Configure Microsoft Teams meeting integration in Dynamics 365 (preview)


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


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.

The Microsoft Teams meeting integration feature allows frontline workers (seller or customer service representatives) to quickly access and update Dynamics 365 records in Microsoft Teams before, during, and after meetings. As an administrator, you can enable this feature to empower frontline workers and accelerate business outcomes with a seamless experience between Dynamics 365 and Microsoft Teams meetings. The frontline workers can execute meetings that better meet their customer’s requirements.

For app specific information about the feature, select the appropriate link below: