Collaborate with key stakeholders using 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 Nov 5, 2021 - Sep 30, 2022

Business value

With Microsoft Teams chat embedded in Dynamics 365, sellers can quickly reach out and collaborate with key stakeholders. They can accelerate deal velocity by connecting sellers with key stakeholders and information without leaving their workspace.

Feature details

  • Integrated Microsoft Teams chat capabilities: Native Microsoft Teams chat client featuring rich text editor, file attachments, emojis, GIFs, delivery options, edit or delete messages, like posts, and so on.
  • Contextual chat and channel list: Enable linking of chats to sales entities (ability to link channels is already available). Chat list changes context based on Dynamics 365 context.
  • People discovery: Use the intelligence of CRM to recommend internal stakeholders and external contacts with whom to collaborate.

See also

Using Microsoft Teams chat in Dynamics 365 (docs)