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


  • 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.


This is a Required Field


Recent Updates

16 Jul, 2024

How to use Solutions with Power Pages

What is Solution in power Pages? A solution is a container for components such as Website Configuration and Dataverse Components.…

15 Jul, 2024

Create a Dataverse table with a SharePoint List

In today’s business world, Organization uses SharePoint lists for document management, and data storage. Let's assume a scenario where an organization…

Case Study BW - Nebulaa IT Solutions
Case Study
03 Jul, 2024

Revolutionizing Build Warranty's Operations with a Scalable and Automated Dynamics 365 Solution

Customer Overview Build Warranty (BW), a leading UK-based provider of warranty solutions for the construction industry, sought a strategic partner…