Share to Teams action now includes link preview

Important

This content is archived and is not being updated. For the latest documentation, go to What's new and planned for Dynamics 365 Business Central. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users, automatically Sep 5, 2022 Oct 3, 2022

Business value

Users save time, and they benefit from not having to switch between apps when they can initiate collaborative tasks directly from Business Central. By choosing to share a compact card instead of only a hyperlink to a record, recipients gain more context and are able to act faster on business data.

Feature details

The Business Central web client provides a Share menu that includes an action to Share to Teams. When sharing, a link to the current page or record is automatically added to the message composition area in the Share to Teams page.

Starting in 2022, users can share a preview of the link as a compact and elegant card that summarizes the record. They can choose between sending only the link or both the link and the card in the message.

The outcome is similar to pasting a Business Central link into the message composition box in Microsoft Teams.

The Share to Teams window showing a link and card in the message.

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

See also

Sharing Business Central Records and Page Links in Microsoft Teams (docs)