Business Central and Microsoft Teams Integration

Business Central And Microsoft Teams Integration

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Microsoft Teams is a product of Microsoft 365 that enables you to connect, work together and simplify work with others. Business Central includes a Microsoft Team-connecting application in Business Central, which enables you to rapidly communicate information with each team member, search for contacts, and answer requests quicker.

Business central in Microsoft teams can be used in Teams marketplace and the Teams desktop, mobile application, or web. 

How does Microsoft Teams integrate with Dynamics 365?

Microsoft has introduced a range of new integrations between Teams and Dynamics 365 during its 2021 conference which will be available in the upgrade for the Release Wave 1. This step is to improve Microsoft products and services.

These new integrations are built to reduce distractions caused by jumping between applications and data searching by uniting teams and dynamics 365. Microsoft claims that these will create a larger context for apps as they continue to connect engagement systems to record systems. This includes teams meeting, chatting, and calling without changing to teams and collaborating in the Dynamics 365 workspace. Or access, modify and share Dynamics 365 documents when working in teams.

teams

Features overview

Customers, suppliers, and other contacts

You can seek up information about customers, suppliers, and other Business Central contacts from anywhere in Teams. This tool allows you to view not just general contact information, but also interaction history, associated documents, and more.

Customers, suppliers, and other contacts

In a conversation, you can also share contact information. Participants can access additional information about the contact from there.

Customers, suppliers, and other contacts

Sharing Business Central Records in Microsoft Teams

You can do the following using the Business Central app:

  • To share a link to any Business Central online record with your coworkers, copy the link and paste it into a Teams conversation. The link will then be expanded into a short, interactive card that shows information about the record by the app.
  • You and your teammates may examine more details about the customer record, change data, and take action without leaving Teams while you’re in the chat.
Business Central Records

Share records in conversations

To share a link to any Business Central record with your coworkers, copy the link and paste it into a Teams conversation. The link will then be expanded into a short, interactive card that shows information about the record by the app.

Share records in Conversations

You and your teammates may examine more details about the record, change data, and take action without leaving Teams while you’re in the chat.

Get in Touch

If you need to step up your game for better customer service or improve team calls, business central teams integration seems like a great idea. So, if you have something in mind and need to discuss it with the experts of Dynamics 365 business central, we at DFSM can help you with it. 

Microsoft Dynamics Professional

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