Add Dynamics 365 app to a Teams meeting

 

The Dynamics 365 app can be added in one of two ways:

·       Automatically add the app: If you link a Dynamics 365 record to a meeting while creating it in Dynamics 365 or Microsoft Outlook, the Dynamics 365 app is added automatically to the meeting. This allows you to view record details before, during, and after a meeting.

·       Manually add the app: If you don't link a Dynamics 365 record to a meeting while creating it in Dynamics 365 or Microsoft Outlook, it's recommended that you add the app to the meeting before joining the Teams meeting for a better experience.

To add an app before a meeting, first send the meeting invite, then open the meeting in Teams. Select Add a tab, search for the Dynamics 365 app, and add it.

To add an app during a meeting, after the meeting starts, select  Add an app in the meeting controls at the upper-right area of the screen, search for the Dynamics 365 app, and add it.

Work with the Dynamics 365 app

The Dynamics 365 app enables you to view information of a record that is linked with a meeting. The record details can be viewed before the meeting, in the side panel during the meeting, and after the meeting. Open the meeting in Teams, and then select the Dynamics 365 tab. You can perform all actions on the linked record as you would in Dynamics 365 Customer Service.

To view record details during a meeting, Select the Dynamics 365 app icon in the meeting toolbar at the upper-right area of the screen. The record details are displayed in a side panel. You can view and update information such as notes and tasks.

While in Teams, if you want to access a record directly in your Dynamics 365 app, you can open the record by selecting the popout icon on the side panel.

Join a Teams meeting

You can join a Teams meeting from Dynamics 365, Microsoft Outlook, or Microsoft Teams.

Join a Teams meeting from Dynamics 365

1.     Open the meeting record from the Timeline or from the  Activities page.

2.     Perform one of the following actions:

o   On the command bar at the top, select Join Teams Meeting.

o   In the Teams meeting field, select Join Teams Meeting.

o   Go to the Description area, hold the Ctrl key, and select  Click here to join the meeting.

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