Set up the Teams integration with Field Service
Set up the Teams integration with Field Service to enable team members to collaborate on work orders. For more information, go to Overview of Microsoft Teams integration.
Set up the Teams integration
Set up the overall integration between Microsoft Teams and Dynamics 365 apps.
Enable and configure collaboration settings in Field Service
Enable collaboration in Teams.
In Field Service, go to Settings > Integration > Teams Collaboration. To enable or disable Microsoft Teams chat in other Dynamics 365 apps, go to Work with Microsoft Teams chat in Dynamics 365.
On the Microsoft Teams collaboration and chat page, turn on the toggle for Turn on Microsoft Teams chats inside Dynamics 365.
Select one of these options:
- Turn on for all Dynamics 365 apps – Enables Teams chat for all supported Dynamics 365 apps in your organization, including any that you add in the future.
- Turn on for selected Dynamics 365 apps – Enables Teams chat for the apps you choose. If your organization already uses Teams, the selection you made previously remains. If Teams isn't set up, it's enabled by default.
In the Connect Teams chats to Dynamics 365 records section, add all the tables you'd like to collaborate on.
Save the changes.
Customize welcome message
When a user starts a new chat, predefined information creates a welcome message in the chat panel. Customize the welcome message to your business needs.
In Field Service, go to Settings > Integrations > Teams Collaboration.
Under Connect Teams chats to Dynamics 365 records, edit Work Order.
Under Message view, select the message you want to show in the first chat. Hover over each option for a description. Or, to create a custom message view, select Create view in Power Apps.
Select Save.
The first five columns in the view you choose appears in the welcome message when a user invites someone to collaborate on a record. If there's no data in a field, the field doesn't display.