Requires Admin user permissions
If you have enabled a Teams integration through your Customer Success Manager, getting connected with Teams is a quick and easy process.
STEP 1
MS Teams Setup (requires admin set-up by your company)
Open a channel in MS Teams
Open the options under the three dots and find “Connectors”
Select “Configure” for Incoming webhooks (If there are no other webhooks configured then the button will be “Add”)
Name the webhook: e.g. Samdesk and click "Create"
Copy the URL: Select the "copy to clipboard" option
Click Done
STEP 2
Samdesk Setup
OpenSettings > Account Settings > Integrations > Microsoft Teams and select "Manage". Then Create a new Ms Teams integration.
Name your webhook. (We recommend you name it the same as what you called it on MS Teams for consistency)
Paste the copied Webhook URL from step 5 above
Select "create" and you will receive a new webhook notification
In the samdesk dashboard, create a new stream or edit an existing stream
In the notifications section check the "MS Teams Webhook"
Select the webhook previously configured
Save the stream
Confirmation of Configuration
Alerts will start appearing in your MS Teams feed and will match the alerts in Samdesk from the same stream.