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Microsoft Teams alerts for your Dynamics 365 quotes

In a Microsoft shop, people answer Teams before email. Add one step to the Zaps that update Dynamics 365 and the account team hears about first views and signatures in their channel, and the owner hears about an expiring quote in a chat.

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Add Microsoft Teams' Send Channel Message or Send Chat Message to a Zap with QuoteCloud's Zapier app, on Essentials and up. Recipient First Viewed Document and Document Signing Complete post to the sales channel; Document Expired messages the owner. The same Zaps can update the Dynamics 365 opportunity first.

Last reviewed by the QuoteCloud team

Two overlapping panels with sample data. Behind, an illustration of a team chat channel, Wins and quotes, where a Zap posted that Rowan Pike opened Northlatch Security's proposal NL-M-3138 for Tessaly Logistics, Tobias Wren replied, and a Zap posted that it is signed by Rowan Pike and Clare Duvall. In front, the proposal's signature block, signed by 2 of 2.

Why Teams, when the status is already in Dynamics?

A column on the opportunity is right for views and reports. A first view is different: it's the best moment to call, and it's worth nothing a day later.

Northlatch Security's account managers sit in a Teams channel called Wins and quotes. When Rowan Pike opened NL-M-3138 on Monday afternoon, the post was there within a minute, and Tobias Wren booked the onboarding call for the next morning.

  • Channel posts for the team: first views and signatures.
  • A chat to the owner for things only they act on: an expiring quote.
  • The same Zap can update the opportunity before it posts.

How do I post a first view in a Teams channel?

Add the Teams step to the Viewed Zap, after the opportunity is updated.

ZapFirst view: update the opportunity, post in Teams

  1. When QuoteCloudTriggerRecipient First Viewed DocumentPasses on
    • Document title
    • Document reference
    • Recipient name
  2. Then Microsoft Dynamics 365 CRMSearchFind OpportunitySearches on
    • Topic
  3. Then Microsoft Dynamics 365 CRMActionUpdate OpportunityMapped in
    • Opportunity ID
    • QuoteCloud status: Viewed
  4. Then Microsoft TeamsActionSend Channel MessageName the owner and the value from Find Opportunity.Mapped in
    • Team
    • Channel
    • Message

Rowan opens NL-M-3138 at 2:14 on Monday. At 2:15 the opportunity says Viewed and the Wins and quotes channel has the post, with Tobias's name and the value on it.

Result

The right people hear about a first view while it still matters, and the opportunity agrees.

QuoteCloud's Zapier app: Essentials and up

QuoteCloud and Microsoft Teams

And an expiring quote, straight to the owner?

A chat, not a channel post: only the owner acts on it.

ZapExpired: status, then a chat to the owner

  1. When QuoteCloudTriggerDocument ExpiredPasses on
    • Document title
    • Document reference
  2. Then Microsoft Dynamics 365 CRMSearchFind OpportunitySearches on
    • Topic
  3. Then Microsoft Dynamics 365 CRMActionUpdate OpportunityMapped in
    • Opportunity ID
    • QuoteCloud status: Expired
  4. Then Microsoft TeamsActionSend Chat MessageMapped in
    • Chat
    • Message

Every Teams alert here can be built in Make instead, bring your own: Make's built-in OAuth connection to QuoteCloud and its API, beside Make's own Microsoft Teams modules.

When Oakhurst Health Partners let a remediation quote run past its date, the opportunity said Expired and Tobias had a chat message asking whether to revise it or close the opportunity.

Result

Expired quotes get a decision instead of sitting in the pipeline.

QuoteCloud's Zapier app: Essentials and up

How security firms connect QuoteCloud

Signed in QuoteCloud, posted in Teams, shown in Dynamics

Team chat · Wins and quotesNorthlatch Security Illustration · sample data

Microsoft TeamsNorthlatch SalesWins and quotes

  1. ZapierMon 19 Oct, 2:15 pmPosted by a Zap

    Rowan Pike opened NL-M-3138, Tessaly Logistics · Managed detection & response.

