Teams FAQ

APPLIES TO: Business Central online

This article answers some of the questions you may have about working with Teams and Business Central.

  • General
  • Working with cards
  • Working with card details
  • Collaborating with guests

How do I sign in to the Business Central app in Teams?

After installing the app, you'll be asked to sign in the first time you paste a Business Central link into Teams chat or when you choose the Details action on a card in Teams. Depending on your Teams client, you may have to enter your credentials that you use to access Business Central.

How do I sign out of the Business Central app in Teams?

To sign out of your current user identity in Teams used to connect to Business Central, go to any chat compose box, and choose the Business Central icon underneath. When the window appears, check your currently signed in identity and then choose Sign out. If you're using Teams in the browser, you'll also be signed out of any Business Central web client in the same browser window.

Does the app for Teams connect to Business Central on premises?

No. The Business Central app for Teams only works with Business Central online. There are no plans to support Business Central deployment types—like on-premises, hybrid cloud, or private cloud—that Microsoft doesn't host or manage directly.

Does the app work with multiple companies and environments?

Yes. When the Business Central app expands a link into a card, the link must contain the environment and company names for the app to match the record in the right company. You can paste links to any companies and environments you have access to within your organization and from the Business Central account you used to sign in. Participants in the chat will see the card. But they can't view the card details unless they have permissions to the company or environment where that record is stored.

In which countries or regions is the Business Central app available?

The Business Central app for Teams isn't restricted by country or region. The app is available in all markets currently supported by the Teams marketplace.

Does the Business Central app work with any localization of Business Central?

Yes. The app is intended to work with any localization of Business Central, whether that localization is offered directly from Microsoft or through a partner. For more information, see Country/regional availability and supported languages.

Which languages does the Business Central app support?

Two things determine the language used for cards and card details in Teams:

  1. Your language in Teams, which you can see from your account settings in Teams.
  2. Your language in Business Central, which you can see the Business Central Web client (see Change Basic Setting - Language).

The following table explains how the experience differs for message authors and recipients, depending on language settings and availability of languages.

Who Card Card details
Message author Displays in the language that's specified for you in Teams. If Business Central doesn't offer that same language, the card is displayed in English. Displayed in the language that's specified for you in Business Central. which may include languages from language apps provided by partners.
Message recipient Displays in the language of the message author. Displays in the language that's specified for you in Business Central.

For the list of supported languages for Business Central, see Supported languages.

Does the Business Central app work with industry solutions?

Yes. The app works with links based on the *.bc.dynamics.com pattern that's typically used with Embed apps.

Where can I find Teams integration inside the Business Central Web client?

There's currently no embedding of Teams controls or presence of Teams features inside the Business Central Web client or other clients.

Does Business Central work with the Teams mobile app?

Yes. The Business Central app can be installed from the Teams desktop app or browser, or by an administrator for all users. Once installed, the Business Central app is automatically available in Teams for iOS and Android. On mobile devices, you can view cards sent by others, access details, or pop out the card to the full experience in the Business Central mobile app. However, you can't paste links that expand into cards when composing messages. For minimum requirements for mobile, see Minimum Requirements for Using Business Central.

Is the Business Central app for Teams the same as the Business Central app for iOS and Android?

No. The app for Teams is an add-in to Microsoft Teams and exclusively designed for collaborative experiences that light up within Teams. On the other hand, the Business Central mobile app delivers a rich experience for you to work with Business Central data on your mobile devices.

Mobile users are encouraged to install both the mobile app and the app for Teams to get the most out of Business Central. With both installed, you can choose the Pop out action on a card in Teams to open the card details in the Business Central mobile app. For information about installing the Business Central and Teams mobile apps, see:

  • Get Business Central on Your Mobile Device
  • Get the Teams mobile app on Microsoft Support

Does the Business Central app work in all Teams clients?

