Overview of Microsoft Teams Collaboration

Salespeople who are members of a sales team need to collaborate with each other, and with other users outside their team, when pursuing an opportunity in their Sales application.

Microsoft Teams is a collaboration tool that enables salespeople to easily collaborate among sales team members to further advance their sales pipeline.

Oracle Fusion Applications Integration with Microsoft Teams

Oracle provides a sample solution to integrate with Microsoft Teams that works consistently across Fusion applications such as Oracle Procurement and Oracle Sales. For example, salespeople 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 Fusion application records. See Oracle Fusion Applications Integration with Microsoft Teams which provides more details about the solution as well as the next steps to take.

Note: Oracle recommends to use this preferred solution to integrate with Microsoft Teams across Fusion applications.

Oracle Sales Extensibility Solution for the Integration with Microsoft Teams

If you don't require the ability to view conversations within the Oracle Sales interface, then Oracle Sales has an alternative solution that allows salespeople to simply click the Create Team in Microsoft Teams action from the opportunity page 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.

Note: This playbook provides the setup steps required to implement this solution and configure the Create Team in Microsoft Teams and Go to Microsoft Teams user actions.