Collaborate on a task record using Microsoft Teams in Service Operations Workspace

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Provide a connected experience for users by starting a Microsoft Teams chat conversation from a task record or importing the chat to the task record.

    Antes de Iniciar

    Role required: itil or admin

    Por Que e Quando Desempenhar Esta Tarefa

    When you view or import a Microsoft Teams chat conversation for a task record, the record details are displayed in the Details section of the MS Teams Import tab. For information about configuring these details, see Configure the task record information in the MS Teams Import tab.

    Procedimento

    1. Open a task record, for example, incident.
    2. From the Sidebar, click the collaborate icon (Collaborate).
    3. To view a chat conversation, click the more options icon (more options icon) on the chat and select View chat.
    4. To start a chat conversation, perform the following actions.
      1. In the Collaborate panel, click the plus sign (+), and select Start Microsoft Teams chat.
      2. In the Start Microsoft Teams chat dialog box, specify the participants.
      3. Opcional: To specify more chat options, click Show more chat options and specify a client.

        You can choose Microsoft Teams application or the Microsoft Teams web application.

      4. Click Start Chat.
        • A chat conversation is initiated in Microsoft Teams.
        • All automatic chats are automatically imported to the Collaborate panel.
    5. To view a chat conversation, click the more options icon (more options icon) on the chat and select View chat.
    6. To import a chat conversation, perform one of the following actions.
      OptionDescription
      Import a chat from any conversation
      1. Click the plus sign (+) and select Import Microsoft Teams chat.
      2. Under the Choose a conversation to view details section, select a conversation that you want to import.
      3. Select the chat and click Import.
      Import a chat from a conversation in which you are a member
      1. From the conversation that you are a member of, click the more options icon (more options icon) and select View chat.
      2. Click the filter chat messages icon (filter chat messages icon) and select the type of messages you want to view.
      3. Select the required messages and click Import.

      Imported chats are reflected in the activity stream of the task record.