Edit

Share via

Add Business Central tab in Microsoft Teams

  • Article

APPLIES TO: Business Central online

In Teams, tabs appear at the top of channels and chats, giving participants quick access to pertinent information. This article explains different ways to add a tab that displays Business Central data.

Tabs in Teams

About Business Central tabs

A Business Central tab provides a focused view of Business Central list and card pages. The tab doesn't display the full Business Central web client. There's no browser border, Business Central banner (for example with Tell Me, search, help) or top navigation menu—just page content and its actions. The content is interactive, meaning that you can select actions and links, change data, and more. You're limited to what you see and can do by the same permissions assigned to your account in Business Central.

Learn more about who can view the content of a Business Central tab in Who can see the content of a tab?.

Tip

Are you a developer? You can also add tabs programmatically using the Microsoft Graph API. Learn more in Add Business Central Tabs to Teams.

Prerequisites

To add a Business Central tab, the following requirements must be met:

To view Business Central tab that was added by another participant in the channel or chat, the following requirements must be met:

  • You have access to Microsoft Teams.
  • You have a Business Central license or limited access to Business Central with a Microsoft 365 license only. Learn more in Business Central Access with Microsoft 365 Licenses.
  • You've installed the Business Central app in Teams.

Add tab using recommended content

Use these steps to add a tab by choosing what to display from a readily available list of recommended content that's based your role center—without leaving Teams. Learn more about the content that you can choose from in Where does the recommended content come from?.

  1. At the top of a channel or chat in Teams, select + Add a tab.

  2. In the Search box, type business central, then select the Business Central icon and wait for the Business Central tab configuration window to appear.

    Shows the Business Central tab configuration window in Teams

  3. The Choose from content recommended for option shows the company in Business Central that you working with. If you want to show content from another company, select the current company, then use the Environment and Company options to specify company you want to work with.

  4. Select down arrow in the Tab content option and choose the content that you want to display.

  5. Some pages may include different views, which are variations of the page that's filtered to show specific data. To change the view for the content, select the down arrow for the Preferred view option and choose the view from the list.

    Learn more in Save and Personalize Views.

  6. Select Post to the channel about this tab to automatically post an announcement in the Teams channel or chat to let participants know that you've added this tab.

  7. Select Save.

Add tab using a page link

Another way to add a tab by using a link (URL) to the page that you want to show. This way is useful when you want to display a specific Business Central record or a list page that isn't bookmarked on your role center.

  1. At the top of a channel or chat in Teams, select + Add a tab.

  2. In the Search box, type business central, then select the Business Central icon.

  3. Wait for the Business Central tab configuration window to appear, then select Paste a Business Central link instead option.

    Shows the Business Central tab configuration window in Teams and highlights the link option

  4. Go to Business Central, and open the page that you want to display in the tab.

  5. Copy the link to the page.

    There are two ways to copy the link. The easiest and preferred way is to select Share Share icon in Business Central > Copy Link. The other way is to copy the entire URL from the browser's address bar. Learn more in Sharing Business Central Records and Page Links.

  6. Go back to Teams and paste the link in the URL box.

  7. In the Tab name box, enter a name that displays on the tab.

  8. Select Post to the channel about this tab to automatically post an announcement in the Teams channel or chat to let participants know that you've added this tab.

  9. Select Save.

Change a tab and its content

After a tab has been added, you can make certain changes to the tab. For example, you can rename the tab, move it, and remove it. You find these actions in the tab options that are available by selecting the down arrow on the tab.

Shows the Business Central tab configuration window in Teams and the tab options menu

As for the content of a tab, you can modify the data, if you have permission. If you change the data, others won't see the changes until they leave the tab and come back. The same is true for you if someone else makes changes to data. You can't change the page that displays on the tab, so just remove the tab and add another one the suits.

You can also change your view of the page and its data, like sorting and switching the layout between list and tile views. When you make these kinds of changes, they won't affect what others see. They see what you originally posted, until they make similar changes themselves.

Business Central and Microsoft Teams Integration Overview
Install the Business Central App for Microsoft Teams
Sharing Business Central Records and Page Links in Microsoft Teams. Teams FAQ
Searching for Customers, Vendors, and Other Contacts from Microsoft Teams
Changing Company and Other Settings in Teams
Troubleshooting Teams
Developing for Teams Integration

Start a free trial!

Find free e-learning modules for Business Central here