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I've started to add some of CRM entities to various Channels in Teams, which is great, but I notice that when I try to choose a Custom Entity, it's not available from the list of entities displayed. Is there a way to get custom entities to show when trying to add a CRM tab to a Channel?
Thanks
Brian
Hi IronPatriot,
The following MS documentation link lists the record types that support teams integration and explains that for custom entities you need to do it programmatically.
[View:https://docs.microsoft.com/en-us/dynamics365/teams-integration/teams-collaboration#record-types-that-support-microsoft-teams-integration:320:240]
"If you want to enable Microsoft Teams integration for additional entities or custom entities, you can only do it programmatically using the msdyn_SetTeamsDocumentStatus Web API action. More information: [View:https://docs.microsoft.com/en-us/dynamics365/developer/integration-dev/teams-integration-using-code:320:160]"
Please mark as verified if the answer is helpful.
Thanks :)
This will come available in October 2019.
Reference:
That's just to enable Teams; it doesn't enable Custom Entities.
Thanks for taking the time to reply, though.
Hi there,
In Dynamics 365, document management must be enabled for the custom entity.
Reference:
Thanks for your reply, but that doesn't actually answer my question. I don't want to connect a single record, account, or contact. I want to connect to a Custom Entity in CRM.
Cheers
Hi! Yes. You can choose a particular record to connect to the teams channel. Ensure that the entity is 'User or Team' owned.
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