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Hello, all - D365 newbie with some M365/sharepoint/MSTeams experience.
I'm trying to establish a process workflow to manage an account lifecycle. Specifically, connecting account/opportunities within D365 during the sales cycle to MSTeams for operational execution. I'm familiar with how to connect D365 into a particular channel and think I understand the basic connection & collaboration opportunities with the setup - and have read good recommendations on the 'options' for the MSTeams construct to support this.
I'm trying to understand the best practice of managing documentation from a single Sharepoint site across D365 and MSTeams. For example: as part of the workflow, should I first establish the MSTeam channel that will then be configured to store the D365 documents? Can I manage the Sales cycle in D365 without having established an MSTeam and then easily centralize the documentation once I setup the MSTeam and its Sharepoint library?
Thanks and apologize for any confusion on my explanation/request.
-Mac
I checked "Add a tab" for Document Library or "Add cloud storage" but those can only point to the main folder of the document library and not being able to drill down and choose a subfolder location of the D365 document location of the record. I do not think there is no way to centralize the documentation across both apps in a single SharePoint library since you cannot map the document library of the Teams Channel to an existing SharePoint folder.
Another option is to add the Website tab and point it to the D365 document location of the record to access the historical documents. And then, migrate the documents which are still relevant for the execution stage to the new Team channel document library.
Thank you for the response. Yes the plan is to only have 1 account (D365 entity record) per Teams channel. During the sales cycle, I expect that users would continue to use the 'documents' tab of D365. Then, once the opportunity has been sold and it transitions to execution, the Team doc library would be the source for all docs during that phase.
I understand that by 'integrating' D365 within MSTeams consolidates the access to the account/record in both apps, however, I'm trying to figure out if there is a way for me to centralize the documentation across both apps in a single sharepoint library - this would ease future access that is researching the full historical record. Thoughts?
Will it work if the users continue using the "Documents" tab of the Dynamics 365 entity record embedded in Teams instead of using the Teams channel document library?
Is your use case scenario only one Dynamics 365 entity record per one Teams channel?
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