Collaborate on work orders by using Microsoft Teams

By integrating with Microsoft Teams, you can chat with team members about work orders. The Teams integration helps you find answers and fix issues the first time without leaving the Field Service app. It also lists team members who previously worked on a work order. By connecting all the associated chats to a work order, all stakeholders can view all chats related to that work order in one place.

For a guided walkthrough, check out the following video.

Prerequisites

An admin set up the Teams integration.

Start a new connected chat

Start a chat that's connected to a record, such as a work order.

1. Open a record for a table that is connected to the Teams integration.
2. Select the Teams chats and channels integration icon.
3. Select New connected chat. For more information, go to Start a new connected chat.

Connect and disconnect existing chats

Go to Connect or disconnect an existing chat from a record.

Start a regular Teams chat in Dynamics 365

Start a chat that's unrelated to a record.

1. Select the Teams chats and channels integration icon.
2. Select the Start a new chat icon.

See also

Overview of Microsoft Teams integration