In this blog, we will see how to track the linked chat in the Dynamics 365 record’s timeline. Earlier Dynamics 365 supports enhanced collaboration with Microsoft Teams, refer to the blog to know how to collaborate with Microsoft Teams with Dynamics 365. Also, refer blog1 to know how to Share and Update Dynamics 365 CRM records with Microsoft Teams.
The main purpose of this feature is to keep a track of activities and Microsoft Teams chat within Dynamics CRM against that record and it will be shown in the timeline.
Let’s see how this feature makes your work easier and more convenient.
You need to click on the Ellipse icon which is on the right as shown below.
Once you click on the Ellipse icon, you can see the More actions options. On clicking More Actions you can see Add to Dynamics 365 option from where you can add Tasks and Notes against that record.
When you click on Add to Dynamics 365, it opens the Notes window where you can select the regarding, write a note and save…
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.