Integrating Microsoft Teams with Dynamics 365

Posted On October 26, 2021 by Sancia Dcunha Posted in

In this blog we will see how to integrate Microsoft Teams with Dynamics 365

Solution

Step 1- To enable Microsoft Teams in D365, Go to Settings –> Administration –> System Settings –> General Tab and flip the below highlighted options to Yes.

Step 2- Once done, we’ll be able to see Collaborate button on the ribbon

Step 3- Open a record and click on Collaborate

Step 4- On Collaborate with Microsoft Teams window, you will see one of the following: If there’s no channel: You can connect the current record or view to any team channel by selecting, Get started.

If there is channel that’s already connected: Select a channel from the list and then select, Start collaboration. This will open Microsoft Teams and navigate to the channel that you selected. Or, connect the current record or view to a new team channel by selecting, Create a new connection. Then click on start collaboration.