From within Microsoft Teams, now, we can have Dynamics 365 records discussed in MS Teams chats by the group members. In a previous post, we explained how to access Dynamics 365 records in MS Teams. The obvious question, how the team members can benefit from the shared Dynamics 365 record or view.
Learn more about how to collaborate Dynamics 365 with MS Teams.
Dynamics 365 records discussed in MS Teams chats
Now, After linking Dynamics 365 records or views with Microsoft Teams, we can chat with the team members when clicking the conversation icon on the top right.
The conversation icon also can hide the chat tab.
As shown above, MS Teams can help the team members collaborate and chat from within MS Teams.
MS Team Chat from whithin Dynamics 365
In the preview phase, we can also enable MS Teams collaboration and chat from within Dynamics 365. We will be discussing the collaboration from Dynamics 365 in a future post.
Dynamics 365 and MS Teams Integration
It is essential to mention that all the previous setting was achievable without any Dynamics 365 and MS Teams integration level. We will be discussing both the basic and the enhanced integration in future posts; however, at the moment, there was no integration performed.
The current setting was achieved while the integration setting, under administration, is set as below.
For more information on Dynamics 365 and MS Teams Integration