Managing Microsoft Teams Integration with Business Central

APPLIES TO: Business Central online

This article provides an overview of what you can do as an administrator to control Microsoft Teams integration with Business Central.

In Microsoft Teams

Minimum requirements

This section describes the minimum requirements for the Business Central app features to work in Teams.

  • Required licences

    This table gives you an overview of the licences needed for the Business Central app features to work in Teams.

    What Teams licence Business Central licence
    Search for Business Central contacts. check mark. check mark
    Paste a link to a Business Central record into a conversation, and send it as a card. check mark check mark
    Share a link from a page in Business Central to Teams conversation. check mark check mark
    View a card of a Business Central record in a conversation. check mark
    View more details of card for a Business Central record in a conversation. check mark check mark
    Open a page link in Business Central from a conversation. check mark check mark
  • Allow URL previews

    Allow URL previews policy setting must be turned on. Otherwise, a card can't be generated for Business Central links pasted into a Teams conversation. For more information about this setting, see Manage messaging policies in Teams.

Managing the Business Central app (optional)

As a Teams administrator, you can manage all apps for your organisation, including the Business Central app. You can approve or install the Business Central app for your organisation, block user's from installing the app and more.

For more information, see the following articles in the Microsoft Teams documentation:

In Business Central

Minimum requirements

  • Business Central version:

    Business Central 2021 release wave 1 or later. Teams integration is only supported for Business Central online; not on-premises.

  • Codeunit 2718 Page Summary Provider is published as a web service:

    This codeunit is published as a web service by default. The codeunit is part of the Business Central system application. It's used to get the field data for a Business Central page added to a Teams conversation. For information about publishing web services, see Publish a Web Service.

  • User permissions:

    For the most part, the contact search, pages, and data that users can view and edit in a Teams conversation is controlled by their permissions in Business Central.

    • To search for contacts, users must have at least read permission to the Contacts table.
    • To paste a Business Central link into a Teams conversation and have it expand into a card, users must have at least read permission on the page and its data.
    • Once a card is submitted into a conversation, any user in that conversation can view that card without permission to Business Central.
    • To view more details for a card or open the record in Business Central, users must have read permission on the page and its data.
    • To change data, user's need modify permissions.

    For information about permissions, see Assign Permissions to Users and Groups.

Installing the Business Central app by using Centralised Deployment

The Microsoft Teams admin centre is where you configure Teams app setup policies for the organisation. In the Teams admin centre, you can use the Centralised Deployment feature to automatically install the Business Central app in Teams for all users in your organisation, specific groups, or individual users.

Note

To set up Centralised Deployment, your Teams account must have the Teams Service admin role or the Global admin role.

  1. In Business Central, choose the Magnifying glass that opens the Tell Me feature. icon, enter Teams App Centralised Deployment, and then choose the related link. Or, select here to open the page directly.

  2. Read the information on the Set up the Business Central app for Teams, then choose Next when ready.

  3. Open the Teams admin centre, and complete the following steps.

    1. Go to Teams apps > Setup policies.

    2. Create a new policy or select the policy that you want to use to install the Business Central app, then select Add apps.

    3. In the Add installed apps page, search for and select Business Central.

    4. Choose Add.

      Business Central should now appear under Installed apps for the policy.

    5. Configure any additional settings, then choose Save.

    For more information about setup policies in Teams, see Manage app setup policies in Microsoft Teams in the Teams documentation.

  4. Go back to Teams App Centralised Deployment in Business Central, and select Done.

Important

It can take up to 24 hours for the app set up policy to be applied and the app deployed to users.

Managing privacy and compliance

Microsoft Teams provides extensive controls for compliance and management of sensitive or personally identifiable data—including data added to chats and channels by the Business Central app.

Understanding where Business Central cards are stored

After a card is sent to a chat, the card and the fields shown on the card are copied to Teams. This information is subject to the Teams policies for your organisation, such as data retention policies. When displaying card details, none of the data in the details window is stored in Teams. The data remains stored in Business Central and will only be retrieved by Teams when the user chooses to view the details.

Restricting sharing of cards

You prevent specific users or groups from sending cards to chats or channels by setting up messaging policies that turn off the URL Previews setting. For more information about this setting, see Manage messaging policies in Teams.

You can also use information barriers to prevent individuals or groups from communicating with each other. To learn more, see Information barriers in Microsoft Teams.

Data loss prevention features in the Microsoft 365 Security & Compliance Centre can't be applied specifically to cards. But they can be applied to the chat messages that contain the cards.

Responding to data requests

You allow team members and team owners to delete messages that contain sensitive cards by setting up messaging policies, like: Owners can delete sent messages and Users can delete sent messages. For more information, see Manage messaging policies in Teams.

Content search and eDiscovery compliance features in the Microsoft 365 Security & Compliance Centre can also be applied to cards.

Because card data in Teams is a copy of data in Business Central, you can also use Business Central features to export a customer’s data if requested. For more information about privacy in Business Central, see Privacy FAQ for Business Central Customers.

See Also

Business Central and Microsoft Teams Integration Overview
Install the Business Central App for Microsoft Teams
Teams FAQ
Troubleshooting Teams
Developing for Teams Integration

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