No. The Business Central app for Teams isn't supported when installed as a package for macOS or Linux. On these platforms, you can access Teams using a supported browser instead.

For minimum requirements in Business Central, see Minimum Requirements for Using Business Central.

For information about the choice of Teams clients and how to install them, see Get clients for Microsoft Teams in the Teams documentation.

Which Teams client is best for Business Central?

There are only minor differences and limitations between Teams clients that may affect your experience with the Business Central app for Teams. When choosing a Teams client, consider:

  • The camera and location can't be accessed from the details window in the Teams desktop app
  • Using Microsoft Edge with the Teams in the browser let's you easily work across multiple identities and accounts by signing in to Teams from different profiles. To learn about using profiles in Microsoft Edge, see Sign in and create multiple profiles in Microsoft Edge on Microsoft Support.

What is the best way for me to demonstrate Business Central and Microsoft Teams to prospective customers?

If you're a reselling partner, you might want to have an environment that you can show prospects as part of pre-sales demonstrations. To avoid affecting Microsoft Teams in your organization, you can get a Microsoft 365 demo account at https://aka.ms/CDX. This account gives you full control of an independent Azure organization that includes Microsoft Teams and Business Central. For more information, see Preparing Demonstration Environments of Dynamics 365 Business Central.

Does the Business Central app for Teams cater for my customization and personalization?

The Business Central app for Teams can display cards for links to customer pages and tables in Business Central, such as those pages and tables originating from your own custom extensions or from AppSource.

The fields shown on a card in Teams can also be affected by Business Central customizations installed for your organization. Cards don't consider any role-specific customizations or user personalization. However, the card details window shows record details as you would see them in Business Central, including any extensions, role customizations, and user personalization.

How do the permissions required by the app affect my privacy?

Before installing the Business Central app for Teams, you can review the minimum permissions required for the app to function. By installing the app, you agree that the app has permission to receive messages and data that you provide it, and Teams has permission to store and process those messages.

Also, some Business Central features require opening external links or access to your camera or geographic location. For example, suppose you wanted to capture a photo of a purchase invoice for processing. The Business Central app doesn't use these capabilities without your consent and they're only used by specific features in the Details window. When you use one of these features for the first time, Teams will display a dialog box asking you to grant access to the required device capabilities.

  • In Teams desktop, you review and adjust app permissions from the Settings window. Select your profile picture at the top of the app, select Settings > Permissions, then select the Business Central app.

  • For Teams in the browser and Teams for iOS or Android, you can review or adjust permissions from your browser or device settings.

Note

Exactly which Business Central features prompt you for permissions depends on the add-on apps and customizations applied to the Business Central environment that you connect to.

Where can I learn about my privacy?

You can learn about how Microsoft handles your data in the Microsoft Privacy Statement.

Contact your administrator to learn how your organization handles the privacy of your data.

How do I uninstall the Business Central app for Teams?

To remove the app that you installed for yourself, go to any chat compose box, find the Business Central icon underneath, right-click the icon and choose Uninstall.

Will Microsoft continue to improve the Business Central app for Teams?

At Microsoft, we're constantly listening to feedback from our diverse user community and acting upon the top suggestions. To learn about what is next for the Business Central app for Teams, see the Dynamics 365 release plan.

If you want to participate in improving the app for Teams, or have a great idea that would help simplify your work or collaborative experiences in Teams, add an idea or vote for existing ideas at https://aka.ms/BusinessCentralIdeas.

Which types of links does the app support?

The Business Central app for Teams reacts to most Business Central Web client links. When the link refers to a single record on a page, the card will display fields for that record. The supported page types include:

  • Card pages, such as the Item card
  • Document pages, such as the Sales Order document
  • ListPlus pages that represent a single record composed of other records, such as a Bank Account Reconciliation statement
  • Simple list pages where a record doesn't offer the ability to drill down into a separate details page, such as the Zip codes list

When pasting a link to the root Web client Url, such as https://businesscentral.dynamics.com, the card instead displays information to help new users get started with accessing Business Central.

