Dynamics 365 Sales / Teams Automated Integration Starter Kit

Important This solution used preview features (like the Create a channel action in flow), so it should not be used on a production environment for now.

The goal of this project is to provide to the Power Platform community a kit that will help people automate the integration between Dynamics 365 Sales and Microsoft Teams.

The idea behind this kit is to make the life of your Dynamics 365 Sales users easier by bringing your sales records directly in Microsoft Teams. Microsoft Teams is now, more than ever, the collaboration hub of your company. So, if you want to leverage collaboration to improve your sales, this starter kit will try to help you in this quest.

Prerequisites

• An environment with Dynamics 365 Sales installed
• Enable the Microsoft Teams integration feature in the Settings section of the Sales Hub appliction
• Enable the Enable Enhanced Microsoft Teams integration (requires tenant admin permissions) option in Settings > Administration > System Settings > General > Microsoft Teams Integration
• An application registered in Azure Active Directory with the Microsoft Graph API permissions below:
  • Channel.Create
  • Group.Read.All
  • TeamsApp.ReadWrite.All
  • TeamsTab.ReadWrite.All

How to deploy the Dynamics 365 Sales / Teams Automated Integration Starter Kit?

• Import the CustomTeamsIntegration solution provided in the latest release
• Set environment variable values
• Configure the security tab of the MS Graph API Custom connector
• Update the connections in each flow in the solution in the following order:
  • Service - Get Environment Variable Value
  • Other Service% flows
  • The rest of the flows
• Turn on all the flows in the solution

Contributing to the Dynamics 365 Sales / Teams Automated Integration Starter Kit project

1. Fork this repository.
2. Create a branch: git checkout -b <branch_name>.
3. Make your changes and commit them: git commit -m '<commit_message>'
4. Push to the original branch: git push origin <project_name>/<location>
5. Create the pull request.

Alternatively see the GitHub documentation on creating a pull request.

Contributors

Thanks to the following people who have contributed to this project:

Raphael Pothin 📖

Contact

If needed, you can contact us on twitter:

• @RaphaelPothin on Twitter

License

This project is licensed under the MIT license.