Enable Custom Scripts for Microsoft Teams Profile Option

You can add custom scripts for Microsoft Teams to Appointments, Call Reports, and Tasks for On Create, Before Save, and After Save events. For example, you can trigger a script to validate or enforce some rules before or after a call report is saved.

To enable the custom scripts for Microsoft Teams feature, you must first create an Enable Custom Scripts for Microsoft Teams (CDA_ENABLE_CSS_TEAMS) profile option, and then set the option value to Yes.

Here's how to edit the CDA_ENABLE_CSS_TEAMS profile option:

1. Sign in as a user with access to the setup areas.

2. Navigate to Setup and Maintenance work area.

3. Open the Tasks side panel and click Search.
4. Search and select the Manage Profile Options task.
5. From the Manage Profile Options page, click Actions > New .
6. Enter all the fields with relevant details with specific attention to the following:

   • Profile Option Code = CDA_ENABLE_CSS_TEAMS

   • Profile Option Name = Enable Custom Scripts for Microsoft Teams

   • Application = Sales Assistant

   • Module = Sales Assistant (Module Type = LBA)

   • Start Date = Date that the option should start to be enabled

7. Click Save and Close.

8. For the Site Profile Option Levels, select the Enabled and Updatable check boxes to enable.

9. Click Save and Close.

10. In the Setup and Maintenance work area, open the Manage Administrator Profile Values task:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

11. In the Manage Administrator Profile Values page, search by the profile option code, CDA_ENABLE_CSS_TEAMS.

12. Click the profile option name link.
13. On the Profile Values section, click Actions > New .
14. Select Profile Level to Site and set Profile Value = Y.

15. Click Save and Close.