How to connect the Dynamics 365 Calendar App with the Microsoft Teams App - PowerPoint PPT Presentation

About This Presentation
Title:

How to connect the Dynamics 365 Calendar App with the Microsoft Teams App

Description:

A technical guide to connecting the model-driven app of Dynamics 365 with Microsoft Teams. – PowerPoint PPT presentation

Number of Views:8
Slides: 10
Provided by: appjetty
Category: Other
Tags:

less

Transcript and Presenter's Notes

Title: How to connect the Dynamics 365 Calendar App with the Microsoft Teams App


1
How to connect the Dynamics 365 Calendar App
with the Microsoft Teams App
Your team can get more organized and more
reliable by adding a calendar to Microsoft Teams.
By connecting AppJetty Calendar 365, a Dynamics
365 app, with Microsoft Teams, your scheduling
tasks will be easier. By connecting with
Microsoft Teams, the calendar records will sync
on both sides and keep updating all your
meetings and events of Calendar365.
  • The calendar on Microsoft Teams will help the
    team members who are using Microsoft Teams. They
    can easily manage the activities and upcoming
    tasks, events, appointments, etc. of the
    Calendar 365 app from Microsoft Teams.
  • Now, you can follow the below steps to add a
    calendar to Microsoft Teams
  • Enable Microsoft Teams integration feature
    (Dynamics 365 side)
  • Install Dynamics 365 in Microsoft Teams

2
  • Add Calendar 365 using the Sitemap editor form
    the Dynamics 365
  • Directly select the Calendar 365 app (as a
    model-driven app) from the Microsoft Teams
  • Step 1 Enable Microsoft Teams integration
    feature
  • First, you must enable the integration feature
    from the Dynamics 365 settings. For that, follow
    the steps
  • Sign in as a system administrator to your
    customer engagement app in Dynamics 365.
  • Go to Settings gt Administration gt System Settings
    gt General tab.
  • To enable a basic collaboration experience,
    select Yes for Enable Basic Microsoft Teams
    Integration.

3
- Once you enable it, it may take 5 - 10 mins to
process further.
4
Step 2 Install the Dynamics 365 app to Microsoft
Teams Now, Install the Dynamics 365 app and set
up the Microsoft Teams collaboration channel tab,
and follow the below steps - Click on Apps and
add Dynamics 365 (or just D365) in search.
  • From the result, click on the Dynamics 365 app
    to add to Teams.
  • Open the D365 App and click on settings to select
    the Environment(Org) and model-driven app
    (D365 app) that you want to view in Microsoft
    teams.

5
- Now, to view the selected Model-Driven Apps
Data in Microsoft Teams, click on Dashboard
where you can view the selected app in Microsoft
Teams with D365 data.
  • Step 3 Add a calendar to Microsoft Teams
  • There are 2 ways to add Calendar 365 in Microsoft
    Teams
  • Using Sitemap editor
  • Directly adding Calendar 365 as a model-driven
    app
  • Step 3.1 Add Calendar 365 pages in Dynamics 365
    app to Microsoft Teams
  • You can add the pages of Calendar 365 which you
    have selected in Microsoft Teams.
  • Go to Apps Sitemap editor (Ex. CRM Hub).

6
- Edit Site Map and select the group in which you
want to add calendar 365 page and then click on
Add and select SubArea.
  • - Under the SUB AREA setting select the below
    properties
  • Type Web Resource
  • URL finalCalendar
  • Title Calendar (you can add your custom title
    here)

7
- Save the modification and click on the Publish
button.
After publishing from Dynamics 365, make sure the
same application is selected in Microsoft teams
as a Dynamics 365 app.
Now, by clicking on My Dashboard, you can see the
calendar of the Calendar 365 in Microsoft teams.
8
From the activity calendars of Calendar 365, you
can perform the activities for your teams from
Microsoft Teams. Step 3.2 Directly add Dynamics
365 app in Microsoft Teams You can directly
select Calendar 365 under the Dynamics 365 app
that you want to access as a model-driven
app. - Calendar 365 is available as a
Model-Driven app so you can also directly select
Calendar 365 in Microsoft Teams application
selection.
- Now, you will get the activity calendars of
Calendar 365 under the My Dashboard. You can
check the scheduled activities and manage
accordingly from here.
9
- What the action performs from here will sync
into Calendar 365 on the Dynamics365 side. In
this way, you can connect Calendar 365 with
Microsoft Teams and your team can also access
the Calendar 365 records and activities from
Microsoft Teams. Source https//www.appjetty.com
/blog/how-to-connect-the-dynamics-365-calendar-app
-with-the-microso ft-teams-app
Write a Comment
User Comments (0)
About PowerShow.com