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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Microsoft Teams Integration is missing in Dynamics General Settings

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Posted on by 5

Hi,

I just wanted to integrate Dynamics in Teams and the Doc says I have to enable the Integration in Dynamics first. But unfortunately in my case the option is missing (see image below). I've searched the web, with no suitable answers. Maybe it's too obvious or I'm looking in the wrong places. What am I missing?

Thanks for your help!

Anmerkung-2020_2D00_06_2D00_17-132806.png

I have the same question (0)
  • Verified answer
    Linn Zaw Win Profile Picture
    3,407 on at

    Can you please confirm if your environment is Dynamics 365 or CDS environment?

    Microsoft Teams integration is not supported on Common Data Service environment.
    Ref: https://docs.microsoft.com/en-us/dynamics365/teams-integration/teams-integration

    You can check your environment type in Dynamics 365 Admin Center.

    pastedimage1592397349607v1.png

  • Dennis R Profile Picture
    5 on at

    Thanks for your help. I'm relatively new to the Dynamics suite, so I'm not sure where to look. I've clicked through all the admin settings but can't find the environment type in any of the submenus.

  • Verified answer
    Asif365 Profile Picture
    1,431 on at

    Hi Dennis,

    As Linn Zaw described you cannot integrate MS Team with CDS environment.

    You can check the type from the below link:

    port.crm.dynamics.com/.../InstancePicker.aspx

    pastedimage1592411474544v1.png

    If your Environment is Dynamics 365 then you should be able to integrate Teams .

    pastedimage1592411561369v2.png

  • Dennis R Profile Picture
    5 on at

    Thank you both, it is the CDS environment... After all I know now why it's missing. ;-)

  • AgilePoint AgileXRM Profile Picture
    155 on at

    Hi Dennis,

    Actually it is not true that Teams Integration is not supported for CDS!

    In this MS doc you referenced, it clearly says Teams-CDS integration is supported (though Disabled by default).

    Here is Matti P. doing it the manual way: https://mattipaukkonen.com/2020/04/14/provision-dynamics-365-tab-to-microsoft-teams/

    Now why the Teams options do not appear in the System Settings in your particular CDS environment, is another matter, for which I'd open a Support Incident with MS.

    Cheers

  • Linn Zaw Win Profile Picture
    3,407 on at

    AgilePoint AgileXRM 

    Can you please point me towards the part of MS doc where it is mentioned about "Teams-CDS integration"?

    I still cannot find the "Microsoft Teams Integration" under the System Settings in my CDS environment.

  • AgilePoint AgileXRM Profile Picture
    155 on at

    Hi Linn,

    It seems that MS has corrected the docs after reporting the contradicting docs issue here.

    Before the fix, it seemed CDS was supported, but now it is made clear that it is not.

    Cheers

  • Linn Zaw Win Profile Picture
    3,407 on at

    Thanks for the explanation.

  • cozimek Profile Picture
    65 User Group Leader on at

    I have a new environment with D365 database and I still can't see the Teams integration option.  What else might be the issue for troubleshooting?

    Screen-Shot-2021_2D00_05_2D00_18-at-8.26.31-AM.png

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