Dynamics 365

Dynamics 365

How it works: Dynamics 365
How it works: Dynamics 365
How it works: Dynamics 365
How it works: Dynamics 365
How it works: Dynamics 365
How it works: Dynamics 365
How it works: Dynamics 365
How it works: Dynamics 365
Categories:
CRM
+1
Works In:
Overview

The Dynamics 365 App for Zoom Team Chat helps businesses collaborate within Team Chat by accessing Dynamics 365 Sales CRM. This app allows users to search, share, and add chat messages to Dynamics 365 without having to switch back and forth between applications.

Available features include the ability to: 

  • Leverage slash commands to access Dynamics 365 Sales
  • Search and share records to Team Chat
  • Add chat messages as notes to Dynamics 365 Sales records
Developer Resources
Privacy & Compliance
Requirements
User role
Any user
Zoom account eligibility
Login to check
Permissions - App can view information
Associated with you

May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.

Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.

Associated with you and others who participate in Zoom experiences with you

Information that is necessary for the app to function properly, which may include your Zoom user ID, session IDs, meeting role, and other basic identifiers and information about your meeting, webinar, or chat.

Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.

Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.

Permissions - App can manage information
Associated with you and others who participate in Zoom experiences with you

Manage content and information generated in the context of Zoom experiences, which may include audio, video, messages, meeting or chat name, agenda, transcriptions, and responses to polls and Q&A.

This app can access the following information anytime including outside of a Zoom experience and when the app is not actively in use.
Scopes

User

user:read

Chat

imchat:userapp

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