Dynamics 365 and Microsoft Teams Integration Error

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Posted on by Shaun OKeefe

Hello,

I'm a newbie and have recently set up a new environment for Dynamics 365 app. I followed the instructions for creating the environment and the correct licenses. When trying to add the Dynamics 365 app to Teams I get the following error for the new environment. Can someone point the way to my next step in troubleshooting this?

Error: Sorry, the environment you selected is not up-to-date or is not supported. Please select another environment.

Thank you.

Shaun

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AriaConsulting 2 on at

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At what step do you get the message?

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Shaun OKeefe 5 on at

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Hi Lorne, and thanks for taking the time to respond to me.

The error occurs when I am adding the Dynamics 365 app to the Teams column (or Tab in a Channel). It asks me to go to Settings, select the environment where the Dynamics 365 app is installed and then the error occurs. See image below.

Is this enough information for you Lorne?

Thank you.

Shaun

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AriaConsulting 2 on at

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Thanks Shaun. Are you trying to add an on-prem instance or is it cloud? In either case, have you enable the Teams integration in Dynamics?

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Shaun OKeefe 5 on at

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I'm adding from cloud.

I know

Screen 1 - Integration with Teams option on right hand side

Screen 2 - Options avail after clicking Integrations

Screen 3 - After selecting Microsoft Teams Integration.

Is this the issue? It's OFF

Screen 4 - System Settings

This does not have the Teams options in here as your screenshot does??!!

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AriaConsulting 2 on at

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Okayyyyy. Then let's check some other things:

Is your account a D365 admin account?

Is your account a global admin?

Does your account have zTeams admin permissions for your tenant?

Are there Permissions or Setup Policies in Teams Admin that are interferring?

And the instance you're trying to select from is, in fact, a full D365 instance and doesn't show up as a "Common Data Service" type instance, right?

Could there be a firewall rule from your domain that is blocking access?

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Shaun OKeefe 5 on at

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Hi Lorne,

Thanks for all your help so far.

Yes, I'm Global Admin. It's just me in my org besides a few Users who are part of my Teams set up.

The manage admin roles set up is greyed out though and the error says I can't change my own settings. Hmmm.

In the admin roles it gives me the option to be D365 admin but is unchecked.

I am not sure where to find the zTeams admin permissions for my tenant. But the manage admin roles gives me the options for Teams admin - but also unchecked and I cannot change that.

I'm not sure of the technicalities of 'full D365 instance' vs 'Common Data Service' - sorry. I've copied in the link to the install instructions I followed as it has screenshots hoping this will give the answer to your question. The D365 version is pre-packaged no-cost version from RapidStartCRM. I've been using it under the default environment but not as an integration with Teams so am starting again with a fresh install. Go to;

https://rapidstarthub.com/the-original-rapidstartcrm-installation/

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AriaConsulting 2 on at

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The inability to edit your own role as an admin on O365 admin center is expected behaviour. Even as global admin. Makes no sense to me but you get around that by assigning global admin to another user, logging in as that user, and editing your user.

However, the key comment from your reply was "I've been using it under the default environment". The default environment is a common data service environment so the integration to Teams isn't available for that. It has to be a new environment and has to be of the D365 CE type, not CDS.

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Shaun OKeefe 5 on at

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Thanks Lorne - that workaround makes sense and I'll try it :-)

I was using it under the Default environment as I came to understand that this wouldn't work. I went through and started a new environment to add a fresh install to. But, still the same issue. So, in your opinion - does this issue circle back to your first point about permissions again?

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AriaConsulting 2 on at

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My bad, Shaun. I didn't eplain as clearly as I probably should have. At the very top of the page for the link for this RapidStartCRM product they say "RapidStartCRM is a Power App that requires a Power Apps CDS Environment to be in-place to install it on". And it is that part highlighted that is the issue. They're not providing you a D365 instance. They're providing their own solution that is PowerApps based and may well contain copies of some of the entities and relationships and such from D365, but that is not the same as a full D365 instance and the Power Platform Admin center knows that you don't have all the pre-req's for the Teams integration (even basic). Hence, the option isn't even visible in the system settings.

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Shaun OKeefe 5 on at

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What you're saying makes sense Lorne. I'm just confused as a forum screenshots below shows that the same installation was working in Teams. There were a couple of other people with the same issue as me a while back and this was the response - this guy is the head of RapidStartCRM. Not very good at answering questions though :-( I guess they want you to subscribe to the paid service.

You've been a great help to me Lorne and I'm thankful for your time. Could there be an other direction I can take this or is it dead in the water in your opinion>

Regards,

Shaun

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