(02) 8897 4665 | Dynamics 365 Customer Engagement

Microsoft is taking the one platform for all your business application needs extremely seriously.

We hear about many new features, new releases and new updates to the suite of application offered by Microsoft. This one however is worth a blog post!

Why is this exciting?

It simply means that you will now be able to do so much more with so little configuration time.

The integration application is downloadable into Microsoft Teams from the Microsoft Teams Store and is currently ONLY AVAILABLE IN PRIVATE PREVIEW which means not many organisations can see in the store.

BUT, it is coming to EVERYONE in this Year’s October 2018 Release of Dynamics 365. So if you can’t see it in your store, don’t worry, this post is still worth reading (you will need the time to deal with many other features coming in the October Release)

So how do you integrate Dynamics 365 with Microsoft Teams then?

This is obviously not a developer-level conversation. Because it doesn’t have to be.

Integrating Dynamics 365 with Microsoft teams is a simple task that can be accomplished by Office 365 administrators with little to no help at all. Here is how:

Step 1: Load Teams and Select “STORE”

Open Microsoft Teams and sign in. Then click on “Store” on the left menu. If your organisation particiapted in the preview you will see Dynamics 365 App (as below) otherwise wait for the October Release.

2) Install for yourself only or for everyone

Choose your settings here, I preferred the option of adding it to a Team.

 

Step 3: Choose a “Bot” or a “Dashboard”

As the names indicate a “Bot” feature means you will surface your Dynamics 365 records  (you choose which records) in Microsoft teams (security roles of Dynamics 365 still apply, so don’t worry about data leaks).

Whereas the “Dashboard” feature will surface your Dashboards from Dynamics 365 (Again the security roles should apply just fine).

 

Bot? – Choose your records

Now that your bot is installed, just “Sign in” to choose your company and then choose which records you want the bot to surface (Example, I want the bot to show me the activities related to ABC Pty Ltd, so I will select ABC Pty Ltd).

Enjoy that “Bot” !

Now and forever, you can update the record from Teams while having a coffee and being silly on the chat!

Wait! How about the Dashboards?

Ok fine, I will show you this one too. What you should remember is that your organisation must be using Dynamics 365 V9.0 and over for you to use this feature.

Surfacing Dashboards depends on who is signed in (ie the Security Roles of Dynamics 365 still apply here).

Here is what it looks like:

Points worth noting!

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  •  You will not see “Inactive” records in Teams.
  •  You can connect multiple organisations and have many connectors on Teams at the same time (Teams is designed as a light weight application and so it is pretty scalable).
  • From a cyber security perspective, some organisations might want to review Microsoft’s Azure bot framework because the data is communicated with it which interacts with Dynamics data and retrieves the records based on the user’s query executed.

Need help implementing Microsoft Teams in your organisation?

Speak to us or ask us a question by calling (02) 8897 4665

Have fun!

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