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Customer experience | Sales, Customer Insights,...
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D365 collaboration with Teams wave 1 2021

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Posted on by 5

Hi ,

Anyone know how to enable the features like embedded Teams chat experience for Dynamics 365 that are part of the latest teams features that are said to release starting in April and running through the end of September.

It seems like public previews is available this month (July 2021). But even after enabling it I am not able to find these features like embedded team chat experience etc.

Can someone help?

pastedimage1626005340585v1.png

I have the same question (0)
  • Verified answer
    Venkatesh Nadar Profile Picture
    on at

    Hi, 

    We need to install the Microsoft Dynamics 365 for Teams add-onMicrosoft Dynamics 365 for Teams, to get the embedded Teams chat experience for Dynamics 365

    The complete feature detail - Dynamics 365 and Microsoft Teams: extend collaboration across teams - Microsoft Dynamics 365 Blog

    Regards,

    Venkatesh N

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Nimmi Profile Picture
    5 on at

    Hi Venkatesh,

    Thank you for the above.

    As advised I installed the same and in teams, I am able to find the Dynamics 365 tab where I am able to directly connect to CRM and make the necessary changes.

    But I wonder how can I get the side panel that shows recent and ongoing chats, channels, and people in Teams related to the customer record in view. As when I check i am not able to find any.

    Any suggestion?

    Thank you in advance.

  • Venkatesh Nadar Profile Picture
    on at

    can you help me with the screenshot?

  • Nimmi Krishna Profile Picture
    15 on at

    Hi Venkatesh,

    Please see the below screenshot. How can I have these features in my MSD? Thank you for helping, looking forward.

    pastedimage1627363472318v1.png

    Thankyou

  • Suggested answer
    Venkatesh Nadar Profile Picture
    on at

    Hi, 

    The chat support feature is in private preview. It will be rolled out by end of August 2021 where you need to Toggle the Microsoft Teams chats inside Dynamics 365 (preview) option under the Teams Chat and collaborate settings page. 

    Regards,

    Venkatesh N

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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