Leveraging Microsoft Teams Integrations

Integrating Microsoft Teams with SAP Sales Cloud Version 2 offers several significant benefits that enhance collaboration, communication, and overall sales effectiveness.

Prerequisites

• The integration requires a Microsoft 365 account.
• Ensure that you've the Microsoft Office 365 exchange online license.
• The users must have same Email IDs in both MS 365 and SAP Sales Cloud Version 2.
• These users should have E3/E5 license assigned in MS 365 admin center.
• Only administrators can enable Microsoft Teams integration.
• In Cross-Site Request Forgery Settings, the Strict mode is enabled by default for third-party integrations. You must change this to None.

You can add SAP Sales and Service Cloud app in the Microsoft Teams app by searching SAP "Sales and Service Cloud" in Teams apps → Manage apps.

The administrators can configure the MS Teams integration using path User Menu → Settings → All Settings → Microsoft Teams Integration.

As administrator you can enable Microsoft Teams integrated features by providing consent.

1. Share Workspace and Collaboration Room:

   You can enable Collaboration Room and Share Workspace separately.

   If you enable Create Teams, the system allows you to create a new team while using the Share Workspace feature.

   If you enable Post Sync, all the posts in the associated teams channel from the Posts tab are synched to SAP Sales Cloud Version 2. Please note that Post Sync feature is only applicable for Collaboration Rooms.

   There are two permission types that you can choose from:

   • Application Permission: Your administrator must consent on behalf of all the users.
   • Delegated Permission: Your administrator must consent on behalf of your organization

    You can start the consenting process using "Provide Consent" link.

2. Teams Meeting:

   You can enable Teams Meeting and start the consenting process using "Provide Consent" link.

3. Outbound Calls:

   You can enable Outbound Calls, there is no consent required for outbound call feature activation.

   Note

   To use this feature, you must disable the Computer Telephony Integration (CTI) if it's configured in your solution.