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Jun 13, 2022 2:32 PM

Dynamics 365 - With Teams Chat - How to setup

Two worlds meet, Microsoft Teams and Dynamix build a duo for communication within a solution.

“Finally it’s here: Microsoft Teams embedded chat in Dynamics 365. I have waited a long time for this functionality to become available as I am sure many of you have as well! Today this feature is in preview as part of 2021 release wave 2. This might not be available in your environment when this article comes out, but that just means you will have to wait just a little longer to start playing around with it. “

  • Editing a Dynamics 365 record within a Microsoft Teams conversation
  • Sharing Dynamics 365 records in a Microsoft Teams message
  • Adding activities and notes to Dynamics 365 records from within a Microsoft Teams chat or channel
  • Driving seller productivity with a seamless experience between Dynamics 365 and Microsoft Teams meetings
  • Keeping stakeholders in the loop by sending automated chat notifications from Dynamics 365 to Microsoft Teams
  • Adding stakeholders to Microsoft Teams chat using suggested contacts
  • Collaborating with key stakeholders using Microsoft Teams chat from Dynamics 365

  • Know-HowContent Type
  • Jun 13, 2022First published
  • 1 minReading Time
  • EnglishArticle Language