Add chat messages as notes to Dynamics 365 Sales records.Search and share Dynamics 365 Sales records to Team Chat.With the Dynamics 365 app you will be able to: Note: A Dynamics 365 Administrator will need to sign-in and configure the Dynamics 365 app first, otherwise, users will not be able to sign-in and connect to their account successfully. When successful, you will see a message from the Team Chat App indicating the app is ready to use. Follow the on-screen steps to sign-in and connect your account.You will be prompted to connect your Zoom account with your Dynamics 365 account. At the bottom of the left chat panel, find the Apps section.Now that an admin has installed the app for the account and gone through the configuration process, users on the account can now connect the app to their Dynamics 365 account. How to connect the Dynamics 365 app to your account You will return back to the configure object screen and see the newly added object at the bottom of the list Click Save when you are ready to add the new object.Select up to 10 fields you want to allow users to display on interactive cards when posted to a channel.Search for and select the object you want to add to your current configuration.The configure objects modal will appear and then you will be able to edit or delete existing objects, or add a new object.Enter the /dynamics365 configure slash command in a chat/channel. You can configure what objects will display in Zoom Team Chat by invoking the slash command /dynamics365 configure To configure objects and fields you need to be signed in as a Zoom administrator. Users on your account can now access the Dynamics domain configured.Īdmin configuration of objects and fields for Dynamics 365 Upon receiving a successful connection notification, the app is now configured for your Zoom account. Sign in with the Microsoft Dynamics account.Provide the Dynamics 365 domain and click Connect.You will be directed to the Dynamics 365 configuration page. You will see a welcome message from the App.Ī message will appear saying that admin setup is required. At the bottom of the left chat panel, find and open the Apps section.Users will not be able to sign-in successfully until this is done by the Dynamics 365 Administrator. Before users can sign-in and begin using the Team Chat App, a Zoom administrator who is also a Dynamics 365 administrator must sign-in and configure their account with Dynamics 365 first. Īdmin configuration the Dynamics 365 App for Team ChatĪfter installing the app from the Zoom App Marketplace, the app is displayed under the Apps section of the Team Chat tab of the Zoom desktop client. Once installed, the app is displayed in the Team Chat tab of the desktop client under Apps. Review the requested permissions and click Authorize.How to install and configure the Zoom Dynamics 365 app for Team Chat Install the app Zoom user with access to Microsoft Dynamics 365.Zoom account owner or admin with Microsoft Dynamics 365 administrator access.Prerequisites for using the Microsoft Dynamics 365 App How to uninstall Dynamics 365 from the App Marketplace.How to disconnect the Dynamics 365 app from your account.Slash commands for the Dynamics 365 for Team Chat app.Add a chat message as a note to a Dynamics 365 record.How to connect the Dynamics 365 app to your account.Admin configuration of objects and fields for Dynamics 365.Admin configuration the Dynamics 365 App for Team Chat.How to install and configure the Zoom Dynamics 365 app for Team Chat.This app allows users to search, share, and attach chat messages to Dynamics 365 Sales records, reducing the need to switch back and forth between Zoom and other applications. The Dynamics 365 App for Zoom Team Chat helps businesses collaborate within Team Chat by accessing the Microsoft Dynamics cloud-based CRM.
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