Customer Insights Teams Add-in
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| End users by admins, makers, or analysts |  Apr 15, 2020 |
- |
Business value
Connect Customer Insights with Microsoft Teams to let a bot look up unified customer profiles in Teams channels.
Feature details
The Teams bot is an add-in that you can install directly in Teams or via AppSource.
The bot provides lookup capabilities for unified customer profiles. It will show a card with up to 15 fields from the resulting customer profile. Multiple matches return a list of results where you can select a profile.
If your organization maintains multiple Customer Insights instances, you can choose which instance you want to connect the bot to.