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!!

One Reply to “MS Teams integration with Dynamics CRM”

Comments are closed.