across-teams-overview.md

title	description	author	ms.author	ms.reviewer	ms.service	ms.topic	ms.search.keywords	ms.date	ms.custom
Business Central and Microsoft Teams Integration overview| Microsoft Docs	Share Business Central records directly in a Teams conversation.	jswymer	jswymer	jswymer	dynamics-365-business-central	overview	Teams, MS Teams, Microsoft Teams, Skype, Link, Microsoft 365, collaborate, collaboration, teamwork	09/22/2022	bap-template

Business Central and Microsoft Teams Integration

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Microsoft Teams is a Microsoft 365 product that lets you connect with others, collaborate seamlessly, and simplify work. [!INCLUDE prod_short] offers an app that connects Microsoft Teams to your business data in [!INCLUDE prod_short] so you can quickly share details across team members, look up contacts, and respond faster to inquiries.

The app is available on the Teams marketplace, and you can use it with the Teams desktop, mobile app, or web.

Features overview

The [!INCLUDE prod_short] app for Teams offers the following features.

Look up details of customers, vendors, and other contacts

No matter where you are in Teams, you can look up details about customers, vendors, and other [!INCLUDE prod_short] contacts. This feature not only lets you view general information about contacts, but also gives access to interaction history, related documents, and more.

You can also share contact details in a conversation. From there, participants have access to even more details about the contact as well.

For more information, see Searching for Contacts from Microsoft Teams.

Share records in conversations

Copy a link to any Business Central record and paste it into a Teams conversation to share with your coworkers. The app will then expand the link into a compact, interactive card that displays information about the record.

Once in the conversation, you and coworkers can view more details about the record, edit data, and take action - without leaving Teams.

For more information, see Share Records in Microsoft Teams.

Share links from pages in Business Central to Teams

Directly from most collection and details pages in Business Central, you can use the Share to Teams action from the icon to type a message, choose recipients, such as team members, groups or channels, and send the message with a link and to the Business Central page.

For more information, see Share Records and Page Links in Microsoft Teams.

Add a Business Central tab to Teams channel or chat

With the Business Central app for Teams installed, you can add a tab in a channel or chat the shows Business Central data from lists and card pages.

For more information, see Add a Business Central tab in Teams.

Get Started

1. A [!INCLUDE prod_short] online user account is required for [!INCLUDE prod_short] app for Teams.

   If you’re not sure whether you have an account, or if you don’t know your credentials for signing in, contact your company administrator to help you get started.

   [!TIP] If your organization doesn't have a [!INCLUDE prod_short] subscription, you can sign up for a free trial. For more information, see Sign up for a free Dynamics 365 Business Central trial.

2. As an administrator, see Managing Microsoft Teams Integration with Business Central for information about getting users set up to work with [!INCLUDE prod_short] and Teams.

3. Install [!INCLUDE prod_short] app in Teams. See [Install the [!INCLUDE prod_short] App for Microsoft Teams](across-install-app-for-teams.md).

4. Once the app is installed, you're ready to go. See Searching for Customers, Vendors, and Other Contacts from Microsoft Teams and Share Records in Microsoft Teams.

See Also

Teams FAQ
Troubleshooting Teams
Changing Company and Other Settings in Teams
Developing for Teams Integration

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