How to collaborate Dynamics 365 team members with Microsoft Teams collaboration and chat

Malla Reddy GurramDyn365CE1 year ago10 Views



Hello Everyone,

Today i am going to show how to collaborate Microsoft Dynamics 365 with Microsoft Teams collaboration and chat.
What are the advantages of the Microsoft Teams collaboration and chat?
Let’s gets started.
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Select the environment and click on settings, click on “Collaborate Settings”.



Microsoft Teams collaboration and chat settings:





1. Turn on the linking of Dynamics 365 records to Microsoft Teams channels: Lets people in your org connect records and views to Teams channels, and let them open records in Teams during meetings = YES
2. Turn on Enhanced Microsoft Teams Integration: Allows pinning of records and views to a Teams Channel directly from Dynamics 365 and suggests members to be added. Requires tenant admin permissions = YES.
3. Turn on Confidential Labels: Create private Teams and add sensitivity/confidentiality labels in the Enhanced Microsoft Teams Integration = YES
4. Turn on Microsoft Teams chats inside Dynamics 365: Engage in Teams chats with…



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