Access the Dynamics 365 app through messaging extensions (production-ready preview)
Important
This topic is pre-release documentation and is subject to change.
If you've already added the Dynamics 365 app to Microsoft Teams, proceed with the Access the Dynamics 365 app section. If you haven't added the app to Microsoft Teams, proceed with the Add the Dynamics 365 app section.
Add the Dynamics 365 app
Open a channel in Teams and start a new conversation.
Alternately, open any chat conversation with a person or group.
Select Actions and apps (+) on the command bar, search for Dynamics 365, and then select it.
Select Add in the Dynamics 365 window.
The app is added to the channel or a chat conversation in Teams.
Note
Once you install the app for one channel or chat, it's available for use in all other channels and chats.
Access the Dynamics 365 app
After the Dynamics 365 app is added to a channel, it's available through Actions and apps (+) in Teams.
In Teams, open the channel to which you added the Dynamics 365 app and start a new conversation.
Alternately, open the chat conversation with a person or group to which you added the Dynamics 365 app.
After you've set up the app, you can change the settings later as required. More information: Edit settings of the Dynamics 365 app
Related information
Share and update Dynamics 365 records within Microsoft Teams conversations
Edit settings of the Dynamics 365 app
Share feedback
Share Dynamics 365 records within Microsoft Teams conversations
View and update record details
Add chat messages to Dynamics 365 as notes or tasks