To Configure MYOB Acumatica and Teams for Teams Integration

After you configure Microsoft Azure for Teams Integration, you need to specify the required settings in your MYOB Acumatica instance and in Teams. The following sections provide detailed instructions to perform this configuration.

Tip:
These instructions are performed by all users who will be using the functionality.

Before You Proceed

Before you begin, make sure that the following conditions are met:

Step 1: To Configure Teams Preferences

On the Teams Preferences (SM220000) form, do the following:

  1. In the Tenant ID box, enter the Directory (tenant) ID value that you have generated in Step 1 of To Configure Microsoft Azure for Teams Integration.
  2. In the Client ID box, enter the Application (client) ID value that you have generated in Step 1 of To Configure Microsoft Azure for Teams Integration.
  3. In the Client Secret box, enter the client secret that you generated in Step 2 of To Configure Microsoft Azure for Teams Integration—which was shown in the Value column of the Client secrets pane.
  4. On the table toolbar, click Add Permissions.

    The system adds to the table the permissions that you have specified in Step 3 of To Configure Microsoft Azure for Teams Integration (see the following screenshot).

    Figure 1. The added permissions on the Teams Preferences form


  5. On the form toolbar, click Save.

Step 2: To Add a New Activity Type

To add a new activity type, do the following:

  1. On the form toolbar of the Activity Types (CR102000) form, click Add New Record, and specify the following settings in the added row:
    • Type ID: TM
    • Description: Teams Message
    • Active: Selected
    • Application: Back-end (inserted automatically)
    • Image: main@success
  2. On the form toolbar, click Save.
  3. On the More menu of the Apply Updates (SM203510) form, click Reset Caches.

    The system resets the caches, and is now ready for Teams channel synchronization.

Step 3: To Configure an Incoming Webhook

To configure an incoming webhook for a Teams channel, do the following in Teams:

  1. Click the needed channel, and on the More menu for this channel, click Connectors (see the following screenshot).
    Figure 2. Adding a connector to a channel


  2. In the list of connectors that opens, locate the Incoming Webhook connector, and click Configure (see the following screenshot).
    Figure 3. The Incoming Webhook connector


  3. In the Incoming Connector dialog box, which opens, do the following:
    1. Type Acumatica as the webhook name (see Item 1 in the following screenshot).
    2. Click Upload Image, and upload an icon for the webhook (Item 2).
    3. Click Create (Item 3).
    Figure 4. The settings of the webhook


  4. Copy the URL that the system has generated (see the following screenshot).
    Figure 5. The generated URL of the webhook


Step 4: To Synchronize Teams Channels and Members

To synchronize your Teams channels and members, do the following on the Teams Channels (SM305000) form:

  1. On the form toolbar, click Synchronize, and wait for the operation to complete.

    The system adds the Teams channels to the table on the form (see the following screenshot).

    Figure 6. The synchronized Teams channels


  2. On the Teams pane, click the team that contain the channel to which you want to send messages.
  3. On the Channels pane, click the needed channel.
  4. In the Incoming Webhook URL column, enter the URL you have copied in Step 3 (see the following screenshot).
    Figure 7. The incoming webhook URL


  5. On the form toolbar, click Save.
  6. On the pane toolbar of the Channels pane, click Test Notification to send a test message to the channel in Teams (see the following screenshot).
    Figure 8. The Test Notification button


  7. In the channel in Teams, make sure that the message is displayed (see the following screenshot).
    Figure 9. The received message in the Teams channel


Step 5: Mapping the Contacts or Employees

To map the contacts in the Teams channel with the contacts or employees in MYOB Acumatica, do the following:

  1. In MYOB Acumatica, open the Teams Members (SM305030) form.
  2. On the form toolbar, click Map Contacts & Employees.

    Wait for the system to complete the mapping.

  3. If for a team member, the system has not specified an MYOB Acumatica contact or employee, click the magnifier icon in the Acumatica ERP Contact/Employee column, and select the needed contact or employee.
  4. On the form toolbar, click Save.

Step 6: To Sign In to the Teams Account

Do the following to sign in to the Teams account:

Note:
This step needs to be performed by each user on the MYOB Acumatica account they will be using.
  1. In the User menu, click My Profile.

    The User Profile (SM203010) form opens.

  2. In the Teams User Type box of the Teams Settings tab (Authentication Token), select the user type with which you want to sign in (Administrator or Member), and click Sign In.

    The system signs you in to the Teams account.

  3. In the Authentication Token section, click Test Connection.
  4. In the pop-up window that opens, enter your Teams credentials, and click Sign In.
  5. On the form toolbar, click Save.

Step 7: To Specify Additional Teams Settings

To specify additional Teams settings for your account, do the following on the Teams Settings tab of the User Profile (SM203010) form:

Tip:
The settings in this step, which are optional, can be specified for the specific user who will be using Teams integration.
  1. In the Override Teams ID box of the Teams Preferences section, enter the email address that the system should use to find the Teams identifier of the user instead of the email address specified in the Contact Info section of the General tab on the Employees (EP203000) form, or in the Contact section of the General tab on the Contacts (CR302000) form.
  2. In the Teams Client box, select the Teams client you want to use (Desktop or Web).
  3. On the form toolbar, click Save.