Adding a Document as a Tab in Microsoft Teams and Dynamics

   Words by Paul McQuillan

   on 15/04/2020 16:00:00

Using DocDrive365, we can open a record in Dynamics and drag a document into that record.

This will upload the document to the SharePoint Location behind the record as the Document Management Platform behind Dynamics 365.

NOTE: This can also be done by Tracking an Email from Outlook to Dynamics and setting the ‘Is Regarding’ field to the intended record in CRM – as this will automatically suck up any attachments and put them into the same area of SharePoint.

If we are using Dynamics for Project Management, then we can find our Project Record and drag the document in.


Looking at a Deliverable Record in CRMCS’s use of Dynamics 365

When DocDrive365 is used with integration with Microsoft Teams, we will be able to see this document in the Files for this Channel.


Each Deliverable is integrated to Teams as a Channel – so the Files area of the Channel is a one-to-one match with Dynamics

We can open the document here within Teams – but more usefully we can then take the Document and Pin as an additional Tab in our Team.

This is particularly useful for a Document that we want to regularly refer back to, or share with other users.

Within CRMCS, we often house a Data Dictionary in this fashion during the Analysis or Build of a Project so we can quickly exchange useful Database Notes or look up the Schema Name of a Field in CRM.

This can be done by highlighting the Document we want to mount as a Tab and then clicking the Make this a tab Button.


This then mounts the document as a new Tab in the Teams Channel for quick reference.

This can then make the document more easily shareable with Members of the Team, particularly external Members who may not have access to full depth of files in SharePoint behind the Team.


It is a simple little tip in Microsoft Teams, but can be tremendously beneficial to help everyone connect with the right information.

Merging this functionality between Dynamics for Email Tracking, SharePoint and Teams can then give us a leg up for keeping our Documents and Activities in one place.

Share this Article

Search Articles

Filter Articles

CRM Tech DocMan

Recent Articles

Dynamics 365 Marketing vs ClickDimensions It’s time to pause, reflect and acknowledge a new era of inclusivity and collaboration. Part 2 - How to get the most from a Technology Expert – Asset Management Hub Property & Asset Management Hub Part 1 – Balancing CRM and Asset Management Scopes - Asset Management Hub Creating a Multi-Lingual PowerApps Portal How to Set Up a Microsoft Teams Site Using DocDrive365 Microsoft Teams - Adding a Microsoft Teams URL to a Dynamics Appointment Dynamics 365 Marketing – Customer Voice Survey Not Appearing In Emails? Using SQL Management Studio to connect to the Dynamics DB Calling a Power Platform AI Builder Model via oData How to use DocDrive365 to integrate permissions between Business Units in Dynamics with Sites in SharePoint Getting started with the Power Platform AI Builder. Power Apps Portal Information Hub DocDrive365 Security: Day One - Getting Started with Dynamics to SharePoint Permissions Part 5 - Power Apps Portals: How To Connect Azure B2C With Linked-In Part 4 – Power Apps Portals: Styling Azure B2C for Power Apps Portals The 3 Phases for Using Multi-Select Option Sets in Flow with Microsoft Forms Part 3 – PowerApps Portals: Azure B2C and Power Apps Portals – User Flow for Signup and Signin Part 2 - Power Apps Portals: New Application Registration in Azure B2C for our Power Apps Portal Part 1 – Power Apps Portals: Creating a New Azure AD B2C Tenant The Automation Bot: Launching Contextual Flow from Teams Creating a New Bot for Teams Debugging your Teams Bot using Ngrok Adding a Microsoft Teams URL to a Dynamics Appointment
Contact Us

Want expert advice or a demo?

Get in touch now and see how we can help your business grow.

  • Name
  • Email Address
  • Phone Number

Understanding Your Challenges

Our strong understanding of CRM and emerging technologies within the Microsoft environment means we deliver the right solutions for you.

Proven Real-World Solutions

As a leader in the field of Dynamics solutions, our pedigree developing and delivering real-world solutions is unsurpassed.

Long Term Support

We provide support beyond our design, implementation and 'go-live' delivery using Sprints and continual updates to our AppSource apps.

CRMCS | Design by Thinktank Marketing | Citrus-Lime Limited

To improve your experience today and in the future, this site uses cookies. Read our full Privacy Policy & Cookie information here I Understand