Hello Everyone,
Today I am going to show how to enable microsoft teams collaboration and chat from Dynamics 365 Sales App.
Let’s get’s started.
.png?ssl=1)
Login into Dynamics 365 Sales App.
Change the settings to “APP SETTINGS”.
Click on the “Chat and collaboration”
Microsoft Teams collaboration and chat – seamlessly collaborate with Dynamics 365 Teams members.
Some of the settings here you need to enable, lets see what they are ?
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.
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. When this settings turned on – tenant admin show approve or allow for this integration.
Turn on Confidential Labels – Create private Teams and add sensitivity/confidentiality labels in the…
Source link
More About This Author
Array
Dyn365CE2 October 2023Release Plans for Dynamics 365, Power Platform, Microsoft Cloud of Industry
Dyn365CE1 October 2023{How to} Set Power Apps Standard Settings
Dyn365CE30 September 2023{Do you know} How many activity types needs to be activated per table?
Dyn365CE29 September 2023{How to} set up Guided Channel Setup in Dynamics 365 Customer Service
