How to- Enable Microsoft Team chats in Dynamics 365 Apps
Enabling Microsoft Team chats inside Dynamics 365 allows agents/sellers to start a new chat from a record or connect an existing chat to a record from within the application. This can be done through the Power Platform Admin Center or the corresponding Sales, Customer Service, Marketing, and Field Service applications. Users can specify the apps and record types for Teams chats. Within the Sales Hub, there are two sections on the Team chats pane: Chats connected to the record and Other chats. Users can connect a record to a team chat, start a regular chat, and manage chat participants. More details can be found in the provided link.
Article 18m
Login now to access my digest by 365.Training
Learn how my digest works
Features
- Articles, blogs, podcasts, training, and videos
- Quick read TL;DRs for each item
- Advanced filtering to prioritize what you care about
- Quick views to isolate what you are looking for right now
- Save your favorite items
- Share your favorites
- Snooze items you want to revisit when you have more time