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Microsoft Dynamics CRM (Archived)

Microsoft Teams integration with Dynamics 365

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I have a requirement to integrate Microsoft teams with my Dynamics 365.

Could anyone give me the step by step documentation or any other link.

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  • Suggested answer
    PranavShroti Profile Picture
    4,510 on at

    Hi Seshan,

    Few key points:

    Microsoft Teams has a goal of bringing everything together – people, conversations and content. Shared files, calendars, and other content encourages collaborative editing

    --Dynamics 365 connection need to be established with a Team

    --Dynamics 365 are connected such that the Group is notified when new Activities are posted

    --Simply entering in the Dynamics 365 URL, users can access Dynamics 365 within Microsoft Teams

    Integrations:

    --Integration between Teams and D365 can be extended using Microsoft Flow or LogicApps.

    --Also has in-built connectors

    Few useful links:

    https://community.dynamics.com/365/b/livingindynamics365/archive/2018/01/26/using-microsoft-dynamics-365-within-microsoft-teams

    https://www.magnetismsolutions.com/blog/miguelnepomuceno/2017/07/10/step-by-step-guide-connecting-microsoft-dynamics-365-with-microsoft-teams

    Mark as answer if this helped.

    Regards,

    Pranav

  • Johnny Gong Profile Picture
    6,482 Moderator on at

    Hi,

    The following official document and video of step by step integrating Dynamics 365 CRM with Microsoft Teams is for your reference.

    docs.microsoft.com/.../integrate-with-microsoft-teams

    www.youtube.com/watch

    Regards

    Johnny Gong

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