In today's business scenario, business groups often collaborate across departments while working on a marketing campaign, pursuing a sales opportunity, or solving a customer issue. Dynamics 365 and Microsoft Teams integration allows you to speed up the flow of work, enabling anyone in an organization to view and collaborate on Dynamics 365 records, from within the flow of work with Teams.
Using Teams integration, you can invite anyone in the organization to view and collaborate on customer records right within a Teams chat or channel. You can also make and receive calls from within Dynamics 365 and get the work done more effectively. As a seller, you can share details on the sales opportunity, customer history, and more. As a customer service representative, you can share the customer case record, troubleshooting steps, and track the follow-up tasks.
Teams can be integrated with Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation.
Note:
Microsoft Teams integration is not available for guest users and is not supported on the following platforms:
Dynamics 365 Customer Engagement (on-premises)
Microsoft Dataverse environment
Legacy web client or legacy apps
If Dynamics 365 and Microsoft Teams are in different tenants
Mobile devices
Dynamics 365 and Teams integration is built around the following pillars:
Collaborate seamlessly: Invite anyone in your organization to view and contribute to Dynamics 365 customer records within the flow of a Teams chat or channel.
Accelerate productivity: Connect conversations across the organization. Meet, chat, call, and collaborate in Dynamics 365.
Enhance engagement: Bring related conversations together with real-time contextual and suggested chats, and capture customer sentiment to stay in tune with their needs.
Integrate experiences: Increase audience engagement during and after events across multiple channels with engaging content and recommendations.
Features of Teams integration
Microsoft Teams is integrated into Dynamics 365 and additional capabilities are added to bring Dynamics 365 data into Teams. This helps you in connecting and collaborating in the flow of work with anyone, anywhere with Dynamics 365 and Microsoft Teams.
In Dynamics 365
Engage in Teams chat: You can engage in a Teams chat conversation from within Dynamics 365 while working on a record. More information: Using Microsoft Teams chat in Dynamics 365
Link Dynamics 365 records to Teams channels: You can easily connect a Dynamics 365 record to an existing Teams channel or create a new team or channel. More information: Enhanced Collaboration Experience with the Dynamics 365 app for Microsoft Teams
Embedded Teams calling: Boost seller's productivity by making and receiving Teams calls directly in Dynamics 365. Avoid the need to switch apps, get calls automatically recorded in the relevant record's timeline and save your call notes directly where you need them. More information: Call customers through Microsoft Teams dialer in Dynamics 365 Sales
Integrate Dynamics 365 and Teams meetings: Microsoft Teams meeting integration allows you to stay in the flow of work, whether you're in Dynamics 365 or Teams. In Dynamics 365, you can create and join Teams meetings directly from Dynamics 365. More information: Integrate Dynamics 365 and Teams meetings
In Microsoft Teams
Display a record or view in tab: You can add a Dynamics 365 record or a view as tabs into a Teams channel. For example, you can add a tab for an account named Fourth Coffee. When you select the tab, the record’s detail is displayed in its form. Similarly, you can add the view My Open Opportunities as a tab. When you select the tab, you see all your open opportunities. More information: Basic Collaboration Experience with the Dynamics 365 app for Microsoft Teams
File integration: You can co-author documents using Microsoft 365 and automatically sync with Dynamics 365 records that are linked to a Teams channel. Files uploaded to a Teams channel are associated with the Dynamics 365 record. Similarly, files uploaded to the linked Dynamics 365 record are visible in the Teams channel. More information: Document management with Microsoft Teams integration
Work with Dynamics 365 records in a Teams meeting: With Microsoft Teams meeting integration, you can:
View and update Dynamics 365 records seamlessly in a Teams meeting.
Capture notes and tasks seamlessly during a Teams meeting. Your notes and tasks automatically sync to Dynamics 365.