Context IQ for Microsoft Dynamics 365

Meet Context IQ, a set of capabilities that integrate collaboration in Dynamics 365 and Microsoft 365

When working remotely, it can be challenging for businesses to maintain a collaborative online work environment. Context IQ, Microsoft Dynamics 365’s new best friend, offers the ideal solution for connecting as a team across apps.

Context IQ enables Microsoft Dynamics 365 (MSD365) users to collaborate as one from wherever they’re working. The features give you the information you need when you need it, reducing the time wasted from switching between apps and hunting for simple data.

These new Microsoft Dynamics 365 capabilities were created to improve collaboration in hyperconnected businesses:

Teams chat embedded within Dynamics 365

Now, you don’t have to jump over to Microsoft Teams to collaborate with stakeholders. By linking chats to Dynamics 365 records, you and your team can easily access conversations and details in seconds. Context IQ also provides a list of colleagues who work with specific D365 records so you can immediately chat and create faster results.

Seamless Teams meetings for sellers

Need quick information about a client during a Teams meeting? Context IQ lets you share record information directly in the meeting. The notes are also saved to the record’s timeline, making it easy for attendees and sellers to refer back to meeting highlights.

This capability is available for preview in early 2022.

Digital Voice for Dynamics 365 Sales

Engage with customers in one click! Using the integrated Teams dialer, sellers can make calls, answer emails, and join meetings all from Dynamics 365. Microsoft’s conversation intelligence technology analyzes the content of your meetings as it transcribes them. You can see featured keywords and prospects mentioned along with feedback about the sales pitch and customer satisfaction.

Digital Voice is currently available for preview in Dynamics 365 Sales.

Live Copresence and Profile Cards 

Users can now view colleagues who are actively working on a D365 record and if they’re available. To start a chat or call with them, simply hover over their profile name to view the options. The conversation will automatically embed into the record, too!

Start making your business a center for collaboration and teamwork with Context IQ for Microsoft Dynamics 365. Have any questions? Talk to a Dynamics 365 specialist from Opal Business Solutions, a Microsoft Gold Partner.


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