Integrate Microsoft Teams with Dynamics 365 CRM | Teams Integration Enabler - New XRM Tool Launched
In this video, Marius, Microsoft MVP for Power Platform and Dynamics 365, delivered a highly practical session on enabling Microsoft Teams collaboration with CRM entities, including custom entities.
This session is perfect for consultants, architects, and makers who want to build connected, collaborative business solutions by bringing Microsoft Teams directly into their Dynamics 365 and Dataverse experience.
⭐ What You’ll Learn in This Session
🔹 Introduction to the Session and Speaker
Ambesh kicked off the session by introducing Marius and setting the context for enabling Microsoft Teams collaboration on CRM entities, with a special focus on custom entities.
🔹 Microsoft Teams & Dynamics 365 Integration
Marius explained how Microsoft Teams integrates natively with Dynamics 365 and highlighted collaboration features available across apps such as:
Sales Hub
Marketing
Customer Service workspace
This integration enables users to collaborate directly on records without switching tools.
🔹 Enabling Collaboration for Custom Entities
A walkthrough of how collaboration can be enabled for custom entities, including:
Use of the built‑in wizard
Common challenges
Licensing limitations that can block access
🔹 Custom Entity Integration Using Postman
Marius shared real‑world experience of enabling Teams collaboration using Postman, explaining:
How the Event entity was configured
API‑level setup details
Why this approach can be time‑consuming and error‑prone
🔹 XRM Toolbox – Teams Integration Enabler Tool
Introduction of a new XRM Toolbox tool called Teams Integration Enabler, designed to simplify and speed up the integration process for custom entities.
🔹 Live Demo of Teams Integration Enabler
A live demonstration showing how the tool:
Enables Teams collaboration for custom entities
Handles locked‑down entities (such as Activity Party)
Reduces setup time from hours to minutes
🔹 Conclusion & Appreciation
Ambesh wrapped up the session by thanking Marius for sharing deep technical knowledge and introducing a valuable community tool that empowers teams to build more collaborative CRM solutions.
⏱️ Timeline
00:00 – Introduction to session and speaker
00:52 – Microsoft Teams Integration with Dynamics 365
01:52 – Enabling Collaboration for Custom Entities
04:25 – Postman Approach for Custom Entities
05:10 – Teams Integration Enabler Tool (XRM Toolbox)
07:00 – Live Demo
08:38 – Conclusion & Appreciation
📣 If you work with Dynamics 365 and want better collaboration through Microsoft Teams:
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