Prerequisites for Microsoft Teams Setup

To enable a Sales user to collaborate with a user's account in Microsoft Teams, you must ensure that the user's resource email address (that's the email address in the resource record for the user) in CX Sales matches the user's email address in Microsoft Teams.

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.

In addition, the opportunity owner must be a Microsoft Teams user and be the owner of the team in Microsoft Teams.

You must set the value of the Territory Based Resource Assignment Style profile option (MOO_OPTY_RESOURCE_TBA_STYLE) to specify if all members of the territory should be added to an opportunity team or just the owner. The default is to add all members to the opportunity team.