Do you integrate Dynamics 365 and Microsoft Teams?

The Dynamics 365 app for Microsoft Teams lets you share records with colleagues without leaving the app. Instead of sharing non-descriptive URLs, use the integration to provide more context.

❌ Figure: Bad example - Do not just send a non-descriptive URL

There are two ways to share a Dynamics 365 record in Teams:

1. Share in a chat

You can quickly share a record in a conversation.

Click the + button in the text box | Dynamics 365 | choose a record | Send.

✅ Figure: Good example - Dynamics records can be sent directly to chats

2. Add as a tab

If your team needs frequent access to a record, you can add it as a tab.

Click the + button in the top bar | Dynamics 365 | choose the record | Save.

✅ Figure: Good example - A Dynamics 365 record pinned as a tab for easy access