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Link an Opportunity to Microsoft Teams

Connect your opportunities to Teams for improved file sharing and better collaboration

This feature is available upon request for companies with a Pro or Premium subscription.

Microsoft Teams makes it easy to share documents and communicate with others in your organization. With this integration enabled, OneTeam will allow you to create a Team for selected opportunities to improve collaboration with others at your company.

In order to create a Microsoft Team for an opportunity in your OneTeam pipeline, please follow these steps:

Create a Microsoft Team from an opportunity

  1. Navigate to an opportunity in OneTeam.
  2. Click the Teams button in the toolbar of the Details tab. Note: If the Teams button is not available, ensure that you have first enabled the Microsoft 365 integration in Company Settings.
    Microsoft Teams 1

  3. Wait a few moments for the Team to be created. This message in the upper right of OneTeam - the notifications area.
    Microsoft Teams 2

  4. Once the Team has been created, the icon in the Teams button will change from a plus sign to an arrow.

  5. Click on the Teams button to open the opportunity in Microsoft Teams.