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MS Teams integration with Dynamics CRM

MS Dynamics CRM and MS Team integration provide users the ability to pin up records/views which are most frequently used by the user.

We need to create a Team for achieving the above functionality.

Figure 1: Created Team

New team has been created now. Let’s name it as MS Dynamics and Team Integration. We need to click on (+) icon. To pin a record or view.

Figure 2: Use Plus (+) Icon to Pin Record

Search for Dynamics 365.

Figure 3: Search Dynamics 365

Click on Entity Selection –> Filter Entity for fast search (highlighted in blue) –> Enter the record name. Select the record and hit Save button.

Figure 4: Search Entity Record using filter

The selected record has been pinned on Team now.

Figure 5: Pinned Account Entity record

We need to follow the same steps to pin a View on Teams. Select the entity view and click Save button.

Figure 6: Search Account Entity View
Figure 7: Pinned Account Entity view (My Active Accounts)

When Microsoft Teams Integration is enabled, to get the Collaborate button appears on records in Dynamics 365 for Customer Engagement apps. We need to Enable Dynamics 365 and Teams Integration from System Settings.

Login to Dynamics CRM:

  • Go to Settings > Administration > System Settings > General tab
  • Enable Microsoft Teams Integration
Figure 8: Enable Microsoft Teams Integration – Collaborate button

Hope this blog help!!


MS Teams integration with Dynamics CRM

Today we will learn how to integrate Dynamics CRM with MS Teams.

Open Teams –> Go to Apps –> Search Dynamics

Figure 1: Login Team App
Figure 2: Search for Dynamics 365 App

Select the Dynamics 365 App, below screen would appear. We need to click on the Install button.

Figure 3: Install Dynamics 365 App

Select App

Figure 4: Open Dynamics 365 App

Select the CRM Environment and Dynamics 365 app for establishing connection with MS Team.

Figure 5: Select CRM Org. to configure with MS Teams
Figure 6: Selected CRM Org. Hexaware and Sales Hub App.

The below screen will appear after clicking Save Changes button.

Figure 7: CRM Dashboard in Teams

Teams provide us the ability to select CRM records and work on it having the same user experience as Dynamics CRM.

Figure 8: Access CRM record from MS Teams

Now, clicking on the Conversation tab and hit Configure button for using Teams Bot functionality.

Figure 9: Configure MS Teams Bot

Select the CRM Environment and hit Save button.

Figure 10: Select CRM Org.

Commands which can be currently used in Teams.

  • Search
  • Show
  • Change environment
  • Change App
  • Help
Figure 11: MS Teams Bot Commands

I entered show Hitachi Account.

Figure 12: Record fetch using MS Teams bot functionality

Next Session we will learn how to pin up CRM records on MS Teams. Click Here

Retrieve Deleted Record From Dynamics CRM

Today we will learn how to retrieve and restore deleted record from Dynamics CRM without programming.

For this we need to have XRMToolbox.

Open XRM Toolbox go to Plugin Store and navigate to Search.

Figure 1: XRMToolBox Plugin Store

Enter Recycle Bin in the Search box. Install the plugin by selecting the checkbox and hit Install button.

Figure 2: Search Plugin – Recycle Bin

Once the Recycle Bin plugin is successfully installed. Go to Plugins and search Recycle Bin.

Figure 3: Search Installed Plugin Recycle Bin

Connect to the Dynamics CRM Organization and select Recycle Bin Plugin.

Below screen will appear.

Figure 4: Plugin Recycle Bin Page

Hit the Load Entities and Users button. This will load all the Entities and Users of the connected CRM Instance.

Figure 5: Click Load Entities and Users

We need to select the Entity, User and the date range from which we need to retrieve the deleted record.

Note: Entity for which Auditing is enabled will only show under Select Entity dropdown.

Now to test the tool, I have deleted a record from Contact entity.

Figure 6: Deleted Contact Thomas Cobley

Going back to XRMToolbox select entity as Contact and hit Show Deleted Records.

We will get the all the deleted records against the user selected in the Select User field.

Note: If All Users value is selected under Select User field then the tool will provide us all the records deleted by any users.

Figure 7: Retrieve all the deleted records

Select the record which we would like to restore back into CRM. By selecting the record and clicking on Restore Records button as shown below.

Figure 8: Restore the deleted records

Hope this blog helps you!!!