{"id":19083,"date":"2020-03-17T00:00:00","date_gmt":"2020-03-16T23:00:00","guid":{"rendered":"https:\/\/alistar.net\/?p=19083"},"modified":"2026-01-14T10:29:43","modified_gmt":"2026-01-14T09:29:43","slug":"how-to-use-dynamics-365-with-microsoft-teams","status":"publish","type":"post","link":"https:\/\/alistar.net\/en\/blog\/hoe-dynamics-365-gebruiken-met-microsoft-teams\/","title":{"rendered":"How to Use Dynamics 365 with Microsoft Teams"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><strong>Microsoft Teams makes remote work easier.<\/strong> The tool allows you to stay in touch with colleagues through chat, phone calls, online meetings, whiteboards, file sharing, and more.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Do you manage your customer information in <\/strong><a href=\"https:\/\/alistar.net\/en\/microsoft-dynamics-365\/\"><strong>Microsoft Dynamics 365<\/strong><\/a><strong>, you can also integrate your Dynamics 365 environment with Teams.<\/strong> This allows you to collaborate remotely with colleagues on a quote or sales opportunity. In this blog post, we explain how it works.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Set up Microsoft Teams integration<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">By default, the integration of Microsoft Teams with Dynamics 365 is disabled in the Common Data Service. <strong>On the <\/strong><a href=\"https:\/\/docs.microsoft.com\/nl-nl\/dynamics365\/teams-integration\/teams-install-app\"><strong>Microsoft Docs site<\/strong><\/a><strong> You'll find the instructions for enabling the integration there.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Link Dynamics 365 records and views<\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">2.1 From Microsoft Teams<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">From a Teams channel, select the button <strong>Add+<\/strong> and select it <strong>Dynamics 365 icon<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/Net-IT-CRM-Blog-Integratie-Microsoft-Teams-Dynamics-365-screenshot-toevoegen.webp\" alt=\"\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/Net-IT-CRM-Blog-Integratie-Microsoft-Teams-Dynamics-365-screenshot-selecteer-pictogram-Dynamics-365.webp\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next, select \u201cSelect Entity\u201d or \u201cShow Selection\u201d<\/strong> and search for the records or views you want to connect to Teams. Once the connection is successful, a <strong>so-called model-driven app record or view<\/strong>. <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/Net-IT-CRM-Blog-Integratie-Microsoft-Teams-Dynamics-365-screenshot-Mijn-weergave.webp\" alt=\"\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">2.2 From Dynamics 365<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click the button <strong>Collaborate&nbsp;<\/strong>to link a recording or broadcast to a Teams channel.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/Net-IT-CRM-Blog-Integratie-Microsoft-Teams-Dynamics-365-screenshot-samenwerken-knop.webp\" alt=\"\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">3. Viewing and Editing Dynamics 365 Records<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Click the button <strong>Go to the website<\/strong> to open the linked Dynamics 365 record or view. <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/Net-IT-CRM-Blog-Integratie-Microsoft-Teams-Dynamics-365-screenshot-record-of-weergave-openen.webp\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Any member of a Teams channel can view the linked Dynamics record, even if they are not a Dynamics user. However, to actually edit records, you need a Dynamics 365 license with sufficient editing permissions. Changes are automatically synchronized in Dynamics 365.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4. Conducting Conversations<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You and your colleagues can chat alongside the model-driven app record or view. Click the button <strong>Display Tab Conversation<\/strong> to open the chat window and start a new conversation or continue an existing chat. <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/Net-IT-CRM-Blog-Integratie-Microsoft-Teams-Dynamics-365-screenshot-chatvenster-openen.webp\" alt=\"\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">5. Viewing and Linking Files<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Select the tab <strong>Files<\/strong> in the correct team channel. From here, you can upload files and link them to a model-driven app record. The uploaded document is then displayed in Microsoft Teams under the tab <strong>Files<\/strong> displayed.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/Net-IT-CRM-Blog-Integratie-Microsoft-Teams-Dynamics-365-screenshot-bestanden-weergeven-en-koppelen.webp\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If you see the warning message below, it means there are shared files in multiple Teams channels. Select <strong>\u201cDocument Location\u201d<\/strong> to view the files on the other channels.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/Net-IT-CRM-Blog-Integratie-Microsoft-Teams-Dynamics-365-screenshot-gedeelde-bestanden-op-meerdere-locaties.webp\" alt=\"\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">6. What record types does the Microsoft Teams integration support?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Account, Agreement, Note, Appointment, Business Unit, Campaign, Request, Category, Competitor, Contact Person, Email Address, Expenses, Fulfillment Preference, Inventory Adjustment, Inventory Transfer, Invoice, Kbarticle, Knowledge Article, Prospect, Sales Opportunity, Opportunity Product, Order, Product, Project, Purchase Order, Purchase Order Receipt, Quote, Resource Request, RMA, RMA Receipt, RTV, Sales Documentation, Task, Team, Work Order<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">7. Using the bone function<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The bot feature allows you to search for model-driven app records within a Microsoft Teams conversation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Search for and open the Dynamics 365 bot. Open <strong>Chat<\/strong> on the left side of Microsoft Teams and select <strong>Dynamics 365<\/strong>. The tab <strong>Conversation<\/strong> opens with the welcome message sent by the bot. Select <strong>Sign Up<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/Net-IT-CRM-Blog-Integratie-Microsoft-Teams-Dynamics-365-screenshot-aanmelden-bij-de-botfunctie.webp\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You will then see a few possible options, or you can also search for records \u2018in the search field.\u2019.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">8. Using Personal Dashboards<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Select the tab <strong>My Dashboard<\/strong>. The dashboard displayed is based on your user role.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/Net-IT-CRM-Blog-Integratie-Microsoft-Teams-Dynamics-365-screenshot-persoonlijk-dashboard.webp\" alt=\"\"\/><\/figure>","protected":false},"excerpt":{"rendered":"<p>Microsoft Teams vergemakkelijkt werken vanop afstand. De tool zorgt ervoor dat u in contact kan blijven met collega\u2019s via chatten, bellen, online meetings, whiteboard, bestanden delen, enz. Beheert u uw klantinformatie in Microsoft Dynamics 365, dan kan u ook uw Dynamics 365-omgeving integreren met Teams. Zo kan u met collega&#8217;s op afstand samenwerken aan een [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":19095,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[27],"tags":[233,818,153,225,564,247],"industrie-type":[],"interesses":[],"techologie":[],"alistar_language":[],"class_list":["post-19083","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog-nl","tag-crm","tag-dynamics-365-ce","tag-modern-work","tag-modern-work-applications","tag-net-it","tag-teams"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Hoe Dynamics 365 gebruiken met Microsoft Teams - Alistar<\/title>\n<meta name=\"description\" content=\"Als u Dynamics 365 integreert met Microsoft Teams, dan kan u met collega&#039;s vanop afstand samenwerken aan een offerte of verkoopkans.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/alistar.net\/en\/blog\/how-to-use-dynamics-365-with-microsoft-teams\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Hoe Dynamics 365 gebruiken met Microsoft Teams - 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