Posted on by Avinash Verma

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

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