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Service | Customer Service, Contact Center, Fie...
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Is it possible to link a teams discussion with a case?

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As there is now Teams integration with Model Driven apps, it is practical to chat with Customers directly when viewing their case. However, the Teams discussions do not seem to show up in the timeline like, say, emails do.

Is possible to display a teams discussion related to a case in a case form?

Thanks !

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    on at
    RE: Is it possible to link a teams discussion with a case?

    Hi Partner,

    You can refer the following link to add chat messages to Dynamics 365 as notes or tasks, then the note or task is added to the records's timeline.

    Add chat messages to Dynamics 365 as notes or tasks | Microsoft Learn

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