title | description | ms.date | ms.topic | ms.service | author | ms.author | ms.reviewer |
---|---|---|---|---|---|---|---|
Edit setting of the Dynamics 365 app |
Learn how to edit settings of the Dynamics 365 app |
04/27/2022 |
article |
dynamics-365-sales |
sbmjais |
shjais |
shjais |
[!INCLUDE cc-beta-prerelease-disclaimer]
This article provides information on how to edit settings of the Dynamics 365 app.
Requirement type | You must have |
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License |
More information: |
Security roles |
More information: Primary sales roles |
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Select Action Commands (…) in the upper-right corner, and then select Settings.
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In the Settings window, select the following information:
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Environment (org): Environment that you want to connect to.
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Dynamics 365 app: App that you want to share records from.
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Select Save.
Share and update Dynamics 365 records within Microsoft Teams conversations
Access the Dynamics 365 app through messaging extensions
Share feedback
Share Dynamics 365 records within Microsoft Teams conversations
View and update record details
Add chat messages to Dynamics 365 as notes or tasks