Work with the Dynamics 365 app (preview)

Important

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

Work with the Dynamics 365 app in a Teams meeting.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, Dynamics 365 Sales Professional, Dynamics 365 Team Members, or any Dynamics 365 customer engagement app license Microsoft Teams license More information: Dynamics 365 Sales pricing Microsoft Teams pricing Dynamics 365 Team Members Dynamics 365 Licensing Guide
Security roles	Any primary sales role, such as salesperson, or sales manager Any role that has access to a Dynamics 365 record More information: Primary sales roles

Overview

With the Dynamics 365 app, you can view information about a linked record before the meeting, in the side panel during the meeting, and after the meeting.

Note

The Dynamics 365 app for Teams is available only in the Teams desktop app. If you are working in Teams web client or Teams mobile app, the Dynamics 365 app will not be visible.

View record details before or after a meeting

Open the meeting in Teams, and then select the Dynamics 365 tab. You can work with the linked record as you would in your customer engagement apps, such as Dynamics 365 Sales or Dynamics 365 Customer Service.

View record details during a meeting

Select the Dynamics 365 app icon in the meeting toolbar. Details about the linked record are displayed in a side panel. You can view and update information such as notes and tasks in the Contact, Opportunity, Lead, Account, and Case tables.

See also

Enable Microsoft Teams meeting integration
Customize record details in the side panel
Integrate Dynamics 365 and Microsoft Teams meetings
Create a Teams meeting
Add the Dynamics 365 app to a Teams meeting
Join a Teams meeting
Work with notes during a meeting
Work with tasks during a meeting
Work with activities during a meeting