Configure Microsoft Teams chat in Sales Hub

Enable Teams chat to help users effectively collaborate on their sales records without having to leave the application.

License and role requirements

Requirement type You must have
License
  • Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, Dynamics 365 Sales Professional, or any Dynamics 365 customer engagement app license
  • Microsoft Teams license

More information:
Security roles System Administrator
More information: Predefined security roles for Sales

Overview

As an administrator, you can configure the ability for sellers to chat in Microsoft Teams from within the Sales Hub app and custom apps. This helps with effective collaboration on the sales records without having to leave the application.

Note

Teams settings apply across all customer engagement apps. So, whether you enable the feature from Sales Hub or a custom app, it'll be enabled for all supported customer engagement apps.

When the feature is enabled, while working on sales records, sellers can start a new chat or connect an existing chat to a record, and thus collaborate efficiently without switching context or leaving the application. Connecting all the associated chats to a record can help sellers maintain all the chats related to the record in one place. You can also configure an optional introduction message that sellers can use to provide further context when collaborating on Teams.

This feature requires certain permissions to access Teams data. Review the Permissions required and Data security and privacy sections to know more.

Permissions required

Permission Type What the app does with the permission
Chat.ReadWrite.All Delegated Reads a user's chats and recent messages to display in the chat list.
Directory.Read.All Delegated Reads the display names for user's teams and channels.
Presence.Read.All Delegated Reads presence information for all users to be displayed on the user avatars in the chat list.
User.Read.All Application Reads the display name and licenses of users to validate whether the suggested participants have a Teams license assigned. This permission is used by the Suggested chats & contacts section in the chat list. The permission is set at the application level, because it's used by a background service for better performance.
User.ReadBasic.All Delegated Reads users' photos.

Enable or disable Teams chat

  1. In the Sales Hub app, select Change area Icon to change the work area in the lower-left corner, and then select App Settings.

  2. Under General Settings, select Chat and collaborate.

  3. Turn on the Turn on Microsoft Teams chats inside Dynamics 365 toggle.

    Important

    You must be a global administrator (tenant administrator) to enable Teams chat. After that, system administrators can configure other settings or disable Teams chat.

    Teams settings page showing toggle set to Yes.

  4. Save the changes.

The feature is now enabled for all the customer engagement apps. You can open a record and verify whether you're able to view the chats and channels related to the record. More information: Open Teams chats and channels related to a record

Add the Teams settings page to the sitemap of a custom app

  1. Sign in to Power Apps.

  2. Select the environment, and then select Apps.

  3. Select your custom app, and then select Edit.

  4. In the App Designer, edit the Site Map.

  5. To add the Teams Chat and collaborate settings page, add a subarea component, and then from the Type list, select URL.

  6. Copy the following value and paste it into the URL field:
    /main.aspx?pagetype=control&controlName=MscrmControls.TeamsCollaborationAdmin.TeamsCollaborationAdmin

  7. Save and publish the changes.

Enable Teams chat from Power Platform admin center

  1. Sign in to Power Platform admin center.

  2. Go to the Environments tab, select an environment in which you want to enable Teams chat.

  3. On the Environments page, select Settings.

  4. On the Settings page, expand Integration, and then select Teams integration settings.

    Enable Teams chat from Power Platform admin center

  5. On the Microsoft Teams collaboration and chat page, turn on the Turn on Microsoft Teams chats inside Dynamics 365 toggle.

    Teams settings page showing toggle set to Yes.

  6. Save the changes.

Set the default name for connected chats

As an administrator, you can set the chat title to be used as the record title by default. Users can later change the title if they want.

  1. In the Sales Hub app, select Change area Icon to change the work area in the lower-left corner, and then select App Settings.

  2. Under General Settings, select Chat and collaborate.

  3. Under Connect chats to Dynamics 365 records, select the record type (for example, Lead).

  4. In the settings panel, turn on the Auto-name chats toggle.

    Settings page to turn on or off the auto-name chats feature.

Data security and privacy

The following data security and privacy considerations apply for Teams chat functionality in Dynamics 365:

  • Dynamics 365 doesn't store any Teams data, except for the mapping between the record ID and the connected chat ID. No data from Teams is duplicated in Dynamics 365, unless the user manually adds it to the record notes or tasks.

  • The communication between the applications is secured through TLS.

  • Policies that apply both to Teams and Dynamics 365 are honored by the integration. For example, confidential files shared in a connected chat can only be accessed by permitted users. Similarly, a record shared in a Teams chat in Dynamics 365 can only be accessed if the user has permissions to view it.

  • The app requires certain permissions to start a chat, display suggested contacts, show presence, and so on. For more information, go to What are the privileges and type of permissions required by the integration?.

See also

Use Microsoft Teams chat in Sales Hub