Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I am trying to automatically set up the Teams collaboration capability when a record in Dynamics 365 is created, rather than the user clicking the "Collaborate" button and manually working through the wizard.
I have tried to use Power automate to create the Team site, create a Microsoft Team Collaboration Entity (msdyn_teamscollaborations) record in my dataverse environment, and tie them together via the O365 Group ID, but I was unsuccessful.
Has anyone else tried this before? I was hoping there would be an unbound system action that I could call to facilitate this automation, but I couldn't find anything when I went digging through the default solution.
Any clues or thoughts would be much appreciated!
There is no OOTB way to achieve it with Automate.
However, with Automate, your Teams channel can be sent a message when a new opportunity is created.
The result of the above flow:
The result of the Collaboration:
Although it won't fully meet your needs, this is currently the only alternative.
Thank you for your response, Nya. My ultimate goal is to associate planner tasks in Teams to tasks in D365 (associated to an Opportunity, or some other entity). Automatically initiating the collaboration with Teams was the first step toward this.
I may try manually setting up the Teams collaboration, then using the resulting Microsoft Teams Collaboration associated to my D365 record to connect the dots between planner and Dynamics.
Business Applications communities