Collaboration with Microsoft Teams


This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.


Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Sales is a team sport. Sellers need to access subject matter expertise in the context of a deal, collaborate with account teams across the globe, and share artifacts with customers throughout the sales lifecycle. Integrating the powerful collaboration capabilities within Microsoft Teams represents a significant opportunity to accelerate workflow efficiency by bringing together all necessary stakeholders in the context of the deal they are pursuing.

Extending on the Microsoft Teams integration work already in market, a deeper set of capabilities will be introduced to integrate the power of Microsoft Teams into Dynamics 365, leveraging CRM data as an organizing layer for a user’s collaboration activities. Chats and channels will be linked directly to sales records, enabling a contextual experience unique to the experience within Microsoft Teams. A full Microsoft Teams-embedded chat experience allows sellers to stay within their CRM workflows and collaborate with stakeholders for the critical information needed to close the deal faster.