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Microsoft Dynamics 365 | Integration, Dataverse...
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Dynamics and Microsoft Teams Integration

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Posted on by 12

Has anyone built a canvass app or other integration that allows Microsoft Teams to be used within Dynamics (rather then the other way around of Dynamics in Teams...)    Any thoughts on how achieve this appreciated!

  • Ralph Schroeder Profile Picture
    Ralph Schroeder 12 on at
    RE: Dynamics and Microsoft Teams Integration

    Thank you.  But does this add Dynamics to Teams--or Teams to Dynamics?   I'm looking to add Teams into Dynamics. The use case is that a user in Dynamics is able to send/receive post messages in the channel that is related to the Dynamics record--and other Team users (or clients) are able to send/receive posts in Teams that will be seen in the Dynamics record.  This would be an alternative to using the Activities notes or portal comments (which - obviously - only work in Dynamics and Portal).  Thanks!

  • RE: Dynamics and Microsoft Teams Integration

    In Microsoft Teams: Install the Dynamics 365 app and set up the Microsoft Teams collaboration channel tab
    In Microsoft Teams, select Store.
    Search for dynamics, and then select the Dynamics 365 tile.
    Verify that Add for you and Add to a team are both set to Yes. ...
    For Add to a team, choose a team and then select Install.

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