Support Portal ContactGet in touch

Creating a Microsoft Teams Site from DocDrive365

   Words by Paul McQuillan

   on 26/03/2020 10:00:00

Within SharePoint Online we can create Modern Team Sites, and these can be integrated into Microsoft Teams to support multiple channels of collaboration in Teams.

This can be driven from Dynamics 365 using DocDrive365 – so that each record in Dynamics results in a New Team, or contributes to an Existing Team.

The following steps aim to show how this can be configured, taking a Custom Entity in Dynamics (Engagement) and showing how the configuration to create a new Team for each Engagement record.

STEP 1 – Open the DocDrive Entity Definition

We can use the DocMan App to browse the list of Dynamics Entities that we have configured to work with SharePoint, and open the Entity that we want to synchronise with MS Teams:

Engagement_Entity

STEP 2 – Add a Record Rule to specify a New Microsoft Team Site for each Record

We look at the DS4 – Record Rule for what SharePoint concept should be created for a new Record of this Entity.

Team_Site_per_Engagement

In this case, we want to set this Rule to a Modern SharePoint Site – this instructs DocMan to create a New Modern Teams Site for each Engagement added to CRM.

The usual DocDrive configuration works for us here in basing the Name of the MS Teams Site from a Field in CRM, or giving a Fixed Name if we want multiple records in Dynamics to use the same Team Site.

STEP 3 – Check the Site Rule

We need to make sure that we have a DS1 – Site Rule that connects up to (typically the root of) a Site Collection that we will use to create new Modern Teams Sites.

With these rules in place, we can then create a new Engagement Record to result in a New Modern Teams Site in SharePoint.

Engagement_in_CRM

This will then create a New Teams Site for:

Teams_Site

Which can (either manually or automatically) appear in Microsoft Teams

Teams

This gives a basic example of how to integrate Dynamics with Microsoft Teams – using the example where we may want each new Engagement to be reflected as a new Team for collaboration.

In future articles, we will look at practical examples of hooking elements of Dynamics into Teams and how we can put Teams to use.

  • Having multiple records in Dynamics connected to same Microsoft Team – using the example of having each Support Case connected to one central Team for that Client
  • Building an Activity Feed into the Teams Site based on updates in Dynamics – so each Case or Opportunity contributes to the Chat Feed in the Team
  • Synchronizing Security / Team Membership from Dynamics to the Team

This allows to take the core Document Management concepts of using Dynamics and SharePoint together, and apply these to Collaboration in Teams.

Share this Article

Search Articles

Filter Articles

CRM Tech DocMan

Recent Articles

CRMCS Quick Start Guide: How To Produce a Microsoft Teams Live Event Dynamics 365 Marketing: Lead Scoring and Sales Acceptance Designing and Developing Microsoft Power Apps Portals Thank You for Attending CRMCS’ Webinar - Achieving B2B sales excellence with Dynamics 365 & Microsoft Teams Thank You for Attending Our Webinar - Achieving B2B sales excellence with Dynamics 365 & Microsoft Teams Webinar: Discover How CRMCS Have United Dynamics 365, SharePoint and Microsoft Teams To Create Sales Excellence Ignite your workflow by adding DocDrive365 to Office 365 The CRMCS guide to everything you need to know about integrating Teams with Dynamics 365 Saving Time By Keeping Documents In One Place TDE Database Encryption with On Premise Dynamics The Key to Successful Compliance in 2020 Part 2: Let’s get GDPR Compliant with Microsoft Power Automate Top 3 Essential Tips for Remote Working Dynamics 365 Marketing: Top 5 Best Features Dynamics Day in the Life - Puma Investments Can you use Teams to amplify collaboration in Dynamics? Part 1: Using a Scheduled Power Automate to Trigger Expiry Date Reminders The secrets of successful document collaboration in Dynamics CRMCS launches new AppSource approved DocDrive365 Dynamics Day in the Life - Moneypenny Release Management Add the App to Dynamics DocDrive365 Security: Day One - Getting Started with Dynamics to SharePoint Permissions Building a New Scheduled Process using Flow
  • "Paul has made a real difference to how my team of 24 people record and store valuable customer data and sales opportunities. Highly recommended."

    James, Operations Director

  • "Understanding your business allows us to advise when to implement aspects of CRM and, likewise, when not to."

    Paul McQuillan, Managing Director

  • "Dynamics 365 and CRMCS have made a real lasting difference to our business, allowing us to replace older systems that were holding back our performance."

    Grahame, Chief Operating Officer

  • "James worked well with us to help connect CRM with Outlook and relate how this might benefit our team using CRM for Property Care."

    Natalie, Property Care Supervisor

  • "Matt was really good with helping us run User Testing on the new Compliance Module of our CRM System."

    Tom, Compliance Administrator

Prefer to go old-school?

Write to us using the below addresses.

Head Office
CRM Consultancy
61 Oxford Street
Manchester
M1 6EQ

London Office
CRM Consultancy London
Grosvenor Avenue
London

Content © CRM Consultancy.