Microsoft Teams Integration to Power Your Capture Process
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Capture2Proposal integrates with the Microsoft Teams platform to make collaboration with colleagues and partners during the pursuit process more efficient, thereby eliminating unproductive administrative tasks and allowing you to focus on capture work.
- Choose to integrate your activities with Microsoft Teams and/or Outlook for enhanced cross-platform functionality.
- When creating tasking in Capture2Proposal you can identify whether the activity is a meeting to be created in Outlook calendar with notifications, a Microsoft Teams Channel, or neither, saving additional administrative steps to organize meetings.
- ‘Tag’ other contacts of interest for the activity who are not directly tasked or invited to a meeting (such as the KO), for easy future reference.
- Keep notes, documents, and your calendar together, synchronized between Capture2Proposal and Microsoft Teams for each opportunity.
- Use Microsoft Teams Channels to securely connect with group chat or video calls with activity assignees at the identified dates and times.
- Instantly switch from chat to video conference with the touch of a button, with teams of two (or dozens of people) as needed.
- Access, share, and co-author files in real-time using Microsoft Office apps; and manage files and collaboration from either platform.
Leveraging the power of Microsoft Teams and Outlook integrated with Capture2Proposal results in faster information-sharing, quicker and better decisions, and less administrative effort and rework.
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