> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/documentation/guides/crm/share-with-microsoft-teams.md).

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

## **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.&#x20;
* **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.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://kb.bevica.com/documentation/guides/crm/share-with-microsoft-teams.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
