Sharing Business Central Records and Page Links in Microsoft Teams

APPLIES TO: Business Central online

Business Central offers a couple ways to share data from Business Central directly in a Microsoft Teams conversation:

  • With the Business Central app installed in Teams, you can include an interactive card of Business Central record in a Teams conversation.
  • With or without the Business Central app installed, you can share a link from pages in Business Central to a Teams conversation.

The following sections describe the different ways in detail.

Include and view a Business Central card in a Teams conversation

With the Business Central app for Teams, you can copy a link from any Business Central record, like a customer or sales order, and paste the link into a Teams conversation. The app connects Microsoft Teams to your business data in Business Central. It then expands the link into a compact, interactive card that displays information about the record. Once in the conversation, you and coworkers can view more details about the record, edit data, and take action—without leaving Teams.

Teams integration with Business Central.

Prerequisites

Note

All participants in a Teams conversation will be able to view cards for Business Central records that you submit to the conversation. But to view more details about records, by using the Details or Pop out buttons on a card, they'll need access to Business Central. For more information, see Managing Microsoft Teams Integration.

Include a Business Central card in a Teams conversation

  1. Sign in to Business Central using your browser.

  2. Open the record that you want to share.

    The app is designed to display a card for almost any type of Business Central page. But it provides the best experience when used for pages that display a single record, such as an item, customer, or sales order.

  3. Copy the link to the page.

    There are two ways to copy the link. The easiest and preferred way is to select ShareShare icon in Business Central>Copy Link. The other way is to, copy the entire URL from the browser's address bar.

    Copy Business Central URL from browser.

  4. Go to Teams and start a conversation, which can be chat with a person, group of persons, or a team channel.

  5. Paste the link (URL) in the message box where you compose a message.

    Paste Business Central URL in Teams.

    Tip

    If you get a message like: Business Central wants to show a preview of this link., it means that you don't have the Business Central app for Teams installed. To install the app, select Show Preview and follow the instructions.

  6. The first time you paste a link into a conversation, you'll be asked to sign in to Business Central and give consent for the app to retrieve data. Just follow the on-screen instructions.

    Note

    You'll only have to do this step once.

  7. Wait a moment while a card is generated in the message box.

  8. When the card appears, review the contents of the card carefully for any sensitive information before sending the message. This step is important because once you send the message, everyone in the conversation can see the card.

  9. If the card looks good, select Send to submit it to the conversation.

    Tip

    After the card appears, and before you select Send, you can delete the pasted URL if you like.

  10. To view more details or make changes to the record shown in the card, select Details. For more information, see the next section.

View card details

Once a card's been sent to a conversation, all participants with the proper permissions can select Details to open a window that displays more information about the record—and possibly make changes to the record. It doesn't matter if you're the one sending the card or the one receiving the card. The Details feature is especially useful to recipients, because it quickly provides them with concise, targeted information about the record.

The details window is similar to what you'd see in Business Central, but it's focused on the page or record that the card is about. When you're finished viewing and making changes, close the window to return to the Teams conversation.

Here are a couple things to keep in mind when working with the card details:

  • To open the card details, users must have permission on the page and its data in Business Central.
  • Cards in Teams chats aren't automatically updated to changes. Any changes you save to a record in the details window are saved in Business Central. But the card in Teams won't show the changes in the conversion, until you paste the link again.

To learn more about working with cards and card details, see Teams FAQ.

Directly from most collection pages, like the Items page, and details pages, like the Items card, you can send a link to the page to specific recipients in a Teams conversation. For example, you can share a link to a filtered view of your records. Recipients can then select the link to open the page in Business Central.

!The Share menu displayed on a card.

Prerequisites

  • You have access to Microsoft Teams.

  • (Optional) You've installed the Business Central app in Teams.

    With the app installed, messages you send with the link will also include a compact card for the page. For more information about how to install the app, see Install the Business Central App for Microsoft Teams.

  1. In Business Central, open the page that you want to share.

  2. At the top of the page, choose the !Share to other apps action on pages. icon, then Share to Teams.

  3. If you're asked, sign in to Teams with your user name and password.

  4. In the Share to Teams page, type a name of a person, group, or channel that you want send the message to.

  5. The message box will include a link to the page. If the Business Central app for Teams is installed, a card for the linked record or page will also appear in the message box.

    Add any more information if you like, then choose Share.

  6. The link has now been shared. If you want to go to the conversation, choose Go to Teams.

See also

Business Central and Microsoft Teams Integration Overview
Install the Business Central App for Microsoft Teams
Teams FAQ
Searching for Customers, Vendors, and Other Contacts from Microsoft Teams
Changing Company and Other Settings in Teams
Troubleshooting Teams
Developing for Teams Integration

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