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Customer experience | Sales, Customer Insights,...

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Teams and Outlook Integration

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Posted on by Lee-Martin

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Hi

I'm using the Sales module, however for simplicity purposes we're creating a MDA rather than show the full CRM to the end user.

Are there any issues with integrating this with Teams or Outlook if we work in this manner?

Thanks
Lee

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Leah Ju Microsoft Employee on at

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Teams and Outlook Integration

Hi Partner,

Please refer to the following link for details about prerequisites and requirements:

1.Outlook：

https://learn.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook#prerequisites

2.Teams

https://learn.microsoft.com/en-us/dynamics365/sales/teams-integration/using-teams-chat-in-dynamics#license-and-role-requirements

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