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How to connect the dynamics 365 calendar app with the microsoft teams app

A technical guide to connecting the model-driven app of Dynamics 365 with Microsoft Teams.

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How to connect the dynamics 365 calendar app with the microsoft teams app

  1. 1. How to connect the Dynamics 365 Calendar App with the Microsoft Teams App Your team can get more organized and more reliable by adding a calendar to Microsoft Teams. By connecting AppJetty Calendar 365, a Dynamics 365 app, with Microsoft Teams, your scheduling tasks will be easier. By connecting with Microsoft Teams, the calendar records will sync on both sides and keep updating all your meetings and events of Calendar365. The calendar on Microsoft Teams will help the team members who are using Microsoft Teams. They can easily manage the activities and upcoming tasks, events, appointments, etc. of the Calendar 365 app from Microsoft Teams. Now, you can follow the below steps to add a calendar to Microsoft Teams: > Enable Microsoft Teams integration feature (Dynamics 365 side) > Install Dynamics 365 in Microsoft Teams
  2. 2. > Add Calendar 365 using the Sitemap editor form the Dynamics 365 > Directly select the Calendar 365 app (as a model-driven app) from the Microsoft Teams Step 1: Enable Microsoft Teams integration feature First, you must enable the integration feature from the Dynamics 365 settings. For that, follow the steps: - Sign in as a system administrator to your customer engagement app in Dynamics 365. - Go to Settings > Administration > System Settings > General tab. - To enable ​a basic collaboration experience​, select Yes for “Enable Basic Microsoft Teams Integration”.
  3. 3. - Once you enable it, it may take 5 - 10 mins to process further.
  4. 4. Step 2: Install the Dynamics 365 app to Microsoft Teams Now, Install the Dynamics 365 app and set up the Microsoft Teams collaboration channel tab, and follow the below steps: - Click on Apps and add Dynamics 365 (or just D365) in search. - From the result, click on the “Dynamics 365” app to add to Teams. - Open the D365 App and click on settings to select the “Environment”(Org) and model-driven app (D365 app) that you want to view in Microsoft teams.
  5. 5. - Now, to view the selected Model-Driven Apps Data in Microsoft Teams, click on Dashboard where you can view the selected app in Microsoft Teams with D365 data. Step 3: Add a calendar to Microsoft Teams There are 2 ways to add Calendar 365 in Microsoft Teams: - Using Sitemap editor - Directly adding Calendar 365 as a model-driven app Step 3.1: Add Calendar 365 pages in Dynamics 365 app to Microsoft Teams You can add the pages of Calendar 365 which you have selected in Microsoft Teams. - Go to Apps Sitemap editor (Ex.: “CRM Hub”).
  6. 6. - Edit Site Map and select the group in which you want to add calendar 365 page and then click on + Add and select SubArea. - Under the SUB AREA setting select the below properties: > ​Type​ = Web Resource > ​URL​ = finalCalendar > ​Title​ = Calendar (you can add your custom title here)
  7. 7. - Save the modification and click on the Publish button. After publishing from Dynamics 365, make sure the same application is selected in Microsoft teams as a Dynamics 365 app. Now, by clicking on My Dashboard, you can see the calendar of the Calendar 365 in Microsoft teams.
  8. 8. From the activity calendars of Calendar 365, you can perform the activities for your teams from Microsoft Teams. Step 3.2: Directly add Dynamics 365 app in Microsoft Teams You can directly select “Calendar 365” under the Dynamics 365 app that you want to access as a model-driven app. - Calendar 365 is available as a Model-Driven app so you can also directly select Calendar 365 in Microsoft Teams application selection. - Now, you will get the activity calendars of Calendar 365 under the My Dashboard. You can check the scheduled activities and manage accordingly from here.
  9. 9. - What the action performs from here will sync into Calendar 365 on the Dynamics365 side. In this way, you can connect ​Calendar 365 with Microsoft Teams and your team can also access the Calendar 365 records and activities from Microsoft Teams. Source : https://www.appjetty.com/blog/how-to-connect-the-dynamics-365-calendar-app-with-the-microso ft-teams-app