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Integrating Microsoft Teams with DeskDirector Tech Portal

Niamh Ferns Updated by Niamh Ferns

TECH Portal Teams Integration

This document provides step-by-step instructions for integrating Microsoft Teams with the DeskDirector Tech portal. This integration enables users to utilise various Microsoft Teams features directly within the DeskDirector Tech portal.

Prerequisites

  • Administrative access to the DeskDirector Admin portal
  • DeskDirector Teams app installed in Microsoft Teams

Steps for Integration

  1. Configuring in the Admin Portal
    1. Access the Admin Portal: Log in to the DeskDirector Admin Portal
    2. Navigate to Custom Tabs: Go to TECH and then to Custom Tabs and then to Ticket Tabs
    3. Add the Integration Link: Select Create and enter the following details:
      1. Tab Name: Work with Microsoft Teams
      2. URL: https://teamsapp.deskdirector.com/integration/tech?access_token&ticketcontactemail=[ticketcontactemail]&ticketnumber=[ticketnumber]
  2. Setting Up the DeskDirector Teams App
    See Installing the Microsoft Teams App (Tech)

Features

Within the Tech Portal, with a ticket open select more options "..." from the top right corner, followed by Work with Microsoft Teams

Chat and Call Options
  • Chat: Initiate a chat with the ticket contact
  • Audio Call: Make an audio call using the provided link
  • Video Call: Start a video call with a simple click on the provided link
Meeting Scheduling

Easily access the Microsoft Teams meeting scheduling interface directly from the DeskDirector Tech portal

  • Meeting Options: Customise your meeting invites and include specific details

Setting Up External Access in Microsoft Teams

If you wish to call, chat, and set up meetings with individuals from external organisations in Microsoft Teams, the following setup is required:

  1. Access the Teams Admin Center
  2. Navigate to Users > External access
  3. Choose to allow or block specific domains
  4. Ensure the external organisation also trusts your domain and enables their users for external access

For more information on setting this up, please visit IT Admins - Manage external meetings and chat with people and organisations using Microsoft identities

How did we do?

Advanced topic: Setting up Tech & Client Mode in the same tenancy

Smart Alerts for TECH Users

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