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Manage collaboration settings

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Use collaboration settings to adjust how collaboration features work in Power Platform. Adjust the settings in the Power Platform admin center, Environments > select an environment > Settings > Product > Collaboration.

Prerequisites

Make sure you have the System Administrator security role or equivalent permissions to change the collaboration settings. If you don't, ask your system administrator.

End user experiences

  • Model-driven apps:

    • Show other people when they're using the same form: When you're working on a record, you can also see other users who are working on the same record if this setting is set to On.

    • End users can add and join Teams meetings from appointments in model-driven apps: Teams meetings in model-driven apps include a Join button to allow users to easily join the call.

    • Show modern share on views and dashboards (preview): The Share button is shown in views and dashboards, which makes it easy to copy links and share them with others.

  • Enable sharing:

    • Allow users to share read-only links to records with other users from this environment: Users who have the share privilege can give read-only access to records when they share them with the Specific people option selected.

    • @mention people when in rich text editors to add and notify users: Users can mention other Dataverse users of the environment in Notes in model-driven apps, using the “@” character. In-app notifications must be enabled for the mentioned users to receive a notification. The environment must be on monthly channel for this option to appear in Power Platform admin center.

  • Teams integration:

    • Show record name and type to unauthorized users when unfurling links in Teams chats: When a link is pasted into a Teams chat, display the name and type of record in a card.

    • Install the Dynamics 365 app for Teams for users in the organization. Lets people in your org see business data while working in Teams: Active users of Dynamics 365 apps and Power Apps model-driven apps get the Dynamics 365 app for Teams automatically installed in their Teams client.