Troubleshoot Microsoft Teams integration with customer engagement apps in Dynamics 365

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This topic provides data well-nigh the error messages yous might face with possible resolutions and some known issues.

Troubleshoot configuration problems with Microsoft Teams integration

Microsoft Teams integration uses SharePoint integration at the backend, then if at that place's a failure with SharePoint integration or OneDrive configuration, information technology will also fail when you enable Microsoft Teams integration.

If you become an error while configuring Microsoft Teams Integration from Dynamics 365, it might exist because of the following pre-requisites aren't met.

  • SharePoint Integration isn't configured, and OneDrive Integration is enabled. To Fix the result, disable OneDrive.

  • SharePoint Integration isn't configured, but at that place's an active SharePoint site in your system. To set up the issue, conciliate the SharePoint site.

  • SharePoint Integration isn't configured, but there's SharePoint certificate locations created with an absolute URL in your system. To fix the consequence, delete locations with an absolute URL.

  • If SharePoint Online admin has enabled control access from unmanaged devices (conditional admission policy) to let/block SharePoint sites from unmanaged devices, then the same restrictions volition be applied for Microsoft Teams integration because Microsoft Teams uses SharePoint sites for document management. This might block a user when they try to access a connected squad channel file library on an app page. For more information, see Control access from unmanaged devices.

  • If y'all get this error: You cannot enable Microsoft Teams integration since the surround is integrated with SharePoint on-premises, this means that you're currently configured to use SharePoint on-premises for document direction. You need to set certificate management for customer appointment apps to use SharePoint Online. For more information, meet Set up apps to employ SharePoint Online.

Error when you pin a record or view of any app to a team channel if the enhanced feel isn't configured correctly by your customer date apps admin.

Fault: The admin has not consented to utilise user sync feature, y'all can add them manually.

When you plow on enhanced Microsoft Teams Integration, in that location are two dialog boxes that yous demand to accept. On the second dialog box, when you lot don't bank check the Consent on behalf of organisation check box, then users volition become this error when they try to pin an entity record or view to Microsoft Teams and share the tab with some other user.

Error message, the admin has not consented to use user sync feature, you can add them manually.

To fix the effect, disable the Enhanced Microsoft Teams integration feature.

  1. Go to, https://portal.azure.com.
  2. Select Azure Active Directory > Enterprise.
  3. In the list of apps go to, Dynamics 365 Microsoft Teams collaboration integration.
  4. Delete the app.

    Teams error.

  5. Wait for almost v minutes and and then enable the Enhanced Microsoft Teams Integration feature again. This time make certain that you to check the Consent on behalf of organization checkbox.

Error when you pivot a tape or view of whatever app to a team channel if your user role permission is not configured correctly by your customer engagement apps system admin.

Error: User does not accept permissions to create SharePoint Site or Document Location. This record is not connected to Dynamics 365.

This means the user that is getting this error doesn't have sufficient permissions such as Create, Read, Write, Suspend, AppendTo and Delete for the user role to pin an entity to a Microsoft Teams channel; however, changes made to the tape in Microsoft Teams volition update in customer appointment apps in Dynamics 365.

When the user tries to pin an entity to a Microsoft Teams aqueduct, this error will display in the notification bar:

Microsoft Teams permission error.

To fix the result, do the following:

  1. In Microsoft Teams, select the aqueduct with this fault.
  2. Select the tab with this error.
  3. Select the down pointer next to the tab, then select Remove.
  4. In your app, identify the part which is assigned to this user:
    1. Sign in as an admin to your client engagement app.
    2. Navigate to Settings > Security > Users.
    3. Find and select the user account that got the error bulletin to open it.
    4. Select Manage Roles.
    5. Identify the security role assigned to this user.
    6. Select Close.
  5. Navigate to Settings > Security > Security Roles.
  6. Open up the security part identified above.
  7. Become to the Core Records tab.
  8. Give Create, Read, Write, Append, AppendTo and Delete permissions to SharePoint Site and Certificate Location.
  9. Select Save and Close.

Now, when the user tries to pin the entity to the required Microsoft Teams channel, it should piece of work.

Troubleshoot errors in Microsoft Teams

Error: I can't discover the Dynamics 365 app in the Microsoft Teams app store.

This happens when the external app for Microsoft Teams service isn't enabled by your Microsoft 365 admin. To ready the issue, do the following:

  1. Sign in to https://portal.office.com.

  2. From the list of apps, select Admin.

    Admin portal.

  3. From the carte du jour select Settings > Services & add together-ins.

    Settings and add-ins.

  4. Find Microsoft Teams and so enable External Apps.

    Find Microsoft Teams.

  5. Gear up Let external app in Microsoft Teams to On.

    Enable external apps.

  6. Restart Microsoft Teams and then try searching for Dynamics 365 over again in the Microsoft Teams app store.

Error: Distressing, the environment you selected is not upwardly-to-appointment or is non supported. Please select another environment.

Errow message, environment is not up-to-date.

Or, you lot may get this error:

Error: Sorry! Your Dynamics 365 environment is non the latest version and is non supported for this feature. Please select a different surroundings or contact your Dynamics 365 admin to practise an update.

Error, sorry your Dynamics 365 environment is not the latest version and is not supported for this feature.

The customer engagement app surround that yous are trying to connect does non support Microsoft Teams integration. Yous tin wait for the environment to exist updated or option a dissimilar environment that has been updated to support Microsoft Teams integration.

