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This article provides answers to frequently asked questions regarding Microsoft Dynamics 365 Commerce and Microsoft Teams integration.
All store managers are automatically added as owners to the corresponding team group so that they can perform operations such as adding a private channel and adding or deleting members.
Communication managers in Microsoft Teams have the ability to create and publish task lists. Organization employees who need to become communication managers must have the "retail task manager" role assigned to them in Commerce headquarters.
To assign the retail task manager role to an employee in Commerce headquarters, follow these steps.
In Commerce headquarters, every organization's hierarchy is associated with one or more purposes. Make sure the hierarchy that you want to provision into Microsoft Teams has the Retail reporting purpose associated with it, as shown in the following example image.
For information about how to configure the Commerce POS sign-in experience to use Microsoft Entra authentication, see Enable Microsoft Entra authentication for POS sign-in.
For information on how to map stores and teams if there are pre-existing teams, see Map stores and corresponding teams if your organization has pre-existing teams in Microsoft Teams.
A user who has signed in to the point of sale (POS) with an Microsoft Entra account should sign out from the POS or close the application to clear the session storage.
Tip
A recommended best practice is to always have store workers lock the POS terminal or sign out from a session when not using the terminal.
If a store doesn't have managers, a team group will not be created for the store or in Teams.
Anyone with the owner role can add a new store manager in Commerce headquarters and reprovision Teams so that the new manager will have the necessary privileges in Teams for the group.
Dynamics 365 Commerce and Microsoft Teams integration overview
Enable Dynamics 365 Commerce and Microsoft Teams integration
Provision Microsoft Teams from Dynamics 365 Commerce
Synchronize task management between Microsoft Teams and Dynamics 365 Commerce POS
Manage user roles in Microsoft Teams
Map stores and teams if there are pre-existing teams in Microsoft Teams
Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Microsoft Fabric, Power BI, SQL, and AI community-led event. March 31 to April 2, 2025.
Register today