Configure collaboration features
Modern sales teams don't work in silos. Deals are won through timely communication, shared documents, and real-time collaboration across email, chat, and mobile. Dynamics 365 Sales is built to fit into the tools your sellers already use — from Outlook and Teams to SharePoint and OneDrive — so collaboration happens in context, not in a separate system. This unit walks through how to configure those collaboration features for your organization.
Configure sales collaboration features
Sellers are most effective when they can communicate and coordinate without leaving their workflow. The features in this section connect Dynamics 365 Sales directly to the communication tools your team relies on every day.
Configure mailboxes
Email is the primary communication channel for most sales teams, and connecting it to Dynamics 365 Sales is one of the most impactful configuration steps you can take. Dynamics 365 Sales uses server-side synchronization (SSS) to synchronize email, contacts, tasks, and appointments between your email server and the app. When configured, sellers can send and receive email directly from records like opportunities or contacts, and every message is automatically tracked in the timeline.
To set up mailboxes, configure server-side synchronization through the Power Platform admin center, then approve and test user mailboxes. Once a mailbox is approved, it begins processing email automatically. Dynamics 365 App for Outlook is also enabled, giving sellers a lightweight way to track emails and access CRM data without leaving Outlook.
Learn more about setting up email by integrating with Exchange.
Configure Dynamics 365 App for Outlook
While server-side synchronization handles the underlying email flow, Dynamics 365 App for Outlook gives sellers a rich, interactive experience directly inside Outlook. With the app installed, sellers can track incoming and outgoing emails against Dynamics 365 records, view and edit CRM data from the Outlook sidebar, create new records, and see relationship insights — all without leaving their inbox.
Deploying the app involves four steps: configure server-side synchronization (covered above), approve and test mailboxes, assign the Dynamics 365 App for Outlook User security role to users, then push the app from Settings > Dynamics 365 App for Outlook. Admins can deploy to all eligible users automatically, push to a selected group, or allow users to install it themselves. Once deployed, the app appears in the Outlook ribbon and sidebar.
Learn more about deploying Dynamics 365 App for Outlook.
Configure Teams collaboration
Microsoft Teams integration lets your sellers collaborate on Dynamics 365 records directly from Teams — and brings Teams chats into Dynamics 365 without switching apps. Two capabilities work together here: embedded Teams chat (accessible from within Dynamics 365 records) and record-to-channel linking (which pins Dynamics 365 records and views to Teams channels).
To enable both, go to Sales settings > Microsoft Teams collaboration > Quick setup, toggle on "Chat and collaborate from Dynamics 365" and "Connect records to channels in Microsoft Teams," then select Apply. For advanced configurations such as controlling which record types can be linked to channels, select Go to advanced Teams collaboration settings.
Learn more about Microsoft Teams collaboration.
Configure the Sales mobile app
The Dynamics 365 Sales mobile app is purpose-built for sellers who spend time on the road. Unlike the generic Dynamics 365 for phones and tablets app, the Sales mobile app is optimized for core field seller scenarios — planning the day, capturing notes after meetings, and updating records on the go. It's available for iOS and Android.
The mobile app works alongside your existing Dynamics 365 Sales configuration and requires no special setup beyond ensuring users have the appropriate licenses and security roles. Sellers can install it from the App Store or Google Play and sign in with their Microsoft 365 credentials.
Learn more about the Dynamics 365 Sales mobile app.
Configure Microsoft 365 collaboration tools
Beyond direct seller-to-seller communication, Dynamics 365 Sales integrates with the Microsoft 365 document ecosystem. These integrations give your team a single place to store, share, and co-author files associated with sales records — without duplicating content across systems.
Configure Microsoft 365 productivity tools
Dynamics 365 Sales integrates with both SharePoint and OneDrive to support document management directly within sales records.
SharePoint integration lets users store, access, and share documents related to Dynamics 365 records (such as proposals attached to an opportunity) in SharePoint. The folder structure is created automatically based on the account hierarchy. To configure SharePoint, follow the setup steps in the Power Platform admin center under Settings > Document management, or use the guided setup within the Sales Professional app under Sales Settings > Connect SharePoint.
OneDrive integration allows sellers to create and manage private working documents — drafts, notes, internal summaries — and access them from within Dynamics 365. OneDrive requires SharePoint Online to be configured first. Enable it in the Power Platform admin center under Settings > Integration > Document management settings, then assign the OneDrive privilege to the appropriate security roles.
Learn more about integrating with SharePoint and enabling OneDrive.
Sales agent
Microsoft 365 Copilot for Sales (formerly Copilot for Sales) brings AI-powered sales capabilities into the Microsoft 365 tools your team already uses — Outlook, Teams, and other Microsoft 365 apps. It connects to Dynamics 365 Sales to surface CRM data in the flow of work, without requiring sellers to switch between applications.
Key capabilities include AI-generated email summaries with CRM insights, meeting preparation cards in Teams, automated meeting recaps with suggested follow-up tasks, and deal room collaboration spaces that link Teams channels to CRM opportunities. Sales agent also supports outbound email drafting that pulls in relevant product and opportunity information from Dynamics 365.
Sales agent requires a Microsoft 365 Copilot license and is configured separately from the core Dynamics 365 Sales application. It connects to Dynamics 365 Sales through a guided setup experience within Outlook or Teams.
Learn more about the Sales agent functional overview.