Introduction:
In this blog, we will learn how we can collaborate using Microsoft Teams chat. This feature allows us to chat within Dynamics 365 CRM and also allows us to link chats to our records without leaving the application. Linked chats to records help users to maintain all the chats associated with a record in one place.
In order to have access to this feature in the environment, it is necessary to enable Teams chat preview.
If you are in the Sales hub app then change the area and navigate to the “App Settings” area and click on “Chat and Collaborate” in the General settings as shown below:
Enable the “Turn on Microsoft Teams chats inside Dynamics 365” toggle button.
If we want to use the record name as the default chat name then we have to enable “User record title as default chat name for linked chats”. We can also change the title afterward if we want.
Scroll down to ‘Link chats to Dynamics 365 Records’ section.
This section allows us to select…
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More About This Author
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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