Configure Microsoft Teams for virtual visits

  • 10 minutes

In this exercise, you configure Microsoft Teams to integrate with Lamna Healthcare Company. Microsoft Teams offers several features useful for hospitals and other healthcare organizations. By integrating Microsoft Cloud for Healthcare with Microsoft Teams, you can enhance patient care and improve the collaboration between your care team staff. You can quickly schedule and conduct virtual consultation with patients.

Additionally, your care team can use Microsoft Teams internally to:

  • Chat, call, post messages, and communicate as a team

  • Store and share files and documents to collaborate

  • Use Shifts to create, manage, and share schedules among your staff

Task: Enable Microsoft Teams integration

By default, Microsoft Teams collaboration and chat features are disabled for Dynamics 365. In this task, you use the Power Platform admin center to enable the Microsoft Teams integration for Dynamics 365.

  1. While signed into your Microsoft 365 tenant, open a new tab, go to Power Platform admin center.

  2. On the left navigation, select Environments. In the right pane, select Lamna Healthcare environment. Next, select Settings.

  3. Select Integration and then select Teams integration settings.

    Screenshot of the Teams Integration settings option.

  4. Under Microsoft Teams collaboration and chat, switch Turn on the linking of Dynamics 365 records to Microsoft Teams channels to Yes

  5. Switch Turn on Enhanced Teams Integration to Yes.

  6. On the pop-up, select the currently signed-in user to grant the necessary permissions.

  7. Select Accept.

  8. Switch Turn on Microsoft Teams chats inside Dynamics 365 to Yes, and then select Save.

    Screenshot of the Collaborate right from Dynamics 365 dialog with "click OK on the System Settings page below" and a Finish button.

You enabled Microsoft Teams integration for Dynamics 365.