Setting up Dynamics 365 with Teams Chat - Step-by-step Guide

In this article by European SharePoint, the author explores the new features of Microsoft Teams embedded chat functionality within the business application Dynamics 365. This long-awaited installment claims to bring a whole new level of integration between these two major tools. The author is particularly thrilled to see these changes, as this was a sought-after feature by many.

The newly baked feature will allow users to link their respective chat conversations with their internal or external contacts directly to a Dynamics 365 record. This implies users won't have to trawl through numerous chat interactions to find the one they need. Yet, keep in mind that this feature is in 'public preview' mode, implying it's not all ready for a major deployment. This is just a tiny snippet of what Microsoft has in store for us in the year ahead.

As of now, oblique cuts to Dynamics 365 Sales will provide several notable features like editing a Dynamics 365 record within a Teams conversation, sharing Dynamics 365 records in a Teams message, and many more. It's noteworthy that Teams integration isn't simply catered to Dynamics 365 Sales. These features can be taken advantage of within various other applications as well.

• Editing a record within a Teams conversation
• Sharing records in a Teams message
• Adding activities and notes to records from within a Teams chat or channel
• Optimizing seller productivity
• Sending automated chat notifications from Dynamics 365 to Teams
• Adding stakeholders to Teams chat using suggested contacts
• Collaborating with key stakeholders using Teams chat from Dynamics 365

Moving on to setting up the preview—log in to 'Sales Hub', go to 'App Settings', and then to 'Chat and Collaboration'. The recent update will have rendered additional options for the Teams integration ready for you to activate. The same functionality can be found in the Dynamics 365 Customer Service hub. But, remember this is an advanced feature, it's accessible only with tenant administrator privileges.

Further, the author delves into the detailed functioning of the 'Chat' and 'Teams' Tab. It is described how these tabs would help in managing chats linked to a Dynamics 365 record and how non-existing teams could be removed from the Dynamics 365 opportunity record. Furthermore, instructions are elaborated on the ways to link Teams channels to Dynamics 365 records through the collaboration hub or vice versa.

Further Insights Regarding The Update

The update effectively improves the overall user experience by providing a more seamless workflow. It enhances user productivity by making it easier to communicate and collaborate using chats that are directly linked to Dynamics 365 records. With the 'public preview' phase, we can expect further enhancements and features that will continue to enhance the Teams-Dynamics 365 integration. We have entered an era where digital tools are playing a crucial role in optimising various professional activities and making daily tasks easier to tackle.

Modern businesses will find significant value in using these applications alongside each other. For more detailed information about this integration, visit this link.

Read the full article Dynamics 365 - With Teams Chat - How to setup

Learn about Dynamics 365 - With Teams Chat - How to setup

Delving into the intriguing world of Microsoft’s Dynamics 365 and Microsoft Teams integration, this blog post gives us comprehensive insights on the set up and functional elements that empower this robust amalgamation. Commonly referred to as 'Teams embedded chat in D365', this collaboration tool is a much-awaited innovation that organizations have been eagerly anticipating. With this feature in its 'preview' currently, it’s getting rolled out, projecting an improved and tighter integration in Microsoft's solution ecosystem.

The blog details the advanced facilities being developed such as linking internal or external chat to a Dynamics 365 record and an enhanced chat experience. This eliminates the need for rummaging through multiple chat sessions to locate the relevant one. Despite being in its nascent stage with additional features expected to unroll throughout the year, the prospects it offers are exciting.

Key therein are features such as editing a Dynamics 365 record within a Microsoft Teams conversation, sharing Dynamics 365 records in a Microsoft Teams message, driving seller productivity with a seamless interactive experience and automated chat notifications amongst others. These are expected to enhance user interaction, productivity, time-efficiency and collaboration.

To access these new features, within the Dynamics 365 Sales Hub application, you have the ‘Chat and Collaboration’ section, that further guides you. If sales isn’t a part of your Dynamics 365 suite, don’t worry! You can also find this feature in the Dynamics 365 Customer Service Hub.

However, it's to be noted that all these interactive features and advances will not be confined solely to Sales, but extend to the entire breadth of Dynamics 365 applications, hence benefiting an array of organizational needs and specific processes that span across different units or departments.

To maximize utility, the blog lays out a detailed guideline on enabling the preview, noting the roles and privileges needed for the process. This easy-to-follow guide, accentuated with screenshots, decodes the technical complexities into everyday language allowing even the not-so-tech-savvy users to maneuver through the new features with ease.

Next, we move onto a meticulous description of the 'Chat Tab', elucidating how chats linked to a Dynamics 365 record function. This includes everything from accessing these chats, starting a new chat, to linking a chat with the current record in Dynamics 365.

Advanced functionalities like linking existing chat to a said record, and options to unlink the chat from the record, are all covered in relatable terms with clear directions for users of various proficiency levels. It also mentions certain user actions possible while the chat is open.

Following this, the 'Teams Tab' topic explores how Microsoft Team channels have been successfully linked to the said record within Dynamics 365. Some crucial highlighted areas within this section include directions on how to link Teams channels to records, an insight on private channels and member additions, and the removal of link between the Teams channel and Dynamics 365 record.

• Editing a 365 record within a Teams conversation
• Sharing 365 records in a Teams message
• Adding activities and notes to 365 records from a chat or channel

In conclusion, the author, Dian Taylor - a presales engineering veteran in Dynamics 365 at RSM, offers personal insights based on extensive professional experience. Her enthusiastic sharing of a detailed step-by-step guide to enjoy these new-tech perks exemplifies her in-depth knowledge of these Microsoft stack of products.

To keep everyone interested in this space connected and updated, the blog also provides an opportunity to subscribe to future posts via this link. Her humble introduction and brief professional chronicle adds a personal note to her tech-loaded blogs. Thoroughly worth a follow!

More links on about Dynamics 365 - With Teams Chat - How to setup

Configure Microsoft Teams chat in Dynamics 365 Sales

Sep 7, 2023 — On the Settings page, expand Integration, and then select Teams integration settings. ... On the Microsoft Teams collaboration and chat page, turn ...

Enable or disable Teams chat in Dynamics 365

Jun 22, 2023 — Enable Teams chat sync · In the Power Platform admin center, select an environment. · On the command bar, select Settings > Integration > Teams ...

Use Teams chat in Sales Hub - Dynamics 365

Mar 31, 2023 — Open any Dynamics 365 customer engagement record and select the Teams chats and channels integration icon at the upper-right of the page.

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