Category: Business CentralRead time: 5 MinsPublished on: 30 Jan 2026

How Microsoft Teams Integrates with Dynamics 365 Business Central

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Integrating Microsoft Dynamics 365 Business Central with Microsoft Teams streamlines collaboration by bringing business data directly to the employees every day. This integration enables teams to access records, share insights on key information without leaving the workspace. By combining communication and business processes in a single environment, organizations can enhance productivity, ensure faster, more informed decision-making across departments.

While the native Microsoft Teams integration is easy to enable, organizations often need help configuring permissions, optimizing workflows, and aligning Teams collaboration with ERP processes. This is where experienced Business Central consulting services can help ensure the integration delivers measurable business value rather than just technical connectivity.

1. What is the Microsoft Teams Integration in Dynamics 365 Business Central?

The Microsoft Teams integration in Dynamics 365 Business Central allows users to securely search, share, and view ERP records directly within Microsoft Teams chats and channels. Instead of switching between systems, users can bring contextual business data such as customers, vendors, and contacts into ongoing conversations where collaboration already happens.

This integration connects Business Central with Teams using Microsoft Entra ID (Azure Active Directory) authentication, ensuring that users only see data they are authorized to access. The result is faster collaboration, improved data accuracy, and reduced dependency on email or manual data sharing.

2. Key Benefits of Integrating Business Central with Microsoft Teams

Integrating Business Central with Microsoft Teams delivers both operational and collaboration benefits across departments:

  1. Reduced context switching

    Users can access ERP records directly within Teams without logging into Business Central separately.

  2. Faster decision-making

    Business data is shared in real time during discussions, approvals, and reviews.

  3. Improved collaboration

    Teams can discuss customers or vendors with shared visibility into the same record.

  4. Consistent data access

    All users view live data from Business Central, eliminating outdated screenshots or exports.

  5. Secure by design

    Data visibility follows Business Central permissions and Microsoft security controls.

3. Prerequisites for Setting Up Business Central in Microsoft Teams

Before enabling the Business Central app in Microsoft Teams, ensure the following prerequisites are met:

  • An active Dynamics 365 Business Central environment
  • Valid Microsoft Teams licenses for users
  • Users must have Business Central user accounts assigned
  • Microsoft Teams desktop application installed
  • Multi-factor authentication (MFA) configured (if enforced by the organization)
  • Required permissions to install apps in Microsoft Teams

Meeting these prerequisites ensures a smooth setup and avoids authentication or access issues.

4. How to Set Up Business Central in Microsoft Teams

Navigation & Setup:

  • Open Microsoft Teams desktop application and click ‘Apps’ tab in the left navigation pane.
    • A screenshot of the Microsoft Teams application in a dark theme. The sidebar shows various icons including Activity, Chat, Teams, and Copilot, while the main viewing area shows a blurred document or chat interface.
  • Search ‘Business Central’ and click ‘Add’ to include this application and choose the chat or channel in which this app should be included.
    • A screenshot of the Apps section in Microsoft Teams. The search bar contains the term 'business central,' and Add button, allowing users to share and act on business data directly within Teams.
  • Now, you can navigate to the chat which you want and click the ‘+’ option to choose ‘Business Central’.
    • A screenshot of the Apps store within Microsoft Teams. The search bar contains the term 'business central,' and the results pane displays the Business Central app with an Add button.
  • Once chosen, we have to give the credentials of your business central environment and approve the authenticator request if MFA enabled.
  • Search for the contact/vendor which you want to share and click the contact/vendor.
    • A pop-up window within Microsoft Teams for the Business Central app. A search for 'adatum' is performed, returning results for a Corporation and a popular contact .
    A pop-up window within Microsoft Teams for the Business Central app showing a contact card of an organization.
  • User in the receiving end can click ‘Details’ to get more detailed information about the customer after signed in to the needed environment.
    • A screenshot of the full Contact Card for Adatum Corporation as it appears when opened from Teams into Business Central.
  • We can follow the same process for sharing the vendor details too.

5. How Business Central Data Sharing Works Inside Microsoft Teams

Once the Business Central app is added to Microsoft Teams, users can search for and share records directly within chats or channels. Supported records typically include:

  • Customers
  • Vendors
  • Contacts

When a record is shared, Teams displays a preview card with key information. Recipients can select Details to view additional data after signing in to the relevant Business Central environment.

All data displayed in Teams is retrieved in real time from Business Central, ensuring accuracy and consistency across users.

6. Real-World Use Cases by Department

  1. Sales Teams
    • Share customer records during internal deal discussions
    • Quickly review customer details without opening the ERP
    • Reduce delays in quote and approval conversations
  2. Procurement & Purchasing Teams
    • Share vendor records during supplier negotiations
    • Validate vendor details during approvals
    • Improve coordination between purchasing and finance
  3. Finance Teams
    • Verify customer or vendor information during payment or credit discussions
    • Maintain control while enabling cross-team visibility
    • Reduce ad-hoc data requests from other departments
  4. Management & Leadership
    • Gain instant context during decision-making discussions
    • Avoid dependency on exported reports or screenshots

7. Security, Permissions & Compliance Considerations

Access to Business Central data within Microsoft Teams is controlled by Business Central user permissions and Microsoft Entra ID authentication. Users can only view records they are authorized to access in Business Central.

Key security considerations include:

  • No data is exposed to unauthorized users
  • All access is logged and governed by existing ERP controls
  • Sensitive financial transactions cannot be modified directly from Teams

This ensures compliance with internal controls, audit requirements, and Microsoft security standards.

While the native Microsoft Teams integration is easy to enable, organizations often need guidance to align collaboration workflows with ERP governance. Configuration decisions around permissions, usage scenarios, and user adoption play a critical role in realizing real productivity gains.

Contact our experts to ensure the Teams integration supports business processes, security requirements, and long-term scalability rather than becoming an underutilized feature.