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Teams for a Proposal Center

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Kim Williams
Occasional Contributor

I'm in the process of moving our On-Premise SharePoint to O365.  We have a proposal center and I'm curious what is the best solution on O365, would it be a Group/Team site or a classic Site collection?

 

Thanks

Kim

8 Replies
Hi!!
I think you need to explain in more detail on how this center works and how it’s used / will be used, in order to help you out the best way

Adam

@adam deltinger The current site has subsites for each opportunity and pulls information from CRM.

What CRM system are you using?

@adam deltinger Not sure.

It's only used currently to list the CRM # and their stages. What is the differences in the CRM Systems?
Highlighted
Because there are different integrations for some crm’s like sales force etc! Also MS solution Dynamics365 have just released a true integration with Teams!

But how do you pull in data to sharepoint today?

@Kim Williams Almost certain that Microsoft Teams is the right solution, it's the new 'Hub for Teamwork' that unifies all of the functionality of Office 365. SharePoint is one of the components that Teams as it's location to store documents.

 

In terms of your proposals requirements I think @adam deltinger is trying to get to an understanding to help define how you would best structure your use of Teams. I would typically imagine that you would have a separate Team per proposal, rather than just one big Team. You can still have an overall Team for all your users engaged in proposals. The product works really well where users are in multiple teams of different scopes.

@adam deltinger The CRM is Deltek.  We just do a query in the DB and display the CRM Opportunities in a Webpart on SharePoint.

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