Title: How to connect the Dynamics 365 Calendar App with the Microsoft Teams App
1How 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.
4Step 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.
8From 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