Integrating Acumatica ERP with Microsoft Teams

Microsoft Teams is a collaboration platform that provides chat, conferencing, and file sharing in one tool. If you set up integration with Microsoft Teams, users can do the following in Acumatica ERP:

Start a Teams chat
Start a Teams call
Import files from Teams to Acumatica ERP
Share Acumatica ERP records with a contact or channel in Teams
Send automatic messages in Teams about events occurring on a record

This chapter describes how to integrate Acumatica ERP with Microsoft Teams.

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Integration with Microsoft Teams

You integrate Microsoft Teams with Acumatica ERP to enable user collaboration within a single platform and to eliminate the need for users to switch between multiple applications.

To Configure Microsoft Azure for Teams Integration

To configure Microsoft Azure for the integration of Microsoft Teams with your Acumatica ERP instance, you perform the following actions in the Microsoft Azure portal:

To Configure Acumatica ERP for Teams Integration

After you configure Microsoft Azure for Teams Integration, you need to specify the required settings in your Acumatica ERP instance. You also need to configure webhooks in Microsoft Power Automate. The following sections provide detailed instructions to perform this configuration.

To Use Teams Integration

After all the settings required for Teams integration have been configured, you can start communication through Teams from Acumatica ERP forms. The following sections describe in general terms how you can send a message in Teams, start a call, schedule a Teams meeting, share a record, upload files that have been shared with you in Teams, or send messages to a Teams channel.

Integrating Acumatica ERP with Microsoft Teams

Microsoft Teams is a collaboration platform that provides chat, conferencing, and file sharing in one tool. If you set up integration with Microsoft Teams, users can do the following in Acumatica ERP:[anchor|#_909c0451-2dc8-41bd-8f7f-ddedf273e31c]
*Start a Teams chat
*Start a Teams call
*Import files from Teams to Acumatica ERP
*Share Acumatica ERP records with a contact or channel in Teams
*Send automatic messages in Teams about events occurring on a record

This chapter describes how to integrate Acumatica ERP with Microsoft Teams.
==In This Chapter{nestedtopics}==
*[HelpRoot_Integration\US_con_Teams_Integration|Integration with Microsoft Teams]
*:You integrate Microsoft Teams with Acumatica ERP to enable user collaboration within a single platform and to eliminate the need for users to switch between multiple applications.
*[HelpRoot_Integration\US__HOW_Teams_Integration_Configuring_Azure|To Configure Microsoft Azure for Teams Integration]
*:To configure Microsoft Azure for the integration of Microsoft Teams with your Acumatica ERP instance, you perform the following actions in the Microsoft Azure portal:
*[HelpRoot_Integration\US__HOW_Teams_Integration_Configuring_Teams_Features|To Configure Acumatica ERP for Teams Integration]
*:After you configure [HelpRoot_Integration\US__HOW_Teams_Integration_Configuring_Azure|Microsoft Azure for Teams Integration], you need to specify the required settings in your Acumatica ERP instance. You also need to configure webhooks in [https://make.powerautomate.com/|Microsoft Power Automate]. The following sections provide detailed instructions to perform this configuration.
*[HelpRoot_Integration\US__HOW_Teams_Integration_Using_Teams_Features|To Use Teams Integration]
*:After all the settings required for Teams integration have been configured, you can start communication through Teams from Acumatica ERP forms. The following sections describe in general terms how you can send a message in Teams, start a call, schedule a Teams meeting, share a record, upload files that have been shared with you in Teams, or send messages to a Teams channel.