FAQ: Sharing 3D version of products with potential buyers via Microsoft Teams
This article summarizes a virtual connection between a Salesperson and a potential buyer.
Use case - Salesperson showing a 3D version of a product to a potential buyer via Microsoft Teams.
Scenario 1
- Salesperson - Using Laptop
- Potential buyer - Using Laptop
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- Salesperson must have a WorkLink Viewer or Author License.
- Salesperson connects with potential buyer on Teams.
- Salesperson logs in to the WorkLink App on the same Laptop/desktop used for Teams and shares the WorkLink App through Teams.
- Salesperson launches the project on the WorkLink App.
- Both participants can view the 3D version of the product(s) in interactive mode only.
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Scenario 2
- Salesperson - Using Mobile device and Laptop
- Potential buyer - Using Laptop
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- Salesperson must have a WorkLink Viewer or Author License.
- Salesperson connects with potential buyer on Teams.
- Salesperson logs in to the WorkLink App on a mobile device, then connects the mobile device to the Laptop used for Teams (screen mirroring) and then shares the WorkLink App through Teams.
- Salesperson launches the project on the WorkLink App.
- Salesperson is able place/align the 3D version of the product(s) into current environment.
Scenario 3
- Salesperson - Using Mobile device
- Potential buyer - Using Mobile device
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- Salesperson must have a WorkLink Viewer/Author License and a Remote Assistance Expert License
- Salesperson will invite the potential buyer as a guest.
- Salesperson launches the project once call is connected.
- Salesperson is able place/align the 3D version of the product(s) into current environment.
- Note : Must mute audio on one of the apps to avoid conflict.
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