AI bot capabilities in Teams Dynamics 365 App

The AI bot in Dynamics 365 app helps users to use Dynamics 365 right from Teams application. As a result, users can get information about contacts, accounts, leads and opportunities readily inside Teams application.

Let us see how it’s done.

Login to Microsoft Teams. User can connect and access the Microsoft Teams with many other apps.

Search for Dynamics 365. Click on Add button to install it in Microsoft Teams.

Dynamics 365 app is installed and click on Configure button as shown.

Select your Dynamics 365 environment (E.g. TSP). Click on Save button.

The Artificial Intelligence bot inside Teams App will help users to quickly fetch relevant Dynamics 365 data pertaining to the questions selected by them.

Few questions are listed below:

  1. What are my opportunities?
  2. What are my active accounts?

For these questions, we have the results below from TSP environment for the sake of your understanding.

Opportunities:

Active Accounts:

If you need any further help, feel free to email us at salesteam@mtccrm.com. We will revert to you at the earliest opportunity.