How to Integrate Dynamics 365 with Microsoft Teams: 1-Min Guide

How to Integrate Dynamics 365 with Microsoft Teams

Updated on:

April 6, 2026

By:

Use this interactive demo to learn how to integrate Microsoft Dynamics 365 with Microsoft Teams.

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You can integrate Dynamics 365 with Microsoft teams by using the collaboration feature in Dynamics 365. Here’s how to do it:

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Open your Dynamics 365 and click 'Sales'.
Click on 'Apps Settings' in the left sidebar.
Select 'Microsoft Teams collaboration'.
Then, hit 'Quick set up'.
Inside Dynamics 365, turn on Microsoft Teams chats.
Collaborate on CRM records directly in Teams.
Click 'Apply' and this instantly links CRM data into Teams.

📌 Why this matters

This integration eliminates the constant app-switching that kills productivity when managing customer relationships. You can access customer records, update deal statuses, and pull sales data without leaving your team conversations.

The real advantage goes beyond convenience—when your CRM data lives inside Teams, your entire team gains visibility into customer context during discussions. Sales updates become part of natural workflow rather than separate reporting tasks, and colleagues can contribute insights directly within the customer record while collaborating on projects.

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