Collaborate with stakeholders by using the sidebar

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Initiate a discussion with internal and external stakeholders, such as sales agents, solution consultants, and subject matter experts using sidebar integration with Microsoft Teams.

    Vorbereitungen

    Role required: sales_agent or sales_manager

    Before using the sidebar integration, you must first complete configuring the sidebar integration with your opportunity. To learn more, see Configuring Sidebar.

    Prozedur

    1. Navigate to the List view and select Opportunity - All.
    2. From the Opportunity List window, select the opportunity you want to work with.
    3. Select Discuss on the opportunity header.
    4. On the form, fill in the fields.
      FieldDescription
      Record number Number of the opportunity record.
      Subject Description about the opportunity.
      Add participants Name of the other users that you want to add to the opportunity discussion.
      Include a brief message for participants Additional information that you want to add for your users.
    5. Select Start discussion.
      A Microsoft Teams chat is created for your collaboration.

    Nächste Maßnahme

    Make your collaboration more effective by sharing emojis, messages, and attachments.