How to Configure Microsoft Teams in Engage (Engage Legacy)

Pre-requisites

In order to use Microsoft Teams in Engage, you need the following:

Your organization must be setup with a Microsoft Exchange and/or Active Directory account

Your agents must have access to Microsoft Teams

Before you begin, your account will need to be enabled by some one on the Local Measure team. Reach out to support to get this enabled.

Setting up Microsoft Teams in Engage

Download and install the Engage by Local Measure application from the Azure Marketplace: click here

This will link your Microsoft Teams organization to Engage.

Enable the Microsoft Teams feature in your Engage settings

Log into Engage

Navigate to the General Settings tab within the Settings page

Scroll down to the Integrations section

Expand the Microsoft Teams Integrations section

Click the Edit Microsoft Teams settings button

Turn on the Enable Agent Visibility toggle and click Save

Once installed, agents can sign in to Microsoft Teams from within Engage and access the address book feature, which will populate with all available information.

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