Microsoft Teams

Path: Integrate with other applications > Microsoft Office apps and Microsoft 365 > Microsoft Teams · tier official · system none · narrative reviewed (checked by Opus)

Overview

This section describes how Business Central works inside Microsoft Teams. Users install the Business Central app, then look up contacts such as customers, vendors, and prospects from the command box or message compose area. They can share records as interactive cards or share page links into chats and channels, and add Business Central tabs that show list and card pages.

The pages fit together as a path from setup to daily use. Start with the integration overview, then the install page. After that, use the pages on contact search, record sharing, and tabs. The settings page covers switching environment or company and managing the account connection.

Administrators have two pages. One covers managing the integration: licensing, permissions, card data visibility, centralized app deployment through Teams app setup policies, and data retention and compliance settings. The other covers letting Microsoft 365 licensed users access data in Teams without a Business Central license.

Key points

• The Business Central app for Teams lets users look up contacts, share records with interactive cards, and share page links.
• The app can be installed from the Teams marketplace (app store) or through a direct link.
• Contacts such as customers, vendors, and prospects can be searched from the Teams command box or the message compose area.
• Business Central tabs can be added to Teams channels and chats to show list and card pages, using recommended content or page links.
• The settings page in the app switches environments and companies and manages sign in, sign out, and account connections.
• Administrators control licensing, permissions, card data and record summary visibility, and centralized deployment through Teams app setup policies.
• Messaging policies, data retention, and compliance settings are part of administrator management.
• Environments can be configured so Microsoft 365 licensed users access Business Central data in Teams chats and channels without a Business Central license, with object access configuration.

Learn pages

• Access Data in Teams without Business Central License: Learn how users can get access to Business Central data in Microsoft Teams chats and channels, with only a Microsoft 365 license, but no Business Central license.
• Add Business Central tab in Microsoft Teams: Learn how to add tabs in Teams that display Business Central pages.
• Business Central and Microsoft Teams Integration: Share Business Central records directly in a Teams conversation.
• Changing company and other settings in Teams: Learn how to change Business Central connection settings from Microsoft Teams.
• Install the Business Central app in Microsoft Teams: Learn how to install the Business Central app for Microsoft Teams using different methods.
• Managing Microsoft Teams Integration with Business Central| Microsoft Docs: Manage Business Central integration with Microsoft Teams.
• Searching for contacts from Microsoft Teams: Learn how to look up Business Central customers, vendors, and other contacts from Microsoft Teams.
• Sharing Business Central records in Microsoft Teams: Learn how to use the Business Central app for Microsoft Teams.

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 2718 “Page Summary Settings” · captioned “Card Settings”

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.