Collaborate with stakeholders by using the sidebar

Initiate a discussion with internal and external stakeholders, such as sales agents, solution consultants, and subject matter experts using sidebar integration with Microsoft Teams.

Before you begin

Role required: sales_agent or sales_manager

Before using the sidebar integration, you must first complete configuring the sidebar integration with your opportunity. To learn more, see .

Procedure

1. Navigate to the List view and select Opportunity - All.
2. From the Opportunity List window, select the opportunity you want to work with.
3. Select Discuss on the opportunity header.
4. On the form, fill in the fields.

   Field	Description
   Record number	Number of the opportunity record.
   Subject	Description about the opportunity.
   Add participants	Name of the other users that you want to add to the opportunity discussion.
   Include a brief message for participants	Additional information that you want to add for your users.

5. Select Start discussion.
   A Microsoft Teams chat is created for your collaboration.

What to do next

Make your collaboration more effective by sharing emojis, messages, and attachments.