Microsoft Teams embedded chat in Dynamics 365 – the long-awaited feature is now available!
This new feature is part of the 2021 release wave 2. Microsoft Teams chat now be embedded directly in the Dynamics 365 interface enabling users to link chats with internal or external contacts in a Dynamics 365 record without switching applications.
In addition to the ability to chat with colleagues both in and outside of a work project, the new functionality includes linking messages to specific Dynamics 365 records or cases and assigning individual conversations to specific work projects.
Microsoft Teams’ integration is available not only for Dynamics 365 Sales users but also those using the other apps.
Microsoft plans to release other interesting functionalities, which are scheduled for a release early next year. Some of these include:
Editing a Dynamics 365 record within MS Teams conversations
Sharing Dynamics 365 records in MS Teams messages
Adding activities and notes to Dynamics 365 records from MS Teams chats
Sending automated chat notifications from Dynamics 365 to MS Teams
Adding users to MS Teams chat using suggested contacts
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