Email this post as a PDFTips and tricks · 25 October 2026 · 1 min read

Tip 44: Business Central in Teams: share a record, look up a customer

Paste a Business Central link into a Teams chat and it becomes a card. Search customers and items from the Teams search bar.

Install the Business Central app for Teams (Teams → Apps). Then: pasting a record link into a chat shows a card with the key fields and a Details button that opens the record in Teams; the app's search finds customers, vendors, items and documents and lets you share them; and Details lets a colleague who is a Team Member licence holder see the record without opening the browser client. Approvals and notes can be actioned from the card.

It is the easiest answer to "can the sales team see stock without logging in": share the item from Teams, and the Team Member licence covers the viewing.

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