    Owner
    Tobias Wren
    Value
    $24,320.00 + tax

  2. Tobias WrenMon 19 Oct, 2:21 pm

    Calling Rowan tomorrow morning about the onboarding dates.

  3. ZapierTue 20 Oct, 4:06 pmPosted by a Zap

    NL-M-3138 is signed by everyone: Rowan Pike and Clare Duvall.

    Owner
    Tobias Wren
    Next step
    Close the opportunity as won

    Open the opportunity in Dynamics 365

Illustration with sample data: a generic team chat, not Microsoft Teams’ screen.

The channel: a first view, a reply from Tobias, then the signature.

Zaps

  1. Recipient First Viewed Document
  2. Document Signing Complete
  3. Send Channel Message
CRM · OpportunityTessmore Engineering Illustration · sample data

OpportunityTessaly Logistics · Managed detection & responseAccount: Tessaly Logistics

  1. Qualify
  2. Develop
  3. Propose
  4. Close
Est. revenue
$24,320.00
Contact
Rowan Pike
Owner
Tobias Wren
QuoteCloud reference
NL-M-3138
QuoteCloud status
Signed Updated by a Zap

Activity timeline

  1. QuoteCloud status: SignedRowan Pike and Clare Duvall, 2 of 2Tue 20 Oct · 4:06 pm · Added by a Zap
  2. QuoteCloud status: ViewedOpened by Rowan PikeMon 19 Oct · 2:15 pm · Added by a Zap

Illustration with sample data: a generic CRM record, not Dynamics 365’s screen.

The opportunity, updated by the same Zaps.

The chat and the opportunity are our illustrations with sample data, not Microsoft Teams' or Dynamics 365's screens.

Which alerts, where?

Fewer, better alerts get read. A pattern that works for most account teams:

  • First viewed → the team channel

    Recipient First Viewed Document, with the owner and value, so a colleague can cover if the owner is out.

  • Signed by all → the team channel

    Document Signing Complete: the moment to celebrate and to start onboarding.

  • Expired → the owner's chat

    Document Expired: a decision only the owner makes, so it shouldn't fill the channel.

  • Sent for approval → approvers

    Document Review Requested, if your test shows it fires on approval requests: approvals.

  • Each signer → the owner

    Recipient Signed Document, for buyers with several signers: several signers.

  • Paid → finance

    Document Paid, if the quote takes a deposit through QuoteCloud Payments (Essentials and up).

Hear about quotes where you work

QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and post your first test alert to a Teams channel.

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Add Teams alerts in four steps

  1. Connect Teams in Zapier

    Sign in to Microsoft Teams in Zapier with the account the posts should come from; see the IT review.

  2. Open a status Zap

    Start from the Viewed or Signed Zap that already finds and updates the opportunity.

  3. Add Send Channel Message

    Pick the team and channel, then write the message with the reference, title, owner and value.

  4. Test it in a test channel

    Point it at a test channel first, open a test quote, check the post, then switch to the real channel.

Questions about Teams alerts

Can QuoteCloud post to Microsoft Teams?

Yes, through Zapier or Make. With QuoteCloud's Zapier app, on Essentials and up, any QuoteCloud trigger, such as Recipient First Viewed Document or Document Signing Complete, can run Microsoft Teams' Send Channel Message or Send Chat Message.

Can one Zap update Dynamics 365 and post to Teams?

Yes. Add the Teams step after Find Opportunity and Update Opportunity, and the message can include the owner and value the search found. One Zap, one trigger, several steps; each step uses a task on your Zapier plan.

Which account do the Teams posts come from?

From the Microsoft account you connect to Teams in Zapier. Many teams use a dedicated integration account, so posts don't look like they came from a person and nothing breaks when someone leaves.

Do Teams alerts cost anything in QuoteCloud?

No. They read QuoteCloud events and post messages; they don't create documents, so the per-document fee doesn't apply.

More Dynamics 365 questions

More on QuoteCloud and Dynamics 365

Six use cases with the exact Zapier steps, then the IT review, how to connect and what it costs.

The first view, while it still matters.

Start a free 14-day trial and add Microsoft Teams alerts to your Dynamics 365 quote Zaps.

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