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SALESFORCE TO MICROSOFT TEAMS INTEGRATION TO CREATE CHANNEL IN TEAMS USING POWER AUTOMATE - The Blueflame Labs

Are you looking for Salesforce to Microsoft teams integration to create a channel in teams using power automate? Do you want to know more about Microsoft Dynamics 365 and other Microsoft products. Check out this blog by Blueflame Labs, one of the leading Dynamics 365 Implementation Provider. Read now!

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SALESFORCE TO MICROSOFT TEAMS INTEGRATION TO CREATE CHANNEL IN TEAMS USING POWER AUTOMATE - The Blueflame Labs

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  1. WHAT IS SALESFORCE AND MICROSOFT TEAMS? • Salesforce is a cloud-based customer relationship management platform. • It allows organizations to manage commerce, services from anywhere in the world to make their clients happy. • Microsoft Teams is collaboration software. • It helps users to stay connected to their peers allowing them to chat, meet and interact virtually.

  2. CHANNEL IN MICROSOFT TEAMS? • Channels are sections dedicated within a team to keep conversations/interactions organized by specific projects, topics, disciplines which are beneficial for that team. BUSINESS REQUIREMENT • Create Teams Channel on Project Creation in Salesforce automatically. • Project users can interact with each other using the channel. • Using Power Automate we can create a channel on the Team when a new Salesforce Project is created. • Channel will be named as Project Name from the Salesforce to identify it easily.

  3. SALESFORCE TO MICROSOFT TEAM INTEGRATION • Streamline the processes by connecting with the leading Dynamics 365 Implementation Provider “Blueflame Labs”. TECHNOLOGIES AND COMPONENTS INVOLVED • Salesforce • Microsoft Teams • Power Automate • Trigger – Salesforce Project creation • Connection to MS Teams – Graph API Version 1.0 for Teams

  4. MICROSOFT TEAMS • We will create a channel in any pre-existing team in MS Teams. • Channels are created under Team. • We can create multiple channels in Teams. • Please check below the image for reference,

  5. POWER AUTOMATE • Power Automate is a service that helps in creating automated flows between different apps and services. • It synchronizes anything like files, gets notifications, collects data, and many more. • Connect with our Microsoft experts in “Blueflame Labs” – The leading Dynamics 365 Implementation Provider. • Realize how Dynamics 365 can increase the ROI for your business and makes your customers super happy.

  6. TRIGGER THE FLOW ON SALESFORCE PROJECT CREATION • Flow gets triggered When a project gets created in Salesforce.

  7. INITIALIZE AND SET CHANNEL NAME VARIABLE • The Channel name could be anything as per requirement. • Here we have used a combination of Project Code and Name to create a channel name. This should be unique.

  8. INITIALIZE, SET VARIABLES FOR AUTHENTICATION • As we are using Graph API, we need the below properties for authentication. • Team Nickname • Tenant • Client ID • Secret

  9. GET THE TEAM ID • We need Team ID to create a channel in teams. • We will use HTTP action which uses Graph API v1.0 to get the Teams ID. • To filter out the desired team from all the data we have applied a query filter of Team Nickname. • URI: https://graph.microsoft.com/v1.0/groups?`$filter=mailNickName eq ‘<Team Nick Name>’ &$select=id • The HTTP action needs an Active Directory OAuth type of authentication to access the Graph API. Used Tenant, Client ID, and Secret variables to configure the authentication. • Use https://graph.microsoft.comas the audience.

  10. GET THE TEAM ID

  11. PARSE THE JSON OUTPUT OF THE ABOVE HTTP ACTION • Use JSON output as a Schema and Body as a Content from the output of the HTTP action in the Parse action. • Sample schema will look like,

  12. INITIALIZE AND SET TEAM ID VARIABLE • We get the Teams ID from the parsed JSON from the previous step. • Set Teams id to the Team ID variable.

  13. INITIALIZE AND SET CHANNEL CREATION URI • Use the following URI and Team ID to set the Channel URI variable. • URI: https://graph.microsoft.com/v1.0/teams/'<Team ID>’/channels

  14. INITIALIZE AND SET ODATA.TYPE CREATE A CHANNEL BY USING HTTP ACTION. • The HTTP action needs an Active Directory OAuth type of authentication to access the Graph API. • To configure the authentication use Tenant, Client ID, and Secret variables. • Use https://graph.microsoft.com as an audience.

  15. INITIALIZE AND SET ODATA.TYPE

  16. CREATE PROJECT IN SALESFORCE TO TRIGGER POWER AUTOMATE • Create a sample new project in Salesforce that will trigger Power Automate a • It will create Channel in the mentioned Team as below

  17. Conclusion • Know more about Microsoft Dynamics 365 and other Microsoft products. • Blueflame Labs is one of the leadingDynamics 365 Implementation Provider. • We serve customers with the best possible Microsoft Solutions. • Get in touch with us today.

  18. Willing to Explore New Technologies Together for Mutual Growth Headquarters: Blue Flame Labs Private Limited,5th Floor, Pride Purple Coronet, Baner Road, Baner, Pune (MH) – 411045 Email ID -fireitup@theblueflamelabs.com Mobile No - IN: +91 020 48610014 UK Regional Office: #5 Coombe Wood Hill, CR8 1JP UK: +44 7418-337694 USA Regional Office: 132 E 13065 S# 175 Draper, UT 84020 US: +1 (626) 427-8157

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