Instructional Videos

Effortlessly Collaborate with Teams Integration in Dynamics 365 Customer Engagement

Written by Western Computer | Dec 19, 2025 10:27:24 PM

In this video, we discuss the integration of Microsoft Teams with Dynamics 365 customer engagement. With this integration, users can work from within a record in Dynamics 365 or from the Teams perspective on a record, list of records, or even a dashboard from Dynamics 365. The setup is straightforward, and users can initiate chats from Dynamics 365 that are connected to specific records. The chats include a link to the record being discussed, making it easy to navigate back and forth between Teams and Dynamics 365. We demonstrate working in a channel in Teams called Opportunities Discussion, which can be used to collaborate on a list of top opportunities, leads that need to be closed, or escalated cases in customer service. Overall, this integration provides a seamless way for users to work together and stay up-to-date on important records in Dynamics 365. Contact us for a personalized demo: https://bit.ly/32ChDNg. CALL: (805) 581-5020 VISIT: https://www.westerncomputer.com/ EMAIL: info@westerncomputer.com FOLLOW US: https://www.facebook.com/Western-Computer-236693736372775/ https://twitter.com/WesternComputer https://www.linkedin.com/company/western-computer