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Customer experience | Sales, Customer Insights,...
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Issue with Collaborate button missing in Dynamics after Teams integration

Posted on by 5

We've recently integrated MS teams with Dynamics 365 Sales. I've completed all steps outlined in the configuration guides for the "Basic" and "Enhanced" Collaboration with Dynamics and teams. (Both guides are at the bottom of the post). This was completed successfully due to us being able to now link dynamics records in teams chats and chat using teams in Dynamics. Our sales team would also like to be able to link teams channels to dynamics records, which is a part of the collaboration feature. The thing is, the collaborate button does not exist in the records as shown in the documentation for the teams and dynamics integration. Has anyone ran into this issue before? Or could potentially point me in the right direction? 

https://learn.microsoft.com/en-us/dynamics365/sales/teams-integration/teams-collaboration-enhanced-experience?source=recommendations 

https://learn.microsoft.com/en-us/dynamics365/sales/teams-integration/teams-collaboration#record-types-that-support-microsoft-teams-integration

  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: Issue with Collaborate button missing in Dynamics after Teams integration

    Hi 

    Are you working with a CDS environment?

    If you are using a CDS environment, it does not support this feature: 

     https://community.dynamics.com/365/f/dynamics-365-general-forum/392888/microsoft-teams-integration-is-missing-in-dynamics-general-settings 

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