How to efficiently collaborate using built-in Microsoft Teams Chat

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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