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Are you making use of the Microsoft Dynamics 365 CRM integration with Microsoft Teams?
1 July 2022
The good news is that Microsoft Teams and Dynamics 365 CRM are integrated, with further integration functionality on the way.
The Dynamics 365 CRM information available in Teams has been released – which we will explore with you now!
Note: The usage of Teams in Dynamics 365 CRM is coming! We’ll be updating you about this soon in a series of blogs.
Microsoft Teams and Dynamics 365 CRM working together
You can use Microsoft Dynamics 365 CRM in 2 ways:
- As an App which then replaces your browser use of CRM
- By linking either a record or a view to a channel in Microsoft Teams.
This can be used where the team are collaboratively working on something, for example, an Opportunity. Another example might be that all members of a channel (or Team) need to keep their eye on the same list of high priority cases.
NOTE: When a user accesses Dynamics 365 CRM data within Teams, they are still bound by the Dynamics 365 CRM license and security role access that has been allocated to them.
In short, they cannot see more data or do more things in Teams than they can in the standard Dynamics 365 CRM browser version.
How to use Dynamics 365 CRM as an app in Teams
To add the app > in Teams select the ellipses (3 dots) on the left and find the ‘Dynamics 365’ app.
(You might have to go to the app store to find Dynamics 365 if you do not already have this downloaded.)
Once added, pin it by clicking on the right mouse button – You will then be invited to select the environment (test or production) and which app. This may be Sales Hub, or your specific app set up for your company.
How to use Dynamics 365 CRM on a channel for collaboration
When you are on a Teams channel, add a new tab (+ button to the right of you list of tabs) and then select Dynamics 365. Once again you might have to go to the store to download the app if not already added.
You are then presented with a choice:
- Entity Selection which allows you to select a specific record (1 record) on that tab. This would be the shared Opportunity for instance.
You can amend data, upload files etc. as you would on your browser version.
- View Selection will present you with a list of views for an entity. You can then filter, sort and open records as you would on the browser version.
If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or email@example.com
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a comprehensive customer relationship management software, used by small medium & enterprise sized businesses, to give you and your team the power to drive sales growth.
Connect your sales, marketing, and service teams with Microsoft Dynamics 365 CRM – breaking down any data silos.
Dynamics 365 CRM offers a choice of role-based CRM modules: sales, marketing, customer service & field service – simply choose which modules are needed for your business.
Speak to us today to find out which Microsoft 365 applications could be deployed in your business.