MS Teams

Microsoft is releasing more integration points between the Microsoft Teams application and the Microsoft Dynamics 365 solutions.

Features:

  • Embedded Team chat experience on the Dynamics 365 pages
  • Embedded Teams dialer (phone/video) on Dynamics 365 pages
  • Teams meetings that tie to Dynamics 365 Sales data
  • Create Webinar type events in Teams based on Dynamics 365 Marketing
  • Teams tasks integrated with Dynamics 365 CE Tasks
  • Access to Dynamics 365 information in the Teams application
  • Share files between Dynamics 365 and Teams application (using Sharepoint)

Notes:

  • For the moment it appears to be only available for people using the online hosting and not for on-premise installs
  • Teams tenant and the Dynamics 365 tenant must be the same tenant
  • Rolling out April-September 2021 as part of 2021 release wave 1

Check out this article from the Microsoft Dynamics 365 official blog: https://cloudblogs.microsoft.com/dynamics365/bdm/2021/03/02/dynamics-365-and-microsoft-teams-extend-collaboration-across-teams/

Official Install Documentation: https://docs.microsoft.com/en-us/dynamics365/teams-integration/teams-integration

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