Share with Microsoft Teams

Use the Business Central Teams app to find contacts, share records, and collaborate on Business Central data in Microsoft Teams.

Dynamics 365 Business Central integrates with Microsoft Teams to enable easier data sharing, and streamlined workflows. Business Central provides a Teams app that lets users access and share business data directly inside Teams without switching applications.

Business Central and Microsoft Teams Integration

Key Features

• Look up business contacts directly in Teams Users can search for customers, vendors, or other contacts from anywhere in Teams and view detailed information such as interaction history and related documents.
• Share Business Central records in Teams conversations Pasting a link to a Business Central record automatically expands into an interactive card that shows key data. Users can view details, edit fields, and take action—without leaving Teams.
• Share links to Business Central pages directly from Business Central From most pages in Business Central, users can use Share to Teams to send links to team members, groups, or channels.
• Add Business Central data as a Teams tab Channels or chats can display Business Central list or card pages as a tab for shared team visibility and collaboration.

Getting Started

• Requires a Business Central online user account.
• The app is available in the Teams marketplace, accessible via desktop, web, or mobile.
• https://marketplace.microsoft.com/en-us/product/WA200002187?tab=Overview

This app connects Microsoft Teams to your business data in Dynamics 365 Business Central, so you can quickly share details with your team, connect with your business contacts, and respond faster to inquiries.

• Rally the team around mission-critical data by adding Business Central tabs to any chat or channel.
• Paste a link to any Business Central record into chat, and it will expand that into a compact card to share with your coworkers.
• View card details, edit data, and take action without ever leaving Microsoft Teams — at your desk, at home, or on the go.
• Look up customer or vendor contact details, interaction history, and transactions from the search box or message compose area in Microsoft Teams.