Editing a Dynamics 365 record within a Microsoft Teams conversation.Some of these features related to Dynamics 365 Sales are listed below: Keep in mind this feature is currently in public preview, so it’s not completely mature yet! Microsoft has a lot more functionality in store for us, but that will come out later this year and early next year.
MICROSOFT OFFICE CHAT UPDATE
Previously we had a somewhat limited functionality which allowed users to pin Dynamics 365 data inside of the Microsoft Teams application, allowing users to work on Dynamics 365 data straight from the Teams application, but with this first update this integration will become a lot tighter: users will be able to link chats with internal or external contacts to a Dynamics 365 record, without the need to dig through loads of chat sessions in order to find the relevant chat. I’m sure you’re familiar with a lot of the Microsoft Teams functionality such as chat, making and receiving calls, and even streamlining approval processes.
I believe this is going to be a game changer for Microsoft because a lot of organizations have implemented the Microsoft Teams application throughout their businesses. However, this feature is being rolled out across environments as we speak. This might not be available in your environment when this article comes out, but that just means you will have to wait just a little longer to start playing around with it. I have waited a long time for this functionality to become available as I am sure many of you have as well! Today this feature is in preview as part of 2021 release wave 2. Finally it’s here: Microsoft Teams embedded chat in Dynamics 365.
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