Integrate Dynamics 365
with Teams
Data Solutions
Connect Dynamics 365 with Microsoft Teams to support collaboration, document sharing, and context-rich communication. With ETL integration, you can automate message posting, file delivery, and record sharing between CRM and Teams channels using API and webhook-based connectors.
Sample Integration Use Case
Share CRM Updates in Teams
Your sales and service teams collaborate in Microsoft Teams and need real-time visibility into updates from Dynamics 365. When key CRM records are changed, such as a closed opportunity or escalated case, a formatted message is automatically sent to the appropriate Teams channel.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
Connect CRM Data to Team Communication
By linking Dynamics 365 with Microsoft Teams, business updates become part of everyday collaboration, keeping teams aligned.
Enable Timely Alerts and Record Sharing
Automated messages ensure relevant stakeholders receive timely updates without switching systems or missing key changes.
Aligned Data and Improved Workflows
Automate message sharing between Dynamics 365 and Microsoft Teams to support better communication and visibility.
| Scenario | Data Movement | Business Outcomes |
|---|---|---|
| Post update when opportunity closes | Dynamics 365 → Microsoft Teams | Keep sales team informed of won deals |
| Notify support team on new case | Dynamics 365 → Microsoft Teams | Alert customer service of incoming issues |
| Share account update with executives | Dynamics 365 → Microsoft Teams | Provide leadership visibility into key changes |
| Send file from CRM to Teams | Dynamics 365 → Microsoft Teams | Upload important documents for team collaboration |
| Sync record summary into channel | Dynamics 365 → Microsoft Teams | Ensure teams have easy access to CRM data for decision making |
System Compatibility
Integration Tools Built for Each System
Dynamics 365
Extract data from standard and custom entities with support for change tracking, filtering, and batching.
Learn More
Microsoft Teams
Post messages and upload files to Teams using connectors that work with Webhooks or Microsoft Graph API.
Learn MoreAccess the full suite of KingswaySoft’s SSIS Integration Toolkits
and the SSIS Productivity Pack under a single commercial license.
Comprehensive Integration Solution
Using Our SSIS Ultimate Edition
Dynamics 365 Integration Scenarios
View data integration scenarios supported by our solutions. Each example shows how our
components connect enterprise platforms and services to support practical business processes.
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More Data Integration Use Cases
See more use cases across databases,
enterprise systems, and supported application platforms.
Database Connections
Directory Services
Dynamics GP
Dynamics SL
HubSpot
Marketo
NetSuite
Oracle CRM On Demand
Oracle Marketing Cloud
Project Server
QuickBooks
Salesforce
SharePoint
