• May 23, 2018

TeamViewer Integrates with Microsoft Dynamics 365

TeamViewer, a software provider for IoT, connectivity, monitoring, support, and team collaboration, today announced that its remote control functionality can be embedded within the Microsoft Dynamics 365 platform.

"We continue to look into ways to leverage Microsoft technologies and innovate together," said Alfredo Patron, vice president of business development at TeamViewer, in a statement. "Microsoft Dynamics 365 users can now have secure remote access to customer and prospect devices to better help them with all types of issues regardless if they are at their office or on the road anywhere in the world. All types of organizations can use remote assistance to accelerate their sales cycles and improve overall customer experience."

With this integration, remote sessions can be initiated at any time from within several Dynamics pages. One agent can support many customer interactions simultaneously with the smart notifications feature. Advanced reporting and dashboard capabilities allow operations managers to audit and measure improvements of lead conversion and issue resolution with TeamViewer.

Now, customer service, sales and pre-sales reps can initiate secure remote sessions with the most relevant context during customer interactions from within Microsoft Dynamics Contacts, Accounts, Cases, Leads, and Opportunities screens. With one click, customers are notified of a remote session request, which can be accepted immediately or queued for later. Additionally, line-of-business managers and administrators can document and create a variety of reports and dashboards to understand how TeamViewer remote sessions are used, from length of sessions and number of cases to how prospects are contacted and assisted more quickly.

TeamViewer integration for Dynamics 365 can be downloaded from Microsoft AppSource. TeamViewer integration is also available for Microsoft Dynamics CRM versions 2013/2015/2016 both online and on-premises deployments. TeamViewer is also integrated with Microsoft Intune, the remote mobile device, application, and PC management platform. End users or administrators can initiate remote support sessions from within Intune on any device.

"Through Microsoft AppSource, customers around the world can easily find, buy, and deploy partner solutions they can trust, all certified and optimized to run on Dynamics 365," said Cecilia Flombaum, director, of strategy and planning for Microsoft Dynamics 365, in a statement. "We're happy to welcome TeamViewer to the growing AppSource Marketplace ecosystem."


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