Before you can start using the collaboration experience, it needs to be turned on in your customer engagement apps in Dynamics 365 (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation).
Enable Basic Collaboration Experience to share documents between a connected Microsoft Teams channel and your customer engagement apps record. To learn how to turn on Basic or Enhanced collaboration, see Install and setup Microsoft Teams integration.
Basic Collaboration Experience
You need system admin permissions to enable this feature.
When you choose the Collaborate option in a customer engagement apps (such as Dynamics 365 Sales and Dynamics 365 Customer Service) record page, the connection set-up process between the app record and Microsoft Teams collaboration channel happens in Microsoft Teams.
You can manually pin an app record or view from Microsoft Teams.
Note: The option to add recommended members during the manual set-up process from Microsoft Teams is not supported.
Enhanced Collaboration Experience
You need Microsoft 365 tenant admin permissions to enable this feature.
When you choose the Collaborate option on in app record or view page, a set-up wizard will guide you through the connection set-up process between the app record or view page in customer engagement apps and Microsoft Teams collaboration.
You an Manually pin an app record or view from the Microsoft Teams app and add recommended members if you are the team channel owner.