Enable Microsoft Teams Collaboration in the Redwood User Experience

Let salespeople easily start Microsoft Teams collaboration for their opportunities from Oracle Sales Redwood UX and invite additional members outside the opportunity team to help support the deal. A dedicated opportunity team is created in Microsoft Teams for the opportunity team members on using the Create Team in Microsoft Teams action in the opportunity. Once the team is created, users can use the Go to Microsoft Teams action to begin collaboration in the team.

Improves productivity as sales people can easily create a team for an opportunity in Microsoft Teams to start collaboration with the team members to advance the opportunity.

Steps to Enable

This integration with Microsoft Teams can be enabled via extensibility using a REST based smart action, an object function smart action and a formula field on the object to evaluate whether the team exists in Microsoft Teams for the record.

Here are the high level steps: 

  1. Set up an application in Microsoft Azure.
  2. Set up the Microsoft application information in Oracle Sales.
  3. In application composer,
    1. Register the web service to the Collaboration REST API
    2. On the opportunity object: Create a formula field with a script and a Server Scripts > Object function
    3. Create 2 smart actions: "Create team in Microsoft Teams" (REST API based) and "Go to Microsoft Teams" (Object Function based)

This integration can also be setup for other objects such as custom objects. This is not supported at this time for accounts and contacts.

Tips And Considerations

  • This integration is available only with the Oracle Sales Redwood User Experience.
  • When there is no team in Microsoft Teams is created for the record, then the "Create team in Microsoft Teams" smart action is available. Salespeople will no longer be able to use the "Create team in Microsoft Teams" smart action once the team is created, the "Go to Microsoft Teams" smart action will then become available.

Access Requirements

  • Sales Administrator
  • Sales Representative