Fault: This record is not connected to Dynamics 365. Repin the tab and try over again.

This fault is displayed in the following scenarios:

  • When the Dynamics 365 entity that you are trying to pivot is not enabled for SharePoint document management. For example, if yous are trying to pivot an engagement tape in Teams but the Appointment entity is not enabled for SharePoint. In this case, Enable SharePoint document management for that entity.

  • When the file synchronization is not ready between Teams and customer engagement apps in Dynamics 365. In this case, Set apps in Dynamics 365 to use SharePoint Online.

  • When the file synchronization has failed between Teams and customer date apps in Dynamics 365. In this example, repin the Dynamics 365 tab.

    Important

    When you first create a new team and aqueduct in Microsoft Teams, yous might see this mistake considering it takes some time for Microsoft Teams to provision a new SharePoint file library for the channel. Wait for a few minutes, and then refresh your browser to retry the connectedness.

    Annotation

    Though the connection fails, changes made to the record in Teams are updated in the client engagement app.

To repin the Dynamics 365 tab

  1. In Microsoft Teams, select the channel with the error.

  2. Select the Dynamics 365 tab with the error.

  3. Select the down arrow next to the tab, and so select Remove.

    Remove a Dynamics 365 apps tab.

  4. On the same channel, select the Add button (Add button.).

    Select Add button.

  5. Continue through the steps as in Interact with Microsoft Teams.

Error letters in customer appointment apps in Dynamics 365

Fault: File sharing is not set up. Become to [URL] to connect a Microsoft Teams channel to this tape.

File sharing is not set up.

This record has not been connected to a Microsoft Teams channel. Select the URL to become to the Dynamics 365 Microsoft Teams app and pin the record to a channel as documented in Collaborate with Microsoft Teams.

Error: You don't take permissions to view files in this location. Contact your Microsoft Teams possessor or SharePoint administrator for access.

You don't have permissions to view files.

You need to be a fellow member of the connected team channel to view files. Contact the possessor of the continued squad channel, and asking to be added as a member. You lot need to determine the location of the document to which you lot need permission.

  1. In your app, open up the tape with the permissions error message.

  2. Select Related > Documents.

    Select documents.

  3. Select Document Location. The first particular in the list shows the team for which you lot need membership. Request admission from the team channel owner.

    Select document location.

Known bug

Embedded Power Apps canvass apps don't work

You tin embed a canvas app in customer engagement apps (such as Dynamics 365 Sales and Dynamics 365 Customer Service) every bit they have the aforementioned pattern and underlying architecture of a model-driven app. However, when you embed a customer appointment app in Microsoft Teams, the embedded canvas app won't work.

Authentication consequence in Teams when you have embedded apps within Dynamics 365

You may go an hallmark failure when y'all open a pinned Dynamics 365 tab in Teams desktop client that has apps, such as Ability BI, Power Automate, LinkedIn Navigation widget, or KnowledgeBase Control enabled.

To work effectually this issue, open Teams on the web and close the desktop version.

Mistake while creating a squad or channel. The property is missing a required prefix/suffix per your organization's Group naming requirements.

A user may get this fault when they try to connect a record or a view to a team aqueduct using the Collaborate push button in a client appointment app in Dynamics 365. This happens if your tenant admin has configured group level naming policy from Azure portal with a prefix and suffix condition

Prefix error.

To piece of work around this result, your tenant admin will demand to remove this policy from Azure portal.

Fault while creating a team or channel. The displayName cannot contain the blocked discussion 'blocked' as per company policy.

A user may get this mistake when they attempt to connect a tape or a view to a squad channel using the Collaborate button in a customer engagement app in Dynamics 365. This happens when your tenant admin creates a custom blocked discussion list on Azure portal.

To work around this issue, your tenant admin will need to remove this policy from Azure portal.

Error: Blocked a frame with origin from accessing a cross-origin frame

A few pages in customer engagement apps in Dynamics 365 can simply be opened in a browser window as they make apply of JavaScript functions trying to access DOM elements and properties through window.top which is not supported to load within Microsoft Teams. When this page is opened without any iframe then information technology works fine every bit height most window'southward context is customer appointment app page and required attributes and properties are available. Whereas when this same page is opened within Microsoft Teams, it's actually loaded inside an iframe where window.acme represents superlative most window context which is Microsoft Teams window and not the customer engagement app page. Hence it'south non able to discover relevant attributes and properties which lead to showing of mistake bulletin Blocked a frame with origin from accessing a cantankerous-origin frame in the browser panel. For example, if you open the schedule board folio for Dynamics 365 Project Service Automation within Microsoft Teams, yous will get this fault.

To work effectually this, open the page in your customer engagement app and not in Microsoft Teams.

If the page which is showing the fault message, contains a custom resource (JavaScript, custom control etc.), delight ensure window is not used in the JavaScript as it may cause the page to not load at all or not load properly. For more than information, see Avoid using window top.

Documents tin can exist accessed in your customer engagement app using the Documents tab in an entity record fifty-fifty after user has left the squad.

Whenever a fellow member leaves the team where an entity record was pinned, the Files tab in Microsoft Teams which shows the documents shared in the squad won't exist visible anymore every bit the user would lose access to the team. However, the user can notwithstanding go to the client engagement app in Dynamics 365 and access the record that was pinned in the team and tin admission files in the Documents tab in the Related section.

To disable the user from accessing to the documents in the record from the customer engagement app, an admin can remove the admission of the record to the user or command the permission using the SharePoint site permissions.