Chatbot
Talk to the Dynamics 365 Bot to search, update and post to records.
The bot will prompt you with some example questions, and from there you can imagine this comes in handy when you want information quickly without having to go to Dynamics.
Add record as a tab
Add records to a Teams channel to get easy access to any record. Such as the Account, Contact, Opportunity or Project.
This is great for managing Projects. Put the Project record right in the Teams channel you are using to collaborate with your other project team members and you can quickly pull up the project estimates, as well as key information you are using to keep track of it in Dynamics.
Conversations
Get and keep conversations going about the record you have created a tab for.
View your dashboards
Gain quick insights into your data with the dashboards embedded right into Teams. Whether they are Dynamics Dashboards, or PowerBI dashboards that you have embedded into D365, get the quick insights you may need at your fingertips.
In summary, this new Teams integration with Dynamics will allow your users to perform most of their work in Teams. They won’t necessarily have to go to Dynamics 365 every time they need to perform an action on a record or get insights on a report/dashboard.
