How are you integrating with Teams?

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Posted on by OllyMUK

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Hi all

We've got the basic Teams integration up and running and it's working well enough. We can now save files, which is nice.

I was wondering how you all are structuring Teams to integrate with Dynamics?

Currently we have a Team for each company, which works at the company level. However, if we want to save files at the Opportunity level, for example, we need to either associate that with a channel within the Team, which quickly builds up, or we associate the opportunity with the Company Team, which causes us to have loads of Tabs.

Really all we want is a centralised place to save files for all entities associated with a company, which can be access via Teams (ideally) and allow us to see the files on each Entity.

And then I was interested to see what structures other people are using, and how that works for them, and perhaps what pitfalls you are all experiencing.

Olly

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Ken Hubbard on at

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RE: How are you integrating with Teams?

Hi Olly,

This looks like you are looking for feedback from other Dynamics customers. I noticed that we have not gotten any reply yet, but we will leave this thread open for the community to respond.

Thank you,

Ken Hubbard

Dynamics Support