knowledgecenter-breadcrum

Knowledge Center

01 Jul, 2020

How To Add Dynamics Record/View From Microsoft Teams

Posted on 01 Jul, 2020 by Admin, Posted in Dynamics 365

How To Add Dynamics Record/View From Microsoft Teams Blogs

How To Add Dynamics Record/View From Microsoft Teams

Introduction

  • In the previous blog we saw how to integrate Dynamics 365 with Microsoft Teams and add Records/Views from Dynamics to Teams which was a part of Enhanced Microsoft Teams Integration.
  • In this blog, we will see step by step process on how to add a Dynamics record/view to a teams channel from Microsoft Teams itself.
  • In this example, I will add an account record but you can add any record or even a view if you want.

Step by Step

  1. Go to the channel where you want to add the data and click on “+” sign.
  2. Select Dynamics 365
  3. Select your organization instance properly and the Model Driven App from where you want to add the Record/View and click Select.
  4. You can then filter and select the Record you want to add and click Save.
  5. You can also select a View to be added to the tab if you want to.
  6. And that’s it you have now added a Dynamics Record from Microsoft Teams.

Comment

This is a Required Field

Loading

Recent Updates

Blogs
07 Sep, 2023

Optimizing Storage with SubscriptionTrackingDeletedObject Cleanup

What is SubscriptionTrackingDeletedObject? The "SubscriptionTrackingDeletedObject" table is linked to the "DeletionService," which handles two types of cleanup: organization-wide and record-specific.…

READ MORE
Blogs
05 Sep, 2023

How to create real-time customer journeys in Dynamics 365 Marketing

Introduction: This blog will show how to create real-time customer journeys in Dynamics 365 Marketing. Customer journeys can be either…

READ MORE
Blogs
30 Aug, 2023

D365 CUSTOMER SERVICE: CUSTOMER 360 COMPONENT

Introduction: In Dynamics 365 (D365) Customer Service, the 'Customer 360' Component provides a comprehensive view of information and enables users…

READ MORE