesforce details through Teams Tab 

With Microsoft Teams and Salesforce integration you’re able not only to pin the needed record, but also to view its details. It means that your team members can easily view Details, Activity Timeline, Related Lists, and Chatter right into the Teams Tab  

Editing Salesforce Records 

With Teams and Salesforce integration, you are able to edit the records right in Teams environment? Imagine, you had an online meeting with your potential customer in Microsoft Teams. To not lose any important updates about the prospect and keep all the needed information for a feature conversation, you can add the details to the record without your work environment changing.  


Microsoft Teams Chat Usage  

Finally, you can collaborate on pinned in a channel tab record through the Teams chat. Thus, so easy you can have a personal conversation with some of your colleagues to share insights about the particular record. 

Microsoft Teams and Salesforce integration by nBold 

Before we’ve described the main features of Microsoft Teams and Salesforce integration. But we know some additional features and possibilities and we’re glad to share it with you. With nBold Automation you’re able not only to create the Teams Templates Catalog but also to perform business-oriented use cases for Teams and Salesforce integration.

Improving Collaborative Process for Sales Opportunities and Accounts  

Get a Team to collaborate around Accounts  

Let’s imagine, you work with both Microsoft Teams and Salesforce software. Then you would like to implement the Salesforce into your Teams environment to simplify the collaborative work on different deals. Thus, each time you will create a Team for a New Account. It’s a useful feature to keep all needed data in one place and manage changes easily. You will add the needed information, for example, the Name, Email, Company, etc.  


In fact, instead of an automated process, you will need to manage so many manual tasks. With nBold you can avoid wasting time and stay focused on important deals. Thus, you will be able to create once the Teams Template with relevant Channels, Tabs, Files, Settings, and Members. Next, the Teams for collaboration on new Accounts will be copied automatically from your Salesforce environment. Everything needed in a few seconds to structure your workspace and enforce Microsoft Teams Governance  

Get a Team to collaborate around Opportunities 

In Microsoft Teams you can collaborate on deals not only through Tabs or conversations but also through whole teams. It’s important to have a structured workspace to work on key prospects or high-secured deals. In these cases, you can easily build the teams in Microsoft Teams for your salesforce Opportunities 


Again, instead of an unstructured workspace when sales managers don’t know exactly where to share information and how to track changes, you can create a Team from your own Template around Opportunities.  Moreover, your team members will get notifications each time when something changes in your Salesforce Opportunities.  

Collaborate with Teams Files right from Salesforce  

You may wonder about the possibility to work on your files without needs to jump from one software to another. Yes, it’s possible with nBold and Salesforce integration. Do you remember, we told you about the Teams Template Creation with copied files? Thus, you’re able not only to collaborate on provisioned docs from your Templates.  


Each time, when someone will upload a new document into your Teams environment, you’re able to work on it right from your Salesforce. Indeed, all your high-secured documentation, such as invoices, contracts, or technical information will be copied to your Salesforce environment right from Microsoft Teams. Sounds great!   

Opportunities creation from Microsoft Teams  

You can easily create the Salesforce Opportunities right from your Teams environment from a lead or a contact. Thus, without wasting time and loss of important customer data, you can increase sales closing and pipeline velocity. 

Channel creation from Salesforce Opportunities  

You’re able to automatically create the new Channel in the team to collaborate on Salesforce Opportunities. It allows you to share your knowledge through posts, set up video calls, or collaborate on secured docs in a structured workspace without loss of information.  

And something else we would like to add… 

Calling system  

With Microsoft Teams and Salesforce integration you can easily call any of your contacts right from Teams. It’s so easy to store the needed information about the contact in the particular record in Teams and, if needed, set up the online meeting or video call. Don’t forget, it’s possible even if the person doesn’t use the Teams  

Click to dials from Salesforce using Microsoft Teams  

Next, you’re able to dial any contact from Salesforce in any opportunity, account or contact page using Microsoft Teams Phone System. Take benefits from the intelligent communication experience of Microsoft Teams with any Salesforce object. 

As a result, with nBold you’re able not only to automate your workflows between Microsoft Teams and Salesforce. As you can see, you can easily build the Teams Templates for each of your business cases. It allows you to structure your workspace, store properly important data, and forget about manual tasks and inefficient work environment.  

Would you like to know more about all possibilities of Salesforce and Teams Creation? Or maybe you’re interested in Teams Templates creation? Click here to know more  

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