Take action on business data contextually right from within Teams chats

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Aug 2022 - Sep 2022

Business value

The Dynamics 365 messaging extensions for Teams already allows users to edit business data shared over chats in a modal pop-up. With this feature, participants in the conversation can take actions right on the preview information card itself, thereby increasing productivity and response rate on chats.

Feature details

  • Business users can share Dynamics 365 records as live information cards with inline actions on Teams chats.
  • Recipients cannot only see but also edit the details that matter—such as the opportunity score, estimated close date and revenue, and status—right from within the message.