About Integrating Redwood UX with Microsoft Teams Using Smart Actions

As an administrator, you manage the Oracle Microsoft Teams integration for users using Sales in the Redwood UX. 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.

Note: Oracle recommends to use its preferred solution to integrate with Microsoft Teams across Fusion applications. See Oracle Fusion Applications Integration with Microsoft Teams for more information.

This topic explains how to enable the Microsoft Teams integration to create a team in Microsoft Teams for an opportunity. However, you can also use these steps to create a team and access Microsoft Teams for custom objects as well.

Note: The steps to setup the integration for custom objects are very similar, except when creating the formula field and object functions. The sample opportunity setup scripts provided contain OptyId. This value must be replaced with the ID field for the custom object in all the sample scripts.

Here are the high-level steps to set up the integration of Oracle Sales Redwood UX and Microsoft Teams:

1. Create the Microsoft Azure application.
2. Register the Microsoft Azure application in Oracle Sales
3. Register a REST Web Services connection.
4. Create a custom formula field.
5. Create an object function server script.
6. Define the Create Team in Microsoft Teams smart action.
7. Define the Go to Microsoft Teams smart action.

Before You Start

You need two users to complete the setup:

• A setup user in Sales
• An administrator user for the Microsoft Azure

For this integration to work, make sure:

• Your Oracle Sales Redwood UX supports fragments.
• That the email address in the resource record for the user using Sales for Redwood UX matches the user's email address in Microsoft Teams.
• The opportunity team owner must be a Microsoft Teams user and also be the owner of the team in Microsoft Teams.
• To add the opportunity team members to the resource team of the record before the Microsoft Teams team is created. This ensures that these resources can be automatically added to the team in Microsoft Teams when the team is created.

Enable the Archive Option for Microsoft Teams

After you've successfully created the Microsoft Azure application and registered the app in Oracle Sales, follow these steps to enable the archive option so that when an opportunity closes, the corresponding Microsoft Team gets archived automatically.

1. In the Setup and Maintenance work area, go to:

   • Offering: Sales
   • Functional Area: Integrations
   • Task: Manage Microsoft 365
2. On the Manage Microsoft 365 page, go to the Microsoft Teams tab.

3. Select the Archive Opportunity Team in Microsoft Teams Enabled checkbox.

4. Click Save and Close.