Install Dynamics 365 assistant application on Microsoft 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.

Dynamics 365 assistant application on Microsoft Teams helps the sales personnel in an organization to keep track of daily meetings, customer interactions, and insights. When you add the application to the Microsoft Teams desktop app, you can open the app on the Teams mobile app and access the information as required. To learn more, see Access Dynamics 365 assistant application.

Install Dynamics 365 assistant app

As an individual, you can add the application to Microsoft Teams to highlight the Dynamics 365 assistant app for yourself. When the application is added, you can sign in to the Microsoft Teams mobile app and access the Dynamics 365 assistant application.

Important

Microsoft Teams doesn't let users download apps directly from the Teams mobile app. You must first install the app on the Microsoft Teams desktop application and then you can access the added app on the Teams mobile app.

To add the application to Microsoft Teams, follow these steps:

  1. Verify that you have reviewed prerequisites. To learn more, see Configure Dynamics 365 assistant application on Microsoft Teams.

  2. Open the Microsoft Teams desktop application and go to Apps.

  3. On the Apps page, search for "dynamics" and then select the Dynamics 365 tile.

    Select Dynamics 365 app in Teams

  4. Select Add to add the app.

    Add Dynamics 365 app in Teams

    The Dynamics 365 app is added to Teams. You can sign in to your Microsoft Teams mobile app and access the application.

See also

Enable Dynamics 365 assistant application on Microsoft Teams

Overview of Dynamics 365 assistant