Skip to content

Latest commit

 

History

History
159 lines (102 loc) · 12 KB

admin-teams-integration.md

File metadata and controls

159 lines (102 loc) · 12 KB
Raw
title description author ms.topic ms.search.keywords ms.date ms.author ms.reviewer ms.custom ms.service
Managing Microsoft Teams Integration with Business Central| Microsoft Docs
Manage Business Central integration with Microsoft Teams.
jswymer
overview
Teams, MS Teams, Microsoft Teams, Skype, Link, Microsoft 365, collaborate, collaboration, teamwork
02/03/2023
jswymer
jswymer
bap-template
dynamics-365-business-central

Managing Microsoft Teams Integration with [!INCLUDE prod_short]

[!INCLUDE online_only]

This article provides an overview of what you can do as an administrator to control Microsoft Teams integration with [!INCLUDE prod_short].

In Microsoft Teams

Minimum requirements

This section describes the minimum requirements for the [!INCLUDE prod_short] app features to work in Teams.

  • Required licenses

    The [!INCLUDEprod_short] app requires a Teams license through a Microsoft 365 Business or Enterprise subscription. Standalone Teams subscriptions such as Microsoft Teams (free) or Microsoft Teams Essentials aren't supported.

    Most features of the [!INCLUDEprod_short] app for Teams also require a [!INCLUDE prod_short] license, as shown in the following table.

    What [!INCLUDE prod_short] license
    Search for [!INCLUDE prod_short] contacts. check mark
    Paste a link to a [!INCLUDE prod_short] record into a conversation, and send it as a card. check mark
    Share a link from a page in [!INCLUDE prod_short] to Teams conversation. check mark
    View a card of a [!INCLUDE prod_short] record in a conversation.
    View more details of card for a [!INCLUDE prod_short] record in a conversation. check mark
    Open a page link in [!INCLUDE prod_short] from a conversation. check mark

  • Allow URL previews

    Allow URL previews policy setting must be turned on. Otherwise, a card can't be generated for [!INCLUDE prod_short] links pasted into a Teams conversation. For more information about this setting, see Manage messaging policies in Teams.

Managing the [!INCLUDE prod_short] app (optional)

As a Teams administrator, you can manage all apps for your organization, including the [!INCLUDE prod_short] app. You can approve or install the [!INCLUDE prod_short] app for your organization, block user's from installing the app, and more.

For more information, see the following articles in the Microsoft Teams documentation:

In [!INCLUDE prod_short]

Minimum requirements

  • [!INCLUDE prod_short] version:

    [!INCLUDE prod_short] 2021 release wave 1 or later. Teams integration is only supported for [!INCLUDE prod_short] online; not on-premises.

  • Codeunit 2718 Page Summary Provider is published as a web service:

    This codeunit is published as a web service by default. The codeunit is part of the [!INCLUDE prod_short] system application. It's used to get the field data for a [!INCLUDE prod_short] page added to a Teams conversation. For information about publishing web services, see Publish a Web Service.

  • User permissions:

    For the most part, the contact search, pages, and data that users can view and edit in a Teams conversation is controlled by their permissions in [!INCLUDE prod_short].

    • To search for contacts, users must have at least read permission to the Contacts table.
    • To paste a [!INCLUDE prod_short] link into a Teams conversation and have it expand into a card, users must have at least read permission on the page and its data.
    • Once a card is submitted into a conversation, any user in that conversation can view that card without permission to [!INCLUDE prod_short].
    • To view more details for a card or open the record in [!INCLUDE prod_short], users must have read permission on the page and its data.
    • To change data, user's need modify permissions.

    For information about permissions, see Assign Permissions to Users and Groups.

Installing the Business Central app by using Centralized Deployment

The Microsoft Teams admin center is where you configure Teams app setup policies for the organization. In the Teams admin center, you can use the Centralized Deployment feature to automatically install the Business Central app in Teams for all users in your organization, specific groups, or individual users.

