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Dynamics 365 Community / Forums / Sales forum / Teams: connecting CRM ...
Sales forum

Teams: connecting CRM custom entities

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Posted on by IronPatriot 290

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

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Hi! Yes. You can choose a particular record to connect to the teams channel. Ensure that the entity is 'User or Team' owned.

  • IronPatriot Profile Picture
    IronPatriot 290 on at

    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

  • StefanS365 Profile Picture
    StefanS365 3,575 Most Valuable Professional on at

    Hi there,

    In Dynamics 365, document management must be enabled for the custom entity.

    Reference:

    docs.microsoft.com/.../teams-install-app

  • IronPatriot Profile Picture
    IronPatriot 290 on at

    That's just to enable Teams; it doesn't enable Custom Entities.

    Thanks for taking the time to reply, though.

  • Suggested answer
    StefanS365 Profile Picture
    StefanS365 3,575 Most Valuable Professional on at

    This will come available in October 2019.

    Reference:

    docs.microsoft.com/.../teams-integration-enhancements

  • Suggested answer
    IronPatriot Profile Picture
    IronPatriot 290 on at

    Thanks :)

  • StefanS365 Profile Picture
    StefanS365 3,575 Most Valuable Professional on at

    Please mark as verified if the answer is helpful.

  • Suggested answer
    Inksrm Profile Picture
    Inksrm 721 on at

    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]"

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