1. How do I integrate Microsoft Teams with Redwood User Experience?
  2. Register a REST Web Service Connection

Register a REST Web Service Connection

To register a web service for use in your scripts, you must first select Web Services in the Common Setup pane in Application Composer.

The collaboration API is used to determine if a Microsoft Team is already created for the opportunity for the Create Team in Microsoft Teams action. It is also used to retrieve the Microsoft Teams URL for the team associated with the opportunity for the Go to Microsoft Teams action.

Complete the following steps to register a REST Web Service Connection to use for your Sales for Redwood UX integration with Microsoft Teams.

  1. Navigate to Configuration > Sandboxes to create and enter a sandbox with Application Composer.
  2. From the sandbox, open Application Composer from the Tools menu.
  3. In Application Composer, select Common Setup, and click Web Services.
  4. Click REST to create a new connection. The Edit REST Web Service Connection page displays.
  5. Provide the details about the REST Web Service to connect to as per the following:
    1. Name: collaborations
    2. URL: https://<env>/crmRestApi/resources/11.13.18.05/collaborations

      (replace <env> with your environment URL, such as http://localhost:3000-test.com/crmRestApi/resources/11.13.18.05/collaborations)

      Screenshot showing the Edit REST Web Service Connection UI
  6. In the Authentication Schema, select Propagate user identity using SAML over SSL.
  7. Configure the GET method as follows:

    • Request Payload: Default (Schema URL)

    • Response Payload: Code Sample

    Select the Code Sample option and copy the following payload code.
    { "CollabId": "300100575968676", "CreatedBy": "MHoope", "CreationDate": "2023-07-24T03:38:27.103+00:00", " "https://teams.microsoft.com/l/team/19%3aH7m-L-l4hQrN-J8Ych4c3fEAxb09AoknST_z4dV1ghY1%40thread.tacv2/conversations?groupId=e512e688-d8b8-4a5a-b34e-8f508675e8aa&tenantId=33b71f2d-7f52-4370-bd2c-08efb530b1c3", "ObjectId": "300100574254353", "ObjectName": "opportunities", "Name": "OPPTY - Test Opty 000", "Description": "This team is specifically for the Test Opty 000 opportunity: IBM", "TeamRelationshipName": null, "links": [ { "rel": "self", "href": "https://<env>/crmRestApi/resources/11.13.18.05/collaborations/300100575968676", "name": "collaborations", "kind": "item" }, { "rel": "canonical", "href": "https://<env>/crmRestApi/resources/11.13.18.05/collaborations/300100575968676", "name": "collaborations", "kind": "item" } ]}
  8. Configure the POST request and response to use Default (Schema URL).
  9. Click Save and Close.