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Understanding the opportunity
with Dynamics and Teams
Peter Baddeley, Conference Room 1 & 13:30
#SS2020
Sponsor
#SS2020
Peter Baddeley
• SharePoint, Office 365 and Dynamics
• Organise SharePoint Community Events
• Contact Me
• ask@baddaz.com
• @baddaz
• www.baddaz.com
#SS2020
Agenda
Introduction to Microsoft Teams
Configuring the Integration
Personal Tools
Dynamics Integration into Teams
Basic vs Enhanced Collaboration
The Good, Bad and Ugly
#SS2020
Microsoft Teams
Team
A team is a group of people
gathered to get something done
Tab
Containers in Channels for
content and services
File
Files within a Channel managed in
SharePoint
Channel
Means to separate content and
conversations
Conversations
A persistent series of discussions
within a Channel
App
Added to a Channel connected to
cloud services
#SS2020
Display a Dynamics Record or View in a Microsoft Team Tab
Integrating Dynamics to Teams
#SS2020
Installing the Integration
Add text here
Install App
Add text here
Configure App
Add text here
Add Tabs
#SS2020
In System Settings enable Microsoft Teams Integration
Install in Dynamics
#SS2020
Basic vs Enhanced
Basic Collaboration Experience
- You need system admin permissions to enable this feature
- Connection set-up process happens in Microsoft Teams
- Pin a model-driven app record or view from Microsoft Teams
Enhanced Collaboration Experience
- You need Office 365 tenant admin permissions to enable this feature
- Guided wizard to connect to existing or create new Team
- Add members to a Team
#SS2020
See the connected Microsoft Teams channel and files from the Microsoft Teams channel
Basic Collaboration
#SS2020
From Dynamics create new Teams or Connect to Existing Teams
Enhanced Collaboration
#SS2020
Synchronise Membership and Team App configured
Enhanced Collaboration
#SS2020
View your Dynamics 365 dashboard in Microsoft Teams
My Dashboard
#SS2020
Search Dynamics 365 for Customer Engagement apps records within Microsoft Teams conversations
Chat Bot
#SS2020
Summary - The Good
Wider Collaboration
Engage other users and even
customers
SharePoint Documents
Works with Dynamics Document
Integration
Setup
Initial setup of integration is
straightforward and quick
Permissions
Users can be syncronised
between Dynamics and Teams
#SS2020
Summary - The Bad
Teams Centric
All interaction in Teams, with no
data surfaced within Dynamics
Different Integrations
Basic vs Enhanced modes adds
an additional level of complexity
Non-Dynamics Users
Have no access to Dynamics
Tabs in Teams
SharePoint Integration
Must be enabled and configured
to use Files Tab
#SS2020
Summary - The Ugly
Governance
Team creation process is basic
with no naming conventions
Multiple Links
Teams can Link to multiple
Dynamics records and vice versa
Architecture
Should it be a Team or a
Channel?
Information Sprawl
Who archives a Team when it is
completed?
#SS2020
Questions
#SS2020
https://products.office.com/en-us/microsoft-teams/
https://www.amazon.co.uk/dp/1484236696/ref=cm_sw_em_r_mt_dp_U_vETuEb68E1FSX
https://docs.microsoft.com/en-us/dynamics365/teams-integration/teams-integration
https://docs.microsoft.com/en-gb/dynamics365/teams-integration/teams-basic-vs-enhanced-collaboration`
https://docs.microsoft.com/en-us/dynamics365/teams-integration/teams-install-app
Resources
#SS2020
ask@baddaz.com
Cambridge
@baddaz
#SS2020
Sponsor
#SS2020
Thank
You
#SS2020

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Scottish Summit 29 02-20 - Understanding the Opportunity with Dynamics and Teams