Set up Microsoft Teams

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

Teams is the best way to collaborate with your team, manage files, and have conversations in one easy-to-use location. You can connect Dynamics 365 Product Visualize to Teams to make collaboration with your sales team even easier.

Sign up for Microsoft Teams

  1. In a private browser window, go to the Microsoft 365 admin center at https://admin.microsoft.com.

  2. Sign in with the administrator credentials you created.

  3. In the left pane, select Billing, and then select Purchase services.

  4. Search for Microsoft 365 Business Standard, and hover over the Microsoft 365 Business Standard tile, and then select Start free trial.

    Microsoft 365 Business Standard

  5. Verify yourself and start the free trial.

Create a team

  1. In a private browser window, go to teams.microsoft.com to launch Teams.

  2. When prompted, select Use the web app instead.

  3. Select Get Started.

  4. After the app has loaded, you should see an option to join or create a team. Select Create Team.

  5. When you see the option to build a team from scratch or create one from an existing team, select Build a team from scratch.

  6. Make the group Org-Wide.

  7. Give the group a name and a description.

  8. Select Create.

Add channels to the team

  1. In the Teams and Channels list, select the More Information button next to the team you just created.

  2. Select Add Channel.

  3. Give the channel a name related to the mixed-reality session you want to connect to it (for example, Seattle-area).

  4. Select Add.

Connect Teams to Dynamics 365

  1. In the lower-left corner of the Teams client, select Apps.

  2. Search for Dynamics 365.

  3. Select the icon for Dynamics 365 to open the installation dialog box.

  4. Ensure that the Add for You option is set to Yes.

  5. Select the Open menu, and then select Add to a team.

    Add to a team

    a. Select an environment. This will be the organization name for the instance.

    b. Select Sales Hub.

    Sales Hub

    c. Select a mixed-reality session, and then select Save.

  6. In the Add to a team section, search for your team's name, which will also set the second option to Yes.

  7. Select Install.

  8. On the next page, select the channel you just created, and then select Set up.

  9. On the Setup page, set the following:

    • Select your Dynamics 365 organization from the Org list.

    • Select Sales Hub from the App Module list.

  10. Select Select.

  11. From the list of Dynamics 365 entities, select a mixed-reality session, and then select Save.

For more information about setting up Teams, see Install and set up Microsoft Teams integration.

Post notes from Dynamics 365 Product Visualize

Dynamics 365 Product Visualize makes your customers' needs part of the conversation by posting any notes you make in the app back to a connected Teams channel. The text and mixed-reality image get posted to Teams, giving your team the information and context they need to make smart decisions. This feature is enabled by default, but can be turned off through the in-app Settings menu.

What's next?

You now have everything you need to start using Dynamics 365 Product Visualize. New mixed-reality sessions, products, and models will show up automatically in the application after they've been added to Sales. For help or feedback, use the Feedback button in the Dynamics 365 Product Visualize app.

See also

Sign in to Product Visualize Hub
Add a 3D product
Add 3D model to a product
Add a note to a model
Create a mixed reality session
Add a product to a mixed reality session