Microsoft 365 Teams access to Business Central

Set up the Teams app so users can search and share Business Central records.

Users with a Microsoft 365 Teams licence can access Business Central (BC) information without needing a specific Business Central licence.

MS Documentation

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

https://learn.microsoft.com/en-us/dynamics365/business-central/across-teams-overview

Setup

• User needs a standard Microsoft 365 licence with access to Teams, the assumption is that they don't have any licence for, or access to BC directly.
• From inside BC, run the Update users from Microsoft 365 routine on the Users page, this will import these users.
• They are imported with a Microsoft 365 licence and automatically assigned a LOGIN permission set. You need to give them additional access if they are to see anything.

Tested Scenarios

1. Share in Teams from a Card page (Customer)

A normal BC User clicks Share in Teams from a customer card.

This is what the M365 Teams User receives...

• The url does not work, it tries to open the client as normal. User will get a permissions error.

When accessing Business Central with a Microsoft 365 licence, you can only view data in Microsoft Teams. If you need direct access to Business Central, contact your administrator to get a Business Central licence.

• The Details button opens a window inside Teams showing a non-editable customer card. There is no ribbon, no field drill down or lookups. No access to anything other than on the face of the card.

2. Share in Teams from a List page (Sales Orders)

A normal BC User has 'Share in Teams' from a sales order list.

This is what the M365 Teams User receives...

• The url does not work, it tries to open the client as normal. User will get a permissions error.

When accessing Business Central with a Microsoft 365 licence, you can only view data in Microsoft Teams. If you need direct access to Business Central, contact your administrator to get a Business Central licence.

• The Details button opens a window inside Teams showing a non-editable sales order list page. There is Search, and the ability to open a specific sales order, but no ribbon, no field drill down or lookups.

Clicking on a record opens the Sales Order page, access is the same as for the Customer card.