Pre-requisites
In order to use Microsoft Teams in Engage, you need the following:
- Your organization must be setup with a Microsoft Exchange and/or Active Directory account
- Your agents must have access to Microsoft Teams
Before you begin, your account will need to be enabled by some one on the Local Measure team. Reach out to support to get this enabled.
Setting up Microsoft Teams in Engage
- Download and install the Engage by Local Measure application from the Azure Marketplace: click here
- This will link your Microsoft Teams organization to Engage.
- Enable the Microsoft Teams feature in your Engage settings
- Log into Engage
- Navigate to the General Settings tab within the Settings page
- Scroll down to the Integrations section
- Expand the Microsoft Teams Integrations section
- Click the Edit Microsoft Teams settings button
- Turn on the Enable Agent Visibility toggle and click Save
[.callout-primary--check]Once installed, agents can sign in to Microsoft Teams from within Engage and access the address book feature, which will populate with all available information.[.callout-primary--check]