How do I configure the Create Team in Microsoft Teams and Go to Microsoft Teams user actions?

Periodically, when pursuing an opportunity in their sales application, salespeople need to collaborate with other users outside their team. For example, users of the Microsoft Teams collaboration tool can easily collaborate among Oracle Sales Redwood UX sales team members to further advance their sales pipeline.

You can enable your sales application so that salespeople can 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.

Here are the high-level steps to set up the integration of Redwood user experience 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.

For more information about how to set up these steps, see Integrate Redwood UX with Microsoft Teams in the How do I integrate Microsoft Teams with Redwood User Experience? solution playbook on the Oracle Help Center Sales > Playbooks page.