Edit settings of the Dynamics 365 app (production-ready preview)

Important

This topic is pre-release documentation and is subject to change.

This article provides information on how to edit settings of the Dynamics 365 app.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, Dynamics 365 Sales Professional, Dynamics 365 Team Members, or any Dynamics 365 customer engagement app license Microsoft Teams license More information: Dynamics 365 Sales pricing Microsoft Teams pricing Dynamics 365 Team Members Dynamics 365 Licensing Guide
Security roles	Any primary sales role, such as salesperson, or sales manager Any role that has access to a Dynamics 365 record More information: Primary sales roles

Edit settings

1. Access the Dynamics 365 app.

2. Select Action Commands (…) in the upper-right corner, and then select Settings.

   

3. In the Settings window, select the following information:

   • Environment (org): Environment that you want to connect to.

   • Dynamics 365 app: App that you want to share records from.

   

4. Select Save.

See also

Share and update Dynamics 365 records within Microsoft Teams conversations
Access the Dynamics 365 app through messaging extensions
Share feedback
Share Dynamics 365 records within Microsoft Teams conversations
View and update record details
Add chat messages to Dynamics 365 as notes or tasks