Files from integrated MS Teams channel don't show in Documents tab in dynamics 365

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Posted on by Anna Zet

Hi all,

For my Client I need to set up integration with Sharepoint and MS Teams for Dynamics 365. I've read that when those two are set up, when you connect CRM record with Teams channel location for files of this channel creates automatically in CRM and replaces default location - so you can see files both in Teams channel and Documents tab in CRM.

But in my case this is not happening - I created channel in Teams, connected it with CRM record - and when I go to Documents tab in CRM I see default site as location not a Teams channel site.

If anyone knows how to handle this issue, I would be very grateful!

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Leco Lv on at

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Hi partner，

Could you provide a link to the source documentation for this point?

“I've read that when those two are set up, when you connect CRM record with Teams channel location for files of this channel creates automatically in CRM and replaces default location - so you can see files both in Teams channel and Documents tab in CRM”.

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