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

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

Comment

Recent Updates

Embed PowerBI Report To Form

Blogs

09 Sep, 2026

Embed a Power BI Report on a Dynamics 365 Form, Filtered to the Record You're Viewing

Most Power BI reports in a Dynamics 365 environment live somewhere the user has to go and find: a dashboard,…

READ MORE

Blogs

08 Sep, 2026

How to Dynamically Retrieve SharePoint Drive IDs and List GUIDs for Power Automate

Introduction Many times, we come across scenarios where we need to populate a Word template in Dynamics 365 using Power…

READ MORE

Blogs

11 Aug, 2026

How to Remove an Unmanaged Layer from a Dataverse Email Template

Overview Email Templates in Microsoft Dataverse make it easy to reuse email content such as subject lines, message bodies, and…

READ MORE