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Integrated Teams Chat Error

Dynamics 365 CE / CRM

Integrated Teams Chat Error

Posted by Becky Beaucher on September 8, 2023 at 10:13 am

We have been using Integrated Teams Chat with CRM since the beginning of this year. We have a bunch of Users that we are unable to add as a Participant of the Connected Chat and are given an error message. We ruled out CRM security as we set up one of the Users as a System Administrator and still have the error. Any ideas on how to fix this issue?

Becky Beaucher replied 6 months, 3 weeks ago 2 Members · 2 Replies
2 Replies

Heidi Neuhauser

Member
September 11, 2023 at 2:08 pm

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Hi Becky! Just to clarify, you have some users who CAN access this and others who do not, is that correct? I wrote a few articles here about the integration between Teams & Dynamics. Maybe they could help?

https://dynamicscommunities.com/ug/dynamics-ce-crm-ug/how-to-set-up-dynamics-365-and-microsoft-teams-integration/

https://dynamicscommunities.com/ug/dynamics-ce-crm-ug/how-to-connect-microsoft-teams-chat-with-dynamics-365-for-sales/

https://dynamicscommunities.com/ug/dynamics-ce-crm-ug/configuring-microsoft-teams-and-dynamics-365-basic-and-enhanced-collaboration/

dynamicscommunities.com
How to Set Up Dynamics 365 and Microsoft Teams Integration
In part one of the series, UG Expert Heidi Neuhauser explains how to integrate Microsoft Teams within a Dynamics 365 environment
- Becky Beaucher
  
  Member
  October 10, 2023 at 7:12 am
  
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  Hello Heidi! Yes, that is correct. There are some users that I cannot add as a Participant to a connected chat. Both me and my colleague are system administrators. Users can add me as a Participant, but not my colleague. We have 4 Customer Care Managers with the same security set-up and users can only add 1 out of the 4 as a Participant.

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