Dynamics 365 – Teams. Love at first SITE (pun intended)..

The Team

Hi everyone, meet Knut and Kjetil.

Knut is a salesperson at Point Taken. He just came across a HUGE deal that he has registered in Dynamics 365. This deal is so big that Knut will need the assistance of several resources to deliver. One of these resources is Kjetil, a SharePoint consultant.

The setup

Knut enters the details needed for the Dynamics 365 deal

Knowing that this opportunity is HUGE, Knut starts by creating a new channel in the Offers Team (name is “General” for demo purposes).

The connection

Knut has now setup the structure for collaboration, and is ready to connect Teams and Dynamics 365 together.
Well done KNUT!! 🙂

Add the Dynamics 365 connection for the tab in the channel

Knut chooses the correct opportunity record.

When Knut is done, he can see the newly created connection message in Teams. The above message indicates that Teams and Dynamics successfully connected.

The harmony begins

Kjetil begins right away with the PowerPoint they will need to win this deal. Kjetil does not have a license for Dynamics, so he creates the PowerPoint in Teams because this is the natural place for collaboration.

Knut can now choose to navigate Teams or Dynamcis 365, because the systems are working with the same document location.

Knut and Kjetil represent 2 different work processes, but are harmonizing well when referring to the ONE TRUTH document. Well done you to!!!

Dynamics and Teams in perfect harmony!

Dynamics 365 – Teams Configuration

The configuration of the client is pretty straight forward. A typical office product, and that is a good thing:) FYI, it does not install a solution file within Dynamics, and I like that a lot… Never been a fan of the overcrowding of solution files (Hint hint portals.. hehe).

Start pĂĄ opening the system settings from Dynamics and locating the “Enable Dynamics and Teams integration”.

NB! Before starting, I would create a new Team and a new channel just for the sake of simplicity. Also create a new record in CRM that you want to connect to.

It took me about 3 minutes before I received my complete message, so be patient!

Open teams and locate the App Store within teams and search Dynamics. You will find it on the “…” menu on the left side.

Add to the team you created. In my case “Tilbud” and then click Open

Next step is connecting it to the channel in the team, and hit “Set up”.

Now it will ask you for an entity to connect to, so I am going to choose the Opportunity I created before I started the configuration “Teams Opportunity”.

If it all went well, you will now see a new tab in your channel with the name of the record. You also see a message that the record is connected.

The result

Dynamics and Teams working together