Note

To set up Centralized Deployment, your Teams account must have the Teams Service admin role or the Global admin role.

  1. In Business Central, choose the Magnifying glass that opens the Tell Me feature. icon, enter Teams App Centralized Deployment, and then choose the related link. Or select here to open the page directly.

  2. Read the information on the Set up the Business Central app for Teams, then choose Next when ready.

  3. Open the Teams admin center, and complete the following steps.

    1. Go to Teams apps > Setup policies.

    2. Create a new policy or select the policy that you want to use to install the Business Central app, then select Add apps.

    3. In the Add installed apps page, search for and select Business Central.

    4. Choose Add.

      Business Central should now appear under Installed apps for the policy.

    5. Configure more settings as needed, then choose Save.

    For more information about setup policies in Teams, see Manage app setup policies in Microsoft Teams in the Teams documentation.

  4. Go back to Teams App Centralized Deployment in Business Central and select Done.

Important

It can take up to 24 hours for the app set up policy to be applied and the app deployed to users.

Managing privacy and compliance

Microsoft Teams provides extensive controls for compliance and management of sensitive or personally identifiable data—including data added to chats and channels by the [!INCLUDE prod_short] app.

Understanding where [!INCLUDE prod_short] cards are stored

After a card is sent to a chat, the card and the fields shown on the card are copied to Teams. This information is subject to the Teams policies for your organization, such as data retention policies. When displaying card details, none of the data in the details window is stored in Teams. The data remains stored in [!INCLUDE prod_short] and will only be retrieved by Teams when the user chooses to view the details.

Restricting sharing of cards

You prevent specific users or groups from sending cards to chats or channels by setting up messaging policies that turn off the URL Previews setting. For more information about this setting, see Manage messaging policies in Teams.

You can also use information barriers to prevent individuals or groups from communicating with each other. To learn more, see Information barriers in Microsoft Teams.

Data loss prevention features in the Microsoft 365 Security & Compliance Center can't be applied specifically to cards. But they can be applied to the chat messages that contain the cards.

Responding to data requests

You allow team members and team owners to delete messages that contain sensitive cards by setting up messaging policies, like: Owners can delete sent messages and Users can delete sent messages. For more information, see Manage messaging policies in Teams.

Content search and eDiscovery compliance features in the Microsoft 365 Security & Compliance Center can also be applied to cards.

Because card data in Teams is a copy of data in [!INCLUDE prod_short], you can also use [!INCLUDE prod_short] features to export a customer’s data if requested. For more information about privacy in [!INCLUDE prod_short], see Privacy FAQ for Business Central Customers.

Show or hide record data on cards

When a record is shared with others in a Teams chat or channel, a card with fields that contain data about the record is shown. All recipients can view this data (or record summary) by default, regardless of their license or permissions in Business Central. If you're an admin, you can use the Card Settings assisted setup guide to hide the record summary from appearing on cards in Teams. Hiding the record summary removes all fields and images but continues to show the Details button and other non-record information on the card.

Record summary on Record summary off
Image that shows a card in Teams when the record summery is turned on. Image that shows a card in Teams when the record summery is turned off.

You configure the setting per environment. So when you turn the record summary on or off, it will affect all companies in the environment.

  1. In Business Central, open the environment that you want to change.

    [!TIP] To switch the environment, select Ctrl+O.

  2. Choose the Magnifying glass that opens the Tell Me feature. icon, enter Card Settings, and then choose the related link.

  3. Read the information on the Card Settings, then choose Next when ready.

  4. On the Data Visibility page, turn on the Show record summary switch to display data on the cards or off to hide the data.

  5. Select Next and follow the instructions to complete the setup guide.

See Also

[[!INCLUDE prod_short] and Microsoft Teams Integration Overview](across-teams-overview.md)
[Install the [!INCLUDE prod_short] App for Microsoft Teams](across-install-app-for-teams.md)
Teams FAQ
Troubleshooting Teams
Developing for Teams Integration

[!INCLUDEprod_short]

[!INCLUDEfooter-include]