How can I collaborate on Opportunities using Microsoft Teams?

Directly from an opportunity, click the Create Team in Microsoft Teams action and then build the team with internal resources and external users for the opportunity in Microsoft Teams.

Any team member who's both part of the Opportunity resource team and is a Microsoft Teams user is added to the created team. Management resources aren't added to the team.

In Microsoft Teams, teams can be public or private. A private team can only by accessed by the team members. Teams created from an opportunity in CX Sales are always private teams. Any opportunity team member can create the team in Microsoft Teams but only one team can be created per opportunity. Once you have successfully created your team, the Create Team in Microsoft Teams action on the Edit Opportunity actions list automatically changes to the Go to Microsoft Teams action.