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.

Dynamics 365 ToolkitSSIS Productivity Pack

Dynamics 365 and Teams Integration

Sample Integration Use Case

Share CRM Updates in Teams

Dynamics 365 and Teams Integration

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.

  • Record Change in Dynamics 365: A new or updated record triggers an ETL workflow

  • ETL Process Prepares the Message: Relevant data is formatted and mapped for posting

  • Message Sent to Microsoft Teams: A post is made in a designated channel using Webhooks or Graph API

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Connect CRM Data to Team Communication

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.

Enable Timely Alerts and Record Sharing

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

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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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