Enhanced collaboration experience with the Dynamics 365 app for Microsoft Teams

This article provides information on how to use enhanced collaboration with Microsoft Teams, and connect a record or view to a team channel from Dynamics 365 customer engagement apps.

License and role requirements

Requirement type You must have
License
  • Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, Dynamics 365 Sales Professional, Dynamics 365 Team Members, or any Dynamics 365 customer engagement app license
  • Microsoft Teams license

More information:
Security roles
  • Any primary sales role, such as salesperson, or sales manager
  • Any role that has access to a Dynamics 365 record

More information: Primary sales roles

Overview

Easily connect customer engagement apps in Dynamics 365 (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, or Dynamics 365 Project Service Automation) records or views to a Microsoft Teams channel using the Collaborate button on the record or view page. The step-by-step process will help you connect the selected record or view to a Microsoft Teams channel.

The basic collaboration experience only lets you pin a record or a view to a team channel from within Microsoft Teams. The enhanced collaboration experience includes everything in the basic collaboration experience and also lets you pin connect a record or a view to a team channel while you are working in customer engagement apps in Dynamics 365 (such as Dynamics 365 Sales and Dynamics 365 Customer Service).

Connect a record or a view to a team channel from customer engagement apps in Dynamics 365

  1. In customer engagement apps (such as Dynamics 365 Sales or Dynamics 365 Customer Service), open a record or a view.

  2. On the command bar, select Collaborate.

    Collaborate option.

  3. On the Collaborate with Microsoft Teams window, you will see one of the following:

    • If there‚Äôs no channel: You can connect the current record or view to any team channel by selecting, Get started.

      Get started button.

    • If there is channel that's already connected: Select a channel from the list and then select, Start collaboration. This will open Microsoft Teams and navigate to the channel that you selected. Or, connect the current record or view to a new team channel by selecting, Create a new connection.

      Select existing channel.

    Note

    If you selected an existing connected team channel where you are not the owner or member in that team, then when Microsoft Teams opens, select Join to send request to be added to the channel.

  4. After you select Get started or Create a new connection, you will enter into the connection process.

    Step 1: Choose an existing team or create a new team.

    • Choose an existing team that you belong to and then select Next.

      Select a team.

    • Or, create a new team:

      1. Select Create new team.

        Choose a team.

      2. Enter a name for the team and then select Next.
        If your administrator has enabled sensitivity labels for Teams, you will see the Sensitivity field. Select a Sensitivity label from the list. Hover over the label to see tooltips to get more information about the label. Select Make it a private team to ensure that only the team owner can add additional members.

        Enter name and select next.

    Step 2: Choose an existing channel and then select Next, or select Create new channel to create a new channel.

    Choose a channel.

    Note

    When you create a new team, the system automatically creates a channel named General. You can connect the current record to the General channel and then select Next or select create new channel to create a new channel under the newly created team.

    Enter name.

    Step 3: If you are the owner of the selected team then you can add recommended teammates who either own the record or the record has been shared with them to the team member group. From the list, select any or all listed teammates. You can also use the search option to find the teammates in the list. When you are done, select Finish.

    Note

    You will see this step only if you are the owner of the selected team while connecting to a customer engagement app record. If you are connecting a view of customer engagement app to a Microsoft Teams channel, you will skip this step. For more information on how to share a record, see Assign or share records..

    Choose teammates.

  5. When the connection process is complete, the system will open Microsoft Teams and go to channel that you connected.

See also