Access Dynamics 365 assistant application on Teams

[This topic is pre-release documentation and is subject to change.]

Important

  • A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.
  • We expect changes to this feature, so you shouldn’t use it in production. Use it only in test and development environments.
  • Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 Technical Support won’t be able to help you with issues or questions. Preview features aren't meant for production use and are subject to a separate supplemental terms of use.

The Dynamics 365 assistant application on mobile devices lets you view and track daily meetings, customer interactions, and insights in your organization.

Prerequisites

Review the following prerequisites to access the Dynamics 365 assistant application on mobile devices:

Open Dynamics 365 app

On your mobile device, open the Microsoft Teams app and select the Dynamics 365 app when it is pinned to the app bar.

Select and open Dynamics 365 app in Teams

Note

If the app is not pinned to the app bar, select More (...) and then select and open the app.

Select and open Dynamics 365 app in Teams through more options

First-run experience

  1. Open the Dynamics 365 app on Teams.

  2. Review the display cards on the app. On the last card, select Got it to move to the home page.

    Dynamics 365 app tour cards

  3. The home page displays with a welcome message. You are now connected to the organization that you are associated with.

    Dynamics 365 app home page

    Note

    If you want to change your sales organization, see Change sales organization.

See also

Install Dynamics 365 assistant application on Microsoft Teams

Learn the basics