Do you integrate Dynamics 365 and Microsoft Teams?
Updated by Eddie Kranz [SSW] 2 months ago. See history
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The Dynamics 365 app for Microsoft Teams lets you share records with colleagues without leaving the app. Instead of sharing non-descriptive URLs, use the integration to provide more context.
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❌ Figure: Bad example - Do not just send a non-descriptive URL
There are two ways to share a Dynamics 365 record in Teams:
1. Share in a chat
You can quickly share a record in a conversation.
Click the + button in the text box | Dynamics 365 | choose a record | Send.
✅ Figure: Good example - Dynamics records can be sent directly to chats
2. Add as a tab
If your team needs frequent access to a record, you can add it as a tab.
Click the + button in the top bar | Dynamics 365 | choose the record | Save.
✅ Figure: Good example - A Dynamics 365 record pinned as a tab for easy access
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