View and update record details (production-ready preview)

Important

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

After you receive a card in a Teams chat, you can view its details and update them as required.

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

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:

Security roles

More information: Primary sales roles

In a record card whose details you want to update, select one of the following:
- View details: The record is opened in a new window inside Teams.
- Open in Dynamics 365: The record is opened in the customer engagement app.
  
  Note
  
  The recipients can view and update the record if they have the necessary permissions in Dynamics 365. Otherwise, they'll see a permission error.
Update the details as required and save the changes.
To see the updated changes in the card, hover over the card, select More options (…), and then select Refresh.