Scope and Configure Microsoft

Teams integration in SAP Cloud

for Customer:
Administrators can enable Microsoft Teams integration in SAP Cloud for Customer by following
these steps:

1. Select the scoping questions:

a. Go to Business Configuration→ Implementation Projects, Select your project and

navigate to Edit Project Scope→ Questions→ Sales Account and Activity
Management→ Activity Management.

b. Select the following scoping questions:

▪ Do you want to enable Microsoft Teams integration?

This scoping question enables the option for Microsoft Teams consent
in General Settings. To grant consent for Microsoft Teams integration, follow
the instructions in step 3.

▪ Optional: Do you want to enable appointment for Microsoft Teams

collaboration by default?

Note:

You have the flexibility to switch off the Teams collaboration while creating an
appointment even after enabling this scoping question.
 ▪ Optional: Do you want to add reference object as part of Microsoft
Teams meeting request?

If you select this scoping question, SAP Cloud for Customer application is
added to all the appointments enabled for Teams collaboration and you can
see the reference object as part of the meeting.

2. Add SAP Sales and Service Core app in the Teams app store

a. Log in to Microsoft Teams admin center.

b. From the home page, expand the navigation menu and go to Teams
apps→ Manage apps.

c. Search and select the SAP Sales and Service Core app from the list.
 d. Click Allow.

A new window opens and click allow again.

3. Grant consent for Microsoft Teams integration

a. Navigate to Administrator General Settings.

b. Under Microsoft Teams, click Enable Microsoft Teams integration.

This redirects to the Microsoft Teams authentication page.

c. Sign in with your Microsoft 365 username and password.

A new window opens for consent.

d. Click Accept.

Once your administrator has given this consent, you can create appointments with
Microsoft Teams integration.
Create Appointments with Teams
Integration
You can create an appointment with Teams integration in your SAP Cloud for Customer.

As an organizer you must maintain your e-mail address in the employee details and follow these
steps to create an appointment with Team’s collaboration:

1. Navigate to Activities→ Appointments.

2. Click the Create icon (+) to create a new appointment.

3. Update the necessary fields such as Subject, Account, Start Date/Time, Category, and so
on.

4. Check whether the Teams collaboration is enabled or not. If not, toggle on

the Collaboration.

5. Go to Attendees and click Add to search and select the required attendees with a valid e-
mail address.

Note
 You must add at least one attendee to proceed with the creation of teams meeting.

6. Click Save.

Note

You cannot remove the Teams collaboration from the appointment once it is saved.

For more Information:

Please access the below link,

https://help.sap.com/viewer/24765b551a014b779b95c7b07d8e9079/CLOUD/en-
US/f28841a887274c7783544fd50763c71b.html