Engage in a Microsoft Teams chat from within Dynamics 365


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.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Sep 15, 2021 - -

Business value

  • Time savings: Sales collaboration in Microsoft Teams can become disorganized quickly, making it hard to find the right conversations that matter for the seller.
  • App switching: Currently, users switch between the Sales Hub app to reference or update records and Microsoft Teams to interact with stakeholders. Constant app switching is inefficient.
  • Bringing structure and organization to sales collaboration: Dynamics 365 provides an organizing layer to sales activities that is difficult to replicate from within Microsoft Teams.

Feature details

  • Full Microsoft Teams chat experience.
  • Rich text editor, message importance, emojis, and GIFs.
  • Add participants to chat.
  • Post actions.
  • Multiple chat windows open simultaneously.
  • Chat window persists as user navigates across Dynamics 365.