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Customer experience | Sales, Customer Insights,...

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D365 and MS Teams Collaboration

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Posted on by Saipriya. K

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Hi friends,

I need to clarify a doubt in D365 and teams collaboration.

I enabled the settings in D365 and installed Dynamics 365 in teams as well and started to collaborate.

In a team channel i added an account record as well as an opportunity record.

When i share a file to that specific account in teams channel, it appears for both account and opportunity available in that channel.

Is there any settings to make it appear only to any particular entity or record of that channel?

PFB images for your reference, where first image explains about the different entities added to channel and second image about the files which shows common to both different entities.

Kindly suggest

Thanks in advance!

Thanks & Regards

Saipriya.K

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necsa 3,455 on at

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Hi Saipriya,

Please take as a reference following links

global.hitachi-solutions.com/.../integrating-microsoft-teams-dynamics-365-customer-engagement

www.inogic.com/.../

www.inogic.com/.../

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