Enhance collaboration with Teams integration for Business Central

Microsoft Teams is an application in the Microsoft 365 family of products that lets users connect and collaborate with each other. One of the major advantages of Teams being a Microsoft product is the ability to integrate with other Microsoft applications such as Business Central. The integration between Teams and Business Central allows users to share business data such as customer or product information quickly and efficiently with other team members.

The seamless integration of both Teams and Business Central means that team members can directly view important information without leaving the Teams app. The Business Central app is available on the Teams marketplace which makes it easy to download and setup for users within an organization.  Coworkers can effectively act on their Business Central data such as viewing roles, looking at financial data about a specific company and sharing vendor information. Records can be uniquely shared by copying and pasting their link from Business Central to Teams which will open a compact, interactive card that will display data about the record.

The key benefits of this integration include:

• Improved collaboration – This integration enables seamless collaborations between team members allowing for efficient communication, sharing of information, and faster decision-making
• Real–time data access – Users will have real-time access to important business data enabling them to make informed decisions quickly and effectively
• Improved security – Administrators can control user access to ensure data security and that sensitive business data is only accessible by authorized users
• Enhanced productivity – Integrating BC and Teams enhances productivity by providing users with a single platform for communication, collaboration, and data management

Microsoft has also introduced a new feature that allows Teams users to access Business Central data without the need for a Business Central product license. This means that users can now get a read-only view of ERP data that has been shared in their Teams chat by a licensed Business Central user, providing them with the ability to make data-driven decisions with their workflow. Permissions can be set by an administrator to determine which users can access which records thus ensuring that data security is maintained. This feature eliminates any issues that may arise within an organization such as some users not having access to Business Central data due to licensing issues and increasing collaboration efficiency. While users will not be able to create, modify or delete records with this feature, they will have access to a reduced set of functions for Business Central within Microsoft Teams such as card details and viewing tabs.

The integration of both Business Central and Teams allows for efficiency and the ability to easily share business data. The availability of the Business Central app on the Teams marketplace makes it easy to setup and the ability for Teams users to access Business Central data without a license enhances collaboration efficiency. The integration between these two Microsoft products are invaluable to an organization when implemented correctly.

If you are interested in, or need assistance with, integrating Business Central with Microsoft Teams, don’t hesitate to contact us today. As a trusted Business Central partner, Rand Group’s team of software engineers and industry experts can help you get the most out of the Business Central and Teams integration.