Introduction

  • 3 minutes

The goal for Store operations integration with Microsoft Teams is to enhance the workflow and communication between different applications, facilitating a smoother operational experience.

You can now access requests originating from Store operations Teams within the Approvals app in Microsoft Teams. This integration removes the requirement to switch between Teams and Store operations app, resulting in a more efficient use of your time and resources.

This module provides a hands-on experience to the integration between the Microsoft Teams Approvals app and Store operations.

Note

Consider the following limitations before completing the exercises in this module:

  • After your decision to approve or reject a request, the revised status of the request is promptly accessible to store associates in Store operations Teams. However, if the request is approved or rejected in Store operations Teams, it isn't reflected in the Approvals app.
  • After a store associate has created a request in Store operations Teams, the user who created it or the person to whom the request is assigned can't delete it.
  • After a request is synced to the Approvals app, it becomes read only. You can use Approvals to reassign the request, but this reassignment isn't reflected in Store operations Mobile. Therefore, when integration with Approvals is turned on, requests are read only and don't support attaching an image or reassignment.

Personas and scenarios

In this module, you assume specific personas to complete the following exercises:

  • Enable Teams Approvals for Requests flow in Power Apps - You assume the role of Oscar Ward, the system administrator, and enable a requests flow in Microsoft Power Apps.

  • Use Store operations Teams to create a request - You assume the role of Riley Flores, store associate, and create a request for an LED display repair.

  • Use Approvals to approve a request from Store operations Teams - You assume the role of Monica Rodriguez and approve Riley's request in your Microsoft Teams Approvals app.

Prerequisites

Ensure that Power Apps mobile is downloaded in your device.