How to – Connect Dynamics 365 records and views to Microsoft Team channels – Dynamics 365

To enable the feature that allows linking existing Dynamics 365 records and views to a Team channel,

we need select the environment and navigate to Settings >> Team Integration Settings

Select Yes for the “Turn on the linking of Dynamics 365 records to Microsoft Teams channels” and save it.

Now back in Microsoft Teams, from a team channel, select the Add (+) option

Select Dynamics 365

Specify the environment, and the corresponding Dynamcis 365 Apps in it.

Check Rememer this preference and click on Select.

Next, we get the option to search and filter for a record to link to.

Here we have selected the contact Nancy Anderson record, click on Save.

We can see the selected contact record pinned.

We also get the below options for the record tab added.

Similarly, if we want to link to a view, we can select the table and then its corresponding view to select and click on Save.

We can see the selected view added.

Also for both records and views pinned, we get the option of starting the conversation.

Clicking in Start conversation adds the below message with the link to the tab where the view or the record has been added or linked.

Get all the details here

Hope it helps..