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How to- Enable Microsoft Team chats in Dynamics 365 Apps

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Dynamics 365 Sales

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Nov 10, 2023

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  • The article discusses how to enable Microsoft Team chats inside Dynamics 365.
  • This feature allows agents/sellers to start a new chat from a record or connect an existing chat to a record from within the application itself.
  • The Power Platform Admin Center or the corresponding Sales, Customer Service, Marketing, and Field Service applications can be used to enable this feature.
  • In the Power Platform Admin Center, it can be enabled for all the Dynamics 365 Apps or specified apps, such as Customer Service Hub and Sales Hub.
  • Record types for Teams chats can be specified.
  • The Team chats pane within a contact record in the Sales Hub displays two sections: Chats connected to the record and Other chats.
  • New connected chats can be created to connect the record to a team chat, and existing chat conversations can be connected to the record.
  • Regular chats not associated with any record can also be started using the compose icon in the Teams Chat panel.Source: Enabling Microsoft Team chats inside Dynamics 365 allows the agents/sellers to start a new chat from a record or connect an existing chat to a record from within the application itself.

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