Microsoft Dynamics 365 + Microsoft Teams – Innovation and Collaboration hand in hand

In today’s age, connecting people is the need of the hour. Whether it be for business organizations or educational institutes, or any other vertical, collaboration is a must. And Microsoft Teams is right at the heart of doing just that. Launched in 2017, it had to compete with already established slack. But over the years, with innovative upgrades and a user-friendly interface, it swiftly became popular across the globe. And pandemic more than secured its place as an app to manage all your communications, documents, and tools in a team workspace.

And with Dynamics 365 and Microsoft Teams integration, organizations using Dynamics 365 CRM can do a lot more than just schedule meetings using Teams. Microsoft Teams and Dynamics 365 CRM when integrated together increases your productivity by decreasing the disruptions in your flow of work. It creates a unified digital workplace with improved coordination across teams. Check out the features this integration brings here.

Apart from these features, with every release wave, Microsoft is bringing new capabilities for a personalized experience. Check out the latest innovations in Teams to be released as showcased at Microsoft Inspire 2022. And Inogic, with the help of its blogs and articles, shares its expertise on Dynamics 365, Power Platform, Azure, Dataverse, Microsoft Teams, etc., to contribute to the Dynamics 365 community.

In this blog, we have compiled some of the popular Microsoft Teams blogs shared on our Inogic blogs to help you get the best out of this integration.

• Share and Update Dynamics 365 CRM records with Microsoft Teams

Before you start with this, make sure that you have integrated Microsoft Teams with your Dynamics 365 CRM. With the help of this feature, you can easily share Dynamics 365 CRM records with teams so that both can work on the same record as required by the organization. Check out the step-by-step guide on how to do the same.

• Embedding Power Apps to Microsoft Teams

With Microsoft’s low code no code approach, Power Apps is becoming the core part of any organization. And to walk with the remote work trend, the new power apps app in teams provides an integrated experience for citizen developers to create and edit apps within teams, and quickly publish and share them making it easier for anyone within the team to use it without having to switch between multiple platforms. So, with the help of our detailed posts, learn how to embed Canvas apps to Microsoft Teams, and embed Model-driven apps in Microsoft Teams.

• Collaborate using built-in Microsoft teams Chat

By enabling this feature, you can chat within Dynamics 365 CRM and link chats to your records without leaving the application. This helps in maintaining all the chats associated with a particular record in one place. Get a step-by-step guide on how to do the same and improve your collaboration.

• Create and Join Teams Meeting from Appointment

Released in Microsoft’s 2022 release wave 1, this new feature to join team meetings from an appointment in the model-driven app is already popular among CRM users. You can enable this feature from your environment by navigating to Power Platform Admin Centre. Hop on to the blog to get a detailed guide for the same.

Want to know limitations when using Power Apps with Microsoft Teams? Check it out here.

Found the above compilation useful? We have more such blogs for you to devour like best tips and tricks on Canvas Apps and Model-driven Apps, Microsoft Power Automate, PCF tips, guide on using Custom APIs, and more.

Tired of manually coding and custom developments?  Inogic has a suite of 15+ 5 star rated preferred apps on Microsoft AppSource loved by partners and customers alike. Check them out here. Make sure to check our widely popular collaborative product SharePoint Security Sync that integrates Dynamics 365 CRM with SharePoint. This integration with the help of SharePoint Security Sync allows you to replicate Dynamics 365 CRM security model to SharePoint thereby securing all your documents from unsolicited access. Not only this, but it also comes with user friendly interface to seamlessly manage your documents saved in SharePoint within Dynamics 365 CRM. Amazing, eh? Check out how your business can benefit from SharePoint Integration with SharePoint Security Sync regardless of your vertical in our short demo video.

Convinced already? Hit us up at crm@inogic.com and our product experts will guide you with a personalized demo.

Till then, have fun!

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