Your Wish Is Our Goal
Q!365 offers a variety of possibilities to automate a number of processes. Whether it’s ones you might have already read about in other blogs, or experienced yourself. Our customers use automation in a variety of ways, some of which we would like to tell you about today.
Thanks to the Graph API we can use the entire Microsoft environment. Whatever needs our customers may have that can be solved with it, we want to help solve. Whatever automation ideas you may have or be in need of, we’ll help you make them real.
Source: Datasciencetest.com
Here is the list of use cases we frequently cover with our clients:
Automatic SharePoint folder creation
- Based on templates
- Multiple templates per object possible
- Inclusion of files possbile
- Creation of document libraries instead of simple folder possible
- Creation of custom content-types OR document sets possible
- Archiving
- SharePoint Embedded support
Automatic Permissioning based on access control in Salesforce
- Based on Account Team, Opportunity Team, Case Team
- Based on custom object definitions/rulesets
- Initiate external sharings with customers and/or partners
SharePoint Lists
- Opportunity/Deal synchronization to a SharePoint list (e.g. Status, Stage, etc.)
Moving to SharePoint
Automatic transport of Email communication to SharePoint
- Once an Email is logged in Salesforce, transport attachments automatically over to SharePoint (Email content also possible)
Cross-Integration with ERP Systems and document generation engines in Salesforce
- SAP
- Conga
- DocuSign
- PandaDoc
Automatic Microsoft Teams/Channel creation
- Same as the above
- All Microsoft Teams Channel types supported (standard, private, shared)
Teams Chat integration
- Accessing Microsoft Teams Chat inline from within Salesforce
- Manage Chat memberships and visibility
- Can be automated (e.g. New Opportunity > Every Opportunity Team Member is added to a new Chat in relation to the Salesforce Record)
- Hook Salesforce Field Tracking History up to a Teams Chat/Conversation
- Send automated updated to a Channel/Conversation when something changes on the record
- Archiving Chat to easily accessible file formats (e.g. html / PDF)
Microsoft Teams Telephony
- Teams availability status for Contacts and Leads
- Initiate Audio and Video Calls from within Salesforce
- Automatically open up Salesforce Contact record when accepting an inbound Microsoft Teams PSTN Call (if the incoming number matches a Contact or Lead record)
Automatic Microsoft Teams Meeting creation and distribution
- Standard Teams Meetings
- Virtual Appointments
- Town Hall meetings
- Webinars
Teams Meeting Analytics
- Attendance reports
- Transcriptions
- Meeting recordings
- AI notes/summarization
Please keep in mind that this list is merely a collection of examples of customer projects and just the start of possibilities that Q!365 can enable.
Connect the worlds of Salesforce and Microsoft like never before with Q!365.
If you have any questions or would like a demonstration, please feel free to contact us at any time.
Would you like to find out how Q!365 can help your organization?
Book a meeting to discuss your use case!
Seely Schmidt
Customer Success Manager
Don't hesitate to contact me and ask anything about the product or book a meeting with me directly.