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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.

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Microsoft Access (1) Copilot Studio (1) Ad-hoc support (1) Cloud CRM (1) CRM Migration (1) Microsoft Power Platform (8) Power Pages (3) Microsoft 365 (7) Dynamics 365 Business Central (ERP) (2) Project Management (3) Microsoft Teams (3) Dynamics 365 Project Service Automation (4) Dynamics 365 Field Service (6) Power BI (6) Nebulaa Leadership (3) PowerApps Portal (9) PCF (PowerApps Component Framework) (8) Dynamics 365 Marketing (7) SharePoint (2) C# (4) Power Automate (18) Power Apps (24) Dynamics 365 Customer Service (24) Dataverse (45) Power Platform (53) Dynamics 365 Web Api (11) Dynamics-365 Sales (56) Dynamics 365 (115) Blog (12) Azure Synapse Analytics (0) Azure Function (1) Azure DevOps Services (3) Azure Databricks (0) Azure and Office 365 (0) Azure (3)

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