Connecting to Microsoft Teams Chat

Connect to Microsoft Teams to use the Teams chat features directly from accounts, contacts, and opportunities in Pega Sales Automation™. This integration helps you create, view, and reply to your Microsoft Teams chat messages directly from Pega Sales Automation, with supports seamless communication with relevant users without switching between applications.

Beginner

English

After completing this module, you should be able to:

Create a Microsoft Teams chat directly from a Pega Sales Automation opportunity.

Link an existing Teams chat to an opportunity to access and use it in the Pega Sales Automation application.

Available in the following mission:

Pega Sales Automation Foundation v11

Topics

Creating and linking a Microsoft Teams chat

10 mins

Module Quiz

5 mins