Managing Microsoft Teams Integration with Business Central

APPLIES TO: Business Central online

This article provides an overview of what you can do as an administrator to control Microsoft Teams integration with Business Central.

In Microsoft Teams

Minimum requirements

This section describes the minimum requirements for the Business Central app features to work in Teams.

  • Required licenses

    This table gives you an overview of the licenses needed for the Business Central app features to work in Teams.

    What Teams license Business Central license
    Paste a link to a Business Central record into a conversation, and send it as a card. check mark check mark
    View a card of a Business Central record in a conversation. check mark
    View more details of card for a Business Central record in a conversation. check mark check mark

  • Allow URL previews

    Allow URL previews policy setting must be turned on. Otherwise, a card can't be generated for Business Central links pasted into a Teams conversation. For more information about this setting, see Manage messaging policies in Teams.

Managing the Business Central app (optional)

As a Teams administrator, you can manage all apps for your organization, including the Business Central app. You can approve or install the Business Central app for your organization, block user's from installing the app, and more.

For more information, see the following articles in the Microsoft Teams documentation:

In Business Central

Minimum requirements

  • Business Central version:

    Business Central 2020 release wave 2, update 17.3, or later. Teams integration is only supported for Business Central online; not on-premises.

  • Codeunit 2718 Page Summary Provider is published as a web service:

    This codeunit is published as a web service by default. The codeunit is part of the Business Central system application. It's used to get the field data for a Business Central page added to a Teams conversation. For information about publishing web services, see Publish a Web Service.

  • User permissions:

    For the most part, the pages and data that users can view and edit in a Teams conversation is controlled by their permissions in Business Central.

    • To paste a Business Central link into a Teams conversation and have it expand into a card, users must have at least read permission on the page and its data.
    • Once a card is submitted into a conversation, any user in that conversation can view that card without permission to Business Central.
    • To view more details for a card or open the record in Business Central, users must have read permission on the page and its data.
    • To change data, user's need modify permissions.

    For information about permissions, see Assign Permissions to Users and Groups.

Managing privacy and compliance

Microsoft Teams provides extensive controls for compliance and management of sensitive or personally identifiable data—including data added to chats and channels by the Business Central app.

Understanding where Business Central cards are stored

After a card is sent to a chat, the card and the fields shown on the card are copied to Teams. This information is subject to the Teams policies for your organization, such as data retention policies. When displaying card details, none of the data in the details window is stored in Teams. The data remains stored in Business Central and will only be retrieved by Teams when the user chooses to view the details.

Restricting sharing of cards

You prevent specific users or groups from sending cards to chats or channels by setting up messaging policies that turn off the URL Previews setting. For more information about this setting, see Manage messaging policies in Teams.

You can also use information barriers to prevent individuals or groups from communicating with each other. To learn more, see Information barriers in Microsoft Teams.

Data loss prevention features in the Microsoft 365 Security & Compliance Center can't be applied specifically to cards. But they can be applied to the chat messages that contain the cards. To track upcoming advanced features that include enabling DLP for cards, see https://www.microsoft.com/en-us/microsoft-365/roadmap?featureid=67093.

Responding to data requests

You allow team members and team owners to delete messages that contain sensitive cards by setting up messaging policies, like: Owners can delete sent messages and Users can delete sent messages. For more information, see Manage messaging policies in Teams.

Content search and eDiscovery compliance features in the Microsoft 365 Security & Compliance Center can't be applied specifically to cards. But they can be applied to the chat messages that contain cards. To track upcoming compliance features for cards, see https://www.microsoft.com/microsoft-365/roadmap?featureid=68875.

Because card data in Teams is a copy of data in Business Central, you can also use Business Central features to export a customer’s data if requested. For more information about privacy in Business Central, see Privacy FAQ for Business Central Customers.

See Also

Business Central and Microsoft Teams Integration Overview
Install the Business Central App for Microsoft Teams
Teams FAQ
Troubleshooting Teams
Developing for Teams Integration

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