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How to Connect Dynamics 365 records and views to Microsoft Team channels Dynamics 365

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Dynamics 365 CRM - Development

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Nov 4, 2023

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  • To enable the feature that allows linking existing Dynamics 365 records and views to a Team channel, navigate to Settings >> Team Integration Settings and select Yes for "Turn on the linking of Dynamics 365 records to Microsoft Teams channels."
  • In Microsoft Teams, from a team channel, select the Add (+) option and choose Dynamics 365.
  • Specify the environment and the corresponding Dynamics 365 Apps in it. Check "Remember this preference" and click on Select.
  • Search and filter for a record to link to, and select the desired record (e.g., Nancy Anderson) and click on Save.
  • The selected contact record will be pinned, and options for the record tab will be added.
  • Similarly, to link to a view, select the table and its corresponding view, and click on Save. The selected view will be added.
  • Both records and views that are pinned have the option to start a conversation.
  • Clicking on "Start conversation" will add a message with the link to the tab where the view or record has been added or linked.Get all the details here: [Link to the original article]

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