APPLIES TO: Business Central online
This article answers some of the questions you may have about working with Teams and Business Central.
- Searching for Contacts
- Working with cards
- Working with card details
- Collaborating with guests
How do I sign in to the Business Central app in Teams?
After installing the app, you'll be asked to sign in the first time you use the app, when you paste a Business Central link into Teams chat or choose the Details action on a card in Teams. Depending on your Teams client, you may have to enter your credentials that you use to access Business Central.
How do I sign out of the Business Central app in Teams?
To sign out of your current user identity in Teams used to connect to Business Central, go to any chat compose box, right-click the Business Central icon underneath, then choose Settings. When the window appears, check your currently signed in identity and then choose Sign out.
Does the app for Teams connect to Business Central on premises?
No. The Business Central app for Teams only works with Business Central online. There are no plans to support Business Central deployment types—like on-premises, hybrid cloud, or private cloud—that Microsoft doesn't host or manage directly.
Does the app work with multiple companies and environments?
Yes. To search for contacts in a different company, go to Settings. When the Business Central app expands a link into a card, the link must contain the environment and company names for the app to match the record in the right company. You can paste links to any companies and environments you have access to within your organization and from the Business Central account you used to sign in. Participants in the chat will see the card. But they can't view the card details unless they have permissions to the company or environment where that record is stored.
In which countries or regions is the Business Central app available?
The Business Central app for Teams isn't restricted by country or region. The app is available in all markets currently supported by the Teams marketplace.
Does the Business Central app work with any localization of Business Central?
Yes. The app is intended to work with any localization of Business Central, whether that localization is offered directly from Microsoft or through a partner. For more information, see Country/regional availability and supported languages.
Which languages does the Business Central app support?
Two things determine the language used for cards and card details in Teams:
- Your language in Teams, which you can see from your account settings in Teams.
- Your language in Business Central, which you can see the Business Central Web client (see Change Basic Setting - Language).
The following table explains how the experience differs for message authors and recipients, depending on language settings and availability of languages.
|Message author||Displays in the language that's specified for you in Teams. If Business Central doesn't offer that same language, the card is displayed in English.||Displayed in the language that's specified for you in Business Central. which may include languages from language apps provided by partners.|
|Message recipient||Displays in the language of the message author.||Displays in the language that's specified for you in Business Central.|
For the list of supported languages for Business Central, see Supported languages.
Does the Business Central app work with industry solutions?
Yes. But only some features of the app work with Embed apps:
- The app works with links based on the *.bc.dynamics.com pattern that's typically used with Embed apps.
- Contact search isn't available for Embed apps that replace the base application from Microsoft.
Where can I find Teams integration inside the Business Central Web client?
There's currently no embedding of Teams controls or presence of Teams features inside the Business Central Web client or other clients.
Does Business Central work with the Teams mobile app?
Yes. The Business Central app can be installed from the Teams desktop app or browser, or by an administrator for all users. Once installed, the Business Central app is automatically available in Teams for iOS and Android. On mobile devices, you can only view cards sent by others, access details, or pop out the card to the full experience in the Business Central mobile app. You can't paste links that expand into cards when composing messages or search for contacts. For minimum requirements for mobile, see Minimum Requirements for Using Business Central.
Is the Business Central app for Teams the same as the Business Central app for iOS and Android?
No. The app for Teams is an add-in to Microsoft Teams and exclusively designed for collaborative experiences that light up within Teams. On the other hand, the Business Central mobile app delivers a rich experience for you to work with Business Central data on your mobile devices.
Mobile users are encouraged to install both the mobile app and the app for Teams to get the most out of Business Central. With both installed, you can choose the Pop out action on a card in Teams to open the card details in the Business Central mobile app. For information about installing the Business Central and Teams mobile apps, see:
Does the Business Central app work in all Teams clients?
No. The Business Central app for Teams isn't supported when installed as a package for macOS or Linux. On these platforms, you can access Teams using a supported browser instead.
For minimum requirements in Business Central, see Minimum Requirements for Using Business Central.
For information about the choice of Teams clients and how to install them, see Get clients for Microsoft Teams in the Teams documentation.
Which Teams client is best for Business Central?
There are only minor differences and limitations between Teams clients that may affect your experience with the Business Central app for Teams. When choosing a Teams client, consider:
- The camera and location can't be accessed from the details window in the Teams desktop app.
- Phone numbers can't be activated from the details window in Teams for iOS, Teams for Android, or Teams in the browser.
- Using Microsoft Edge with the Teams in the browser let's you easily work across multiple identities and accounts by signing in to Teams from different profiles. To learn about using profiles in Microsoft Edge, see Sign in and create multiple profiles in Microsoft Edge on Microsoft Support.
What is the best way for me to demonstrate Business Central and Microsoft Teams to prospective customers?
If you're a reselling partner, you might want to have an environment that you can show prospects as part of pre-sales demonstrations. To avoid affecting Microsoft Teams in your organization, you can get a Microsoft 365 demo account at https://aka.ms/CDX. This account gives you full control of an independent Azure organization that includes Microsoft Teams and Business Central. For more information, see Preparing Demonstration Environments of Dynamics 365 Business Central.
Does the Business Central app for Teams cater for my customization and personalization?
The Business Central app for Teams can display cards for links to customer pages and tables in Business Central, such as those pages and tables originating from your own custom extensions or from AppSource.
The fields shown on a card in Teams can also be affected by Business Central customizations installed for your organization. Cards don't consider any role-specific customizations or user personalization. However, the card details window shows record details as you would see them in Business Central, including any extensions, role customizations, and user personalization.
When you search for contacts, the fields that are matched in the Contacts table and fields shown in the search results aren't affected by any customization or personalization.
How do the permissions required by the app affect my privacy?
Before installing the Business Central app for Teams, you can review the minimum permissions required for the app to function. By installing the app, you agree that the app has permission to receive messages and data that you provide it, and Teams has permission to store and process those messages.
Also, some Business Central features require opening external links or access to your camera or geographic location. For example, suppose you wanted to capture a photo of a purchase invoice for processing. The Business Central app doesn't use these capabilities without your consent and they're only used by specific features in the Details window. When you use one of these features for the first time, Teams will display a dialog box asking you to grant access to the required device capabilities.
In Teams desktop, you review and adjust app permissions from the Settings window. Select your profile picture at the top of the app, select Settings > Permissions, then select the Business Central app.
For Teams in the browser and Teams for iOS or Android, you can review or adjust permissions from your browser or device settings.
Exactly which Business Central features prompt you for permissions depends on the add-on apps and customizations applied to the Business Central environment that you connect to.
Where can I learn about my privacy?
You can learn about how Microsoft handles your data in the Microsoft Privacy Statement.
Contact your administrator to learn how your organization handles the privacy of your data.
How do I uninstall the Business Central app for Teams?
To remove the app that you installed for yourself, go to any chat compose box, find the Business Central icon underneath, right-click the icon and choose Uninstall.
Will Microsoft continue to improve the Business Central app for Teams?
At Microsoft, we're constantly listening to feedback from our diverse user community and acting upon the top suggestions. To learn about what is next for the Business Central app for Teams, see the Dynamics 365 release plan.
If you want to participate in improving the app for Teams, or have an idea that would help simplify your work or collaborative experiences in Teams, add an idea or vote for existing ideas at https://aka.ms/BusinessCentralIdeas.