Using Microsoft Teams with Microsoft Dynamics 365 Finance and Operations

Dear Microsoft BizApps Community,

Welcome to my next blog on using Dynamics 365 Finance and Operation in Microsoft teams in a simple way, no coding or customization required.

In this blog we shall look into the two scenarios

1. Work in Ms teams with Dynamics 365 Finance and Operations as a full version
2. Work in Ms teams with Dynamics 365 Finance and Operations as a limited version

Let’s explore this interesting feature developed by Microsoft

Work in Ms teams with Dynamics 365 Finance and Operations as a full version

To work with full version as we use in a browser, we need to go to any MS teams channel at first

We can create a new channel or use an existing channel for this

Now, click on + symbol highlighted in red below

Now, type website from the search option and Website window will come, see below

Now copy the link of the Dynamics 365 Finance and operations which we want to use in teams

And paste into the Website window in teams 

That’s it, the setup is done, BOOOOM!

See below, the Dynamics 365 is added in teams channel, which can be used as same as we do in Browser, continue to work here with any module

Also, if you see, the message has been automatically into the teams channel post about this creation

Work in Ms teams with Dynamics 365 Finance and Operations as a limited version

This limited version of Dynamics solution with MS teams is useful for managers who only use D365 for approval, checking Power BI dashboards and all other controlling stuffs, other things or module is not required.

With this setup, user wont be allowed to use the whole dynamics, instead only the link selected, that page will work only

Click on + symbol highlighted in red below in teams channel

Now, type website from the search option and Website window will come, see below

Now instead of taking the link of D365 from browser, just add the &limitednav=true after the link of Dynamics in browser.

Example-

If your D365 link is testDemo.cloudax.dynamics.com/?cmp=INMF&mi=VendInvoiceWorkspace

Then add &limitednav=true after testDemo.cloudax.dynamics.com/?cmp=INMF&mi=VendInvoiceWorkspace&limitednav=true

And paste into the Website window in MS teams

That’s it, the setup is done, BOOOOM!

 See below, the dashboard is now can be used in teams like we navigate in D365, however here, only Dashboards can be used, other module can not be used with this approach.

That's it for this blog, stay tuned for more blog like this.