In this blog, we will see how to share Dynamics records through ‘search’ in Microsoft Teams. Earlier, Microsoft Dynamics 365 supported enhanced collaboration with Microsoft Teams, You may refer to the blog to know how the collaboration between Microsoft Teams and Dynamics 365 happens. You can also refer to another blog to know how to Share and Update Dynamics… Read More »
Effective collaboration is the magic key to success for many businesses. Collaboration within the organization always helps people to collaborate and interact with each other seamlessly. As we all are aware, Microsoft Teams is a great inbuilt platform available where you can chat within the Dynamics 365 CRM and link those team chats back to… Read More »
Microsoft is continuously working on the Dynamics 365 feature which leverages the advantage of integration with Teams. In this blog, we will explore one such feature inside the D365 customer service named “Customer support swarming (preview)”. Note that this feature is still in PREVIEW mode. Need: To sustain any business in the long run “Customer… Read More »
In this blog, we will see how to track the linked chat in the Dynamics 365 record’s timeline. Earlier Dynamics 365 supports enhanced collaboration with Microsoft Teams, refer to the blog to know how to collaborate with Microsoft Teams with Dynamics 365. Also, refer blog1 to know how to Share and Update Dynamics 365 CRM… Read More »
Introduction In our previous blog, we saw the process of adding Canvas apps to Teams. In that, the user can share the Canvas app by embedding it directly into Microsoft Teams (using the option Add to Teams in Power Apps). Now, in this blog, we will see how to share a Model-driven app by embedding… Read More »
Introduction: In this blog, we will see how to share and update the Dynamics 365 CRM records within Microsoft Teams. To know how to collaborate with Microsoft Teams with Dynamics 365 CRM, please refer this blog. The main purpose of this feature is to share the records with the teams so that they can also… Read More »
Introduction: In this blog, we will learn how we can collaborate using Microsoft Teams chat. This feature allows us to chat within Dynamics 365 CRM and also allows us to link chats to our records without leaving the application. Linked chats to records help users to maintain all the chats associated with a record in… Read More »
Introduction: In the new Microsoft 2022 release wave 1, many new features have been introduced. In this blog, we will learn about the functionality of Join team meetings from appointment in model-driven app feature. With this feature, users will be able to add and join Microsoft Teams meeting to the appointment in Dynamics 365 CRM… Read More »
In one of our earlier blog, we had looked at approvals connector that would allow us to send an approval message to select users and wait to receive their response before further action is initiated. The approvals are presented through a power automate mobile app or can be accessed from the flow portal. Microsoft Teams… Read More »
This blog is a continuation to part 1 of the 2-part blog series which will help you understand how to operate the AI model in automated flow and use the data parsed through AI builder. Part 1 – Route an email to external services and create an invoice approval request in Microsoft Teams Part 2… Read More »