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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Integrate with office ...
Microsoft Dynamics CRM (Archived)

Integrate with office 365 groups . -add team members to group automatically .

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Posted on by Mohammed Waseem 382

We have our CRM integrated with office 365 groups .and now we are manually team members to office 365 groups as members .can we do it in some way automatically .

Thanks ,

Mohammed Waseem.

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    Though the question is more related to Office 365 (not Dynamics 365), below are 2 links which may help you achieve this.-

    docs.microsoft.com/.../add-or-remove-members-from-groups

    docs.microsoft.com/.../manage-office-365-groups-with-powershell

    If still need help. Try asking the question @ O365 Community-techcommunity.microsoft.com/.../Office365

    Hope this helps.

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,054 on at

    Hi

    Tradditional workflows work well within CRM but when you have to do anything outside of CRM, especially with Office 365 you could use Flow to do simple tasks like adding member to an office group.

    You will have to decide when you do you want to add to office group, is it when a team member is added in CRM or whats the trigger. Lets assume you want to add when a Record changes in CRM.

    You can use Flow Dynamics 365 connector and set it to trigger when a record is updated/created in CRM.

    Please visit the following links to know more about Dynamics 365 connector for Flow :

    docs.microsoft.com/.../connection-dynamics365

    docs.microsoft.com/.../dynamicscrmonline

    You wil then have to add Action/Step in Flow to add the member to office group using Office 365 Group Connector.

    Details on Office 365 Flow Connector : unitedkingdom.flow.microsoft.com/.../office-365-groups

    Please see the following two links for related examples

    poszytek.eu/.../add-office-365-group-members-using-microsoft-flow

    powerusers.microsoft.com/.../2

    Hope this helps

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