Collaboration
Creating great marketing content and journeys is a team effort. Using the built-in integration capabilities between Dynamics and Teams, you can seamlessly collaborate with Dynamics 365 team members.
To access the Teams chat settings, open the Settings work area and go to Collaboration > Teams chat. From here, you can do the following things:
Turn on the linking of Dynamics 365 records to Microsoft Teams channels
This allows you to pin records and views in the Dynamics 365 model-driven app to Teams channels as well as integration of Dynamics 365 and Teams documents. For more information, see Difference between the Basic and Enhanced Collaboration Experience with Microsoft Teams, Basic Collaboration Experience with the Dynamics 365 app for Microsoft Teams, and Enhanced Collaboration Experience with the Dynamics 365 app for Microsoft Teams.
Turn on Microsoft Teams chats inside Dynamics 365
This allows you to engage in Teams chats with coworkers right from Dynamics 365. For more information, see Collaborate using built-in Microsoft Teams chat.
Show Teams chats on the connected record's timeline (Preview)
This will allow chat activity to show up on the timeline of Dynamics 365 records.
For more information, see Work with Microsoft Teams chat in Dynamics 365.
Connect Teams chats to Dynamics 365 records
This allows you to determine which record types people can connect to Teams chats.
For more information, see Configure Microsoft Teams chat in Customer Service.