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Teams for Microsoft Dynamics projects (Erp, Crm project ...)

%3CLINGO-SUB%20id%3D%22lingo-sub-98370%22%20slang%3D%22en-US%22%3ETeams%20for%20Microsoft%20Dynamics%20projects%20(Erp%2C%20Crm%20project%20...)%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-98370%22%20slang%3D%22en-US%22%3E%3CP%3EWe%20have%20some%20customers%20and%20some%20Microsoft%20Dynamics%20365%20%2F%20Dynamics%20NAV%20projects%20on%20which%20some%20of%20our%20technical%20and%20functional%20consultants%20work%20simultaneously.%20Each%20project%20is%20divided%20into%20phases%20(for%20example%20development%2C%20data%20migration%2C%20testing%2C%20go-live%2C%20support%20after%20golive%20...).%3C%2FP%3E%3CP%3EWe%20would%20like%20to%20use%20your%20Teams%20to%20track%20communications%20between%20our%20technicians%20and%20with%20our%20customer%20(chat%2C%20email)%2C%20share%20project%20documentation%20(SharePoint%20-%20Xls%2C%20Doc%2C%20and%20Pdf)%20and%20schedule%20tasks%20(Planner)%3C%2FP%3E%3CP%3EDo%20you%20have%20any%20suggestions%20or%20model%20about%20how%20to%20organize%20in%20Teams%20(and%20Planner)%26nbsp%3Bour%26nbsp%3B%20Dynamics%20365%20and%20Dynamics%20Nav%20projects%3F%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-98370%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3EBest%20Practices%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EHow-to%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EMicrosoft%20Teams%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E%3CLINGO-SUB%20id%3D%22lingo-sub-163643%22%20slang%3D%22en-US%22%3ERe%3A%20Teams%20for%20Microsoft%20Dynamics%20projects%20(Erp%2C%20Crm%20project%20...)%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-163643%22%20slang%3D%22en-US%22%3E%3CP%3EHi%20%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F73570%22%20target%3D%22_blank%22%3E%40Maurizio%20Beltrami%3C%2FA%3E%26nbsp%3BI%20started%20doing%20some%20searches%20in%20this%20area%20(including%20Teams%20and%20SAP%20systems)%20just%20to%20see%20what%20was%20out%20there%20and%20came%20across%20your%20post.%20We%20are%20just%20knocking%20on%20the%20door%20with%20the%20same%20use%20case.%20Were%20you%20able%20to%20get%20answers%20or%20make%20any%20progress%20in%20this%20space%20since%20your%20post%3F%20We%20are%20going%20through%20a%20change%20management%20transformation%20initiative%20in%20our%20organization%20and%20the%20team%20leading%20this%20change%20is%20looking%20to%20leverage%20Teams%20with%20our%20ERP%2FSAP%20system.%20I'm%20hoping%20to%20find%20others%20who've%20already%20started%20doing%20this.%20Thanks%20in%20advance!%20-Lilly%3C%2FP%3E%3C%2FLINGO-BODY%3E
Maurizio Beltrami
Regular Visitor

We have some customers and some Microsoft Dynamics 365 / Dynamics NAV projects on which some of our technical and functional consultants work simultaneously. Each project is divided into phases (for example development, data migration, testing, go-live, support after golive ...).

We would like to use your Teams to track communications between our technicians and with our customer (chat, email), share project documentation (SharePoint - Xls, Doc, and Pdf) and schedule tasks (Planner)

Do you have any suggestions or model about how to organize in Teams (and Planner) our  Dynamics 365 and Dynamics Nav projects?

1 Reply

Hi @Maurizio Beltrami I started doing some searches in this area (including Teams and SAP systems) just to see what was out there and came across your post. We are just knocking on the door with the same use case. Were you able to get answers or make any progress in this space since your post? We are going through a change management transformation initiative in our organization and the team leading this change is looking to leverage Teams with our ERP/SAP system. I'm hoping to find others who've already started doing this. Thanks in advance! -Lilly

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