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Dynamics 365 and Teams: Setting up Collaboration & Chat Features
Dynamics 365
Feb 20, 2023 4:30 PM

Dynamics 365 and Teams: Setting up Collaboration & Chat Features

by HubSite 365 about Heidi Neuhauser [MVP]

Microsoft MVP | User Adoption, Dynamics 365 + Power Platform Expert at Reenhanced

External YouTube Channel
Citizen Developer

Dynamics 365TeamsM365 Hot News

This video walks you through how to set up the Teams Collaboration and Chat features

This video walks you through how to set up the Teams Collaboration and Chat features in any Dynamics 365 Customer Engagement app.

In this Video

  • 0:00 Intro
  • 0:24 Power Platform Admin Center
  • 0:44 Collaboration & Confidential Labels
  • 1:25 Chat
  • 2:35 Demo of Collaboration
  • 4:09 Final Thoughts

Through the Sales Hub, you may now participate in a Teams chat session. You may start a new Teams chat while working on a sales record or link an existing chat to the record so that you can interact effectively without changing context. You may keep track of all the talks pertaining to the record in one location by connecting all the linked chats to the record.

Resources:

Dynamics 365 & Teams Integration -

Use Teams chat in Sales Hub | Microsoft Learn