Teams Business Central Integration

Search for Dynamics 365 Business Central Customers, Vendors and Other Contacts from Teams

Source: Microsoft Documentation

Microsoft released Dynamics 365 BC 2021 Release Wave 1 on April 1, and several new features are available, including the ability to search for customers, vendors and other contacts from Teams.

Business value

Business Central offers a comprehensive business contact management system that is essential for users in sales, operations, or other departmental roles. Users in such roles often need to dial up and start a conversation with their vendors, customers, and other contacts in Microsoft Teams. By quickly accessing business contacts from Microsoft Teams, customers don’t need to switch applications for a simple lookup, and can view details entirely within Microsoft Teams.

Feature details

The Business Central app for Teams has been updated to include a messaging extension to look up contact records sourced in the Business Central database:

  • Look up Business Central contacts from the Microsoft Teams search/command box or from the message compose area. Contacts can include prospects, vendors, customers, or other business relationships.
  • Share a contact as a card during conversations in Microsoft Teams.
  • View contact information, history of interactions, and other insights such as outstanding payments or open documents, in the details window in Microsoft Teams.
  • Coming later this calendar year, quickly start a call to the contact’s landline or mobile phone number on PSTN (requires Microsoft 365 Business Voice. Learn more about calling with Microsoft Teams.)

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Best New Features in Dynamics 365 Business Central 2021 Release Wave 1

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