In this blog, we will see how to share Dynamics records through ‘search’ in Microsoft Teams. Earlier, Microsoft Dynamics 365 supported enhanced collaboration with Microsoft Teams, You may refer to the blog to know how the collaboration between Microsoft Teams and Dynamics 365 happens. You can also refer to another blog to know how to Share and Update Dynamics 365 CRM records with Microsoft Teams.
To continue with our topic of the day, the search displays the record name and the entity in the search result. If a user wants to see the record as well as the Entity to which it belongs and also a short preview of the record, the Advanced Search feature must be in use.
Let’s have a look at how this feature makes your work easy and convenient.
After integrating your Microsoft Dynamics CRM with Microsoft Teams, you can see the recent records in Dynamics 365 panel, as shown in the below screen, click on the Actions option.
Here you will find the Advanced Search option.
Once you…
Source link
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.
Array
- Dyn365CE26 April 2024Combine Location Intelligence with Artificial Intelligence within Dynamics 365 CRM
- Dyn365CE25 April 2024Understanding Key Phrase Extraction in Power Automate for Text Analysis
- Dyn365CE24 April 20246 User-Friendly steps to connect Dynamics 365 CRM with Mailchimp – Effortless Integration!
- Dyn365CE24 April 2024Maplytics becomes the first Geolocation solution to earn the Prestigious ‘Solution Partner with Certified Software’ Designation on Microsoft AppSource