---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Collaborate with stakeholders by using the sidebar

# Collaborate with stakeholders by using the sidebar {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## Before you begin

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](https://www.servicenow.com/docs/access?context=configure-sidebar&version=xanadu&pubname=xanadu-conversational-interfaces&ft:locale=en-US).

## Procedure

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.

   | Field | Description |
   | 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. |
   |-|-|

   {#opportunity-management-sidebars-teams__choicetable_qyc_yxg_zbc}
5. Select Start discussion.  
   A Microsoft Teams chat is created for your collaboration.

## What to do next

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