How to Integrate Dynamics 365 with Chat

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Integrating Microsoft Dynamics 365 with Microsoft chat enables real-time collaboration directly within customer records. Here’s how to do it: 

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1. Open your Power Platform admin center and go to the 'Manage' menu.
2. Go to the 'Environments' section and choose an environment.
3. Navigate to 'Settings'.
4. Select 'Integration'.
5. Hit 'Teams integration settings' option.
6. Turn on 'Turn on Microsoft Teams chats inside Dynamics 365'.
7. Configure the Chat experience by clicking the 'App Settings'.
8. Within 'App Settings', navigate to the 'Microsoft Teams collaboration' sub-area.
9. Then, select 'Chat and collaborate'.
10. Choose which table records can be connected to chats.
11. Click 'Save' to confirm the changes.