Basic Collaboration Experience with Microsoft Teams integration

Collaboration experience in Microsoft Teams

Once installed, the Dynamics 365 app for Microsoft Teams enables collaborating with other team members by adding a model-driven app in Dynamics 365 tab to a channel in Microsoft Teams.

Connect a model-driven app record or view to a team channel

From a team channel, you can connect a model-driven app record or view to collaborate on any entity, such as customer accounts, opportunities, and more.

  1. Open a team channel, and select the Add button (Add button).

    Select Add button

  2. Select the Dynamics 365 icon to pin a model-driven app record to a channel.

    Add Dynamics 365 appsTeam channel

  3. Select Entity Selection, or View Selection.

  • Entity Selection

    1. Search for an entity to connect. You can pick a recently viewed record or use search to find records. You can use Filter by to narrow the search to an entity type.

      Search for entity

    2. If you are the owner of the team, you will see an option to add other members to the team who either owns the record, or it has been shared with them. When you are done, select Save.

      Note

      The Enhanced Collaboration Experience needs to be enabled to add members to the team. For more information, see Install and set up the Dynamics 365 app for Microsoft Teams.

    Once you complete the above steps, you'll see a notification of a successful connection and the model-driven app record will load in the new added tab. You can interact with the record as if you were using the your app. Those with Write permissions can edit the record. Changes will be synchronized with the model-driven app in Dynamics 365.

    Record successfully connected and pinned


Two connection states

Successful or Failed are only two connection states possible when connecting model-driven apps in Dynamics 365 and Microsoft Teams.

The successful connection state indicates that the connection was successfully saved in Dynamics 365 apps so that the link to the connected Microsoft Teams channel appears on the Dynamics 365 apps page and the files used on this channel also appear on the Documents tab in Dynamics 365 apps.

A failed connection state indicates that the connection was not successfully sent to Common Data Service. Microsoft Teams users can still use the pinned tab in the channel, but the relationship between the pinned record or view with the team channel is not stored in Common Data Service. For more information, see Troubleshooting.

  • View Selection

    1. Select an entity to see the list of active views that are available for the entity in the model-driven app and then select Save.

      Select a view

      Select a view

    Once you complete the above steps, you'll see the model-driven app entity view in the new added tab.

    My View in Microsoft Teams

    Note

    • If you select a personal view (My Views) instead of System Views, it’s recommended that you share the view with other users in Microsoft Teams before you add the view to the Microsoft Teams channel. Otherwise, other team members will not hae access to the view content.

    Select from My View

  1. If you have multiple environments or app modules, you can change the environment and app module by selecting Edit (Edit) to specify which environment or app module to use in Microsoft Teams.

    Specify org and app

You can enable Remember this preference to set the environment and app selections to be the default personal dashboard that appears when you select My Dashboard.

You can return to these settings any time by selecting the Settings tab.

Once the model-driven app tab is set up in Microsoft Teams collaboration channel, you can start working with your team members on the pinned app customer information and share files directly from Microsoft Teams.

Have a conversation

You can chat with your team members side-by-side with the model-driven app tab. From the model-driven app tab pinned in a Microsoft Teams channel, select the Show tab converation button to open the conversation tab.

Start a conversation

Open a model-driven app record or view

It's easy to navigate to the pinned model-driven app record or view page from Microsoft Teams. From the model-driven app record tab pinned in a Microsoft Teams channel, select the Go to website button to open the record or view page in Dynamics 365 apps.

Open a record in Dynamics 365 apps

View and associate files

Select the Files tab in the connected team channel to associate files with a model-driven app record. Files added here will appear in model-driven apps in Dynamics 365 under Documents for the linked record. Likewise, when you add a document to a model-driven app record, that document will appear in Microsoft Teams under the Files tab.

Files tab in Microsoft Teams app

If you see this message: Shared files exist in multiple locations. Select "Document Location" to see files in other locations.

Shared files in multiple locations

When there is more than one Microsoft Teams channel connected to a model-driven app record, each of the channels appears as a separate document location in Common Data Service. You can switch to a different location by selecting Document Location to specify the location of the file.

Change document location

To view a consolidated file list across all document locations including all connected team channel file libraries, from Document Location select All Locations.

Document location

Document location

Collaboration experience in a model-driven app

In a model-driven app, you can see the connected Microsoft Teams channel and files from the Microsoft Teams channel.

For more information on which entities support the collaborate option, see Record types that support Microsoft Teams integration.

In a model-driven app record page, select Collaborate to display a list of all the connected team channels. Then, select a team channel to go to the relevant channel conversation in Microsoft Teams.

From Dynamics 365 apps, open a conversation in Microsoft Teams

In addition, document management in model-driven apps in Dynamics 365 is integrated with Microsoft Teams. You can see the connected channel file library in the model-driven app and directly upload files; uploaded files will appear in the connected team channel file library under the Files tab in Microsoft Teams. Files uploaded in the Microsoft Teams connected channel will appear in the Documents tab in you app.

Dynamics 365 apps document management in Teams

Record types that support Microsoft Teams integration in model-driven apps

Currently, the following record types only support Microsoft Teams collaboration capabilities in model-driven app in Dynamics 365. The Collaborate button and file share feature will only work with the record types listed below in a model-driven app.

Note

The list below shows the logical name of an entity (not the display name).

  • Account
  • Agreement
  • Annotation
  • Appointment
  • Businessunit
  • Campaign
  • Case
  • Category
  • Competitor
  • Contact
  • Email
  • Expense
  • Fulfillment Preference
  • Inventory Adjustment
  • Inventory Transfer
  • Invoice
  • Kbarticle
  • Knowledge Article
  • Lead
  • Opportunity
  • Opportunityproduct
  • Order
  • Product
  • Project
  • Purchase Order
  • Purchase Order Receipt
  • Quote
  • Resource Request
  • RMA
  • RMA Receipt
  • RTV
  • Sales Literature
  • Task
  • Team
  • Work Order

If not enabled, users can still connect model-driven app records to Microsoft Teams, but the connected Microsoft Teams channel and the file library do not appear in model-driven apps.

When the feature is enabled, the collaboration feature is enabled only for a selected set of system entities. If you want to enable Microsoft Teams integration for additional entities or custom entities, you can only do it programmatically using the msdyn_SetTeamsDocumentStatus Web API action. More information: Enable or disable Microsoft Teams Integration using code