A company is using Dynamics 365 Sales and Microsoft 365.

The correct integrations are SharePoint document management and Teams conversation collaboration . SharePoint document management is required because the company wants opportunity files stored in a central location. Microsoft’s Dynamics 365 Sales SharePoint integration is specifically designed to store documents related to Sales records in SharePoint while allowing users to access, share, and manage those documents from the Sales app. Opportunity is one of the standard Sales records supported for SharePoint document integration.

Teams conversation collaboration is required because sellers must collaborate using chat conversations associated with sales records. Microsoft’s Teams chat integration for Dynamics 365 Sales lets sellers start a new Teams chat or connect an existing chat directly to a Sales record, so conversations remain associated with the relevant opportunity, lead, account, or other record.

OneNote integration is for note-taking, not centralized file storage. Conversation intelligence analyzes calls and seller conversations for coaching and insights; it is not the feature for record-linked chat collaboration. Server-side synchronization with Exchange Online supports email, appointments, contacts, and tasks synchronization, but it does not satisfy the SharePoint file storage or Teams chat association requirements.

References/topics: SharePoint document management; Microsoft Teams chat integration; Dynamics 365 Sales collaboration; Sales record document storage.