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Demonstration: Teams
In this step, we will be shown the two ways to initiate a collaboration on Teams with a Dynamics 365 record
I’m in the Microsoft Teams application, and I have a Woodgrove team with a general channel. I could create different channels for specific opportunities, or all kinds of ways you can organise stuff in Teams. And that’s really not what I want to spend the time talking about. But I do want to say that you can either start the process from within the Teams application, or you can start it from within the Power Apps model-driven application. In this case, I’m looking at the account record in Dynamics 365. And I could come up here and click to collaborate, and this would start the process of launching and connecting this record to the particular team that I want.
And so if I go ahead and do this, it’ll load the Teams application. It will ask me what team I want to connect to. I’m going to choose Woodgrove. It’s going to show me what features it can enable for the pinned content. You can view more. You can add it to the team. You can also see that I have what I have available for me. Now, I’ve already done the basic set, and you’ll actually do that in the practise that we have for this module. You’ll go and do the instal of the Teams application. So for now, I’m just going to go ahead and set this up.
It’s asking me to pick where I want to connect, what channel I want to connect to, and do I want to set up the tab, and I’ll go ahead and say set up. And I want to set this up to the Woodgrove record. And you’ll notice that it’s now added a tab on here. Now, I could also do this directly from Teams. In fact, let me go ahead and do that. So I’m going to go ahead and remove this. And this is what you’ll see when you remove it. And I’m going to add it again. But this time, I’m going to start from the Teams application. I’m going to hit the Plus to add a tab.
I’m going to choose the Dynamics 365 application. Now, because I’ve already configured what environment to connect to, it already knows that. It also knows that I want to use the Customer Service Hub application. And I want to pick the Woodgrove account. And that loads up the same model-driven application. Now, this is actually showing the Dynamics 365 application in the context of the Teams application. You have the full ability to move around. I can deactivate. I can do all the operations that I would normally do. I can put a note in the timeline. But I can also come over to the conversation, and I can still interact. In fact, I can call that out.
I can also do a conversation in the tab window also. So as I open this up, I can come up here and open the chat. And this is a particular conversation about this record that I can have here. Do you think we should offer a discount? And that’s kind of the first step of getting this all connected together. Now, maybe I don’t want to work with a team, or I want to use this in addition to working with a team and collaborating in one of the Teams channels. I can go over to chat. I can go ahead and start a new chat here. I can type in Dynamics 365.
Now, the first time you access the bot, you’ll actually go through a configuration. It’ll say, hi David, I’m the sales bot. And you’ll do the configure. You’ll tell it what environment that you’re actually connecting to. And that’ll hook it all up. And then once you’ve done that, you can do things like what are my opportunities? And it’ll come up and say it found two opportunities I can pick one that I want to go ahead and interact with. I can tell it to show recent. So in this case, now I’ve opened the inquiry about service. And I could go ahead and update the amount. So I might want to quickly say that this is going to be 500,000.
Go ahead and update the record from within there. I can also update the close date. So we’re going to close this. And I can use the calendar. We’ll pick it’s going to close on Monday. And I can go ahead and do a create post. Looks like they will sign. And I can open this up in Dynamics, and it will open up the window. And now I’ve got my opportunity. And you notice on the timeline, they’ve got my post that I did from Teams. Looks like they will sign. And that’s a quick look at working with Microsoft Teams and Dynamics 365. In the practise for this module, you’ll go through and do this in your own environment.
In this step, we will be shown the two ways to initiate a collaboration on Teams with a Dynamics 365 record.
In the next step you’ll have the ‘Enable Teams’ Hands-on Lab for this week where you’ll be tasked with configuring Microsoft Teams and setting up the Dynamics 365 bot within Teams
Join the discussion
Do you or your teams make use of any bots on your communication platforms? Which have you found most useful or valuable?Use the discussion section below and let us know your thoughts. Try to respond to at least one other post and once you’re happy with your contribution, click the Mark as complete button to check the step off, then you can move to the next step.
This article is from the online course:
Dynamics 365: Implementing Power Platform Integrations
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Dynamics 365: Implementing Power Platform Integrations
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