Overview of Integrations with Microsoft Teams

Microsoft Teams provides functionality for collaboration enabling users to communicate with teams and channels and conduct web conferencing for seamless virtual meetings and teamwork.

Oracle provides different integration solutions with Microsoft Teams to cater for your specific sales application requirements. Collaboration via teams and channels consists of the following two solutions:
  1. Microsoft Teams Collaboration across Fusion Applications

    This integration solution with Microsoft Teams works consistently across Fusion applications. You can create a team in Microsoft Teams for Oracle Fusion business objects, such as requisitions for Oracle Procurement and opportunities for Oracle Sales, and view Microsoft Teams conversations within the Fusion application user interface.

    For more information about how to set up this preferred solution, see the Microsoft Teams Collaboration across Fusion Applications section of this playbook where you'll be directed to links to implement this solution as is, or can change and extend the solution to meet your specific needs.
    Note: Oracle recommends that you set up this integration as your preferred solution.
  2. Microsoft Teams Collaboration with Oracle Sales

    Oracle provides an alternative Microsoft Teams integration solution that enables you to simply click the Create Team in Microsoft Teams action from the opportunity page of your Oracle Sales in the Redwood User Experience to create a dedicated team in Microsoft Teams. Once the team is created, salespeople can then use the Go to Microsoft Teams action to navigate to the team and collaborate with others to pursue the opportunity. With this solution, salespeople can start to collaborate directly in Microsoft Teams for the opportunity and are provided with an option to easily navigate to it.

    For more information about how to set up these steps, see the Microsoft Teams Collaboration with Oracle Sales section of this playbook and follow the setup steps required.

The Microsoft Teams Integration for Web Conferencing section of this playbook describes the steps to enable, integrate, and verify a Microsoft Teams web conference integration with your Sales in the Redwood UX. Once integrated, salespeople can start a Microsoft Teams web conference meeting or schedule a meeting from within their Oracle sales application.