Salesforce to Microsoft Teams Integration - The Blueflame Labs

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(No Transcript)
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WHAT IS SALESFORCE AND MICROSOFT TEAMS?

• Salesforce is a cloud-based customer relationship
  management platform.
• It allows organizations to manage commerce,
  services from anywhere in the world to make their
  clients happy.
• Microsoft Teams is collaboration software.
• It helps users to stay connected to their peers
  allowing them to chat, meet and interact
  virtually.

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CHANNEL IN MICROSOFT TEAMS?

• Channels are sections dedicated within a team to
  keep conversations/interactions organized by
  specific projects, topics, disciplines which are
  beneficial for that team.
• BUSINESS REQUIREMENT
• Create Teams Channel on Project Creation in
  Salesforce automatically.
• Project users can interact with each other using
  the channel.
• Using Power Automate we can create a channel on
  the Team when a new Salesforce Project is
  created.
• Channel will be named as Project Name from the
  Salesforce to identify it easily.

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SALESFORCE TO MICROSOFT TEAM INTEGRATION

• Streamline the processes by connecting with the
  leading Dynamics 365 Implementation Provider
  Blueflame Labs.
• TECHNOLOGIES AND COMPONENTS INVOLVED
• Salesforce
• Microsoft Teams
• Power Automate
• Trigger Salesforce Project creation
• Connection to MS Teams Graph API Version 1.0
  for Teams

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MICROSOFT TEAMS

• We will create a channel in any pre-existing team
  in MS Teams.
• Channels are created under Team.
• We can create multiple channels in Teams.
• Please check below the image for reference,

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POWER AUTOMATE

• Power Automate is a service that helps in
  creating automated flows between different apps
  and services.
• It synchronizes anything like files, gets
  notifications, collects data, and many more.
• Connect with our Microsoft experts in Blueflame
  Labs The leading Dynamics 365 Implementation
  Provider.
• Realize how Dynamics 365 can increase the ROI for
  your business and makes your customers super
  happy.

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TRIGGER THE FLOW ON SALESFORCE PROJECT CREATION

• Flow gets triggered When a project gets created
  in Salesforce.

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INITIALIZE AND SET CHANNEL NAME VARIABLE

• The Channel name could be anything as per
  requirement.
• Here we have used a combination of Project Code
  and Name to create a channel name. This should be
  unique.

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INITIALIZE, SET VARIABLES FOR AUTHENTICATION

• As we are using Graph API, we need the below
  properties for authentication.
• Team Nickname
• Tenant
• Client ID
• Secret

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GET THE TEAM ID

• We need Team ID to create a channel in teams.
• We will use HTTP action which uses Graph API
  v1.0 to get the Teams ID.
• To filter out the desired team from all the data
  we have applied a query filter of Team Nickname.
• URI https//graph.microsoft.com/v1.0/groups?fil
  termailNickName eq ltTeam Nick Namegt
  selectid
• The HTTP action needs an Active Directory OAuth
  type of authentication to access the Graph API.
  Used Tenant, Client ID, and Secret variables to
  configure the authentication.
• Use https//graph.microsoft.comas the audience.
  

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GET THE TEAM ID

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PARSE THE JSON OUTPUT OF THE ABOVE HTTP ACTION

• Use JSON output as a Schema and Body as a Content
  from the output of the HTTP action in the Parse
  action.
• Sample schema will look like,

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INITIALIZE AND SET TEAM ID VARIABLE

• We get the Teams ID from the parsed JSON from the
  previous step.
• Set Teams id to the Team ID variable.

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INITIALIZE AND SET CHANNEL CREATION URI

• Use the following URI and Team ID to set the
  Channel URI variable.
• URI https//graph.microsoft.com/v1.0/teams/'ltTeam
  IDgt/channels

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INITIALIZE AND SET ODATA.TYPE

• CREATE A CHANNEL BY USING HTTP ACTION.
  
• The HTTP action needs an Active Directory OAuth
  type of authentication to access the Graph API.
• To configure the authentication use Tenant,
  Client ID, and Secret variables.
• Use https//graph.microsoft.com as an audience.

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INITIALIZE AND SET ODATA.TYPE

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CREATE PROJECT IN SALESFORCE TO TRIGGER POWER
AUTOMATE

• Create a sample new project in Salesforce that
  will trigger Power Automate a
• It will create Channel in the mentioned Team as
  below

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Conclusion

• Know more about Microsoft Dynamics 365 and other
  Microsoft products.
• Blueflame Labs is one of the leading Dynamics 365
  Implementation Provider.
• We serve customers with the best possible
  Microsoft Solutions.
• Get in touch with us today.

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Willing to Explore New Technologies Together for
Mutual Growth
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