1. Implementation Reference
  2. Add Actions for Microsoft Teams to Opportunity and Business Plan Actions Menus

Add Actions for Microsoft Teams to Opportunity and Business Plan Actions Menus

On the opportunities and business plans Actions menus, enable actions for Microsoft Teams. This lets your salespeople create collaborative teams with users of Microsoft Teams while working on an opportunity or a business plan.

Note: This topic describes the integration with Microsoft Teams for the simplified classic user interface of Oracle Sales. Oracle recommends that you use the Sales in the Redwood User Experience solution for the integration of Microsoft Teams. Start with the How do I integrate Microsoft Teams with Redwood User Experience playbook on Oracle Help Center > Sales > Playbooks page.
Add these two actions to the Opportunity and Business Plan details layouts using Application Composer:
  • Create Team in Microsoft Teams: This action helps salespeople create a team for the opportunity or business plan right from that object's details page. After the team is formed, the button automatically changes to Go to Microsoft Teams.
  • Go to Microsoft Teams: This action lets salespeople navigate to the team created in Microsoft Teams.

Here's how you add the actions:

  1. In an active sandbox, use the navigator to go to Configuration > Application Composer > Objects > Standard Objects.
  2. To add the actions to the Opportunity Details layout, expand Opportunity and click Pages.
  3. In the Application Pages tab of the Details Page Layouts region, duplicate the standard layout by selecting the standard layout and clicking the Duplicate icon.
  4. Type a new layout name and click Save and Edit.

    The custom layout page appears.

  5. On the custom layout, click the pencil icon next to Actions.
  6. From the Available Actions list box, move these two actions to the Selected Actions list box:
    • Create Teams in Microsoft Teams
    • Go to Microsoft Teams
  7. Click Done.
  8. To enable these actions for business plans, add the actions to the Business Plan details layout. On the left navigation pane, expand Business Plan and click Pages. Repeat steps from 3 to 7.
  9. Publish the sandbox.

    The Microsoft Teams actions appear on the details pages for opportunities and business plans.

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