Related topics
Sign in with Microsoft
Sign in or create an account.
Select a different account.
You have multiple accounts
Choose the account you want to sign in with.
Easily manage and create proposals together

Managing proposals can be a tedious, manual process for corporate banks. You need to be able to efficiently create proposals by automating processes and working together across teams.

Your browser does not support video. Install Microsoft Silverlight, Adobe Flash Player, or Internet Explorer 9.


Manage the workflow and work together on proposals securely in Microsoft Teams. Create a channel and bring the right team members in to streamline the process. Share and edit documents in real time, so everyone has access to the latest updates. Use @mentions to ping leadership to get feedback.

Instead of starting from scratch, use Delve to find existing content to pull into new proposals. It surfaces relevant work you’ve created and work that’s been shared with you, based on what you’re currently creating.

Include interactive, visual data to your proposals with Power BI. Import your existing data from your core banking systems to Power BI and discover trends through the interactive dashboard. Add a tab for Power BI in Microsoft Teams, so your team can pull the latest data into their proposals.


  • Communicate and work together on documents in real time.

  • Deliver personalized, professional proposals quickly.

  • Bring existing data from core banking systems to update proposals.

Learn More

Microsoft Teams video training

Need more help?

Want more options?

Explore subscription benefits, browse training courses, learn how to secure your device, and more.

Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge.

Was this information helpful?

What affected your experience?
By pressing submit, your feedback will be used to improve Microsoft products and services. Your IT admin will be able to collect this data. Privacy Statement.

Thank you for your feedback!