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Integrate Dynamics 365 and Microsoft Teams meetings (preview)

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Important

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

Important

A preview is a feature that is not complete, but is made available to you before general availability so you can evaluate the preview and provide feedback to Microsoft. Previews may have restricted functionality and may employ reduced or different privacy, security, or compliance commitments than a commercial version. As such, previews are not intended for production use, which means they are not meant for "live" Customer Data, Personal Data, or other data that is subject to heightened compliance requirements. Use of such data is at your sole risk and it's your sole responsibility to notify your end users about not including personal or sensitive information with their use of previews, as appropriate. We don't provide support for previews and Microsoft Dynamics 365 Technical Support won't be able to help you with issues or questions. This preview, and any one-off support Microsoft may elect to provide, is provided "as-is," "with all faults," "as available," and without warranty.

Microsoft Teams meeting integration allows you to stay in the flow of work, whether you're in Dynamics 365 or Teams:

  • Create and join Teams meetings directly from Dynamics 365.
  • View and update Dynamics 365 records seamlessly in a Teams meeting.
  • Capture notes and tasks seamlessly during a Teams meeting. Your notes and tasks automatically sync to Dynamics 365.

Meeting lifecycle

The lifecycle of a meeting can be divided into three stages, each with specific tasks.

See also

Enable Microsoft Teams meeting integration
Customize record details in the side panel
Create a Teams meeting
Add the Dynamics 365 app to a Teams meeting
Work with the Dynamics 365 app
Join a Teams meeting
Work with notes during a meeting
Work with tasks during a meeting
Work with activities during a meeting