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Customer experience | Sales, Customer Insights,...
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Enhanced Collaboration with MS TEAMS

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Posted on by 17

I'm trying to set up enhanced collaboration experience within microsoft 365 sales hub and teams chat. Please give me the steps to be able to display the collaborate button on an opportunity, contact, account, lead record in microsoft sales hub.

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  • Suggested answer
    Sayen Zhang Profile Picture
    on at

    Hi partner,

    Do you want to make and receive Teams calls in Dynamics 365 Sales Hub?

    If so, please configure Microsoft Teams dialer to make and receive Teams calls directly from apps.

    Here is the reference link: 

    Configure Microsoft Teams dialer in Dynamics 365 Sales | Microsoft Learn

    Make and receive Teams calls in Dynamics 365 | Microsoft Learn

    Hope this links will help you!

    Best Regards,

    Sayen Zhang

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