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Synchronize task management between Microsoft Teams and Dynamics 365 Commerce POS

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This article describes how to synchronize task management between Microsoft Teams and Dynamics 365 Commerce point of sale (POS).

One of the main purposes of Teams integration is to enable the synchronization of task management between the POS application and Teams. In this way, store employees can use either the POS application or Teams to manage tasks, and don't have to switch applications.

Because Planner is used as a repository for tasks in Teams, there must be a link between Teams and Dynamics 365 Commerce. This link is established by using a specific plan ID for a given store team.

The following procedures show how to set up task management synchronization between the POS and Teams applications.

To link the POS and Microsoft Teams applications for task management in Commerce headquarters, follow these steps.

Note

Before you try to integrate task management with Teams, make sure that you've enabled Dynamics 365 Commerce and Microsoft Teams integration.

  1. Go to Retail and Commerce > Task management > Tasks integration with Microsoft Teams.
  2. On the Action Pane, select Edit.
  3. Set the Enable Task Management Integration option to Yes.
  4. On the Action Pane, select Save.
  5. On the Action Pane, select Setup task management. You should receive a notification that indicates that a batch job that's named Teams provision is being created.
  6. Go to System administration > Inquiries > Batch jobs, and find the most recent job that has the description Teams provision. Wait until this job is finished running.
  7. Run the CDX job 1070 to publish the plan ID and store references to Retail Server.

Publish a test task list in Teams

The following procedure assumes that your store teams are using Microsoft Teams task management integration with Commerce for the first time.

To publish a test task list in Teams, follow these steps.

  1. Sign in to Teams as a communications manager. Typically, communications managers are users who have the Regional manager role in Commerce.
  2. In the left navigation pane, select Tasks by Planner.
  3. On the Published lists tab, select New list in the lower left, and name the new list Test task list.
  4. Select Create. The new list appears under Drafts.
  5. Under Task title, give the first task the title Testing Teams integration. Then select Enter.
  6. In the Drafts list, select the task list. Then select Publish in the upper-right corner.
  7. In the Select who to publish to dialog box, select the teams that should receive the test task list.
  8. Select Next to review your publication plan. If you must make changes, select Back. 
  9. Select Confirm to proceed, and then select Publish.
  10. After publishing is completed, a message at the top of the Published lists tab indicates whether your task list was successfully delivered.

For more information, see Publish task lists to create and track work in your organization.

Note

After the task list is published successfully in Teams, the tasks will be displayed in POS. POS managers and cashiers then need to turn on Microsoft Entra login in POS. For more information, refer to the Enable Microsoft Entra authentication for POS sign-in article.

Additional resources

Dynamics 365 Commerce and Microsoft Teams integration overview

Enable Dynamics 365 Commerce and Microsoft Teams integration

Provision Microsoft Teams from Dynamics 365 Commerce

Manage user roles in Microsoft Teams

Map stores and teams if there are pre-existing teams in Microsoft Teams

Dynamics 365 Commerce and Microsoft Teams integration FAQ