How do I delete a card I sent to a chat?

You can't delete a card that you've already sent to chat. But you can delete the entire message that the card is a part of.

As the message author, you can delete any messages you sent to chats with a person, group, or channel—unless your administrator has set up policies that prevent deleting messages. If you moderate a channel as a channel owner, your administrator may have also granted you permission to delete any messages in the channel, including those messages sent by other users.

Deleting a message that contains a card doesn't delete or affect any data in Business Central.

Do cards always show up-to-date information?

No. The field values on a card in Teams, including any images, are based on the data available when that card was sent to the chat. Business Central cards don't automatically refresh in Teams.

Will others see my card if they don’t have the Business Central app for Teams?

When you compose and send a message to chat that includes a card, all users will see the card, even if they haven't installed the Business Central app for Teams.

How do I find out which company a card in Teams belongs to?

If you work across Business Central companies, talk to your administrator about enabling a company badge for each company. When enabled, this eye-catching hint appears in any details window inside Teams, and displays the company and environment that record belongs to. To learn how to set up company badge, see To display a company badge for quick access to company information.

Where is the save button in the details window in Teams?

Business Central automatically saves changes you make to any field as soon as you leave the field. To leave a field, click/tap anywhere outside the field or use the Tab key to move to the next field. When data appears in a dialog within the details window, you may need to choose the OK button to have Business Central save your changes.

If I choose to view details for a card, will other users see my details window?

No. While everyone in the chat can view the card itself, the details window only appears for you on your device when you choose Details. Other users must choose Details if they would like to view the details window on their device.

Can I start a Teams call from the details window in Teams?

Yes. You can start a call by choosing the linked dialing number in a phone number field, such as the Mobile Phone No. field on the Contact card. Teams must be your designated dialing app.

To call local or international landlines and mobile phones from Teams, you must have a Teams license for enterprise calling. Also, you must set up Teams as your call solution. To learn more, see Plan your Teams voice solution in the Teams documentation.

Can I print documents from the details window in Teams?

Yes. You print reports and other documents using standard Business Central printing functionality and any cloud-enabled printer configured in the Printer Management page in Business Central. You can't print from Teams to local printers known to your client device, such as printers that you'd typically print to from your browser. For this reason, you can't print from the report preview window, but only from the main report request page, directly to your cloud printers.

For more information about setting up cloud printers, see Set Up Printers.

Can I access the camera from the details window in Teams?

Yes. Any Business Central features in the details window that use the camera are available on all Teams clients.

Can I access my location from the details window in Teams?

If you’re using functionality in Business Central that accesses your current location coordinates, such as with maps, you must use Teams in the browser or the Teams mobile app. Location isn't available when using the Teams desktop app.

Can I share cards with users outside my organization?

Yes. When you compose and send a message that includes a card, all recipients in the chat will see the card—even if they're guests or external to your organization. Guests can also open the details window if they've been granted permissions to access that data in Business Central.

Is the experience any different for users that are guests?

Yes. Inviting guest users from outside your organization to participate in chat or a channel gives them a similar, but not identical experience compared to users within your organization. When a guest receives a message that includes a card, they can view it. Guests can also open the details window if they have been granted permissions to access that data in Business Central and assigned a Business Central license within your organization. When a guest composes a message, links to your Business Central won't expand into cards.

To learn about other similarities and differences between guests and team members, see Guest experience in Teams in the Teams documentation.

How does a guest user install the Business Central app?

Guests don't have access to the app marketplace to install apps themselves. However, the app can be automatically installed for them based on your organization’s policies. Another way for a guest user to install the Business Central app is when they receive a chat message that includes a Business Central card. In this case, the user chooses the Details button or the menu on the card, then installs the Business Central app for use with your organization. After installing the app, a user doesn't automatically receive any permissions to access data from your Business Central.

See Also

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

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