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A technical guide to connecting the model-driven app of Dynamics 365 with Microsoft Teams.<br>
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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 beeasier. By connecting with Microsoft Teams, the calendar records will sync on both sides and keep updating all your meetings and events ofCalendar365. • 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 MicrosoftTeams. • Now, you can follow the below steps to add a calendar to MicrosoftTeams: • Enable Microsoft Teams integration feature (Dynamics 365side) • Install Dynamics 365 in MicrosoftTeams
Add Calendar 365 using the Sitemap editor form the Dynamics365 • Directly select the Calendar 365 app (as a model-driven app) from the MicrosoftTeams • Step 1: Enable Microsoft Teams integrationfeature • First, you must enable the integration feature from the Dynamics 365 settings. For that, follow thesteps: • Sign in as a system administrator to your customer engagement app in Dynamics365. • Go to Settings > Administration > System Settings > Generaltab. • To enable a basic collaboration experience, select Yes for “Enable Basic Microsoft Teams Integration”.
- Once you enable it, it may take 5 - 10 mins to processfurther.
Step 2: Install the Dynamics 365 app to MicrosoftTeams Now, Install the Dynamics 365 app and set up the Microsoft Teams collaboration channel tab, and follow the belowsteps: - Click on Apps and add Dynamics 365 (or just D365) insearch. • From the result, click on the “Dynamics 365” app to add toTeams. • 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 Microsoftteams.
- 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 D365data. • Step 3: Add a calendar to MicrosoftTeams • There are 2 ways to add Calendar 365 in MicrosoftTeams: • Using Sitemapeditor • Directly adding Calendar 365 as a model-drivenapp • Step 3.1: Add Calendar 365 pages in Dynamics 365 app to MicrosoftTeams • You can add the pages of Calendar 365 which you have selected in MicrosoftTeams. • Go to Apps Sitemap editor (Ex.: “CRMHub”).
- Edit Site Map and select the group in which you want to add calendar 365 page and then click on + Add and selectSubArea. • - Under the SUB AREA setting select the belowproperties: • Type= WebResource • URL=finalCalendar • Title= Calendar (you can add your custom titlehere)
- Save the modification and click on the Publishbutton. After publishing from Dynamics 365, make sure the same application is selected in Microsoft teams as a Dynamics 365app. Now, by clicking on My Dashboard, you can see the calendar of the Calendar 365 in Microsoft teams.
From the activity calendars of Calendar 365, you can perform the activities for your teams from MicrosoftTeams. Step 3.2: Directly add Dynamics 365 app in MicrosoftTeams You can directly select “Calendar 365” under the Dynamics 365 app that you want to access as a model-drivenapp. - Calendar 365 is available as a Model-Driven app so you can also directly select Calendar 365 in Microsoft Teams applicationselection. - Now, you will get the activity calendars of Calendar 365 under the My Dashboard. You can check the scheduled activities and manage accordingly fromhere.
- What the action performs from here will sync into Calendar 365 on the Dynamics365side. In this way, you can connect Calendar 365with Microsoft Teams and your team can also access the Calendar 365 records and activities from MicrosoftTeams. Source: https://www.appjetty.com/blog/how-to-connect-the-dynamics-365-calendar-app-with-the-microso ft-teams-app