Can Creatio Telephony system be integrated with Microsoft Teams for calls ?

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Damien Collot,

Unfortunately, we don't have that option yet. 



Regards,

Orkhan

 

Hello, 



Unfortunately, it is not possible to do this in a basic way, however I have provided you with a marketplace app that can help you with this issue: 



https://marketplace.creatio.com/app/microsoft-teams-connector-creatio



Regards, 

Orkhan

Hi,



Thanks for the tip :)



The connector is limited to pre-organised group calls.



Saw that beesender integrates with the chat also.



But I am really looking more into the line of VoIP type, someone calls and you answer the phone type of integration.

Damien Collot,

Unfortunately, we don't have that option yet. 



Regards,

Orkhan

 

Orkhan,

 

Is it planned to be considered ?



Cheers,



Damien

Hi Community!

Any new on this one?

I think this is a feature, many customers and leads are looking for...

 

BR,

Robert

I don't use Teams, but I've read that teams now has the ability to launch a URL for incoming calls and include the phone number in the URL. See https://johndeletre.blog/en/2022/11/pop-up-window-for-incoming-pstn-cal…

Not exactly an integration, but at least for now, you could use that with this marketplace add-on so you get a quick lookup for the incoming caller when a teams call is received. 

https://marketplace.creatio.com/app/phone-lookup-creatio

Ryan

I was able to do this using Tel links for outgoing calls and then launching a new activity Mini screen to record the call.    For incoming, we use the dev labs addon and modified it a bit to list the sections we needed.  Happy to share code if you are interested.

Hi keith schmitt, HI Ryan

 

Thank you both for the information.



@ Keith, would love to see the code :)



@Ryan will look more into the feature with our modern workplace Teams to understand if we can push something further.



Cheers,



Damien

 

keith schmitt,

Thank you, too!

Please share, I would love to try it out!

 

Robert

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Hi,

 

I have begun playing with the web service integration capabilities within a process to send a message to a Teams channel. Obviously many use cases exist for having a message sent to a Team channel.

 

I have been able to successfully send a message to a channel, however I am having issues in managing the formatting of the message, so a clear title, and message body structure can be provided. Has anyone got any integration working with Teams that would be prepared to share how the web service, variables etc. are configured to allow formatted messages to be sent?

 

Thanks in advance.

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no one has?

 

Any guidance would be appreciated

Mark Roberts,



Could you please share how the implementation is done currently?

Also, have you tried about the content using <HTML>







BR,

Bhoobalan Palanivelu

 

Bhoobalan Palanivelu writes:

Mark Roberts,

Could you please share how the implementation is done currently?

Also, have you tried about the content using <HTML>

BR,

Bhoobalan Palanivelu

 

hi Mark Roberts,



Using the Content type as HTML  depicted below.

GraphServiceClient graphClient = new GraphServiceClient( authProvider );
 
var chatMessage = new ChatMessage
{
	Body = new ItemBody
	{
		ContentType = BodyType.Html,
		Content = "{\r\n  \"title\": \"This is an example of posting a card\",\r\n  \"subtitle\": \"&lt;h3&gt;This is the subtitle&lt;/h3&gt;\",\r\n  \"text\": \"Here is some body text. &lt;br&gt;\\r\\nAnd a &lt;a href=\\\"http://microsoft.com/\\\"&gt;hyperlink&lt;/a&gt;. &lt;br&gt;\\r\\nAnd below that is some buttons:\",\r\n  \"buttons\": [\r\n    {\r\n      \"type\": \"messageBack\",\r\n      \"title\": \"Login to FakeBot\",\r\n      \"text\": \"login\",\r\n      \"displayText\": \"login\",\r\n      \"value\": \"login\"\r\n    }\r\n  ]\r\n}",	}
};
 
await graphClient.Teams["{team-id}"].Channels["{channel-id}"].Messages
	.Request()
	.AddAsync(chatMessage);





BR,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Hi

 

Thanks for your reply. This is what I have done so far:

 

1. Created a new Web Service entry

2. Configured a single Method and populated top fields. I know this is correct as I can successful send a test request with just a single parameter line and it was received and displayed in my Teams channel

3. The issue I have is with the configuration of the Parameters, for which all but contentType I assume are Body parameters. The following screenshot is me playing with various structures and content entries, but I cannot get anything working :/

 

 

I am trying to send a message in a form similar to the following:

 

https://adaptivecards.io/samples/ActivityUpdate.html

 

I feel I am missing something straightforward in how this should be built within the Creatio Web Service definition, but the docs are not helping find it.

 

thanks

 

Mark

did you ever get this working?

keith schmitt,

No, I have been distracted with other things, so not got back to this. This would be a great blog for someone to write up and share!

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I would love to see a teams integration with the feed in Creatio.  Is that possible?  Sales and Service

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Hello Mike, 

 

You can synchronize Microsoft Teams meetings with Creatio if they are synchronized into your Outlook calendar. More detailed instructions can be found in the Synchronize calendar with MS Exchange and Microsoft 365 Academy article. 

 

The created meetings in Teams are being synchronized into Outlook, and as a result, they are displayed in Creatio system.

 

Please, let us know in case any further information is required. 

 

Best regards, 

Olga. 

Olga Avis,

I was actually referencing the messaging functionality of teams.

Hello Mike, 

 

Thank you for the clarification!

I will register the idea for our R&D team to overview the possibility of integrating the Creatio with the Microsoft teams chat feature in further releases. 

 

As for now, chats functionality enables the possibility to create new chats from Facebook Messenger or Telegram. More detailed information can be found in the following articles: 

 

Best regards, 

Olga. 

 

I' m getting this question more and more from customers and also from potential customers. Would be nice if we can offer an integration. 

Hello Sandra, 

 

Thank you for your comment!

We have already created the appropriate project for our R&D team. We will increase its priority for realization in further releases. 

 

Thank you for helping us become better!

 

Best regards, 

Olga. 

Hi,



Would like to add a +1 here. It's a request being asked more and more by customers & prospects for two scenarios.



1) For the company internal chat (as a lot of them are using Teams, they don't want to have to use an additional channel with the internal chat functionality in Creatio if it cannot match the Teams groups.

2) Customers and prospects when looking at the working with chat functionality when exploring the Service Creatio as Teams has taken a lot more market share in the last 2 years.

is there any update to this feature request?

 

I would love it if the Feed function in Creatio could be mapped to a Teams channel. Having say a Project Feed note in Creatio send that as a message to the specific Team channel for that account would be amazing

 

+1 it will be very good option

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