In this blog, we will see how to share and update the Dynamics 365 CRM records within Microsoft Teams. To know how to collaborate with Microsoft Teams with Dynamics 365 CRM, please refer this blog.
The main purpose of this feature is to share the records with the teams so that they can also work on the same record as per the requirement of the organization.
Let’s see how this feature makes your work easy and convenient.
First, you need to do Microsoft Teams Integration. Once you are done with the integration login to Team with your CRM credentials and add the Dynamics 365 app as shown in the below screenshot:
Next, pin Dynamics 365 CRM app in the footer.
Once you pin the app, you can see that app in the footer as shown in the conversation.
After clicking on the Dynamics 365 app, it will ask you to sign in to the respective CRM environment and do the set-up as selecting the respective environment and the app to access the records.
Once you are done with the…
More About This Author
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.
- Dyn365CE2022.07.06Use of conditional access to restrict access to Dynamics 365 CRM by Operating System
- Dyn365CE2022.07.04Adding custom pages in model-driven app with responsive layouts
- Dyn365CE2022.06.30An enhanced experience for creating Email templates
- Dyn365CE2022.06.23Easily transform your visual design into Canvas App in Power Apps