Initiate Teams Collaboration on record creation

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Posted on by The Real Alex

D365 Community,

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!

Thanks,

Alex

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Nya 29,060 on at

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Hi Alex,

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.

Get the data of the new opportunity when it is created.

Link to Teams and select the “Post a message (V3)” action. Here I sent the message which contains the link of the record.

Comparison:

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.

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The Real Alex 5 on at

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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.

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xeryus 10 on at

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Hi Alex, have you been able to make it work? I similarly need to create a new channel and link it to a Dyn record using Automate to provision for team collaboration on a specific trigger event. I can create a channel ok but no clue how/if I can link a record with the new channel. If you got any further with this, your help is appreciated. Will do the same if I run into something.

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