How to Configure Business Central and Microsoft Teams Integration
In this UG Expert Insights video, Jo deRuiter, Business Applications Director, Aisling Dynamics Business Solution and Dynamics Communities BC/NAV UG Expert, describes how Business Central (BC) interacts with other Microsoft products.
00:19 — Business users may find themselves in a situation where they want their sales team to have access to customers in a simple fashion on their desktops. Or, perhaps you are a company that is setting up its Teams to be in an “all-in-one type app,” explains Jo. Fortunately, Business Central can be added to a Teams environment.
00:46 — Jo walks through the process of integrating Microsoft Teams into Business Central:
- Click Add to add a tab
- Choose Business Central
- Select Add
01:25 — Users can make selections about which company to add to BC. Once a company has been selected, choose the content you want the company to be able to access. In her example, Jo selects Sales Quotes before hitting Save.
02:10 — Jo explains that she “loves” the ability that Business Central has to interact with all other Microsoft products. Additionally, Business Central interacts with Outlook and Excel, too.