Navigate to Microsoft Teams Composer

You can configure custom sales assistant layouts to display data by role, region, or other criteria for Microsoft Teams channel users. Using the Microsoft Teams Composer configuration tool, you can add, remove, and rearrange standard or custom fields to suit your business requirements.

Navigate to the Microsoft Teams Composer Tool

Here's how to navigate to Oracle Sales Assistant for Microsoft Teams.

  1. Select or create a sandbox that you want to use for your configurations. Make sure that your sandbox includes Application Composer as an active tool.

  2. Open Application Composer by selecting Application Composer under the Configuration category in the Navigator menu.

  3. Under the Common Setup Menu, click Oracle Sales Assistant Setup.

  4. Click the Microsoft Teams Composer tab to open the Oracle Sales Assistant for Microsoft Teams configuration tool.

On the left-hand side of the configuration tool, you can see the Application Features pane which lists the standard and custom objects that are enabled for Oracle Sales Assistant for Microsoft Teams in the current sandbox. The standard objects include:

  • Accounts

  • Appointment

  • Call Report

  • Contacts

  • Opportunities

  • Tasks

  • Sales Leads

  • Service Requests

When you click Home you have the option to enable or disable an object, or choose a different icon for an object.

The center pane lists the predefined objects or other objects that were added for Oracle Sales Assistant for Microsoft Teams. You can see at a glance those objects that are enabled and those objects that are deactivated are denoted by an icon. Scroll to the bottom of the page and you see the + Add Feature button, which let's you add custom objects to Oracle Sales Assistant for Microsoft Teams.

Note: If you're adding a custom object, ensure that the Include in Service Payload option is enabled for an object in Application Composer. For details about how to do this, see the Add Objects and Fields chapter in the Configuring Applications Using Application Composer guide.